StockDriftsStockDriftsTop 50 Wedge Capital Management L L P/Nc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNX | Td Synnex Corporation | 1.2% | 386.9K | $65.3M | -3.29%(-13.18K) | $153.20(+59.69%) | 2026-03-31 | |
| DELL | Dell Technologies Inc Cl C | 1.2% | 396.8K | $65.1M | -3.14%(-12.84K) | $133.83(+194.65%) | 2026-03-31 | |
| CW | Curtiss-Wright Corp | 1.13% | 90.0K | $61.3M | -19.26%(-21.48K) | $324.58(+134.22%) | 2026-03-31 | |
| NXT | Nextpower Inc | 1.11% | 500.5K | $60.3M | -21.76%(-139.19K) | $48.76(+131.42%) | 2026-03-31 | |
| JBL | Jabil Inc | 1.11% | 227.0K | $60.3M | -18.55%(-51.72K) | $139.99(+143.81%) | 2026-03-31 | |
| FN | Fabrinet | 1.11% | 115.5K | $60.3M | -4.27%(-5.15K) | $228.81(+118.35%) | 2026-03-31 | |
| KLAC | KLA-Tencor Corp | 1.11% | 40.8K | $60.0M | -22.90%(-12.11K) | $420.01(-43.92%) | 2026-03-31 | |
| CSCO | Cisco Systems Inc | 1.11% | 771.7K | $59.9M | -10.07%(-86.42K) | $56.69(+98.77%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Cap Stock Cl A | 1.1% | 207.8K | $59.7M | -1.26%(-2.66K) | $156.10(+130.57%) | 2026-03-31 | |
| TXN | Texas Instruments Inc | 1.08% | 301.4K | $58.5M | +530.59%(+253.59K) | $180.39(+62.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.23% | +87.13% |
| Top 20 Holdings Unweighted | +23.12% | +86.62% |
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