Hudson Executive Capital LP — 13F Holdings

2026 Q1  ·  2 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Hudson Executive Capital LP maintained a portfolio of 2 distinct positions.
Position History hover any row below to update
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Hudson Executive Capital LP New York, NY Hedge Fund / Activist Investor AUM $151M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q1
Top Holding
CTLP (66.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CTLP
CANTALOUPE INC
Technology 66.41% 73.47% #1
Prev: #1
7.0
—
no change no change
P
S
9,270,694 $100,216,202 2021 Q2 13F Filing 2026-03-31 2026-05-15
TALK
TALKSPACE INC
Healthcare 33.59% 26.53% #2
Prev: #2
6.5
—
no change no change
P
S
11,340,600 $50,692,230 2021 Q2 13F Filing 2026-03-31 2026-05-15
Showing 1-2 of 2 holdings

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