StockDriftsStockDriftsTop 24 Hiddenite Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 7.6% | 60.0K | $30.9M | +50.00%(+20.00K) | $205.86(+51.69%) | 2026-06-30 | |
| BKD | BROOKDALE SR LIVING INC | 6.21% | 1.57M | $25.3M | +40.18%(+450.00K) | $12.95(-2.43%) | 2026-06-30 | |
| NRG | NRG ENERGY INC | 5.42% | 151.0K | $22.1M | +0.00%(+0) | $119.06(+6.03%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.19% | 44.2K | $21.1M | +0.00%(+0) | $181.75(+134.88%) | 2026-06-30 | |
| RDDT | REDDIT INC | 5.12% | 120.0K | $20.8M | new | $148.85(+10.51%) | 2026-06-30 | |
| RRX | REGAL REXNORD CORPORATION | 4.98% | 85.0K | $20.2M | new | $208.19(-15.71%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.41% | 47.5K | $17.9M | new | $237.20(+66.00%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 4.19% | 7.5K | $17.1M | new | $1423.11(+23.89%) | 2026-06-30 | |
| LPLA | LPL FINL HLDGS INC | 4.15% | 60.0K | $16.9M | new | $290.93(+27.41%) | 2026-06-30 | |
| SNEX | STONEX GROUP INC | 3.88% | 133.4K | $15.8M | +0.00%(+0) | $55.15(+21.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +62.59% | +329.79% | — | — | +386.44% |
| Top 20 Holdings Unweighted | +51.55% | +248.08% | — | — | +292.91% |
Hiddenite Capital Partners LP reports $1.16B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are APP (7.6%), BKD (6.2%) and NRG (5.4%). The top 20 holdings account for 80.42% of reported assets. Its disclosed equity book has returned +329.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hiddenite Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1823823). View Hiddenite Capital Partners LP’s 13F filings on SEC