Institutional Fund
Wedge Capital Management L L P/Nc
Charlotte, NCCIK 10153085 filings on record
Portfolio Value
$5.42B
Q1 2026
Holdings
527
Reported positions
New Buys
52
Opened this quarter
QoQ Change
-2.7%
from $5.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Td Synnex Corporation1.2%
- Dell Technologies Inc1.2%
- Curtiss Wright Corp1.1%
- Nextracker Inc1.1%
- Jabil Inc1.1%
- Fabrinet1.1%
- Other93.1%
Portfolio Holdings
527 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Td Synnex Corporation | 386.9K | $65.27M | 1.2% | −13.2K | Reduced |
| 2 | Dell Technologies Inc | 396.8K | $65.12M | 1.2% | −12.8K | Reduced |
| 3 | Curtiss Wright Corp | 90.0K | $61.33M | 1.1% | −21.5K | Reduced |
| 4 | Nextracker Inc | 500.5K | $60.33M | 1.1% | −139.2K | Reduced |
| 5 | Jabil Inc | 227.0K | $60.31M | 1.1% | −51.7K | Reduced |
| 6 | Fabrinet | 115.5K | $60.26M | 1.1% | −5.1K | Reduced |
| 7 | Kla Corp | 40.8K | $60.01M | 1.1% | −12.1K | Reduced |
| 8 | Cisco Sys Inc | 771.7K | $59.88M | 1.1% | −86.4K | Reduced |
| 9 | Alphabet Inc | 207.8K | $59.74M | 1.1% | −2.7K | Reduced |
| 10 | Texas Instrs Inc | 301.4K | $58.51M | 1.1% | +253.6K | Added |
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