Hiddenite Capital Partners LP
Hiddenite Capital Partners LP reported 38 holdings worth US$1.16B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Hiddenite Capital Partners LP reported 38 holdings worth US$1.16B as of Jun 30, 2026. Largest: Applovin Corporation, Boost Run Inc. and Brookdale Senior Living Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$1.16B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applovin Corporation | 60,000 | US$30.9M | 2.7% |
| Boost Run Inc. | 750K | US$29.1M | 2.5% |
| Brookdale Senior Living Inc. | 1.57M | US$25.3M | 2.2% |
| Nrg Energy, Inc. | 151K | US$22.1M | 1.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 44,200 | US$21.1M | 1.8% |
| Reddit, Inc. | 120K | US$20.8M | 1.8% |
| Regal Rexnord Corporation | 85,000 | US$20.2M | 1.7% |
| Broadcom Inc. | 47,500 | US$17.9M | 1.5% |
| Sandisk Corporation | 7,500 | US$17.1M | 1.5% |
| Lpl Financial Holdings Inc. | 60,000 | US$16.9M | 1.5% |
| Stonex Group Inc. | 133K | US$15.8M | 1.4% |
| Roper Technologies, Inc. | 42,000 | US$14.2M | 1.2% |
| Mks Inc. | 29,500 | US$13.1M | 1.1% |
| Vistra Corp. | 80,000 | US$12.7M | 1.1% |
| Liftoff Mobile, Inc. | 509K | US$12.2M | 1.0% |
| Factset Research Systems Inc. | 53,000 | US$12.2M | 1.0% |
| Dick's Sporting Goods Inc | 50,000 | US$11.3M | 0.97% |
| Solaris Energy Infrastructure, Inc. | 140K | US$11.3M | 0.97% |
| Brady Corporation | 112K | US$10.2M | 0.88% |
| Sysco Corporation | 120K | US$10M | 0.86% |
| Western Digital Corporation | 15,077 | US$9.63M | 0.83% |
| Fermi Inc. | 875K | US$8.02M | 0.69% |
| Ftai Aviation Ltd. | 29,472 | US$7.97M | 0.68% |
| Applied Aerospace & Defense, Inc. | 310K | US$7.06M | 0.61% |
| Onto Innovation Inc. | 15,000 | US$5.68M | 0.49% |
| Antero Resources Corporation | 0 | US$0 | 0.00% |
| Eqt Corporation | 0 | US$0 | 0.00% |
| Excelerate Energy, Inc. | 0 | US$0 | 0.00% |
| Expand Energy Corporation | 0 | US$0 | 0.00% |
| Legence Corp. | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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