Top 50 Hudson Edge Investment Partners Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 11.97% | 242.3K | $81.9M | +2.90%(+6.84K) | $120.08(+232.95%) | 2026-03-31 | |
| INFY | Infosys Ltd | 8.79% | 4.45M | $60.2M | +56.48%(+1.61M) | $17.37(-31.71%) | 2026-03-31 | |
| RYAAY | RYANAIR HOLDINGS PLC-SP ADR | 8.26% | 977.3K | $56.5M | +2.92%(+27.70K) | $48.59(+13.06%) | 2026-03-31 | |
| HDB | HDFC Bank Ltd. | 7.39% | 2.03M | $50.6M | +36.00%(+538.20K) | $30.36(-21.33%) | 2026-03-31 | |
| ICLR | Icon Plc | 5.16% | 319.0K | $35.3M | +22.48%(+58.55K) | $223.91(-47.58%) | 2026-03-31 | |
| WBD | Warner Bros. Discovery Inc | 1.53% | 381.9K | $10.5M | -0.13%(-490) | $16.36(+66.55%) | 2026-03-31 | |
| OKE | Oneok Inc. | 1.36% | 102.6K | $9.3M | -1.76%(-1.84K) | $82.75(+7.29%) | 2026-03-31 | |
| DOV | Dover Corp. | 1.29% | 42.3K | $8.8M | -1.52%(-653) | $123.97(+73.12%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 1.28% | 35.7K | $8.7M | -18.30%(-8.00K) | $123.72(+86.25%) | 2026-03-31 | |
| COP | Conoco Phillips | 1.26% | 65.4K | $8.6M | -19.85%(-16.20K) | $78.52(+49.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.29% | +20.07% |
| Top 20 Holdings Unweighted | +10.05% | +33.29% |
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