account_balance
Investment manager · 13F filer · SEC CIK 1823823
Hiddenite Capital Partners LP
Reported value$234Mas of Sep 30, 2026
Positions20 10 new, 17 sold out
Top 10 weight65.4%TSM alone is 9%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.6%
MSFTMicrosoft Corp
7.9%New
CPAYCorpay, Inc.
7.3%New
BKDBrookdale Senior Living Inc.
7.3%
FDSFactSet Research Systems Inc
6.2%
FIGRFigure Technology Solutions, Inc.
6.2%New
CPRTCopart Inc
5.8%New
RDDTReddit, Inc.
5.5%Trimmed −25%
BRCBrady Corp
5.4%Added +36%
MKSIMKS Inc
5.1%Added +53%
ITGartner Inc
4.8%New
NICENICE Ltd.
4.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.6%
MSFTMicrosoft Corp
7.9%
CPAYCorpay, Inc.
7.3%
BKDBrookdale Senior Living Inc.
7.3%
FDSFactSet Research Systems Inc
6.2%
FIGRFigure Technology Solutions, Inc.
6.2%New
CPRTCopart Inc
5.8%
RDDTReddit, Inc.
5.5%
BRCBrady Corp
5.4%
MKSIMKS Inc
5.1%
ITGartner Inc
4.8%
NICENICE Ltd.
4.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 8.6% HeldMSFT Microsoft Corp 7.9% NewCPAY Corpay, Inc. 7.3% NewBKD Brookdale Senior Living Inc. 7.3% HeldFDS FactSet Research Systems Inc 6.2% HeldFIGR Figure Technology Solutions, Inc. 6.2% NewCPRT Copart Inc 5.8% NewRDDT Reddit, Inc. 5.5% Trimmed −25%BRC Brady Corp 5.4% Added +36%MKSI MKS Inc 5.1% Added +53%IT Gartner Inc 4.8% NewNICE NICE Ltd. 4.3% New
What changed
Biggest moves since Jun 30, 2026
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