HEC
Hudson Executive Capital Portfolio holdings
AUM
$134M
1-Year Est. Return
16.1%
This Fund
S&P 500
1 Year Est. Return
+16.1%
AUM
$134M
AUM Growth
+$8.99M
(+7.2%)
Holding
2
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 73.47% |
| 2 | Healthcare | 26.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cantaloupe
CTLP
$757M
| $98.5M | 73.47% |
9,270,694
|
|
||
2
Talkspace
TALK
$789M
| $35.6M | 26.53% |
11,340,600
|
|