Hudson Edge Investment Partners
Hudson Edge Investment Partners reported 129 stocks worth $728M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are TSM (13.8%), SW (9.2%) and ICLR (8.8%). Compared with Q2 2026, the fund opened new positions in SW, MSFT and OKE, added to ICLR, RYAAY and INFY, trimmed TSM, ACN and GPC and sold out of OKE, CSCO and AHCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $100M | 13.8% | 219K | −9,000 (−4%) | 8 of 8 | |
| 2 |  SW Smurfit Westrock PLC | $66.6M | 9.2% | 1.5M | New position | 1 of 8 | |
| 3 |  ICLR Icon PLC | $64M | 8.8% | 376K | +9,963 (+3%) | 8 of 8 | |
| 4 |  RYAAY Ryanair Holdings PLC | $54.6M | 7.5% | 993K | +72K (+8%) | 8 of 8 | |
| 5 |  INFY Infosys Ltd | $46.4M | 6.4% | 4.3M | +114K (+3%) | 6 of 8 | |
| 6 |  HDB Hdfc Bank Ltd | $44M | 6.0% | 2M | +52K (+3%) | 8 of 8 | |
| 7 |  ACN Accenture PLC Ireland | $8.7M | 1.2% | 47K | −7,389 (−13%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $8.5M | 1.2% | 17K | New position | 3 of 8 | |
| 9 |  AMZN Amazon Com Inc | $8.1M | 1.1% | 32K | +1,152 (+4%) | 4 of 8 | |
| 10 |  GPC Genuine Parts Co | $7.5M | 1.0% | 60K | −9,281 (−13%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Hudson Edge Investment Partners 13F FAQ
What does Hudson Edge Investment Partners own?
Hudson Edge Investment Partners reported 129 stocks worth $728M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are TSM (13.8%), SW (9.2%) and ICLR (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Hudson Edge Investment Partners buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 34 added to, 55 trimmed and 5 sold out. New positions include SW, MSFT and OKE. It sold all of OKE, CSCO and AHCO.
When will Hudson Edge Investment Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Hudson Edge Investment Partners's portfolio worth?
The Q3 2026 filing reports $728M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.