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 | 3.45% | Reduce −53.1% | 37,500 | $264.97 | $10M | −42,500 | −$16M |
| AER - Aercap | 2.84% | Hold | 80,000 | $102.17 | $8M | — | — |
| FIX - Comfort Sys USA | 2.80% | New | 25,000 | $322.33 | $8M | +25,000 | +$8M |
| AVGO - Broadcom | 2.79% | Add +26.3% | 47,970 | $167.43 | $8M | +10,000 | −$771K |
| FTAI - Ftai Aviation | 2.70% | Add +40.0% | 70,000 | $111.03 | $8M | +20,000 | +$570K |
| TSM - Taiwan Semiconductor Mfg | 2.55% | New | 44,200 | $166.00 | $7M | +44,200 | +$7M |
| CRH - CRH PLC | 2.45% | Hold | 80,000 | $87.97 | $7M | — | — |
| NRG - NRG Energy | 2.32% | Hold | 70,000 | $95.46 | $7M | — | — |
| PRMB - Primo Brands · CLASS A | 2.16% | Hold | 175,000 | $35.49 | $6M | — | — |
| FCNCA - First Ctzns Bancshares · CL A | 2.08% | Hold | 3,230 | $1,854 | $6M | — | — |
| SHEL - Shell | 1.74% | Hold | 68,500 | $73.28 | $5M | — | — |
| MU - Micron Technology | 1.66% | New | 55,000 | $86.89 | $5M | +55,000 | +$5M |
| AFRM - Affirm · CL A | 1.60% | New | 101,600 | $45.19 | $5M | +101,600 | +$5M |
| BGC - BGC Group · CL A | 1.59% | Add +25.0% | 500,000 | $9.17 | $5M | +100,000 | +$961K |
| EQT - EQT Corp | 1.30% | Reduce −38.6% | 70,000 | $53.43 | $4M | −44,000 | −$2M |
| SNEX - Stonex Group | 1.19% | New | 45,000 | $76.38 | $3M | +45,000 | +$3M |
| CSL - Carlisle Cos | 1.16% | New | 9,800 | $340.50 | $3M | +9,800 | +$3M |
| VST - Vistra | 1.02% | New | 25,000 | $117.44 | $3M | +25,000 | +$3M |
| Bbb Foods · CL A | 0.56% | New | 60,000 | $26.68 | $2M | +60,000 | +$2M |
| NU — · CL A | 0.51% | Add +44.0% | 144,000 | $10.24 | $1M | +44,000 | +$439K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NBIS - Nebius Group · CLASS A | 4.24% | Exit | 0 | $27.70 | $15M | −550,000 | −$15M |
| GPN - Global Pmts | 1.90% | Exit | 0 | $112.07 | $7M | −61,000 | −$7M |
| FLUT - Flutter Entmt | 1.51% | Exit | 0 | $258.43 | $5M | −21,000 | −$5M |
| EXE - Expand Energy | 1.45% | Exit | 0 | $99.54 | $5M | −52,500 | −$5M |
| Kodiak Gas Svcs | 1.14% | Exit | 0 | $40.83 | $4M | −100,000 | −$4M |
| SE - SEA | 1.12% | Exit | 0 | $106.11 | $4M | −38,000 | −$4M |
| GTLB - Gitlab · CLASS A | 0.78% | Exit | 0 | $56.36 | $3M | −50,000 | −$3M |
| XPO - Xponential Fitness · CL A | 0.66% | Exit | 0 | $13.45 | $2M | −175,000 | −$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