Hudson Executive Capital LP
Hedge FundCIKLocation
Long U.S. equity positions disclosed to the SEC on Form 13F-HR.
Latest filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026
Firm profile · Form ADV
SEC adviser registrationHudson Executive Capital LP provides discretionary investment advisory services to pooled private investment funds, but effective December 2023, it operates on a limited basis to formally wind down its funds and return investor capital without initiating new portfolio investments. Historically, the firm's investment strategy sought value-oriented opportunities where operational improvements or strategic transactions could unlock value through constructive engagement with the managements, boards of directors, and shareholders of public companies.Summarised from the firm’s Form ADV Part 2A brochure.
Portfolio Turnover
106%
Of book traded, QoQ
Positions
1
Long U.S. equities
Top 10 Concentration
100%
Of reported value
QoQ Change
$-100.0M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over timeRegulatory AUM
$178M
Form ADV, as of Mar 2026
● 100% discretionary ($178M)
By client type
13F AUM over time
$51M
Q2 ’26 · 13F AUM
▼ 84%
43 quarters
Loading position history…
| Security⇅ | Shares⇅ | Market Value▼ | Est. Cost⇅ | Last Px⇅ | Est. Return⇅ | % Portfolio⇅ | Δ Shares⇅ | Action⇅ |
|---|---|---|---|---|---|---|---|---|
| 9.80MSH | $50.9M | ~$5.20 | $14.25 | ▲174.0% | 100.0% | ▼ 13.6% | Reduced |
TALKReduced
$50.9M· 100.0%· 9.80M SH· ▼ 13.6%· cost $5.20· last $14.25· ▲174.0%
Sector Breakdown
Q2 2026Health Care100.0% · $50.9M