Wedge Capital Management L L P has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.35 Billion distributed in 509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fabrinet with a value of $78M, Meta Platforms, Inc. with a value of $71.8M, Microsoft Corp with a value of $70.9M, Seagate Technology Holdings PLC with a value of $70.1M, and Kla Corp with a value of $69.6M.
Examining the 13F form we can see an increase of $310M in the current position value, from $5.04B to 5.35B.
Below you can find more details about Wedge Capital Management L L P portfolio as well as his latest detailed transactions.