Hudson Executive Capital LP holds a concentrated book of 2 stocks worth $150.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Cantaloupe Inc at 66% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1652522/holdings"
Use Arkolith to show Hudson Executive Capital LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Hudson Executive Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 2 / 2 | $102.3M |
| FIL Ltd | 2 / 2 | $66.5M |
| BALYASNY ASSET MANAGEMENT L.P. | 2 / 2 | $58.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2 / 2 | $57.0M |
| ALLIANCEBERNSTEIN L.P. | 2 / 2 | $51.1M |
| Magnetar Financial LLC | 2 / 2 | $51.0M |
| DEUTSCHE BANK AG\ | 2 / 2 | $45.2M |
| MORGAN STANLEY | 2 / 2 | $39.8M |
Ranked by how many of Hudson Executive Capital LP's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cantaloupe Inc COM | $100.2M | 9.27M | 66.4% | —Held | |
| 2 | Talkspace Inc COM | $50.7M | 11.34M | 33.6% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.