Hiddenite Capital Partners LP: 13F holdings
CIK 18238232026Q2
| Positions | 33 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 33 (+13 vs prior quarter) |
|---|
| Reported value | $1.2bn (+205.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APP APPLOVIN CORP | 60,000 | $30.9m | 2.7% |
| BOOST RUN INC | 750,000 | $29.1m | 2.5% |
| BKD BROOKDALE SR LIVING INC | 1,570,000 | $25.3m | 2.2% |
| NRG NRG ENERGY INC | 151,000 | $22.1m | 1.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 44,200 | $21.1m | 1.8% |
| RDDT REDDIT INC | 120,000 | $20.8m | 1.8% |
| RRX REGAL REXNORD CORPORATION | 85,000 | $20.2m | 1.7% |
| AVGO BROADCOM INC | 47,500 | $17.9m | 1.5% |
| SNDK SANDISK CORP | 7,500 | $17.1m | 1.5% |
| LPLA LPL FINL HLDGS INC | 60,000 | $16.9m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1823823")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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