Hudson Executive Capital LP

CIK: 0001652522Latest portfolio: $134.0M · Q4 2025

Holdings

Total Value

$134.0M

New Positions

Closed Positions

Top Holdings

#	Stock	Shares	Value	% Portfolio	Change	Type
1	CTLPCANTALOUPE INC	9,270,694	$98.5M	73.47%	—
2	TALKTALKSPACE INC	11,340,600	$35.6M	26.53%	—

Sector Breakdown

Technology0.0% ($98.5M)

Healthcare0.0% ($35.6M)

Filing History

Quarter	Filing Date	Portfolio Value	Holdings
Q4 2025	Feb 17, 2026	$134.0M	2
Q3 2025	Nov 14, 2025	$125.0B	2
Q2 2025	Aug 14, 2025	$135.0B	3
Q1 2025	May 15, 2025	$103.9B	3
Q4 2024	Feb 14, 2025	$392.0B	4

Fund Information

CIK0001652522

Most Recent FilingFeb 17, 2026

Number of Filings5

View on SEC EDGAR →

Hudson Executive Capital LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $134.0M across 2 holdings. The largest position is CANTALOUPE INC (CTLP), representing 73.5% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.