Hudson Canyon Capital Management: 13F holdings
CIK 19788832026Q2
| Positions | 50 |
|---|
| Reported value | $187.0m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 50 (-2 vs prior quarter) |
|---|
| Reported value | $187.0m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 69,856 | $14.0m | 7.5% |
| AAPL APPLE INC | 38,613 | $11.2m | 6.0% |
| GOOGL ALPHABET INC | 28,262 | $10.1m | 5.4% |
| AMAT APPLIED MATLS INC | 13,203 | $9.5m | 5.1% |
| DELL DELL TECHNOLOGIES INC | 19,820 | $8.6m | 4.6% |
| MSFT MICROSOFT CORP | 19,022 | $7.1m | 3.8% |
| AVGO BROADCOM INC | 15,129 | $5.7m | 3.1% |
| AMZN AMAZON COM INC | 23,225 | $5.5m | 3.0% |
| AMD ADVANCED MICRO DEVICES INC | 9,226 | $5.4m | 2.9% |
| MU MICRON TECHNOLOGY INC | 4,550 | $5.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1978883")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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