account_balance
Investment manager · 13F filer · SEC CIK 1978883
Hudson Canyon Capital Management
Reported value$182Mas of Sep 30, 2026
Positions51 2 new, 1 sold out
Top 10 weight45.0%NVDA alone is 8%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.2%Trimmed −6%
AAPLApple Inc.
6.6%Trimmed −7%
MSFTMicrosoft Corp
5.0%Trimmed −6%
GOOGLAlphabet Inc.
5.0%Trimmed −6%
DELLDell Technologies Inc.
5.0%Trimmed −15%
AMATApplied Materials Inc
3.5%Trimmed −6%
AMZNAmazon.com Inc
3.0%Trimmed −5%
MPCMarathon Petroleum Corp
3.0%Trimmed −8%
AMDAdvanced Micro Devices Inc
2.9%Trimmed −5%
AVGOBroadcom Inc.
2.7%Trimmed −6%
MUMicron Technology Inc
2.5%Trimmed −6%
METAMeta Platforms, Inc.
2.3%Trimmed −12%
NVDANVIDIA Corp
8.2%Trimmed −6%
AAPLApple Inc.
6.6%Trimmed −7%
MSFTMicrosoft Corp
5.0%Trimmed −6%
GOOGLAlphabet Inc.
5.0%Trimmed −6%
DELLDell Technologies Inc.
5.0%Trimmed −15%
AMATApplied Materials Inc
3.5%
AMZNAmazon.com Inc
3.0%
MPCMarathon Petroleum Corp
3.0%
AMDAdvanced Micro Devices Inc
2.9%
AVGOMU2.5%METABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.2% Trimmed −6%AAPL Apple Inc. 6.6% Trimmed −7%MSFT Microsoft Corp 5.0% Trimmed −6%GOOGL Alphabet Inc. 5.0% Trimmed −6%DELL Dell Technologies Inc. 5.0% Trimmed −15%AMAT Applied Materials Inc 3.5% Trimmed −6%AMZN Amazon.com Inc 3.0% Trimmed −5%MPC Marathon Petroleum Corp 3.0% Trimmed −8%AMD Advanced Micro Devices Inc 2.9% Trimmed −5%AVGO Broadcom Inc. 2.7% Trimmed −6%MU Micron Technology Inc 2.5% Trimmed −6%META Meta Platforms, Inc. 2.3% Trimmed −12%
What changed
Biggest moves since Jun 30, 2026
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