Hudson Executive Capital LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hudson Executive Capital LP reported 4 stock positions worth $366.6 million. Its top holding was Deutsche Bank AG-Registered (DB) at 75.2% of the portfolio, followed by Cantaloupe (CTLP, 16.7%) and Talkspace (TALK, 6.1%). Compared with Q1 2024, it added to 1 and reduced 1. The biggest buy was Liberated Syndication (LSYN, shares +4%) and the biggest sale Deutsche Bank AG-Registered (DB, shares −8%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001652522
Portfolio Value
$366.6M (Q2 2024)
SEC Filing
0001214659-24-014676 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $395.1M Q1 2024 Q2 2024: $366.6M $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 · $366.6M
DB Deutsche Bank AG-Registered 75.25% 17,274,575 $275.8M Reduce -8.3%
CTLP Cantaloupe Inc. 16.69% 9,270,694 $61.2M No change
TALK Talkspace Inc. 6.15% 11,340,600 $22.5M No change
LSYN Liberated Syndication Inc. 1.92% 3,696,000 $7.0M Add +4.0%

Portfolio Sells Q1 2024 → Q2 2024
DB Deutsche Bank AG-Registered Reduce -8.3% 75.25% +0.90

Portfolio Buys Q1 2024 → Q2 2024
LSYN Liberated Syndication Inc. Add +4.0% 1.92% +0.21

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