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Hudson Executive Capital LP 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Hudson Executive Capital LP disclosed 2 US equity positions worth $125.0m in its Q3 2025 13F filing. The largest position was UTE0 at 78.4% of the reported book. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 2 holdings.

← Q2 2025 · Q4 2025 →

What did Hudson Executive Capital LP own in Q3 2025? Top 2 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 UTE0 CANTALOUPE INC 78.4%$98.0m9,270,694 0% held
2 TALK TALKSPACE INC Healthcare 21.6%$27.0m11,340,600 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.