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
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 | $15.70 | ▲201.9% | 100.0% | ▼ 13.6% | Reduced |
TALKReduced
$50.9M· 100.0%· 9.80M SH· ▼ 13.6%· cost $5.20· last $15.70· ▲201.9%
Sector Breakdown
Q2 2026Health Care100.0% · $50.9M