Hiddenite Capital Partners LP Portfolio Holdings

Hiddenite Capital Partners LP

  • $334 Million
  • Q2 2025

Hiddenite Capital Partners LP has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $334 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comfort Systems Usa Inc with a value of $16.1M, App Lovin Corp with a value of $15.4M, Broadcom Inc. with a value of $13.2M, Dick'S Sporting Goods, Inc. with a value of $12.2M, and Nrg Energy, Inc. with a value of $11.2M.

Examining the 13F form we can see an increase of $98.3M in the current position value, from $236M to 334M.

Hiddenite Capital Partners LP is based out at White Plains, NY

Below you can find more details about Hiddenite Capital Partners LP portfolio as well as his latest detailed transactions.

Portfolio value $334 Million
ETFs: $112 Million
Technology: $89.4 Million
Industrials: $40.4 Million
Consumer Cyclical: $39.8 Million
Communication Services: $26.4 Million
Utilities: $11.2 Million
Energy: $10.8 Million
Financial Services: $4.47 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.29B
$10.3 Million 3.08% of portfolio
62,500
Q2 2025 New
$6.95B
$4.71 Million 1.41% of portfolio
90,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $334 Million
  • Prior Value $236 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Hiddenite Capital Partners LP Portfolio

Follow Hiddenite Capital Partners LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hiddenite Capital Partners LP, based on Form 13F filings with the SEC.

News

Stay updated on Hiddenite Capital Partners LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email