StockDriftsStockDriftsTop 50 Hudson Edge Investment Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 13.75% | 219.3K | $100.0M | -3.94%(-9.00K) | $120.08(+265.14%) | 2026-09-30 | |
| SW | Smurfit Kappa Group PLC US | 9.16% | 1.51M | $66.6M | new | $45.18(-12.57%) | 2026-09-30 | |
| ICLR | Icon Plc | 8.79% | 376.4K | $64.0M | +2.72%(+9.96K) | $211.87(-3.54%) | 2026-09-30 | |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | 7.51% | 993.1K | $54.6M | +7.77%(+71.60K) | $49.41(+5.35%) | 2026-09-30 | |
| INFY | Infosys Ltd | 6.38% | 4.31M | $46.4M | +2.72%(+114.10K) | $17.19(-30.16%) | 2026-09-30 | |
| HDB | HDFC Bank Ltd. | 6.05% | 1.97M | $44.0M | +2.71%(+52.00K) | $30.19(-28.52%) | 2026-09-30 | |
| ACN | ACCENTURE PLC-CL A | 1.19% | 47.4K | $8.7M | -13.49%(-7.39K) | $249.25(-2.42%) | 2026-09-30 | |
| MSFT | Microsoft Corporation | 1.17% | 16.5K | $8.5M | new | $436.65(+20.93%) | 2026-09-30 | |
| AMZN | Amazon.com Inc. | 1.11% | 32.5K | $8.1M | +3.68%(+1.15K) | $217.39(+16.82%) | 2026-09-30 | |
| GPC | Genuine Parts Co. | 1.03% | 59.6K | $7.5M | -13.47%(-9.28K) | $113.15(+6.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.09% | +29.83% | +5.61% | +31.36% |
| Top 20 Holdings Unweighted | +10.15% | +33.64% | +6.14% | +34.73% |
Hudson Edge Investment Partners INC reports $727.74M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are TSM (13.8%), SW (9.2%) and ICLR (8.8%). The top 20 holdings account for 65.34% of reported assets. Its disclosed equity book has returned +29.83% on a three-year cumulative basis. Figures reflect the Q3 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