Hudson Executive Capital LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Hudson Executive Capital LP reported 2 stock positions worth $150.9 million. Its top holding was Cantaloupe (CTLP) at 66.4% of the portfolio, followed by Talkspace (TALK, 33.6%). Its holdings were unchanged from Q4 2025.
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652522
- Portfolio Value
- $150.9M (Q1 2026)
- SEC Filing
- 0001214659-26-006455 ↗ filed May 15, 2026
Holdings Value
Holdings 2 stocks · $150.9M
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 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 |