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Hudson Canyon Capital Management

50 holdingsFiling period: 2026-06-30Current AUM: $189.6Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1NVDANVIDIA CORPORATION69.9K$14.0M$14.8M7.82%-3,4172026-06-30
2AAPLAPPLE INC38.6K$11.2M$12.8M6.75%-1,2982026-06-30
3GOOGLALPHABET INC28.3K$10.1M$9.7M5.14%-9342026-06-30
4AMATAPPLIED MATLS INC13.2K$9.5M$5.6M2.93%-4472026-06-30
5DELLDELL TECHNOLOGIES INC19.8K$8.6M$10.8M5.68%-1,5302026-06-30
6MSFTMICROSOFT CORP19.0K$7.1M$9.5M4.99%-6362026-06-30
7AVGOBROADCOM INC15.1K$5.7M$5.1M2.71%-5212026-06-30
8AMZNAMAZON COM INC23.2K$5.5M$5.8M3.04%-5602026-06-30
9AMDADVANCED MICRO DEVICES INC9.2K$5.4M$4.7M2.45%-3242026-06-30
10MUMICRON TECHNOLOGY INC4.5K$5.3M$4.2M2.23%+5502026-06-30
11GEGE AEROSPACE11.0K$4.1M$3.4M1.78%-3932026-06-30
12LLYELI LILLY & CO3.3K$4.0M$3.8M1.99%-2642026-06-30
13MPCMARATHON PETE CORP14.9K$3.8M$6.1M3.23%-8642026-06-30
14MSMORGAN STANLEY17.7K$3.7M$3.6M1.92%-5902026-06-30
15METAMETA PLATFORMS INC6.5K$3.7M$4.4M2.31%-2232026-06-30
16WDCWESTERN DIGITAL CORP5.6K$3.6M$2.3M1.22%+2502026-06-30
17JPMJPMORGAN CHASE & CO10.9K$3.6M$3.8M2.02%-3702026-06-30
18EATON CORP PLC8.1K$3.5M$3.5M1.82%-2782026-06-30
19CCITIGROUP INC21.3K$3.0M$2.9M1.53%--2026-06-30
20NFLXNETFLIX INC.41.3K$3.0M$3.2M1.70%+6502026-06-30
21AMGNAMGEN INC8.1K$2.9M$3.1M1.61%+1.0K2026-06-30
22SPGSIMON PPTY GROUP INC NEW13.0K$2.9M$2.7M1.40%-4362026-06-30
23TJXTJX COS INC NEW18.8K$2.8M$2.3M1.23%-3322026-06-30
24RTXRTX CORPORATION14.9K$2.8M$2.9M1.53%-4922026-06-30
25TSLATESLA INC6.7K$2.8M$2.4M1.26%-2252026-06-30
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