Hiddenite Capital Partners LP — 13F holdings

Hiddenite Capital Partners LP reported 38 holdings worth $1.16B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. XLE SELECT SECTOR SPDR TR — $425M (36.5%)
2. SPY SPDR S&P 500 ETF TR — $74.7M (6.4%)
3. APP APPLOVIN CORP — $56.7M (4.9%)
4. AMZN AMAZON COM INC — $47.7M (4.1%)
5. NRG NRG Energy Inc — $44.0M (3.8%)
6. NU NU HLDGS LTD — $40.1M (3.4%)
7. SHEL SHELL PLC — $38.8M (3.3%)
8. MSFT MICROSOFT CORP — $37.3M (3.2%)
9. DKS DICKS SPORTING GOODS INC — $34.0M (2.9%)
10. BRUN BOOST RUN INC — $29.1M (2.5%)