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Hudson Canyon Capital Management

CIK:0001978883
Investment Adviser
$237M AUM
52 holdings
New York, NY, USA
Founded:2017
1 employees
Latest filing:Jun 30, 2025

Hudson Canyon Capital Management, LLC is a registered investment advisor headquartered in New York, NY. Founded in 2017 by William Fox CFA, who serves as Chief Investment Officer, the firm manages institutional equity and balanced accounts, primarily for pension and profit-sharing plans. It employs a large-cap strategy using fundamental analysis and holds fixed income investments in investment grade securities. The firm has 1 employee as of the latest filing and is SEC registered.

Investment Strategy

Hudson Canyon Capital Management manages institutional equity and balanced accounts with a focus on large-cap stocks using fundamental analysis. The firm invests in investment grade fixed income securities and does not adhere to a single investment style. Instead, it emphasizes adaptability to market changes and maintains a policy of staying fully invested to achieve long-term alpha generation.

Top Buys
N
NVDANVIDIA CORPORATION
+$3.7M
V
VSTVISTRA CORP
+$2.6M
M
MSFTMICROSOFT CORP
+$2.5M
D
DGDOLLAR GEN CORP NEW
+$2.0M
A
AVGOBROADCOM INC
+$1.9M
Top Sells
P
PEPPEPSICO INC
-$2.0M
A
AMDADVANCED MICRO DEVICES INC
-$2.0M
U
UNHUNITEDHEALTH GROUP INC
-$1.8M
C
CMGCHIPOTLE MEXICAN GRILL INC
-$1.6M
T
TGTTARGET CORP
-$1.4M

Top Holdings

N
NVDANVIDIA CORPORATION
+7.8%$12.5M
M
MSFTMICROSOFT CORP
+6.3%$10.2M
A
AAPLAPPLE INC
+5.3%$8.5M
N
NFLXNETFLIX INC
+3.5%$5.7M
G
GOOGLALPHABET INC
+3.5%$5.6M

Equity Positions (52)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION7.80%$12.5M79,350$13.08$157.99+$3.7M
M
MSFT
MICROSOFT CORP6.32%$10.2M20,437$226.55$497.41+$2.5M
A
AAPL
APPLE INC5.30%$8.5M41,488$133.84$205.17-$901.8K
N
NFLX
NETFLIX INC3.54%$5.7M4,247$408.44$1339.13+$1.5M
G
GOOGL
ALPHABET INC3.47%$5.6M31,670$89.51$176.23+$581.5K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+12.7%
SERVICES-PREPACKAGED SOFTWARE
+9.1%
ELECTRONIC COMPUTERS
+7.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.8%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+6.3%