Hudson Executive Capital LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1652522) · Explore on the interactive board
Hudson Executive Capital LP disclosed 1 US equity positions worth $50.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is TALK at 100.0% of the reported book. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 1 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 0, reduced 1 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Hudson Executive Capital LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 1 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | TALK TALKSPACE INC | Healthcare | 100.0% | $50.9m | 9,795,600 | -14% | reduced |
What did Hudson Executive Capital LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| UTE0 CANTALOUPE INC | 100.0% | $100.2m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 100.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Hudson Executive Capital LP's portfolio?
Across every quarter Hudson Executive Capital LP has filed, its median largest position is 83.2% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 1.0 positions are still open and their final length is unknown.