Bradley W Horstmann
@Wedge Capital Management L L P Nc
Latest period2024 - Q4ReportedManaged Assets$5.554BTotal holdings508
Assets growth rate-4.12%Assets growth rate (2-Q avg)-0.74%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Wedge Capital Management L L P Nc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 508 positions.
Assets under management
The assets under management (AUM) of Wedge Capital Management L L P Nc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.554B in assets, with a quarterly growth rate of -4.12% and a 2-quarter average growth rate of -0.74%. The portfolio is managed by Bradley W Horstmann, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NOCNorthrop Grumman Corp
| 1.2% | $66.171M 141,002 shares@ $469.3 avg price | New Position |
KLACKla-tencor Corp
| 1.19% | $66.039M 104,804 shares@ $630.12 avg price | Increased 34.29% |
CDNSCadence Design Systems Inc
| 1.19% | $65.892M 219,305 shares@ $300.46 avg price | Increased 0.06% |
METAMeta Platforms Inc
| 1.19% | $65.639M 112,105 shares@ $585.52 avg price | Decreased -3.83% |
LMTLockheed Martin Corp
| 1.18% | $65.424M 134,634 shares@ $485.95 avg price | Increased 34.26% |
ITGartner Inc
| 1.16% | $64.002M 132,107 shares@ $484.47 avg price | Increased 11.19% |
PAYXPaychex Inc
| 1.16% | $63.924M 455,883 shares@ $140.22 avg price | Increased 2.61% |
INTUIntuit Inc
| 1.15% | $63.467M 100,981 shares@ $628.51 avg price | Increased 9.13% |
NTAPNetapp Inc
| 1.15% | $63.454M 546,642 shares@ $116.08 avg price | Increased 14.26% |
FNFabrinet
| 1.14% | $63.222M 287,531 shares@ $219.88 avg price | New Position |