Hiddenite Capital Partners LP Ryan Packard
New York, NY 20 processed 13Fs on this site, 2021 Q4 to 2026 Q3
- $562M 13F
- $231M Equity
- 19 holdings
- 2026 Q3
- −51.7% QoQ
13F value over time
Book
| APP, AppLovin | Add +50.0% | 60,000 | $515.23 | $31M | +20,000 | +$15M | |
| BRUN, Boost Run | New | 750,000 | $38.81 | $29M | +750,000 | +$29M | |
| BKD, Brookdale Sr Living | Add +40.2% | 1,570,000 | $16.09 | $25M | +450,000 | +$9.9M | |
| NRG, NRG Energy | Hold | 151,000 | $146.06 | $22M | — | — | |
| TSM, Taiwan Semiconductor | Hold | 44,200 | $477.57 | $21M | — | — | |
| RDDT, Reddit | New | 120,000 | $173.58 | $21M | +120,000 | +$21M | |
| RRX, Regal Rexnord | New | 85,000 | $238.19 | $20M | +85,000 | +$20M | |
| AVGO, Broadcom | New | 47,500 | $377.75 | $18M | +47,500 | +$18M | |
| SNDK, Sandisk | New | 7,500 | $2,274 | $17M | +7,500 | +$17M | |
| LPLA, LPL Financial | New | 60,000 | $281.68 | $17M | +60,000 | +$17M | |
| SNEX, Stonex Group | Hold | 133,389 | $118.50 | $16M | — | — | |
| SE, Sea Limited | New | 150,000 | $95.83 | $14M | +150,000 | +$14M | |
| ROP, Roper Technologies | New | 42,000 | $338.39 | $14M | +42,000 | +$14M | |
| MKSI, MKS | New | 29,500 | $444.80 | $13M | +29,500 | +$13M | |
| VST, Vistra | Hold | 80,000 | $158.63 | $13M | — | — | |
| Liftoff Mobile | New | 508,551 | $24.02 | $12M | +508,551 | +$12M | |
| FDS, FactSet | New | 53,000 | $230.08 | $12M | +53,000 | +$12M | |
| DKS, Dicks Sporting Goods | New | 50,000 | $226.81 | $11M | +50,000 | +$11M | |
| SEI, Solaris Energy Infras | New | 140,000 | $80.46 | $11M | +140,000 | +$11M | |
| BRC, Brady | New | 111,935 | $91.57 | $10M | +111,935 | +$10M | |
| SYY, Sysco | Hold | 120,000 | $83.58 | $10M | — | — | |
| STX, Seagate Technology | New | 10,000 | $965.00 | $9.7M | +10,000 | +$9.7M | |
| WDC, Western Digital | New | 15,077 | $638.72 | $9.6M | +15,077 | +$9.6M | |
| FRMI, Fermi | New | 875,000 | $9.16 | $8M | +875,000 | +$8M | |
| FTAI, Ftai Aviation | New | 29,472 | $270.53 | $8M | +29,472 | +$8M | |
| AADX, Applied Aerospace & Defense | New | 310,000 | $22.78 | $7.1M | +310,000 | +$7.1M | |
| ONTO, Onto Innovation | New | 15,000 | $378.45 | $5.7M | +15,000 | +$5.7M |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LGN, Legence | Exit | 0 | $56.46 | $14M | −245,000 | −$14M | |
| AR, Antero Resources | Exit | 0 | $42.44 | $14M | −325,000 | −$14M | |
| EXE, Expand Energy | Exit | 0 | $109.78 | $13M | −120,000 | −$13M | |
| EQT | Exit | 0 | $63.64 | $13M | −200,000 | −$13M | |
| NVDA, Nvidia | Exit | 0 | $174.40 | $8.7M | −50,000 | −$8.7M | |
| EE, Excelerate Energy | Exit | 0 | $33.42 | $4.2M | −125,000 | −$4.2M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q3 | 26 | $562M | −51.7% | 13F-HR | 10/29/2026 | 000142050626002390 |
| 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
20 processed 13Fs on this site, 2021 Q4 to 2026 Q3