We are live on ! Find out more
HEC

Hudson Executive Capital Portfolio holdings

AUM $151M
1-Year Est. Return 60.14%
This Fund
S&P 500
This Quarter Est. Return
+8.71%
1 Year Est. Return
+60.14%
3 Year Est. Return
+143.92%
5 Year Est. Return
+104.85%
10 Year Est. Return
+677.02%
AUM
$134M
AUM Growth
+$8.99M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 73.47%
2 Healthcare 26.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTLP
1
DELISTED
Cantaloupe
CTLP
$98.5M 73.47%
9,270,694
– –
TALK icon
2
Talkspace
TALK
$874M
$35.6M 26.53%
11,340,600
– –

Similar funds

SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return
MWA
Merkkuri Wealth Advisors Hicksville, New York $151M AUM 14.38% 1-Year Est. Return
WBCM
Wilson & Boucher Capital Management Moraga, California $151M AUM 18.75% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

Hudson Executive Capital's Q4 2025 Portfolio in Review

As of Q4 2025, Hudson Executive Capital held 2 positions worth $134M, up 7.2% from $125M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Hudson Executive Capital opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 73% of assets, down from 78% a quarter earlier, followed by Healthcare.

  • Hudson Executive Capital's ten largest holdings make up 100% of its $134M portfolio in Q4 2025.
  • Hudson Executive Capital opened 0 new positions and closed 0 in Q4 2025.
  • Hudson Executive Capital's portfolio value rose 7.2% quarter-over-quarter to $134M.

Based on Hudson Executive Capital's 13F filing for Q4 2025, filed 17 Feb 2026.