Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HUDSON EDGE INVESTMENT PARTNERS INC. (CIK 740272) reported $684.3M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($81.9M, 11.97%), INFY ($60.2M, 8.79%), RYAAY ($56.5M, 8.26%), HDB ($50.6M, 7.39%), ICLR ($35.3M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing | $81.9M | 11.97% | 242,343 | Added |
| 2 | INFY | Infosys Ltd | $60.2M | 8.79% | 4.5M | Added |
| 3 | RYAAY | RYANAIR HOLDINGS PLC-SP ADR | $56.5M | 8.26% | 977,250 | Added |
| 4 | HDB | HDFC Bank Ltd. | $50.6M | 7.39% | 2.0M | Added |
| 5 | ICLR | Icon Plc | $35.3M | 5.16% | 319,003 | Added |
| 6 | WBD | Warner Bros. Discovery Inc | $10.5M | 1.53% | 381,878 | Trimmed |
| 7 | OKE | Oneok Inc. | $9.3M | 1.36% | 102,623 | Trimmed |
| 8 | DOV | Dover Corp. | $8.8M | 1.29% | 42,313 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $8.7M | 1.28% | 35,708 | Trimmed |
| 10 | COP | Conoco Phillips | $8.6M | 1.26% | 65,408 | Trimmed |
| 11 | C | Citigroup Inc | $8.5M | 1.25% | 75,164 | Trimmed |
| 12 | EOG | EOG Resources Inc. | $8.4M | 1.23% | 58,110 | Trimmed |
| 13 | BMY | Bristol-Myers Squibb Co. | $8.4M | 1.23% | 138,879 | Trimmed |
| 14 | SNA | Snap-on Inc. | $8.2M | 1.20% | 22,577 | Trimmed |
| 15 | JPM | JPMorgan Chase & Co. | $8.2M | 1.20% | 27,888 | Trimmed |
| 16 | MTB | M & T Bank Corp | $8.1M | 1.18% | 39,199 | Trimmed |
| 17 | LMT | Lockheed Martin Corp. | $7.9M | 1.15% | 13,074 | Trimmed |
| 18 | PEP | PepsiCo Inc | $7.7M | 1.13% | 49,608 | New |
| 19 | MDT | Medtronic Plc | $7.8M | 1.13% | 89,509 | Added |
| 20 | DG | Dollar General Corp. | $7.7M | 1.13% | 65,192 | Added |
| 21 | UDR | UDR Inc | $7.7M | 1.12% | 227,336 | Added |
| 22 | STT | State Street Corp. | $7.7M | 1.12% | 60,760 | Trimmed |
| 23 | ACN | ACCENTURE PLC-CL A | $7.7M | 1.12% | 38,787 | Added |
| 24 | HCA | HCA Healthcare Inc | $7.5M | 1.10% | 15,950 | Trimmed |
| 25 | GPC | Genuine Parts Co. | $7.5M | 1.10% | 70,856 | Added |
Source: SEC Form 13F filings · as of 2026-03-31