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
| APP - Applovin · CL A | 4.92% | Reduce −20.7% | 115,000 | $130.55 | $15M | −30,000 | +$3M |
| FTAI - Ftai Aviation | 2.61% | Reduce −20.0% | 60,000 | $132.90 | $8M | −15,000 | +$232K |
| AER - Aercap | 2.48% | Hold | 80,000 | $94.72 | $8M | — | — |
| CRH - CRH PLC | 2.23% | Hold | 73,500 | $92.74 | $7M | — | — |
| AVGO - Broadcom | 1.97% | Add +900.0% | 34,870 | $172.50 | $6M | +31,383 | +$417K |
| FCNCA - First Ctzns Bancshares · CL A | 1.95% | Add +14.1% | 3,230 | $1,841 | $6M | +400 | +$1M |
| FLUT - Flutter Entmt | 1.63% | New | 21,000 | $237.28 | $5M | +21,000 | +$5M |
| NRG - NRG Energy | 1.49% | Hold | 50,000 | $91.10 | $5M | — | — |
| SHEL - Shell | 1.48% | Hold | 68,500 | $65.95 | $5M | — | — |
| Primo Water | 1.24% | Add +50.0% | 150,000 | $25.25 | $4M | +50,000 | +$2M |
| BGC - BGC Group · CL A | 1.20% | Add +100.0% | 400,000 | $9.18 | $4M | +200,000 | +$2M |
| IP - International Paper | 1.20% | Hold | 75,000 | $48.85 | $4M | — | — |
| DOCN - Digitalocean | 1.06% | New | 80,000 | $40.39 | $3M | +80,000 | +$3M |
| GPN - Global Pmts | 1.06% | New | 31,500 | $102.42 | $3M | +31,500 | +$3M |
| FMC — | 1.01% | Add +30.6% | 47,000 | $65.94 | $3M | +11,000 | +$1M |
| OXY - Occidental | 0.94% | Hold | 55,800 | $51.54 | $3M | — | — |
| GTLB - Gitlab · CLASS A | 0.84% | New | 50,000 | $51.54 | $3M | +50,000 | +$3M |
| XPO - Xponential Fitness · CL A | 0.71% | Hold | 175,000 | $12.40 | $2M | — | — |
| AR - Antero Resources | 0.70% | New | 75,000 | $28.65 | $2M | +75,000 | +$2M |
| EQT - EQT Corp | 0.67% | New | 56,000 | $36.64 | $2M | +56,000 | +$2M |
| EXE - Chesapeake Energy | 0.34% | New | 12,500 | $82.25 | $1M | +12,500 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Insight Enterprises | 1.15% | Exit | 0 | $198.38 | $4M | −18,500 | −$4M |
| Marathon Oil | 0.90% | Exit | 0 | $28.67 | $3M | −100,000 | −$3M |
| ST - Sensata | 0.88% | Exit | 0 | $37.39 | $3M | −75,000 | −$3M |
| Summit Matls · CL A | 0.69% | Exit | 0 | $36.62 | $2M | −60,000 | −$2M |
| FDX - Fedex | 0.61% | Exit | 0 | $299.85 | $2M | −6,500 | −$2M |
| NCNO - Ncino | 0.49% | Exit | 0 | $31.46 | $2M | −50,000 | −$2M |
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