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 | 7.21% | Reduce −30.4% | 80,000 | $323.83 | $26M | −35,000 | +$11M |
| NBIS - Nebius Group · CLASS A | 4.24% | New | 550,000 | $27.70 | $15M | +550,000 | +$15M |
| AVGO - Broadcom | 2.45% | Add +8.9% | 37,970 | $231.84 | $9M | +3,100 | +$3M |
| AER - Aercap | 2.13% | Hold | 80,000 | $95.70 | $8M | — | — |
| CRH - CRH PLC | 2.06% | Add +8.8% | 80,000 | $92.52 | $7M | +6,500 | +$585K |
| FTAI - Ftai Aviation | 2.00% | Reduce −16.7% | 50,000 | $144.04 | $7M | −10,000 | −$772K |
| GPN - Global Pmts | 1.90% | Add +93.7% | 61,000 | $112.06 | $7M | +29,500 | +$4M |
| FCNCA - First Ctzns Bancshares · CL A | 1.90% | Hold | 3,230 | $2,113 | $7M | — | — |
| NRG - NRG Energy | 1.76% | Add +40.0% | 70,000 | $90.22 | $6M | +20,000 | +$2M |
| FLUT - Flutter Entmt | 1.51% | Hold | 21,000 | $258.45 | $5M | — | — |
| PRMB - Primo Brands · CLASS A | 1.50% | New | 175,000 | $30.77 | $5M | +175,000 | +$5M |
| EQT - EQT Corp | 1.46% | Add +103.6% | 114,000 | $46.11 | $5M | +58,000 | +$3M |
| EXE - Expand Energy | 1.45% | Add +320.0% | 52,500 | $99.55 | $5M | +40,000 | +$4M |
| SHEL - Shell | 1.19% | Hold | 68,500 | $62.65 | $4M | — | — |
| Kodiak Gas Svcs | 1.14% | New | 100,000 | $40.83 | $4M | +100,000 | +$4M |
| SE - SEA | 1.12% | New | 38,000 | $106.10 | $4M | +38,000 | +$4M |
| BGC - BGC Group · CL A | 1.01% | Hold | 400,000 | $9.06 | $4M | — | — |
| GTLB - Gitlab · CLASS A | 0.78% | Hold | 50,000 | $56.35 | $3M | — | — |
| XPO - Xponential Fitness · CL A | 0.66% | Hold | 175,000 | $13.45 | $2M | — | — |
| NU — · CL A | 0.29% | New | 100,000 | $10.36 | $1M | +100,000 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Primo Water | 1.24% | Exit | 0 | $25.25 | $4M | −150,000 | −$4M |
| IP - International Paper | 1.20% | Exit | 0 | $48.85 | $4M | −75,000 | −$4M |
| DOCN - Digitalocean | 1.06% | Exit | 0 | $40.39 | $3M | −80,000 | −$3M |
| FMC — | 1.01% | Exit | 0 | $65.94 | $3M | −47,000 | −$3M |
| OXY - Occidental | 0.94% | Exit | 0 | $51.54 | $3M | −55,800 | −$3M |
| AR - Antero Resources | 0.70% | Exit | 0 | $28.65 | $2M | −75,000 | −$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