Hiddenite Capital Partners LP

CIK 0001823823 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.16B
2026 Q2
Positions
38
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.5%
Est. Net Flow (Q)
2026 Q2

Portfolio Composition

Sector Allocation

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Option Positions

PUT 6.4%CALL 52.8%
SymbolCompanyTypeNotional Value% Port.
XLESELECT SECTOR SPDR TRCALL$424.9M36.50%
SPYSTATE STR SPDR S&P 500 ETF TPUT$74.7M6.42%
AMZNAMAZON COM INCCALL$47.7M4.09%
NUNU HLDGS LTDCALL$40.1M3.44%
SHELSHELL PLCCALL$38.8M3.33%
MSFTMICROSOFT CORPCALL$37.3M3.20%
APPAPPLOVIN CORPCALL$25.8M2.21%

13F reports options at notional share-equivalent value; premium cost and strikes are not disclosed.

Read the 2026-Q2 quarterly report · 13F Filing Calendar

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.