We are live on ! Find out more
HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $732M
1-Year Est. Return 23.32%
This Fund
S&P 500
This Quarter Est. Return
+9.71%
1 Year Est. Return
+23.32%
3 Year Est. Return
+68.75%
5 Year Est. Return
+82.78%
10 Year Est. Return
+227.43%
AUM
$584M
AUM Growth
+$92.6M
Cap. Flow
+$52.3M
Cap. Flow %
8.94%
Top 10 Hldgs %
49.11%
Holding
108
New
7
Increased
52
Reduced
32
Closed
17

Top Buys

Rank Stock Value
1
INFY icon
Infosys
INFY
+$50M
2
AMAT icon
Applied Materials
AMAT
+$5.68M
3
AMCR icon
Amcor
AMCR
+$5.43M
4
TSM icon
TSMC
TSM
+$4.01M
5
FISV
Fiserv Inc
FISV
+$1.4M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$7.65M
2
XEL icon
Xcel Energy
XEL
+$6.14M
3
BERY
Berry Global Group, Inc.
BERY
+$5.54M
4
DG icon
Dollar General
DG
+$1.59M
5
HCA icon
HCA Healthcare
HCA
+$1.52M

Sector Composition

Rank Sector Weight
1 Technology 25.31%
2 Financials 22.32%
3 Industrials 18.08%
4 Healthcare 13.4%
5 Consumer Staples 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MATV icon
101
Mativ Holdings
MATV
$721M
– –
-13,905
Closed -$86.6K
MSFT icon
102
Microsoft
MSFT
$3.73T
– –
-752
Closed -$282K
NOC icon
103
Northrop Grumman
NOC
$81.8B
– –
-406
Closed -$208K
NVST icon
104
Envista
NVST
$4.56B
– –
-24,441
Closed -$422K
XEL icon
105
Xcel Energy
XEL
$48.2B
– –
-86,776
Closed -$6.14M
BERY
106
DELISTED
Berry Global Group, Inc.
BERY
– –
-79,290
Closed -$5.54M
1 2 3 4
5

Similar funds

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
GIC
GFI Investment Counsel Toronto, Ontario, Canada $731M AUM 3.86% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
MWP
Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
TC
Torno Capital Cohasset, Massachusetts $725M AUM 62.71% 1-Year Est. Return

Hudson Edge Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Hudson Edge Investment Partners held 108 positions worth $584M, up 19% from $492M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Hudson Edge Investment Partners deployed $52.3M of net new capital in Q2 2025, opening 7 new positions and adding to 52 existing holdings. Its largest new stake was Infosys: 2,799,900 shares worth $51.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was HDFC Bank, an estimated $7.65M trimmed.

  • Hudson Edge Investment Partners's largest Q2 2025 buy was Infosys: 2,799,900 shares worth $51.9M.
  • Hudson Edge Investment Partners added most to TSMC in Q2 2025, an estimated $4.01M increase.
  • Hudson Edge Investment Partners's biggest Q2 2025 reduction was HDFC Bank, cutting an estimated $7.65M.
  • Hudson Edge Investment Partners fully exited Xcel Energy in Q2 2025, selling an estimated $6.14M.
  • Hudson Edge Investment Partners's ten largest holdings make up 49% of its $584M portfolio in Q2 2025.
  • Hudson Edge Investment Partners opened 7 new positions and closed 17 in Q2 2025.
  • Hudson Edge Investment Partners's portfolio value rose 19% quarter-over-quarter to $584M.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2025, filed 21 Jul 2025.