Hiddenite Capital Partners LP
CIK 1823823
13F filing for Q2 2026・No. 2,326
- Holdings
- US$1.16B
- Quarter change
- +US$783.2M
- Entries
- 38
- Net bought (estimate)
- +US$220.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 6
- Cut 0
- Added 2
- Corporate actions 0
- Unchanged 5
Largest holdings
27 stocks worth US$406.92M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APPAPPLOVIN CORPCOM CL A | Added | 60,000 | US$30.91M | 7.60% |
| BOOST RUN INCORD SHS CL A | New | 750,000 | US$29.11M | 7.15% |
| BROOKDALE SR LIVING INCCOM | Added | 1,570,000 | US$25.26M | 6.21% |
| NRGNRG ENERGY INCCOM NEW | Unchanged | 151,000 | US$22.06M | 5.42% |
| TSMTSMC ADRSPONSORED ADS | Unchanged | 44,200 | US$21.11M | 5.19% |
| RDDTREDDIT INCCL A | New | 120,000 | US$20.83M | 5.12% |
| RRXREGAL REXNORD CORPORATIONCOM | New | 85,000 | US$20.25M | 4.98% |
| AVGOBroadcomCOM | New | 47,500 | US$17.94M | 4.41% |
| SNDKSANDISK CORPCOM | New | 7,500 | US$17.05M | 4.19% |
| LPLALPL FINL HLDGS INCCOM | New | 60,000 | US$16.9M | 4.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.