StockDriftsStockDriftsTop 50 Hudson Edge Investment Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 14.9% | 228.3K | $109.0M | -5.79%(-14.04K) | $120.08(+255.51%) | 2026-06-30 | |
| ICLR | Icon Plc | 8.7% | 366.5K | $63.7M | +14.88%(+47.47K) | $212.96(-21.63%) | 2026-06-30 | |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | 8.15% | 921.5K | $59.7M | -5.70%(-55.70K) | $48.59(+19.25%) | 2026-06-30 | |
| HDB | HDFC Bank Ltd. | 6.77% | 1.92M | $49.5M | -5.70%(-115.80K) | $30.36(-23.01%) | 2026-06-30 | |
| INFY | Infosys Ltd | 6.02% | 4.20M | $44.1M | -5.67%(-252.50K) | $17.37(-30.39%) | 2026-06-30 | |
| WBD | Warner Bros. Discovery Inc | 1.28% | 352.0K | $9.4M | -7.82%(-29.87K) | $16.36(+70.24%) | 2026-06-30 | |
| SNA | Snap-on Inc. | 1.15% | 20.9K | $8.4M | -7.41%(-1.67K) | $201.17(+100.60%) | 2026-06-30 | |
| APH | Amphenol Corp. | 1.12% | 46.5K | $8.2M | new | $147.74(+13.87%) | 2026-06-30 | |
| HBAN | Huntington Bancshares Inc. | 1.12% | 460.9K | $8.2M | -2.03%(-9.57K) | $15.67(+14.30%) | 2026-06-30 | |
| URI | United Rentals Inc. | 1.11% | 7.2K | $8.2M | -29.99%(-3.09K) | $560.44(+106.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.57% | +35.19% | +6.83% | +39.15% |
| Top 20 Holdings Unweighted | +11.88% | +40.03% | +7.51% | +43.61% |
Hudson Edge Investment Partners INC reports $731.97M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are TSM (14.9%), ICLR (8.7%) and RYAAY (8.2%). The top 20 holdings account for 61.21% of reported assets. Its disclosed equity book has returned +35.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hudson Edge Investment Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 740272). View Hudson Edge Investment Partners INC’s 13F filings on SEC