1y return+27.7%S&P 500 +20.9%
3y return+65.0%S&P 500 +68.5%
5y return+60.7%S&P 500 +74.5%
10y return+165.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $265 against $357 in the S&P 500.2
Wedge Capital Management L L P/ncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KLACKLA-Tencor Corp | $108.4M | 1.8% | +781.5% |
| AMATApplied Materials Inc | $101.0M | 1.7% | −17.7% |
| LRCXLam Research Corp New | $95.5M | 1.6% | −15.9% |
| APHAmphenol Corp | $93.2M | 1.5% | +24.9% |
| GOOGLAlphabet Inc Cap Stock Cl A | $83.4M | 1.4% | +12.4% |
| DELLDell Technologies Inc Cl C | $82.9M | 1.4% | −51.6% |
| DBXDropbox Inc | $82.6M | 1.4% | +26.4% |
| YOUClear Secure Inc Cl A | $82.5M | 1.4% | New |
| ANETArista Networks Inc | $82.4M | 1.4% | +12.4% |
| JBLJabil Inc | $81.8M | 1.3% | −6.5% |
| KEYSKeysight Technologies Inc | $80.6M | 1.3% | +12.0% |
| CWCurtiss-Wright Corp | $80.0M | 1.3% | +17.3% |
| TXNTexas Instruments Inc | $79.3M | 1.3% | −11.7% |
| SNXTd Synnex Corporation | $77.8M | 1.3% | −24.8% |
| SSNCSS&C Technologies Holdings Inc | $77.6M | 1.3% | +51.2% |
| LMTLockheed Martin Corp | $75.6M | 1.2% | +54.8% |
| MSFTMicrosoft Corp | $75.3M | 1.2% | +32.2% |
| Seagate Technology Hldngs PLCCUSIP G7997R103 | $74.9M | 1.2% | −45.3% |
| CPAYCorpay Inc | $74.2M | 1.2% | +22.1% |
| FabrinetCUSIP G3323L100 | $72.4M | 1.2% | +11.5% |
| ARWArrow Electrs Inc | $72.3M | 1.2% | New |
| CSCOCisco Systems Inc | $71.9M | 1.2% | −20.7% |
| NXTNextpower Inc | $71.6M | 1.2% | +20.0% |
| NTAPNetApp Inc | $70.8M | 1.2% | −19.2% |
| TE Connectivity PLCCUSIP G87052109 | $70.4M | 1.2% | +30.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PLCCUSIP G7997R103 | March 31, 2025 | +1036.0% | $74.9M |
| THCTenet Healthcare Corp New | September 30, 2020 | +663.3% | $41.4M |
| AMATApplied Materials Inc | March 31, 2023 | +488.6% | $101.0M |
| LRCXLam Research Corp New | June 30, 2025 | +345.2% | $95.5M |
| SYFSynchrony Financial | June 30, 2020 | +243.2% | $37.7M |
| DELLDell Technologies Inc Cl C | December 31, 2025 | +242.8% | $82.9M |
| GOOGLAlphabet Inc Cap Stock Cl A | June 30, 2022 | +228.0% | $83.4M |
| JBLJabil Inc | March 31, 2025 | +183.3% | $81.8M |
| DVADaVita Inc | June 30, 2020 | +181.1% | $41.4M |
| APHAmphenol Corp | June 30, 2024 | +161.7% | $93.2M |
Sold off last quarter
- CTSHCognizant Technology Solutions was $53.0M
- PAYXPaychex Inc was $52.0M
- Carnival CorpCUSIP 143658300 was $40.6M
- BYDBoyd Gaming Corp was $34.2M
- MMacy's Inc was $32.9M
- UTHRUnited Therapeutics Corp was $32.4M
- TFXTeleflex Inc was $30.1M
- NRGNRG Energy Inc was $15.2M
- GPCGenuine Parts Co was $11.5M
- Topbuild CorpCUSIP 89055F103 was $10.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.8% | +14.8% |
| March 31, 2026 | +1.7% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | −1.5% | +4.0% |
| March 31, 2024 | +11.1% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +8.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wedge Capital Management L L P/nc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1015308&type=13F-HR&dateb=&owner=include&count=40CIK 1015308
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1015308/000101530826000006/Filed July 10, 2026 · accession 0001015308-26-000006