Hudson Executive Capital LP — Q3 2025 13F-HR

← Hudson Executive Capital LP

Q3 2025 · 13F-HR

Hudson Executive Capital LPholdings as filed

Filed 2025-11-14 · accession 0001214659-25-016623

$125.0M

Reported value

Positions

2025-09-30

Period end

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The Brief · Hudson Executive Capital LP · Q3 2025

AI · grounded in 13F

Hudson Executive Capital LP established a new position in Cantaloupe Inc UTE0 valued at $97.99M. The fund also initiated a new stake in Talkspace Inc TALK totaling $27.04M. These two holdings comprise the fund's entire portfolio, bringing total assets under management to $125.03M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
138103106	UTE0	CANTALOUPE INC	$98.0M	78.4%	9,270,694	Common	SOLE
87427V103	TALK	TALKSPACE INC	$27.0M	21.6%	11,340,600	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.