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Hudson Edge Investment Partners Portfolio holdings

AUM $732M
1-Year Est. Return 23.32%
This Fund
S&P 500
This Quarter Est. Return
+16.65%
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
$732M
AUM Growth
+$47.7M
Cap. Flow
-$29.3M
Cap. Flow %
-4%
Top 10 Hldgs %
50.31%
Holding
130
New
29
Increased
35
Reduced
50
Closed
7

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$7.86M
2
ALL icon
Allstate
ALL
+$7.13M
3
EQR icon
Equity Residential
EQR
+$7.05M
4
RPM icon
RPM International
RPM
+$7.02M
5
APH icon
Amphenol
APH
+$6.7M

Top Sells

Rank Stock Value
1
SPG icon
Simon Property Group
SPG
+$8.22M
2
UDR icon
UDR
UDR
+$7.68M
3
AFL icon
Aflac
AFL
+$7.47M
4
TSM icon
TSMC
TSM
+$5.7M
5
AMCR icon
Amcor
AMCR
+$4.7M

Sector Composition

Rank Sector Weight
1 Technology 28.26%
2 Healthcare 16.85%
3 Financials 16.33%
4 Industrials 15.26%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSA
126
DELISTED
National Storage Affiliates Trust
NSA
– –
-4,221
Closed -$159K
PRG icon
127
PROG Holdings
PRG
$1.71B
– –
-10,388
Closed -$298K
TMHC
128
DELISTED
Taylor Morrison
TMHC
– –
-17,405
Closed -$1.01M
UDR icon
129
UDR
UDR
$12.3B
– –
-227,336
Closed -$7.68M
VSNT
130
Versant Media Group
VSNT
$5.38B
– –
-9,049
Closed -$335K
2 3 4 5
6

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GIC
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SI
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CT
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MWP
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TWP
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SCM
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Hudson Edge Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Hudson Edge Investment Partners held 130 positions worth $732M, up 7% from $684M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Hudson Edge Investment Partners withdrew a net $29.3M in Q2 2026, closing 7 positions and reducing 50 holdings. Its most notable exit was UDR, an estimated $7.68M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Hudson Edge Investment Partners opened a new position in Amazon worth $7.46M.

  • Hudson Edge Investment Partners's largest Q2 2026 buy was Amazon: 31,305 shares worth $7.46M.
  • Hudson Edge Investment Partners added most to Icon in Q2 2026, an estimated $6.04M increase.
  • Hudson Edge Investment Partners's biggest Q2 2026 reduction was Simon Property Group, cutting an estimated $8.22M.
  • Hudson Edge Investment Partners fully exited UDR in Q2 2026, selling an estimated $7.68M.
  • Hudson Edge Investment Partners's ten largest holdings make up 50% of its $732M portfolio in Q2 2026.
  • Hudson Edge Investment Partners opened 29 new positions and closed 7 in Q2 2026.
  • Hudson Edge Investment Partners's portfolio value rose 7% quarter-over-quarter to $732M.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.