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
| FIX - Comfort Sys USA | 3.17% | Reduce −29.3% | 21,200 | $825.18 | $17M | −8,800 | +$1M |
| SEI - Solaris Energy Infras · CL A | 2.54% | New | 350,000 | $39.97 | $14M | +350,000 | +$14M |
| AVGO - Broadcom | 2.50% | Reduce −13.0% | 41,750 | $329.91 | $14M | −6,220 | +$551K |
| DKS - Dicks Sporting Goods | 2.48% | Hold | 61,500 | $222.22 | $14M | — | — |
| FTAI - Ftai Aviation | 2.39% | Add +12.9% | 79,000 | $166.86 | $13M | +9,000 | +$5M |
| VST - Vistra | 2.31% | New | 65,000 | $195.92 | $13M | +65,000 | +$13M |
| I3N - Chart Inds | 2.27% | Hold | 62,500 | $200.15 | $13M | — | — |
| TSM - Taiwan Semiconductor Mfg | 2.24% | Hold | 44,200 | $279.29 | $12M | — | — |
| NRG - NRG Energy | 2.06% | Hold | 70,000 | $161.95 | $11M | — | — |
| CRH - CRH PLC | 1.74% | Hold | 80,000 | $119.90 | $10M | — | — |
| Willow Lane Acquisition · CL A | 1.68% | New | 800,000 | $11.58 | $9M | +800,000 | +$9M |
| SNEX - Stonex Group | 1.63% | Add +81.4% | 88,926 | $100.92 | $9M | +39,915 | +$5M |
| WIX — | 1.50% | New | 46,700 | $177.63 | $8M | +46,700 | +$8M |
| DWDPEUR — | 1.41% | New | 100,000 | $77.90 | $8M | +100,000 | +$8M |
| IT - Gartner | 1.38% | New | 29,000 | $262.87 | $8M | +29,000 | +$8M |
| SE - SEA | 1.30% | New | 40,000 | $178.73 | $7M | +40,000 | +$7M |
| BGC - BGC Group · CL A | 0.86% | Hold | 500,000 | $9.46 | $5M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APP - Applovin · CL A | 4.02% | Exit | 0 | $350.09 | $15M | −43,900 | −$15M |
| AMRZ - Amrize | 3.24% | Exit | 0 | $49.55 | $12M | −250,000 | −$12M |
| FSLR - First Solar | 2.60% | Exit | 0 | $165.53 | $10M | −60,000 | −$10M |
| AER - Aercap | 2.45% | Exit | 0 | $117.00 | $9M | −80,000 | −$9M |
| PRMB - Primo Brands · CLASS A | 1.55% | Exit | 0 | $29.62 | $6M | −200,000 | −$6M |
| FLS - Flowserve | 1.23% | Exit | 0 | $52.36 | $5M | −90,000 | −$5M |
| EYE - National Vision | 0.75% | Exit | 0 | $23.01 | $3M | −125,000 | −$3M |
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