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
Latest book
| APP - Applovin · CL A | 2.66% | Add +50.0% | 60,000 | $515.23 | $31M | +20,000 | +$15M |
| BRUN - Boost Run · CL A | 2.50% | New | 750,000 | $38.81 | $29M | +750,000 | +$29M |
| BKD - Brookdale Sr Living | 2.17% | Add +40.2% | 1,570,000 | $16.09 | $25M | +450,000 | +$10M |
| NRG - NRG Energy | 1.89% | Hold | 151,000 | $146.06 | $22M | — | — |
| TSM - Taiwan Semiconductor | 1.81% | Hold | 44,200 | $477.57 | $21M | — | — |
| RDDT - Reddit · CL A | 1.79% | New | 120,000 | $173.58 | $21M | +120,000 | +$21M |
| RRX - Regal Rexnord | 1.74% | New | 85,000 | $238.19 | $20M | +85,000 | +$20M |
| AVGO - Broadcom | 1.54% | New | 47,500 | $377.75 | $18M | +47,500 | +$18M |
| SNDK - Sandisk | 1.46% | New | 7,500 | $2,274 | $17M | +7,500 | +$17M |
| LPLA - Lpl Finl | 1.45% | New | 60,000 | $281.68 | $17M | +60,000 | +$17M |
| SNEX - Stonex Group | 1.36% | Hold | 133,389 | $118.50 | $16M | — | — |
| SE - SEA | 1.23% | New | 150,000 | $95.83 | $14M | +150,000 | +$14M |
| ROP - Roper Technologies | 1.22% | New | 42,000 | $338.39 | $14M | +42,000 | +$14M |
| MKSI - MKS | 1.13% | New | 29,500 | $444.80 | $13M | +29,500 | +$13M |
| VST - Vistra | 1.09% | Hold | 80,000 | $158.63 | $13M | — | — |
| Liftoff Mobile | 1.05% | New | 508,551 | $24.02 | $12M | +508,551 | +$12M |
| FDS - Factset Resh Sys | 1.05% | New | 53,000 | $230.08 | $12M | +53,000 | +$12M |
| DKS - Dicks Sporting Goods | 0.97% | New | 50,000 | $226.81 | $11M | +50,000 | +$11M |
| SEI - Solaris Energy Infras · CL A | 0.97% | New | 140,000 | $80.46 | $11M | +140,000 | +$11M |
| BRC - Brady · CL A | 0.88% | New | 111,935 | $91.57 | $10M | +111,935 | +$10M |
| SYY - Sysco | 0.86% | Hold | 120,000 | $83.58 | $10M | — | — |
| STX - Seagate | 0.83% | New | 10,000 | $965.00 | $10M | +10,000 | +$10M |
| WDC - Western Digital | 0.83% | New | 15,077 | $638.72 | $10M | +15,077 | +$10M |
| FRMI - Fermi | 0.69% | New | 875,000 | $9.16 | $8M | +875,000 | +$8M |
| FTAI - Ftai Aviation | 0.68% | New | 29,472 | $270.53 | $8M | +29,472 | +$8M |
| AADX - Applied Aerospace & Defense | 0.61% | New | 310,000 | $22.78 | $7M | +310,000 | +$7M |
| ONTO - Onto Innovation | 0.49% | New | 15,000 | $378.45 | $6M | +15,000 | +$6M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LGN - Legence · CL A | 3.63% | Exit | 0 | $56.46 | $14M | −245,000 | −$14M |
| AR - Antero Resources | 3.62% | Exit | 0 | $42.44 | $14M | −325,000 | −$14M |
| EXE - Expand Energy | 3.46% | Exit | 0 | $109.78 | $13M | −120,000 | −$13M |
| EQT - EQT Corp | 3.34% | Exit | 0 | $63.64 | $13M | −200,000 | −$13M |
| NVDA - Nvidia | 2.29% | Exit | 0 | $174.40 | $9M | −50,000 | −$9M |
| EE - Excelerate Energy · CL A | 1.10% | Exit | 0 | $33.42 | $4M | −125,000 | −$4M |
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