EdgeMarket › What Wedge Capital Management L L P/Nc reported owning
What Wedge Capital Management L L P/Nc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.4BPositions
527Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SNX TD SYNNEX CORP | 65.3M | 1.2% | 386.9K | 250.14 | +72.2% |
| DELL Dell Technologies Inc. | 65.1M | 1.2% | 396.8K | 442.08 | +244.1% |
| CW CURTISS WRIGHT CORP | 61.3M | 1.1% | 90.0K | 634.99 | +32.2% |
| NXT Nextpower Inc. | 60.3M | 1.1% | 500.5K | 86.18 | +30.3% |
| JBL JABIL INC | 60.3M | 1.1% | 227.0K | 313.21 | +53.5% |
| FN Fabrinet | 60.3M | 1.1% | 115.5K | 436.67 | +55.8% |
| KLAC KLA CORP | 60.0M | 1.1% | 40.8K | 183.99 | +109.5% |
| CSCO CISCO SYSTEMS, INC. | 59.9M | 1.1% | 771.7K | 111.04 | +65.5% |
| GOOGL Alphabet Inc. | 59.7M | 1.1% | 207.8K | 344.82 | +73.0% |
| TXN TEXAS INSTRUMENTS INC | 58.5M | 1.1% | 301.4K | 264.36 | +31.7% |
| KEYS Keysight Technologies, Inc. | 58.0M | 1.1% | 205.6K | 316.13 | +99.4% |
| AMAT APPLIED MATERIALS INC /DE | 58.0M | 1.1% | 169.8K | 492.32 | +205.9% |
| NTAP NetApp, Inc. | 58.0M | 1.1% | 566.5K | 192.27 | +77.3% |
| LMT LOCKHEED MARTIN CORP | 57.9M | 1.1% | 95.9K | 563.57 | +26.4% |
| LDOS Leidos Holdings, Inc. | 57.1M | 1.1% | 367.4K | 141.39 | -21.5% |
| ADSK Autodesk, Inc. | 56.6M | 1.0% | 236.4K | 253.82 | -12.1% |
| MSFT MICROSOFT CORP | 56.5M | 1.0% | 152.8K | 483.24 | -4.4% |
| LRCX LAM RESEARCH CORP | 56.0M | 1.0% | 262.3K | 314.00 | +216.7% |
| SSNC SS&C Technologies Holdings Inc | 55.9M | 1.0% | 826.8K | 82.95 | -5.6% |
| TEL TE Connectivity plc | 55.8M | 1.0% | 266.9K | 203.52 | +1.0% |
| STX Seagate Technology Holdings plc | 55.6M | 1.0% | 141.9K | 850.00 | +436.6% |
| DBX DROPBOX, INC. | 54.0M | 1.0% | 2.4M | 34.47 | +21.3% |
| CDNS CADENCE DESIGN SYSTEMS INC | 53.9M | 1.0% | 194.1K | 319.02 | -7.7% |
| APH AMPHENOL CORP /DE/ | 53.4M | 1.0% | 422.8K | 157.01 | +44.5% |
| CPAY CORPAY, INC. | 53.1M | 1.0% | 182.3K | 417.13 | +31.8% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 53.0M | 1.0% | 864.0K | 61.87 | -12.2% |
| ANET Arista Networks, Inc. | 53.0M | 1.0% | 431.7K | 188.65 | +43.5% |
| PAYX PAYCHEX INC | 52.0M | 1.0% | 564.0K | 124.47 | -10.4% |
| RPRX Royalty Pharma plc | 42.7M | 0.8% | 890.8K | 61.31 | +66.2% |
| CCL Carnival Corp Ltd. | 40.6M | 0.7% | 1.6M | 25.73 | -12.1% |
| CASY CASEYS GENERAL STORES INC | 37.8M | 0.7% | 51.9K | 835.74 | +62.8% |
| NYT NEW YORK TIMES CO | 37.2M | 0.7% | 444.9K | 65.69 | +9.6% |
| DVA DAVITA INC. | 37.1M | 0.7% | 241.3K | 173.82 | +26.5% |
| TSN TYSON FOODS, INC. | 36.0M | 0.7% | 562.2K | 58.48 | +3.4% |
| PFG PRINCIPAL FINANCIAL GROUP INC | 35.2M | 0.6% | 390.4K | 110.75 | +40.7% |
| DDS DILLARD'S, INC. | 35.1M | 0.6% | 61.4K | 621.63 | +25.0% |
| GRMN GARMIN LTD | 35.1M | 0.6% | 151.2K | 294.85 | +28.1% |
| TPR TAPESTRY, INC. | 34.8M | 0.6% | 246.6K | 130.17 | +31.7% |
| BYD BOYD GAMING CORP | 34.2M | 0.6% | 415.6K | 80.78 | -3.3% |
| LTH Life Time Group Holdings, Inc. | 34.1M | 0.6% | 1.3M | 45.11 | +60.7% |
| HAS HASBRO, INC. | 33.8M | 0.6% | 361.5K | 93.54 | +17.4% |
| ALLY Ally Financial Inc. | 33.8M | 0.6% | 862.0K | 42.93 | +12.3% |
| AN AUTONATION, INC. | 33.8M | 0.6% | 172.9K | 199.49 | -4.8% |
| RF REGIONS FINANCIAL CORP | 33.0M | 0.6% | 1.3M | 30.41 | +17.6% |
| M Macy's, Inc. | 32.9M | 0.6% | 1.8M | 22.82 | +77.2% |
| LVS LAS VEGAS SANDS CORP | 32.8M | 0.6% | 608.6K | 47.03 | -12.3% |
| UTHR UNITED THERAPEUTICS Corp | 32.4M | 0.6% | 54.7K | 513.12 | +67.4% |
| SYF Synchrony Financial | 32.3M | 0.6% | 474.4K | 79.47 | +11.0% |
| RL RALPH LAUREN CORP | 32.2M | 0.6% | 93.6K | 372.59 | +30.2% |
| VLY VALLEY NATIONAL BANCORP | 32.1M | 0.6% | 2.6M | 14.16 | +45.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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