Q3 2026 13F · SEC CIK 740272

Hudson Edge Investment Partners Inc.

Hedge fundFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $727.7M
Reported positions: 129
Top holdings a year, 3 yrs: +12.3%
Assets under management: $2.9B

Hudson Edge Investment Partners Inc. is a hedge fund that reported 129 positions worth $727.7M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 13.7%), Smurfit Westrock PLC F (SW, 9.2%), Icon Plc (ICLR, 8.8%). 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 129 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	13.7%	14.9%	219,303	-3.9%	$100.0M
SWSmurfit Westrock PLC F	9.2%	—	1,510,845	—	$66.6M
ICLRIcon Plc	8.8%	8.7%	376,440	+2.7%	$64.0M
RYAAYRyanair Holdings PLC Sponsored	7.5%	8.2%	993,150	+7.8%	$54.6M
INFYInfosys Ltd	6.4%	6.0%	4,314,590	+2.7%	$46.4M
HDBHdfc Bank Ltd	6.0%	6.8%	1,969,400	+2.7%	$44.0M
ACNAccenture PLC Ireland	1.2%	0.9%	47,365	-13.5%	$8.7M
MSFTMicrosoft Corp	1.2%	—	16,531	—	$8.5M
AMZNAmazon Com Inc	1.1%	1.0%	32,457	+3.7%	$8.1M
GPCGenuine Parts Co	1.0%	1.1%	59,634	-13.5%	$7.5M
EOGEog Res Inc	1.0%	1.0%	50,421	-6.2%	$6.9M
BMYBristol-Myers Squibb Co	1.0%	1.0%	111,046	-13.6%	$6.9M
ABBVAbbvie Inc	0.9%	1.0%	26,215	-13.4%	$6.9M
APHAmphenol Corp	0.9%	1.1%	80,314	+72.7%	$6.8M
CORCencora Inc	0.9%	0.9%	22,142	-8.2%	$6.6M
JPMJpmorgan Chase & Co	0.9%	1.0%	20,046	-13.8%	$6.6M
COFCapital One Finl Corp	0.9%	1.0%	34,154	-8.0%	$6.6M
BDXBecton Dickinson & Co	0.9%	1.0%	36,667	-25.3%	$6.6M
COPConocophillips	0.9%	—	52,358	—	$6.6M
SNASnap on Inc	0.9%	1.1%	17,968	-14.0%	$6.5M
MDTMedtronic PLC	0.9%	0.9%	75,562	-13.5%	$6.5M
JNJJohnson & Johnson	0.9%	1.1%	24,546	-21.5%	$6.5M
IWFIshares Tr	0.9%	0.9%	51,560	+0.0%	$6.5M
HBANHuntington Bancshares Inc	0.9%	1.1%	422,908	-8.3%	$6.5M
METMetlife Inc	0.9%	1.1%	67,980	-26.6%	$6.4M
DGDollar Gen Corp	0.9%	1.1%	53,432	-20.7%	$6.4M
CVSCvs Health Corp	0.9%	1.1%	74,521	-2.7%	$6.4M
CMCSAComcast Corp New	0.9%	1.0%	292,205	-1.6%	$6.4M
CCitigroup Inc	0.9%	1.1%	48,865	-13.5%	$6.3M
AMATApplied Matls Inc	0.9%	1.0%	12,313	+21.5%	$6.3M
LMTLockheed Martin Corp	0.9%	1.0%	12,349	-14.0%	$6.3M
URIUnited Rentals Inc	0.9%	1.1%	6,246	-13.3%	$6.3M
IBMInternational Business Machs	0.9%	1.1%	28,378	-1.1%	$6.2M
STTState Str Corp	0.9%	1.1%	35,591	-21.5%	$6.2M
SJMJ.M. Smucker Co.	0.8%	1.1%	51,712	-24.5%	$6.1M
ALLAllstate Corp	0.8%	1.1%	27,628	-15.7%	$6.1M
KHCKraft Heinz Co	0.8%	0.9%	269,345	-3.0%	$6.1M
STZConstellation Brands Inc	0.8%	—	54,101	—	$6.1M
ADBEAdobe Inc	0.8%	—	25,434	—	$6.1M
OKEOneok Inc New	0.8%	—	71,239	—	$6.1M
HUBBHubbell Inc	0.8%	1.1%	13,278	-13.7%	$6.0M
OMCOmnicom Group Inc	0.8%	1.0%	81,574	-17.4%	$6.0M
HCAHca Healthcare Inc	0.8%	0.9%	14,019	-14.0%	$6.0M
HDHome Depot Inc	0.8%	1.1%	20,915	-7.2%	$6.0M
PEPPepsico Inc	0.8%	0.9%	46,846	-5.4%	$5.9M
DOVDover Corp	0.8%	1.1%	31,352	-13.5%	$5.9M
NUENucor Corp	0.8%	0.9%	24,955	-13.6%	$5.8M
RPMRpm Intl Inc	0.8%	1.0%	58,196	-13.6%	$5.7M
ORealty Income Corp.	0.8%	1.0%	105,645	-13.5%	$5.7M
EQRVivmark Residential	0.8%	1.0%	94,094	-13.5%	$5.7M

What Hudson Edge Investment Partners Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+72.7% shares
AMAT Applied Matls Inc+21.5% shares
RYAAY Ryanair Holdings PLC Sponsored+7.8% shares

Reduced

MET Metlife Inc-26.6% shares
BDX Becton Dickinson & Co-25.3% shares
SJM J.M. Smucker Co.-24.5% shares
STT State Str Corp-21.5% shares
JNJ Johnson & Johnson-21.5% shares
DG Dollar Gen Corp-20.7% shares
OMC Omnicom Group Inc-17.4% shares
ALL Allstate Corp-15.7% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$727.7M	129
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

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 Q3 2026 and filed Oct 28, 2026, lists 129 positions worth $727.7M. The largest are Taiwan Semiconductor Manufac (TSM) at 13.7%, Smurfit Westrock PLC F (SW) at 9.2%, Icon Plc (ICLR) at 8.8%, Ryanair Holdings PLC Sponsored (RYAAY) at 7.5% and Infosys Ltd (INFY) at 6.4%.

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

In Q3 2026, Hudson Edge Investment Partners Inc. added Amphenol Corp (APH) (+72.7% shares), Applied Matls Inc (AMAT) (+21.5% shares) and Ryanair Holdings PLC Sponsored (RYAAY) (+7.8% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Hudson Edge Investment Partners Inc. cut from its top 50 Warner Bros Discovery Inc (WBD), cut from its top 50 Oneok Inc New (OKE), cut from its top 50 M & T Bank Corp (MTB), cut from its top 50 American Elec Pwr Co Inc (AEP), cut from its top 50 Cisco Sys Inc (CSCO), Metlife Inc (MET) (-26.6% shares), Becton Dickinson & Co (BDX) (-25.3% shares) and J.M. Smucker Co. (SJM) (-24.5% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $727.7M.