HedgeMountain

Hudson Executive Capital LP

New York, NY · CRD 175032
Hedge fund managerExempt reporting

Hudson Executive Capital LP is an exempt reporting adviser based in New York, NY that reports managing 1 hedge fund on Form ADV. Its private funds, of all types, hold $87.6 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +15.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +145.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
—Form ADV Item 5.F
Gross assets of private funds
$87.6 millionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
—Form ADV Item 5.A
Registration
Exempt reporting adviserCRD 175032
Latest Form ADV
07/14/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+15.5%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+145.5%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$50.9 million1 positions, 2026-06-30
$100$173$245Q3 2024Q1 2025Q3 2025Q1 202613F est. $245S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+2.6%+14.8%
Q1 2026+12.6%-4.6%
Q4 2025+7.2%+2.4%
Q3 2025-3.2%+7.8%
Q2 2025+46.9%+10.4%
Q1 2025+22.0%-4.5%
Q4 2024+5.9%+2.1%
Q3 2024+7.9%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Talkspace Inc$50.9 million

As of 2026-06-30, from 13F filing by Hudson Executive Capital LP.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures