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
| CRH - CRH PLC | 2.72% | Add +110.0% | 168,000 | $124.80 | $21M | +88,000 | +$11M |
| FIX - Comfort Sys USA | 2.57% | Hold | 21,200 | $933.29 | $20M | — | — |
| FSLR - First Solar | 2.08% | New | 61,500 | $261.23 | $16M | +61,500 | +$16M |
| NRG - NRG Energy | 1.86% | Add +28.6% | 90,000 | $159.24 | $14M | +20,000 | +$3M |
| SEI - Solaris Energy Infras · CL A | 1.79% | Reduce −14.3% | 300,000 | $45.97 | $14M | −50,000 | −$199K |
| TSM - Taiwan Semiconductor Mfg | 1.74% | Hold | 44,200 | $303.89 | $13M | — | — |
| DKS - Dicks Sporting Goods | 1.58% | Hold | 61,500 | $197.97 | $12M | — | — |
| Kodiak Gas Svcs | 1.45% | New | 300,000 | $37.40 | $11M | +300,000 | +$11M |
| APO - Apollo Global Mgmt | 1.41% | New | 75,000 | $144.76 | $11M | +75,000 | +$11M |
| FDX - Fedex | 1.24% | New | 33,000 | $288.86 | $10M | +33,000 | +$10M |
| NVDA - Nvidia | 1.21% | New | 50,000 | $186.50 | $9M | +50,000 | +$9M |
| SNEX - Stonex Group | 1.10% | Hold | 88,926 | $95.13 | $8M | — | — |
| Willow Lane Acquisition · CL A | 1.05% | Reduce −19.8% | 641,538 | $12.64 | $8M | −158,462 | −$1M |
| AVGO - Broadcom | 0.90% | Reduce −52.1% | 20,000 | $346.10 | $7M | −21,750 | −$7M |
| FCNCA - First Ctzns Bancshares · CL A | 0.89% | New | 3,200 | $2,146 | $7M | +3,200 | +$7M |
| LGN - Legence · CL A | 0.85% | New | 152,633 | $43.04 | $7M | +152,633 | +$7M |
| Viking | 0.42% | New | 45,000 | $71.41 | $3M | +45,000 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FTAI - Ftai Aviation | 2.39% | Exit | 0 | $166.86 | $13M | −79,000 | −$13M |
| VST - Vistra | 2.31% | Exit | 0 | $195.92 | $13M | −65,000 | −$13M |
| I3N - Chart Inds | 2.27% | Exit | 0 | $200.14 | $13M | −62,500 | −$13M |
| WIX — | 1.50% | Exit | 0 | $177.62 | $8M | −46,700 | −$8M |
| DWDPEUR — | 1.41% | Exit | 0 | $77.90 | $8M | −100,000 | −$8M |
| IT - Gartner | 1.38% | Exit | 0 | $262.86 | $8M | −29,000 | −$8M |
| SE - SEA | 1.30% | Exit | 0 | $178.72 | $7M | −40,000 | −$7M |
| BGC - BGC Group · CL A | 0.86% | Exit | 0 | $9.46 | $5M | −500,000 | −$5M |
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