Hiddenite Capital Partners LP activity
Every position Ryan Packard opened, added to, trimmed or closed between 2026 Q2 and 2026 Q3.
New
9
Add
5
Reduce
2
Exit
17
33 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| MSFT | New | 0% to 3.3% | $18M | Q2→Q3 |
| CPAY | New | 0% to 3.0% | $17M | Q2→Q3 |
| FIGR | New | 0% to 2.6% | $15M | Q2→Q3 |
| CPRT | New | 0% to 2.4% | $14M | Q2→Q3 |
| IT | New | 0% to 2.0% | $11M | Q2→Q3 |
| NICE | New | 0% to 1.8% | $10M | Q2→Q3 |
| NU | New | 0% to 1.7% | $9.5M | Q2→Q3 |
| LGN | New | 0% to 1.7% | $9.4M | Q2→Q3 |
| FIVN | New | 0% to 1.3% | $7.1M | Q2→Q3 |
| APP | Exit | 2.7% to 0% | $31M | Q2→Q3 |
| NRG | Exit | 1.9% to 0% | $22M | Q2→Q3 |
| RRX | Exit | 1.7% to 0% | $20M | Q2→Q3 |
| AVGO | Exit | 1.5% to 0% | $18M | Q2→Q3 |
| SNDK | Exit | 1.5% to 0% | $17M | Q2→Q3 |
| LPLA | Exit | 1.5% to 0% | $17M | Q2→Q3 |
| SE | Exit | 1.2% to 0% | $14M | Q2→Q3 |
| ROP | Exit | 1.2% to 0% | $14M | Q2→Q3 |
| VST | Exit | 1.1% to 0% | $13M | Q2→Q3 |
| Liftoff Mobile | Exit | 1.1% to 0% | $12M | Q2→Q3 |
| DKS | Exit | 0.97% to 0% | $11M | Q2→Q3 |
| SEI | Exit | 0.97% to 0% | $11M | Q2→Q3 |
| SYY | Exit | 0.86% to 0% | $10M | Q2→Q3 |
| WDC | Exit | 0.83% to 0% | $9.6M | Q2→Q3 |
| STX | Exit | 0.83% to 0% | $9.7M | Q2→Q3 |
| AADX | Exit | 0.61% to 0% | $7.1M | Q2→Q3 |
| ONTO | Exit | 0.49% to 0% | $5.7M | Q2→Q3 |
| FDS | Add | 1.1% to 2.6% | +1.9% sh | Q2→Q3 |
| BRC | Add | 0.88% to 2.3% | +35.7% sh | Q2→Q3 |
| MKSI | Add | 1.1% to 2.1% | +52.5% sh | Q2→Q3 |
| FTAI | Add | 0.68% to 1.7% | +88.2% sh | Q2→Q3 |
| SNEX | Add | 1.4% to 1.7% | +12.5% sh | Q2→Q3 |
| BRUN | Reduce | 2.5% to 1.5% | −33.3% sh | Q2→Q3 |
| RDDT | Reduce | 1.8% to 2.3% | −25.0% sh | Q2→Q3 |