Hudson Edge Investment Partners Inc. 13F 持仓 · 2026年Q2
Hudson Edge Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 7.32 亿美元。前几大持仓：TSM（14.90%）、ICLR（8.70%）、RYAAY（8.15%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing | $109.0M | 14.90% | 228,303 | 减持 |
| 2 | ICLR | Icon Plc | $63.7M | 8.70% | 366,477 | 增持 |
| 3 | RYAAY | RYANAIR HOLDINGS PLC-SP ADR | $59.7M | 8.15% | 921,550 | 减持 |
| 4 | HDB | HDFC Bank Ltd. | $49.5M | 6.77% | 1.9M | 减持 |
| 5 | INFY | Infosys Ltd | $44.1M | 6.02% | 4.2M | 减持 |
| 6 | WBD | Warner Bros. Discovery Inc | $9.4M | 1.28% | 352,007 | 减持 |
| 7 | SNA | Snap-on Inc. | $8.4M | 1.15% | 20,904 | 减持 |
| 8 | APH | Amphenol Corp. | $8.2M | 1.12% | 46,494 | 新建仓 |
| 9 | HBAN | Huntington Bancshares Inc. | $8.2M | 1.12% | 460,945 | 减持 |
| 10 | DOV | Dover Corp. | $8.1M | 1.11% | 36,256 | 减持 |
| 11 | GPC | Genuine Parts Co. | $8.1M | 1.11% | 68,915 | 减持 |
| 12 | URI | United Rentals Inc. | $8.2M | 1.11% | 7,203 | 减持 |
| 13 | HUBB | Hubbell Inc. | $8.0M | 1.10% | 15,378 | 增持 |
| 14 | IBM | International Business Machines Corp. | $8.1M | 1.10% | 28,700 | 增持 |
| 15 | HD | Home Depot Inc. | $7.9M | 1.09% | 22,527 | 减持 |
| 16 | C | Citigroup Inc | $7.9M | 1.08% | 56,513 | 减持 |
| 17 | CVS | CVS Health Corp | $7.9M | 1.08% | 76,628 | 减持 |
| 18 | JNJ | Johnson & Johnson | $7.9M | 1.08% | 31,250 | 减持 |
| 19 | ALL | Allstate Corp (The) | $7.8M | 1.07% | 32,785 | 新建仓 |
| 20 | MET | Metlife Inc | $7.8M | 1.07% | 92,606 | 减持 |
| 21 | DG | Dollar General Corp. | $7.8M | 1.06% | 67,361 | 增持 |
| 22 | SJM | J.M. Smucker Co. | $7.7M | 1.05% | 68,524 | 减持 |
| 23 | STT | State Street Corp. | $7.7M | 1.05% | 45,320 | 减持 |
| 24 | ABBV | Abbvie Inc | $7.6M | 1.04% | 30,279 | 减持 |
| 25 | JPM | JPMorgan Chase & Co. | $7.6M | 1.04% | 23,260 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR