account_balance
Investment manager · 13F filer · SEC CIK 740272
Hudson Edge Investment Partners Inc.
Reported value$728Mas of Sep 30, 2026
Positions129 10 new, 4 sold out
Top 10 weight56.1%TSM alone is 14%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.7%Trimmed −4%
SWSmurfit Westrock PLC
9.2%New
ICLRIcon PLC
8.8%Added +3%
RYAAYRyanair Holdings PLC
7.5%Added +8%
INFYInfosys Ltd
6.4%Added +3%
HDBHDFC Bank Ltd
6.0%Added +3%
ACNAccenture PLC
1.2%−13%
MSFTMicrosoft Corp
1.2%New
AMZNAmazon.com Inc
1.1%
GPCGenuine Parts Co
1.0%
EOGEOG Resources Inc
1.0%
BMYBristol Myers Squibb Co
1.0%
TSMTaiwan Semiconductor Manufacturing Co Ltd
13.7%Trimmed −4%
SWSmurfit Westrock PLC
9.2%New
ICLRIcon PLC
8.8%Added +3%
RYAAYRyanair Holdings PLC
7.5%Added +8%
INFYInfosys Ltd
6.4%+3%
HDBHDFC Bank Ltd
6.0%
ACNGPCEOGBMYBoxes 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
TSM Taiwan Semiconductor Manufacturing Co Ltd 13.7% Trimmed −4%SW Smurfit Westrock PLC 9.2% NewICLR Icon PLC 8.8% Added +3%RYAAY Ryanair Holdings PLC 7.5% Added +8%INFY Infosys Ltd 6.4% Added +3%HDB HDFC Bank Ltd 6.0% Added +3%ACN Accenture PLC 1.2% Trimmed −13%MSFT Microsoft Corp 1.2% NewAMZN Amazon.com Inc 1.1% Added +4%GPC Genuine Parts Co 1.0% Trimmed −13%EOG EOG Resources Inc 1.0% Trimmed −6%BMY Bristol Myers Squibb Co 1.0% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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