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Bradley W Horstmann

Wedge Capital Management L L P Nc

Assets Managed
$6.062B
Holdings
484
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
11.89%(2Q avg: 4.6%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wedge Capital Management L L P Nc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 484 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 6.062B in assets, with a quarterly growth rate of 11.89% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Bradley W Horstmann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KLAC
Kla Corp
Recent Activity
Increased 781.51%
1.79%
$108.397M
359,277 shares@ $301.72 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -17.69%
1.67%
$101.039M
139,749 shares@ $723.0 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -15.94%
1.58%
$95.547M
220,495 shares@ $433.33 avg price
APH
Amphenol Corp-cl A
Recent Activity
Increased 24.95%
1.54%
$93.154M
528,324 shares@ $176.33 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 12.37%
1.38%
$83.428M
233,449 shares@ $357.37 avg price
DELL
Dell Technologies -c
Recent Activity
Decreased -51.58%
1.37%
$82.88M
192,093 shares@ $431.47 avg price
DBX
Dropbox Inc-class A
Recent Activity
Increased 26.38%
1.37%
$82.552M
3.005M shares@ $27.47 avg price
YOU
Clear Secure Inc -class A
Recent Activity
New Position
1.37%
$82.542M
1.481M shares@ $55.74 avg price
ANET
Arista Networks Inc
Recent Activity
Increased 12.41%
1.36%
$82.425M
485,198 shares@ $169.88 avg price
JBL
Jabil Inc
Recent Activity
Decreased -6.52%
1.35%
$81.815M
212,241 shares@ $385.49 avg price

1-10 of 484