Hudson Edge Investment Partners

$684M 13F equity value
103 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
TSMTaiwan Semiconductor Manufacturing242,343$82M12.0%
INFYInfosys Ltd4,452,990$60M8.8%
RYAAYRYANAIR HOLDINGS PLC-SP ADR977,250$56M8.3%
HDBHDFC Bank Ltd.2,033,200$51M7.4%
ICLRIcon Plc319,003$35M5.2%
WBDWarner Bros. Discovery Inc381,878$10M1.5%
OKEOneok Inc.102,623$9M1.4%
DOVDover Corp.42,313$9M1.3%
JNJJohnson & Johnson35,708$9M1.3%
COPConoco Phillips65,408$9M1.3%

Track Hudson Edge Investment Partners's 13F portfolio: $684M in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.