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Hudson Executive Capital LP

Hedge FundActivist

Hudson Executive Capital LP is an Activist Hedge Fund based in New York, NY led by Douglas Lee Braunstein, reporting $172.5M in AUM as of Q3 2025 with 78% Technology concentration, with only 2 positions, 78% allocation to CTLP, and 78% technology allocation.

FounderDouglas Lee Braunstein
Portfolio Value
$125.0M
Positions
2
Top Holding
CTLP at 78.38%
Last Reported
Q3 2025
AddressC/o Cadwalader, Wickersham & Taft, Llp, 200 Liberty Street, New York, NY, 10281, United States

Top Holdings

Largest long holdings in Hudson Executive Capital LP's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Information Technology Services
Technology
$98.0M
78.38%
12.64%
9.3M shares
Medical - Care Facilities
Healthcare
$27.0M
21.62%
6.77%
11.3M shares

Analytics

Portfolio insights and performance metrics for Hudson Executive Capital LP

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Sector Allocation

Technology: 78.40%TechnologyHealthcare: 21.60%Healthcare
Technology
78.40%
Healthcare
21.60%

Market Cap Distribution

Small Cap ($300M - $2B): 100.00%Small Cap ($300M - $2B)
Small Cap ($300M - $2B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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