Institutional Manager · CIK 0001652522
Hudson Executive Capital LP
NEW YORK, NY · File #028-17089
Latest AUM
$134.0M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | CANTALOUPE INC | CTLPP | 0 | $0 | +$463,534 |
| REDUCE | TALKSPACE INC | TALKW | 0 | $0 | +$8.5M |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $134.0M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $125.0M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $135.0M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $103.9M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $392.0M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $391.6M
- 13F HOLDINGS REPORTQ/E Jun 20244 pos · $366.6M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $395.1M
- 13F HOLDINGS REPORTQ/E Dec 20234 pos · $846.3M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CANTALOUPE INC | CTLPP | 9,270,694 | $98.5M | 73.47% |
| 2 | TALKSPACE INC | TALKW | 11,340,600 | $35.6M | 26.53% |