Hudson Executive Capital LP

Portfolio Overview

Hudson Executive Capital’s 13F as of 2025-09-30 shows a materially smaller, highly concentrated portfolio. Total reported 13F assets dropped from $135.01 million on 2025-06-30 to $27.04 million on 2025-09-30, an absolute reduction of $107.97 million (‑80.0%). The filer reports a single holding (number of holdings = 1) and therefore has moved from a multi‑position portfolio into a one‑position portfolio in this filing.

• Total portfolio value: $27.04M (100.0% concentrated in...