Hudson Executive Capital LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hudson Executive Capital LP reported 1 stock position worth $50.9 million. Its top holding was Talkspace (TALK) at 100.0% of the portfolio. Compared with Q1 2026, it sold out of 1 and reduced 1. The biggest sale was an exit from Cantaloupe (CTLP).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652522
- Portfolio Value
- $50.9M (Q2 2026)
- SEC Filing
- 0001214659-26-010368 ↗ filed Aug 14, 2026
Holdings Value
Holdings 1 stocks · $50.9M
| TALK Talkspace Inc. | 100.00% | 9,795,600 | $50.9M | Reduce -13.6% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $50.9M | TALK |
| Q1 2026 | 2 | $150.9M | CTLP, TALK |
| Q4 2025 | 2 | $134.0M | CTLP, TALK |
| Q3 2025 | 2 | $125.0M | CTLP, TALK |
| Q2 2025 | 3 | $135.0M | CTLP, TALK, LSYN |
| Q1 2025 | 3 | $103.9M | CTLP, TALK, LSYN |
| Q4 2024 | 4 | $392.0M | DB, CTLP, TALK, LSYN |
| Q3 2024 | 4 | $391.6M | DB, CTLP, TALK, LSYN |
| Q2 2024 | 4 | $366.6M | DB, CTLP, TALK, LSYN |
| Q1 2024 | 4 | $395.1M | DB, CTLP, TALK, LSYN |