account_balance
Investment manager · 13F filer · SEC CIK 1015308
Wedge Capital Management L L P
Reported value$5.72Bas of Sep 30, 2026
Positions480 35 new, 39 sold out
Top 10 weight13.6%MSFT alone is 1%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
1.4%Trimmed −20%
SSNCSS&C Technologies Holdings Inc
1.4%Trimmed −18%
KEYSKeysight Technologies, Inc.
1.4%Trimmed −6%
NTAPNetApp, Inc.
1.4%Trimmed −19%
LRCXLam Research Corp
1.4%Added +7%
GOOGLAlphabet Inc.
1.3%Trimmed −4%
AMATApplied Materials Inc
1.3%Added +7%
APHAmphenol Corp
1.3%Trimmed −14%
ZBRAZebra Technologies Corp
1.3%New
DBXDropbox, Inc.
1.3%Trimmed −26%
ARWArrow Electronics, Inc.
1.3%Trimmed −3%
AVTAvnet Inc
1.3%New
MSFTMicrosoft Corp
1.4%−20%
SSNCSS&C Technologies Holdings Inc
1.4%
KEYSKeysight Technologies, Inc.
1.4%
NTAPNetApp, Inc.
1.4%−19%
LRCXLam Research Corp
1.4%+7%
GOOGLAlphabet Inc.
1.3%−4%
AMATApplied Materials Inc
1.3%
APHAmphenol Corp
1.3%
ZBRAZebra Technologies Corp
1.3%
DBXDropbox, Inc.
1.3%
ARWArrow Electronics, Inc.
1.3%
AVTAvnet Inc
1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 1.4% Trimmed −20%SSNC SS&C Technologies Holdings Inc 1.4% Trimmed −18%KEYS Keysight Technologies, Inc. 1.4% Trimmed −6%NTAP NetApp, Inc. 1.4% Trimmed −19%LRCX Lam Research Corp 1.4% Added +7%GOOGL Alphabet Inc. 1.3% Trimmed −4%AMAT Applied Materials Inc 1.3% Added +7%APH Amphenol Corp 1.3% Trimmed −14%ZBRA Zebra Technologies Corp 1.3% NewDBX Dropbox, Inc. 1.3% Trimmed −26%ARW Arrow Electronics, Inc. 1.3% Trimmed −3%AVT Avnet Inc 1.3% New
What changed
Biggest moves since Jun 30, 2026
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