Q2 2026 13F · SEC CIK 740272

Hudson Edge Investment Partners Inc.

Hedge fundFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $732.0M
Reported positions: 123
Top holdings a year, 3 yrs: +12.3%
Assets under management: $2.9B

Hudson Edge Investment Partners Inc. is a hedge fund that reported 123 positions worth $732.0M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 14.9%), Icon PLC (ICLR, 8.7%), Ryanair Holdings PLC (RYAAY, 8.2%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Hudson Edge Investment Partners Inc. holdings largest 50 of 123 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hudson Edge Investment Partners Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	14.9%	12.0%	228,303	-5.8%	$109.0M
ICLRIcon PLC	8.7%	5.2%	366,477	+14.9%	$63.7M
RYAAYRyanair Holdings PLC	8.2%	8.3%	921,550	-5.7%	$59.7M
HDBHdfc Bk Ltd ADR	6.8%	7.4%	1,917,400	-5.7%	$49.5M
INFYInfosys Ltd	6.0%	8.8%	4,200,490	-5.7%	$44.1M
WBDWarner Bros Discovery Inc	1.3%	1.5%	352,007	-7.8%	$9.4M
SNASnap-on Inc.	1.1%	1.2%	20,904	-7.4%	$8.4M
APHAmphenol Corp	1.1%	—	46,494	—	$8.2M
HBANHuntington Bancshares Inc Com	1.1%	1.1%	460,945	-2.0%	$8.2M
URIUnited Rentals Inc Com	1.1%	1.1%	7,203	-30.0%	$8.2M
DOVDover Corp Common	1.1%	1.3%	36,256	-14.3%	$8.1M
GPCGenuine Parts Co Com	1.1%	1.1%	68,915	-2.7%	$8.1M
IBMInternational Business Machs	1.1%	1.0%	28,700	+1.5%	$8.1M
HUBBHubbell Inc	1.1%	1.1%	15,378	+1.5%	$8.0M
HDHome Depot Inc Com	1.1%	1.1%	22,527	-0.5%	$7.9M
JNJJohnson & Johnson	1.1%	1.3%	31,250	-12.5%	$7.9M
CVSCvs Caremark Corporation	1.1%	1.1%	76,628	-26.9%	$7.9M
CCitigroup Inc Com New	1.1%	1.2%	56,513	-24.8%	$7.9M
METMetlife Inc	1.1%	1.0%	92,606	-7.5%	$7.8M
ALLAllstate Corp	1.1%	—	32,785	—	$7.8M
DGDollar Gen Corp New	1.1%	1.1%	67,361	+3.3%	$7.8M
SJMSmucker J M Co	1.1%	1.1%	68,524	-11.8%	$7.7M
STTState Str Corp	1.1%	1.1%	45,320	-25.4%	$7.7M
ABBVAbbvie Inc	1.0%	1.0%	30,279	-7.5%	$7.6M
JPMJpmorgan Chase & Co	1.0%	1.2%	23,260	-16.6%	$7.6M
ORealty Income Corp	1.0%	1.1%	122,177	+2.6%	$7.6M
OKEOneok Inc	1.0%	1.4%	86,559	-15.7%	$7.5M
MTBM & T Bk Corp	1.0%	1.2%	31,589	-19.4%	$7.5M
RPMRpm Intl Inc	1.0%	—	67,329	—	$7.5M
AMZNAmazon Com Inc Com	1.0%	—	31,305	—	$7.5M
COFCapital One Financial Corp	1.0%	—	37,142	—	$7.5M
BDXBecton Dickinson & Co	1.0%	1.0%	49,053	+9.6%	$7.4M
BMYBristol-Myers Squibb Co Com	1.0%	1.2%	128,460	-7.5%	$7.4M
EQREquity Residential	1.0%	—	108,814	—	$7.4M
AMATApplied Matls Inc	1.0%	0.9%	10,136	-40.5%	$7.3M
LMTLockheed Martin Corp Com	1.0%	1.2%	14,353	+9.8%	$7.3M
CMCSAComcast Corp New	1.0%	1.1%	297,036	+16.9%	$7.3M
OMCOmnicom Group Inc	1.0%	1.0%	98,745	+8.8%	$7.2M
AEPAmerican Elec Pwr Co Inc	1.0%	1.1%	51,855	-7.5%	$7.1M
EOGEog Res Inc	1.0%	1.2%	53,742	-7.5%	$7.0M
MDTMedtronic PLC	0.9%	1.1%	87,326	-2.4%	$6.8M
CORCencora Inc Com	0.9%	1.1%	24,124	+2.7%	$6.8M
ACNAccenture PLC Ireland Shs Class A	0.9%	1.1%	54,754	+41.2%	$6.8M
PEPPepsico Inc	0.9%	1.1%	49,497	-0.2%	$6.7M
CSCOCisco Sys Inc	0.9%	1.0%	56,346	-36.8%	$6.6M
KHCKraft Heinz Co	0.9%	0.9%	277,680	-2.9%	$6.6M
DUKDuke Energy	0.9%	1.1%	51,617	-7.4%	$6.5M
NUENucor Corp	0.9%	1.0%	28,884	-31.9%	$6.4M
IWFIshares Russell 1000 Growth ETF	0.9%	—	51,560	—	$6.4M
HCAHCA Healthcare Inc	0.9%	1.1%	16,302	+2.2%	$6.4M

What Hudson Edge Investment Partners Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ACN Accenture PLC Ireland Shs Class A+41.2% shares
CMCSA Comcast Corp New+16.9% shares
ICLR Icon PLC+14.9% shares
LMT Lockheed Martin Corp Com+9.8% shares
BDX Becton Dickinson & Co+9.6% shares
OMC Omnicom Group Inc+8.8% shares

Reduced

AMAT Applied Matls Inc-40.5% shares
CSCO Cisco Sys Inc-36.8% shares
NUE Nucor Corp-31.9% shares
URI United Rentals Inc Com-30.0% shares
CVS Cvs Caremark Corporation-26.9% shares
STT State Str Corp-25.4% shares
C Citigroup Inc Com New-24.8% shares
MTB M & T Bk Corp-19.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.3% /yr; S&P 500 +20.1%
3 years: +12.3% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$732.0M	123
Q1 2026	$684.3M	101
Q4 2025	$674.9M	87
Q3 2025	$617.8M	88
Q2 2025	$584.4M	91
Q1 2025	$491.8M	101
Q4 2024	$542.4M	187
Q3 2024	$539.4M	195
Q2 2024	$517.6M	192
Q1 2024	$512.2M	160
Q4 2023	$430.6M	146
Q3 2023	$306.1M	130

Questions about Hudson Edge Investment Partners Inc.'s portfolio

What stocks does Hudson Edge Investment Partners Inc. own?

Hudson Edge Investment Partners Inc.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 123 positions worth $732.0M. The largest are Taiwan Semiconductor Manufac (TSM) at 14.9%, Icon PLC (ICLR) at 8.7%, Ryanair Holdings PLC (RYAAY) at 8.2%, Hdfc Bk Ltd ADR (HDB) at 6.8% and Infosys Ltd (INFY) at 6.0%.

What did Hudson Edge Investment Partners Inc. buy last quarter?

In Q2 2026, Hudson Edge Investment Partners Inc. added Accenture PLC Ireland Shs Class A (ACN) (+41.2% shares), Comcast Corp New (CMCSA) (+16.9% shares) and Icon PLC (ICLR) (+14.9% shares), compared with its Q1 2026 filing.

What did Hudson Edge Investment Partners Inc. sell last quarter?

In Q2 2026, Hudson Edge Investment Partners Inc. cut from its top 50 Conocophillips (COP), cut from its top 50 UDR Inc (UDR), cut from its top 50 Constellation Brands Inc (STZ), cut from its top 50 Simon Property Group Inc (SPG), cut from its top 50 Aflac Inc (AFL), Applied Matls Inc (AMAT) (-40.5% shares), Cisco Sys Inc (CSCO) (-36.8% shares) and Nucor Corp (NUE) (-31.9% shares), compared with its Q1 2026 filing.

How has Hudson Edge Investment Partners Inc.'s portfolio performed?

A portfolio copying Hudson Edge Investment Partners Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.3% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Hudson Edge Investment Partners Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Hudson Edge Investment Partners Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hudson Edge Investment Partners Inc. manage?

Hudson Edge Investment Partners Inc. reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $732.0M.