Funds › Hiddenite Capital Partners LP
Hiddenite Capital Partners LP
13F for Q3 2026, filed Oct 29, 2026. 19 positions worth $561.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 44,200 | $20.2M | 3.6% | Unchanged | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 36,000 | $18.5M | 3.3% | New | 13F ↗ |
| 3 | CPAY Corpay, Inc. | 44,000 | $17.1M | 3.0% | New | 13F ↗ |
| 4 | BKD Brookdale Senior Living Inc. | 1.57M | $17.0M | 3.0% | Unchanged | 13F ↗ |
| 5 | FDS FactSet Research Systems Inc. | 54,000 | $14.6M | 2.6% | +1.9% | 13F ↗ |
| 6 | FIGR Figure Technology Solutions, Inc. | 505,000 | $14.6M | 2.6% | New | 13F ↗ |
| 7 | CPRT Copart, Inc. | 500,000 | $13.6M | 2.4% | New | 13F ↗ |
| 8 | RDDT Reddit, Inc. | 90,000 | $12.8M | 2.3% | -25.0% | 13F ↗ |
| 9 | BRC Brady Corporation | 151,935 | $12.7M | 2.3% | +35.7% | 13F ↗ |
| 10 | MKSI MKS Inc. | 45,000 | $11.9M | 2.1% | +52.5% | 13F ↗ |
| 11 | IT Gartner, Inc. | 60,000 | $11.2M | 2.0% | New | 13F ↗ |
| 12 | NICE NICE Ltd · ADR | 89,590 | $10.0M | 1.8% | New | 13F ↗ |
| 13 | SNEX StoneX Group Inc. | 150,000 | $9.7M | 1.7% | -25.0% | 13F ↗ |
| 14 | NU Nu Holdings Ltd. | 750,000 | $9.5M | 1.7% | New | 13F ↗ |
| 15 | LGN Legence Corp. | 175,000 | $9.4M | 1.7% | New | 13F ↗ |
| 16 | FTAI FTAI Aviation Ltd. | 55,472 | $9.3M | 1.6% | +88.2% | 13F ↗ |
| 17 | BRUN Boost Run Inc. | 500,000 | $8.3M | 1.5% | -33.3% | 13F ↗ |
| 18 | FIVN Five9, Inc. | 210,000 | $7.1M | 1.3% | New | 13F ↗ |
| 19 | FRMI Fermi Inc. | 875,000 | $3.7M | 0.7% | Unchanged | 13F ↗ |
Changes since Q2 2026
9 new, 4 added to, 3 trimmed, 17 exited, 3 unchanged. By estimated dollars.
New positions (9)
| MSFT Microsoft Corporation | 36,000 | New | $18.5M |
| CPAY Corpay, Inc. | 44,000 | New | $17.1M |
| FIGR Figure Technology Solutions, Inc. | 505,000 | New | $14.6M |
| CPRT Copart, Inc. | 500,000 | New | $13.6M |
| IT Gartner, Inc. | 60,000 | New | $11.2M |
| NICE NICE Ltd · ADR | 89,590 | New | $10.0M |
| NU Nu Holdings Ltd. | 750,000 | New | $9.5M |
| LGN Legence Corp. | 175,000 | New | $9.4M |
| FIVN Five9, Inc. | 210,000 | New | $7.1M |
Added to (4)
Trimmed (3)
Exited (17)
| APP AppLovin Corporation | 60,000 | Exited | -$30.9M |
| NRG NRG Energy, Inc. | 151,000 | Exited | -$22.1M |
| RRX Regal Rexnord Corporation | 85,000 | Exited | -$20.2M |
| AVGO Broadcom Inc. | 47,500 | Exited | -$17.9M |
| SNDK Sandisk Corporation | 7,500 | Exited | -$17.1M |
| LPLA LPL Financial Holdings Inc. | 60,000 | Exited | -$16.9M |
| SE Sea Limited · ADR | 150,000 | Exited | -$14.4M |
| ROP Roper Technologies, Inc. | 42,000 | Exited | -$14.2M |
| VST Vistra Corp. | 80,000 | Exited | -$12.7M |
| LFTO Liftoff Mobile, Inc. | 508,551 | Exited | -$12.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 29, 2026 | 13F-HR | 26 | $561.9M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 38 | $1.2B | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 25 | $381.0M | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 36 | $771.3M | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 30 | $551.4M | Current | SEC ↗ |
| Q2 2025 | Aug 5, 2025 | 13F-HR | 28 | $382.1M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 35 | $287.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer