Hudson Executive Capital LP
NEW YORK, NY
$51m in 1 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 66.4% of the portfolio this quarter.
Value
$51m
Stocks
1
Top 10 share
100.0%
Turnover
66.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- TalkspaceTALK100.0% of the fund-14%
Sold out
Sold their entire stake.
- Cantaloupe-100%
Holdings
- TalkspaceTALK
- Share
- 100.0%
- Value
- $51m
- Shares
- 9,795,600
-14%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| TalkspaceTALK | 100.0% | $51m | 9,795,600 | -14% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 62.3% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.