Hudson Executive Capital LP — Q2 2025 13F-HR

← Hudson Executive Capital LP

Q2 2025 · 13F-HR

Hudson Executive Capital LPholdings as filed

Filed 2025-08-14 · accession 0001214659-25-012217

$135.0M

Reported value

Positions

2025-06-30

Period end

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The Brief · Hudson Executive Capital LP · Q2 2025

AI · grounded in 13F

Hudson Executive Capital LP established a new position in Cantaloupe Inc UTE0 valued at $101.88M. The fund also initiated a stake in Talkspace Inc TALK worth $27.23M. Additionally, the fund added Liberated Syndication Inc to its portfolio with a $5.89M investment.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
138103106	UTE0	CANTALOUPE INC	$101.9M	75.5%	9,270,694	Common	SOLE
87427V103	TALK	TALKSPACE INC	$27.2M	20.2%	11,340,600	Common	SOLE
53013F100	—	LIBERATED SYNDICATION INC	$5.9M	4.36%	412	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.