Institutional Fund
Hiddenite Capital Partners LP
New York, NYCIK 18238235 filings on record
Portfolio Value
$166.01M
Q1 2026
Holdings
13
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-13.4%
from $191.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nrg Energy Inc13.3%
- Applovin Corp9.6%
- Brookdale Sr Living Inc9.2%
- Taiwan Semiconductor Mfg Ltd9.0%
- Legence Corp8.3%
- Antero Resources Corp8.3%
- Other42.3%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nrg Energy Inc | 151.0K | $22.07M | 13.3% | +61.0K | Added |
| 2 | Applovin Corp | 40.0K | $15.92M | 9.6% | +40.0K | New |
| 3 | Brookdale Sr Living Inc | 1.12M | $15.32M | 9.2% | +1.12M | New |
| 4 | Taiwan Semiconductor Mfg Ltd | 44.2K | $14.94M | 9.0% | 0 | Held |
| 5 | Legence Corp | 245.0K | $13.83M | 8.3% | +92.4K | Added |
| 6 | Antero Resources Corp | 325.0K | $13.79M | 8.3% | +325.0K | New |
| 7 | Expand Energy Corporation | 120.0K | $13.17M | 7.9% | +120.0K | New |
| 8 | Eqt Corp | 200.0K | $12.73M | 7.7% | +200.0K | New |
| 9 | Vistra Corp | 80.0K | $12.03M | 7.2% | +80.0K | New |
| 10 | Stonex Group Inc | 133.4K | $10.76M | 6.5% | +44.5K | Added |
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