StockDriftsStockDriftsTop 1 Hudson Executive Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TALK | TALKSPACE INC | 100% | 9.80M | $50.9M | -13.62%(-1.54M) | $8.50(-38.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +45.83% | +210.15% | +16.42% | +113.85% |
| Top 20 Holdings Unweighted | +35.59% | +149.30% | +3.10% | +16.50% |
Hudson Executive Capital LP reports $50.94M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is TALK (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +210.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hudson Executive Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1652522). View Hudson Executive Capital LP’s 13F filings on SEC