HUDSON EDGE INVESTMENT PARTNERS INC.
•CIK: 740272•Filing: Q4 2025
**HUDSON EDGE INVESTMENT PARTNERS INC.** manages $675M across a diversified portfolio of 87 positions. The fund exhibits significant concentration in technology and industrials, highlighted by the top holdings in TSM ($71.6M) and RYAAY ($68.5M). Further substantial allocations include HDB ($54.6M) and INFY ($50.7M), indicating a focus on high-growth and established market leaders. This positioning suggests a tactical, conviction-driven approach across key sectors.
Total AUM
$674.9M
QoQ Performance
+9.3%
Positions
87
Top 10 Concentration
50.6%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
RYAAY
HDB
INFY
ICLR
TSM10.6%
RYAAY10.2%
HDB8.1%
INFY7.5%
ICLR7.0%
WBD1.6%
TRVC1.5%
JPM1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.0%
Healthcare5.9%
Technology3.2%
Energy2.9%
Financial2.5%
Real Estate1.9%
Industrial1.2%
Materials1.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW6 new positions
↑38 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023