HUDSON EDGE INVESTMENT PARTNERS INC. — 13F holdings

HUDSON EDGE INVESTMENT PARTNERS INC. reported 123 holdings worth $732M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $109M (14.9%)
2. ICLR ICON PLC — $63.7M (8.7%)
3. RYAAY RYANAIR HOLDINGS PLC — $59.7M (8.2%)
4. HDB HDFC BANK LTD — $49.5M (6.8%)
5. INFY INFOSYS LTD — $44.1M (6.0%)
6. WBD WARNER BROS DISCOVERY INC — $9.38M (1.3%)
7. SNA SNAP ON INC — $8.41M (1.1%)
8. APH AMPHENOL CORP NEW — $8.20M (1.1%)
9. HBAN HUNTINGTON BANCSHARES INC — $8.17M (1.1%)
10. URI UNITED RENTALS INC — $8.16M (1.1%)