Hudson Executive Capital LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Hudson Executive Capital LP reported 4 stock positions worth $395.1 million. Its top holding was Deutsche Bank AG-Registered (DB) at 74.4% of the portfolio, followed by Cantaloupe (CTLP, 15.1%) and Talkspace (TALK, 8.9%). Compared with Q4 2023, it added to 1 and reduced 2. The biggest buy was Liberated Syndication (LSYN, shares +4%) and the biggest sale Deutsche Bank AG-Registered (DB, shares −69%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001652522
Portfolio Value
$395.1M (Q1 2024)
SEC Filing
0001214659-24-009301 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $395.1M $395.1M Q1 2024 Q2 2024: $366.6M Q2 2024 Q3 2024: $391.6M Q3 2024 Q4 2024: $392.0M Q4 2024 Q1 2025: $103.9M Q1 2025 Q2 2025: $135.0M Q2 2025 Q3 2025: $125.0M Q3 2025 Q4 2025: $134.0M Q4 2025 Q1 2026: $150.9M Q1 2026 Q2 2026: $50.9M Q2 2026

Holdings 4 stocks · $395.1M
DB Deutsche Bank AG-Registered 74.35% 18,841,315 $293.7M Reduce -69.3%
CTLP Cantaloupe Inc. 15.09% 9,270,694 $59.6M Reduce -24.3%
TALK Talkspace Inc. 8.85% 11,340,600 $35.0M No change
LSYN Liberated Syndication Inc. 1.71% 3,552,000 $6.7M Add +4.2%

Portfolio Sells Q4 2023 → Q1 2024
DB Deutsche Bank AG-Registered Reduce -69.3% 74.35% −12.94
CTLP Cantaloupe Inc. Reduce -24.3% 15.09% +5.64

Portfolio Buys Q4 2023 → Q1 2024
LSYN Liberated Syndication Inc. Add +4.2% 1.71% +1.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$50.9MTALK
Q1 2026 2$150.9MCTLP, TALK
Q4 2025 2$134.0MCTLP, TALK
Q3 2025 2$125.0MCTLP, TALK
Q2 2025 3$135.0MCTLP, TALK, LSYN
Q1 2025 3$103.9MCTLP, TALK, LSYN
Q4 2024 4$392.0MDB, CTLP, TALK, LSYN
Q3 2024 4$391.6MDB, CTLP, TALK, LSYN
Q2 2024 4$366.6MDB, CTLP, TALK, LSYN
Q1 2024 4$395.1MDB, CTLP, TALK, LSYN