WEDGE CAPITAL MANAGEMENT L L P/NC: 13F holdings
CIK 10153082026Q2
| Positions | 484 |
|---|---|
| Reported value | $6.1bn |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| KLAC KLA-Tencor Corp | 359,277 | $108.4m | 1.8% |
| AMAT Applied Materials Inc | 139,749 | $101.0m | 1.7% |
| LRCX Lam Research Corp New | 220,495 | $95.5m | 1.6% |
| APH Amphenol Corp | 528,324 | $93.2m | 1.5% |
| GOOGL Alphabet Inc Cap Stock Cl A | 233,449 | $83.4m | 1.4% |
| DELL Dell Technologies Inc Cl C | 192,093 | $82.9m | 1.4% |
| DBX DROPBOX INC | 3,005,173 | $82.6m | 1.4% |
| YOU Clear Secure Inc Cl A | 1,481,104 | $82.5m | 1.4% |
| ANET Arista Networks Inc | 485,198 | $82.4m | 1.4% |
| JBL Jabil Inc | 212,241 | $81.8m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1015308")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.