§ 13F · FUND PROFILE
Hudson Canyon Capital Management.
AUM · $187M (13F)Positions · 50Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 70K | $14M | 7.5% | −5% |
| 2 | AAPL | APPLE INC | 39K | $11M | 6.0% | −3% |
| 3 | GOOGL | ALPHABET INC | 28K | $10M | 5.4% | −3% |
| 4 | AMAT | APPLIED MATLS INC | 13K | $10M | 5.1% | −3% |
| 5 | DELL | DELL TECHNOLOGIES INC | 20K | $9M | 4.6% | −7% |
| 6 | MSFT | MICROSOFT CORP | 19K | $7M | 3.8% | −3% |
| 7 | AVGO | BROADCOM INC | 15K | $6M | 3.1% | −3% |
| 8 | AMZN | AMAZON COM INC | 23K | $6M | 3.0% | −2% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 9K | $5M | 2.9% | −3% |
| 10 | MU | MICRON TECHNOLOGY INC | 5K | $5M | 2.8% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUDSON SIGNAL
AC read
Hudson Canyon Capital Management is a Other fund managing $187 million in assets. The fund runs a portfolio of 50 positions.
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