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Hudson Edge Investment Partners Inc.

Portfolio Manager
Hudson Edge Investment Partners Inc.
Performance
-12.75% (2026 Q1)
AUM (13F)
$684.25M
# of Holdings
101
Performance Rank
Allocation (Top 20)
60.12%

Hudson Edge Investment Partners Inc. Holdings Map

Top 50 Hudson Edge Investment Partners Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TSM
Taiwan Semiconductor Manufacturing
11.97%242.3K$81.9M
+2.90%(+6.84K)
2025-Q1: 214.9K shares2025-Q2: 236.5K shares2025-Q3: 237.3K shares2025-Q4: 235.5K shares2026-Q1: 242.3K shares
$120.08(+232.95%)
2026-03-31
INFY
Infosys Ltd
8.79%4.45M$60.2M
+56.48%(+1.61M)
2025-Q1: 0 shares2025-Q2: 2.80M shares2025-Q3: 2.81M shares2025-Q4: 2.85M shares2026-Q1: 4.45M shares
$17.37(-31.71%)
2026-03-31
RYAAY
RYANAIR HOLDINGS PLC-SP ADR
8.26%977.3K$56.5M
+2.92%(+27.70K)
2025-Q1: 967.8K shares2025-Q2: 953.9K shares2025-Q3: 956.6K shares2025-Q4: 949.5K shares2026-Q1: 977.3K shares
$48.59(+13.06%)
2026-03-31
HDB
HDFC Bank Ltd.
7.39%2.03M$50.6M
+36.00%(+538.20K)
2025-Q1: 856.5K shares2025-Q2: 751.0K shares2025-Q3: 1.51M shares2025-Q4: 1.50M shares2026-Q1: 2.03M shares
$30.36(-21.33%)
2026-03-31
ICLR
Icon Plc
5.16%319.0K$35.3M
+22.48%(+58.55K)
2025-Q1: 181.6K shares2025-Q2: 178.6K shares2025-Q3: 200.7K shares2025-Q4: 260.4K shares2026-Q1: 319.0K shares
$223.91(-47.58%)
2026-03-31
WBD
Warner Bros. Discovery Inc
1.53%381.9K$10.5M
-0.13%(-490)
2025-Q1: 511.8K shares2025-Q2: 566.2K shares2025-Q3: 354.8K shares2025-Q4: 382.4K shares2026-Q1: 381.9K shares
$16.36(+66.55%)
2026-03-31
OKE
Oneok Inc.
1.36%102.6K$9.3M
-1.76%(-1.84K)
2025-Q1: 52.8K shares2025-Q2: 65.4K shares2025-Q3: 87.7K shares2025-Q4: 104.5K shares2026-Q1: 102.6K shares
$82.75(+7.29%)
2026-03-31
DOV
Dover Corp.
1.29%42.3K$8.8M
-1.52%(-653)
2025-Q1: 33.5K shares2025-Q2: 36.0K shares2025-Q3: 39.8K shares2025-Q4: 43.0K shares2026-Q1: 42.3K shares
$123.97(+73.12%)
2026-03-31
JNJ
Johnson & Johnson
1.28%35.7K$8.7M
-18.30%(-8.00K)
2025-Q1: 40.1K shares2025-Q2: 42.6K shares2025-Q3: 42.7K shares2025-Q4: 43.7K shares2026-Q1: 35.7K shares
$123.72(+86.25%)
2026-03-31
COP
Conoco Phillips
1.26%65.4K$8.6M
-19.85%(-16.20K)
2025-Q1: 49.4K shares2025-Q2: 50.6K shares2025-Q3: 59.2K shares2025-Q4: 81.6K shares2026-Q1: 65.4K shares
$78.52(+49.51%)
2026-03-31

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