Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Hudson Canyon Capital Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Hudson Canyon Capital Management (CIK 1978883) reported $163.4M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($12.8M, 7.82%), AAPL ($10.1M, 6.20%), GOOGL ($8.4M, 5.14%), MSFT ($7.3M, 4.45%), AMZN ($5.0M, 3.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$12.8M7.82%73,273Trimmed
2AAPLAPPLE INC$10.1M6.20%39,911Trimmed
3GOOGLALPHABET INC$8.4M5.14%29,196Trimmed
4MSFTMICROSOFT CORP$7.3M4.45%19,658Trimmed
5AMZNAMAZON COM INC$5.0M3.03%23,785Trimmed
6AVGOBROADCOM INC$4.8M2.97%15,650Trimmed
7AMATAPPLIED MATLS INC$4.7M2.86%13,650Trimmed
8NFLXNETFLIX INC.$3.9M2.39%40,670Trimmed
9METAMETA PLATFORMS INC$3.9M2.37%6,767Trimmed
10MPCMARATHON PETE CORP$3.9M2.36%15,786Trimmed
11DELLDELL TECHNOLOGIES INC$3.5M2.15%21,350Trimmed
12LLYELI LILLY & CO$3.3M2.02%3,580Trimmed
13JPMJPMORGAN CHASE & CO$3.3M2.02%11,240Trimmed
14GEGE AEROSPACE$3.2M1.98%11,388Trimmed
15TJXTJX COS INC NEW$3.1M1.87%19,099Trimmed
16MSMORGAN STANLEY$3.0M1.84%18,284Trimmed
17ETNEATON CORP PLC$3.0M1.83%8,380Trimmed
18RTXRTX CORPORATION$3.0M1.81%15,369Trimmed
19HCAHCA HEALTHCARE INC$2.9M1.76%6,069Trimmed
20COSTCOSTCO WHOLESALE CORPORATION$2.9M1.76%2,879Trimmed
21SCHWSCHWAB CHARLES CORP$2.6M1.61%28,052Trimmed
22COPCONOCOPHILLIPS$2.6M1.58%19,600New
23TSLATESLA INC$2.6M1.58%6,921Trimmed
24COFCAPITAL ONE FINL CORP$2.5M1.55%13,875Trimmed
25AMGNAMGEN INC$2.5M1.54%7,137Added

Source: SEC Form 13F filings · as of 2026-03-31