Hiddenite Capital Partners LP
Net buyer this quarter
$1.16B
27
+$218M
19.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APP | $30.9M | 2.66% | 0.02% | +50.0% | Q4 2021 |
 BRUN | $29.1M | 2.50% | 75000000.00% | New | Q2 2026 |
 BKD | $25.3M | 2.17% | 0.66% | +40.2% | Q1 2026 |
 NRG | $22.1M | 1.89% | 0.07% | Not reported | Q2 2024 |
 TSM | $21.1M | 1.81% | 0.00% | Not reported | Q1 2025 |
 RDDT | $20.8M | 1.79% | Not reported | New | Q2 2026 |
 RRX | $20.2M | 1.74% | 0.13% | Not reported | Q4 2021 |
 AVGO | $17.9M | 1.54% | 0.00% | Not reported | Q2 2022 |
 SNDK | $17.1M | 1.46% | 0.01% | New | Q2 2026 |
 LPLA | $16.9M | 1.45% | 0.08% | Not reported | Q1 2024 |
 SNEX | $15.8M | 1.36% | 0.11% | Not reported | Q1 2025 |
 SE | $14.4M | 1.23% | 0.08% | Not reported | Q4 2023 |
 ROP | $14.2M | 1.22% | 0.04% | New | Q2 2026 |
 MKSI | $13.1M | 1.13% | 0.04% | New | Q2 2026 |
 VST | $12.7M | 1.09% | 0.02% | Not reported | Q1 2025 |
 LFTO | $12.2M | 1.05% | 0.30% | New | Q2 2026 |
 FDS | $12.2M | 1.05% | 0.15% | New | Q2 2026 |
 DKS | $11.3M | 0.97% | 0.05% | Not reported | Q2 2025 |
 SEI | $11.3M | 0.97% | Not reported | Not reported | Q3 2025 |
 BRC | $10.2M | 0.88% | Not reported | New | Q2 2026 |
 SYY | $10M | 0.86% | 0.03% | Not reported | Q1 2026 |
 STX | $9.65M | 0.83% | 0.00% | New | Q2 2026 |
 WDC | $9.63M | 0.83% | 0.00% | New | Q2 2026 |
 FRMI | $8.02M | 0.69% | 0.14% | New | Q2 2026 |
 FTAI | $7.97M | 0.68% | 0.03% | Not reported | Q1 2024 |
| AADX | $7.06M | 0.61% | 0.18% | New | Q2 2026 |
 ONTO | $5.68M | 0.49% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| NRG | $22.1M | 5.79% | 0.07% | +67.8% | Q2 2024 |
| APP | $15.9M | 4.18% | 0.01% | Not reported | Q4 2021 |
| BKD | $15.3M | 4.02% | 0.47% | New | Q1 2026 |
| TSM | $14.9M | 3.92% | 0.00% | Not reported | Q1 2025 |
 LGN | $13.8M | 3.63% | Not reported | +60.5% | Q4 2025 |
 AR | $13.8M | 3.62% | 0.10% | Not reported | Q4 2021 |
 EXE | $13.2M | 3.46% | 0.05% | Not reported | Q3 2024 |
 EQT | $12.7M | 3.34% | 0.03% | Not reported | Q1 2022 |
| VST | $12M | 3.16% | 0.02% | Not reported | Q1 2025 |
| SNEX | $10.8M | 2.82% | 0.17% | Not reported | Q1 2025 |
 NVDA | $8.72M | 2.29% | 0.00% | Not reported | Q4 2025 |
| SYY | $8.56M | 2.25% | 0.03% | New | Q1 2026 |
 EE | $4.18M | 1.10% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
 CRH | $21M | 2.72% | 0.03% | +110.0% | Q3 2023 |
 FIX | $19.8M | 2.57% | 0.06% | Not reported | Q2 2023 |
 FSLR | $16.1M | 2.08% | 0.06% | Not reported | Q2 2025 |
| NRG | $14.3M | 1.86% | 0.05% | +28.6% | Q2 2024 |
| SEI | $13.8M | 1.79% | Not reported | -14.3% | Q3 2025 |
| TSM | $13.4M | 1.74% | 0.00% | Not reported | Q1 2025 |
| DKS | $12.2M | 1.58% | 0.07% | Not reported | Q2 2025 |
 KGS | $11.2M | 1.45% | 0.35% | Not reported | Q4 2024 |
 APO | $10.9M | 1.41% | 0.01% | New | Q4 2025 |
 FDX | $9.53M | 1.24% | 0.01% | Not reported | Q2 2024 |
| NVDA | $9.33M | 1.21% | 0.00% | New | Q4 2025 |
| SNEX | $8.46M | 1.10% | 0.17% | Not reported | Q1 2025 |
| WLAC | $8.11M | 1.05% | Not reported | -19.8% | Q3 2025 |
| AVGO | $6.92M | 0.90% | 0.00% | -52.1% | Q2 2022 |
 FCNCA | $6.87M | 0.89% | Not reported | Not reported | Q4 2021 |
| LGN | $6.57M | 0.85% | Not reported | New | Q4 2025 |
 VIK | $3.21M | 0.42% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| FIX | $17.5M | 3.17% | 0.06% | -29.3% | Q2 2023 |
| SEI | $14M | 2.54% | Not reported | New | Q3 2025 |
| AVGO | $13.8M | 2.50% | 0.00% | -13.0% | Q2 2022 |
| DKS | $13.7M | 2.48% | 0.07% | Not reported | Q2 2025 |
| FTAI | $13.2M | 2.39% | 0.08% | +12.9% | Q1 2024 |
| VST | $12.7M | 2.31% | 0.02% | Not reported | Q1 2025 |
| GTLS | $12.5M | 2.27% | 0.14% | Not reported | Q2 2025 |
| TSM | $12.3M | 2.24% | 0.00% | Not reported | Q1 2025 |
| NRG | $11.3M | 2.06% | 0.04% | Not reported | Q2 2024 |
| CRH | $9.59M | 1.74% | 0.01% | Not reported | Q3 2023 |
| WLAC | $9.26M | 1.68% | Not reported | New | Q3 2025 |
| SNEX | $8.97M | 1.63% | 0.08% | +81.4% | Q1 2025 |
 WIX | $8.3M | 1.50% | 0.08% | New | Q3 2025 |
 DD | $7.79M | 1.41% | 0.02% | New | Q3 2025 |
 IT | $7.62M | 1.38% | 0.04% | New | Q3 2025 |
| SE | $7.15M | 1.30% | 0.02% | Not reported | Q4 2023 |
 BGC | $4.73M | 0.86% | Not reported | Not reported | Q2 2024 |