13F Pro

Hudson Executive Capital LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1652522
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$150.9M

Holdings

2

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Hudson Executive Capital LP disclosed 2 positions worth $150.9M in its Form 13F-HR for Q1 2026, led by $CTLP (CANTALOUPE, INC.) at 66.4% of the equity portfolio, followed by $TALK. The portfolio is most concentrated in Technology (66.4% of disclosed assets). All figures are sourced directly from Hudson Executive Capital LP’s Form 13F-HR filing with the SEC under CIK 1652522.

AI Fund Analysis

Stable
CTLP$CTLP
66.4% weight
Held 9 quarters
TALK$TALK
33.6% weight
Held 9 quarters

Sector Allocation

TechnologyHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Hudson Executive Capital LP's 2 positions.

Showing top 2 of 2 holdings.

Sector Allocation

Technology

$100.2M

Healthcare

$50.7M

Full Holdings — Hudson Executive Capital LP (Q1 2026)

All 2 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1CTLP$CTLPCANTALOUPE, INC.$100.2M66.4%+0%67
2TALK$TALKTalkspace, Inc.$50.7M33.6%+0%43.5

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Available Analysis

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AI-Powered Hedge Fund Analysis: Hudson Executive Capital LP

13F Pro is an AI hedge fund tracker and stock research platform. For Hudson Executive Capital LP (SEC CIK: 1652522), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Hudson Executive Capital LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.