Featured 13F manager
Hiddenite Capital Partners LP Ryan Packard
New York, NY 19 processed 13Fs on this site · 2021 Q4–2026 Q2
- $1.2B 13F
- $407M Equity
- 27 Positions
- 2026 Q2
- +205.5% QoQ
Ryan Packard files Hiddenite Capital Partners LP as a Form 13F. The latest book is 2026 Q2 at $1.2B of reported 13F value, up 205.5% QoQ, led by Applovin, Boost Run, and Brookdale Sr Living.
Options-heavy 13F
long equity 35.0% of 13F · equity $407M
13F reported value includes option notionals
- Options & other 78.4%
- APP - Applovin · CL A 2.7%
- BRUN - Boost Run · CL A 2.5%
- BKD - Brookdale Sr Living 2.2%
- NRG - NRG Energy 1.9%
- TSM - Taiwan Semiconductor 1.8%
- RDDT - Reddit · CL A 1.8%
- RRX - Regal Rexnord 1.7%
- AVGO - Broadcom 1.5%
- SNDK - Sandisk 1.5%
- LPLA - Lpl Finl 1.4%
- SNEX - Stonex Group 1.4%
- SE - SEA 1.2%
13F value over time
Book
| AER - Aercap | 3.22% | Hold | 95,800 | $65.42 | $6M |
| CF - Cf Inds | 2.72% | Hold | 74,600 | $70.78 | $5M |
| GM - General Mtrs | 2.26% | Hold | 74,900 | $58.62 | $4M |
| ZD - Ziff Davis | 2.09% | Hold | 36,600 | $110.85 | $4M |
| GDDY - Godaddy · CL A | 1.94% | Hold | 44,450 | $84.86 | $4M |
| SHEL - Royal Dutch Shell | 1.81% | Hold | 81,000 | $43.35 | $4M |
| RRX - Regal Rexnord | 1.79% | Hold | 20,400 | $170.20 | $3M |
| GFL - Gfl Environmental | 1.73% | Hold | 89,000 | $37.85 | $3M |
| AMZN - Amazon | 1.70% | Hold | 990 | $3,334 | $3M |
| OXY - Occidental | 1.70% | Hold | 113,800 | $28.99 | $3M |
| ZIM - Zim Integrated | 1.66% | Hold | 55,000 | $58.85 | $3M |
| APP - Applovin · CL A | 1.62% | Hold | 33,472 | $94.26 | $3M |
| Splunk | 1.61% | Hold | 27,000 | $115.70 | $3M |
| AR - Antero Resources | 1.60% | Hold | 178,300 | $17.50 | $3M |
| MOS - Mosaic | 1.32% | Hold | 65,500 | $39.28 | $3M |
| Visteon | 1.26% | Hold | 22,000 | $111.14 | $2M |
| TECK - Teck Resources · CL B | 1.24% | Hold | 83,800 | $28.82 | $2M |
| CRM - Salesforce | 1.06% | Hold | 8,150 | $254.11 | $2M |
| MELI - Mercadolibre | 1.01% | Hold | 1,450 | $1,348 | $2M |
| FCNCA - First Ctzns Bancshares · CL A | 1.00% | Hold | 2,350 | $829.79 | $2M |
| CZR — | 0.91% | Hold | 19,000 | $93.53 | $2M |
| ST - Sensata | 0.90% | Hold | 28,300 | $61.70 | $2M |
| Fleetcor Technologies | 0.84% | Hold | 7,300 | $223.84 | $2M |
| CIT Group | 0.41% | Hold | 15,700 | $51.34 | $806K |
| Ouster | 0.16% | Hold | 60,000 | $5.20 | $312K |
Filings history
19 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 38 | $1.2B | +205.5% | 13F-HR | 8/13/2026 | 000142050626001597 |
| 2026 Q1 | 25 | $381M | −50.6% | 13F-HR | 5/7/2026 | 000142050626000821 |
| 2025 Q4 | 36 | $771M | +39.9% | 13F-HR | 2/5/2026 | 000142050626000175 |
| 2025 Q3 | 30 | $551M | +44.2% | 13F-HR | 10/29/2025 | 000142050625002919 |
| 2025 Q2 | 28 | $382M | +32.6% | 13F-HR | 8/5/2025 | 000142050625001707 |
| 2025 Q1 | 35 | $288M | −19.8% | 13F-HR | 5/15/2025 | 000142050625001178 |
| 2024 Q4 | 39 | $359M | +17.7% | 13F-HR | 2/14/2025 | 000142050625000555 |
| 2024 Q3 | 39 | $305M | −4.4% | 13F-HR | 11/5/2024 | 000142050624002224 |
| 2024 Q2 | 40 | $319M | +22.7% | 13F-HR | 8/7/2024 | 000142050624001283 |
| 2024 Q1 | 35 | $260M | +55.7% | 13F-HR | 5/8/2024 | 000142050624000723 |
| 2023 Q4 | 31 | $167M | +12.1% | 13F-HR | 2/20/2024 | 000142050624000503 |
| 2023 Q3 | 44 | $149M | +35.5% | 13F-HR | 10/20/2023 | 000142050623001854 |
| 2023 Q2 | 35 | $110M | −18.5% | 13F-HR | 7/20/2023 | 000142050623001305 |
| 2023 Q1 | 41 | $135M | +1.5% | 13F-HR | 4/24/2023 | 000142050623000808 |
| 2022 Q4 | 41 | $133M | +31.7% | 13F-HR | 2/9/2023 | 000142050623000313 |
| 2022 Q3 | 40 | $101M | +4.1% | 13F-HR | 11/14/2022 | 000142050622002069 |
| 2022 Q2 | 41 | $97M | −11.8% | 13F-HR | 8/15/2022 | 000142050622001609 |
| 2022 Q1 | 44 | $110M | −43.3% | 13F-HR | 5/16/2022 | 000142050622000965 |
| 2021 Q4 | 39 | $194M | — | 13F-HR | 2/14/2022 | 000142050622000482 |
About
Hiddenite Capital Partners LP
19 processed 13Fs on this site · 2021 Q4–2026 Q2