Hiddenite Capital Partners LP
Hiddenite Capital Partners LP, managed by Ryan Packard, reported 27 positions worth $406.92M in its 2026 Q2 13F filing: 20 new and 7 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +100.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +26.6% | +11.4% |
| 2025 Q3 | +37.0% | +7.6% |
| 2025 Q4 | -2.2% | +3.1% |
| 2026 Q1 | +5.0% | -5.8% |
| 2026 Q2 | +12.8% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| APP | APPLOVIN CORP | $30.91M | 7.60% | +50% |
| BRUN | BOOST RUN INC | $29.11M | 7.20% | NEW |
| BKD | BROOKDALE SR LIVING INC | $25.26M | 6.20% | +40.2% |
| NRG | NRG ENERGY INC | $22.06M | 5.40% | NO CHANGE |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.11M | 5.20% | NO CHANGE |
| RDDT | REDDIT INC | $20.83M | 5.10% | NEW |
| RRX | REGAL REXNORD CORPORATION | $20.25M | 5.00% | NEW |
| AVGO | BROADCOM INC | $17.94M | 4.40% | NEW |
| SNDK | SANDISK CORP | $17.05M | 4.20% | NEW |
| LPLA | LPL FINL HLDGS INC | $16.90M | 4.20% | NEW |
| SNEX | STONEX GROUP INC | $15.81M | 3.90% | NO CHANGE |
| SE | SEA LTD | $14.37M | 3.50% | NEW |
| ROP | ROPER TECHNOLOGIES INC | $14.21M | 3.50% | NEW |
| MKSI | MKS INC. | $13.12M | 3.20% | NEW |
| VST | VISTRA CORP | $12.69M | 3.10% | NO CHANGE |
| LFTO | LIFTOFF MOBILE INC | $12.22M | 3.00% | NEW |
| FDS | FACTSET RESH SYS INC | $12.19M | 3.00% | NEW |
| DKS | DICKS SPORTING GOODS INC | $11.34M | 2.80% | NEW |
| SEI | SOLARIS ENERGY INFRAS INC | $11.26M | 2.80% | NEW |
| BRC | BRADY CORP | $10.25M | 2.50% | NEW |
| SYY | SYSCO CORP | $10.03M | 2.50% | NO CHANGE |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $9.65M | 2.40% | NEW |
| WDC | WESTERN DIGITAL CORP | $9.63M | 2.40% | NEW |
| FRMI | FERMI INC | $8.02M | 2.00% | NEW |
| FTAI | FTAI AVIATION LTD | $7.97M | 2.00% | NEW |
| AADX | APPLIED AEROSPACE & DEFENSE | $7.06M | 1.70% | NEW |
| ONTO | ONTO INNOVATION INC | $5.68M | 1.40% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.