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Hudson Executive Capital LP 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Hudson Executive Capital LP disclosed 2 US equity positions worth $150.9m in its Q1 2026 13F filing. The largest position was UTE0 at 66.4% of the reported book.

· Q2 2026 →

What did Hudson Executive Capital LP own in Q1 2026? Top 2 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 UTE0 CANTALOUPE INC 66.4%$100.2m9,270,694
2 TALK TALKSPACE INC Healthcare 33.6%$50.7m11,340,600

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.