2026 Q2 Portfolio Activity
In 2026 Q2, Hudson Executive Capital LP maintained a portfolio of 2 distinct positions. Conversely, Hudson Executive Capital LP completely exited their position in CANTALOUPE INC.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
TALK (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Showing 1-2 of 2
Hudson Executive Capital LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TALK
TALKSPACE INC
|
Healthcare | 100.00% | 33.59% |
#1
1
Prev: #2
|
6.5 |
—
|
-1,545,000 | -13.6% |
P
S
|
9,795,600 | $50,937,120 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CTLP
CANTALOUPE INC
|
Technology | 0.00% | 66.41% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-9,270,694 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-2 of 2 holdings