HIDDENITE CAPITAL PARTNERS LP
HIDDENITE CAPITAL PARTNERS LP runs HIDDENITE CAPITAL PARTNERS LP and currently holds 38 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.16B. Their top holdings are APP, BRUN, BKD, NRG, TSM. The top five represent 11.0% of reported portfolio weight. HIDDENITE CAPITAL PARTNERS LP ranks #432 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HIDDENITE CAPITAL PARTNERS LP initiated 16 new positions. They added to 5 existing positions. Their current best-performing preview position is SNEX with returns of +46.93%.
38 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
APP APPLOVIN CORP | 2.66% | $437.08 | $305.77 | -30.04% | Added +50.00% |
BRUN BOOST RUN INC | 2.50% | $38.81 | $19.51 | -49.73% | New Buy |
BKD BROOKDALE SR LIVING INC | 2.17% | $14.37 | $11.80 | -17.92% | Added +40.18% |
NRG NRG ENERGY INC | 1.89% | $117.86 | $113.12 | -4.02% | Held |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 1.81% | $166.00 | $418.87 | +152.33% | Held |
RDDT REDDIT INC | 1.79% | $173.58 | $153.25 | -11.71% | New Buy |
RRX REGAL REXNORD CORPORATION | 1.74% | $238.19 | $166.12 | -30.26% | New Buy |
AVGO BROADCOM INC | 1.54% | $377.75 | $368.45 | -2.46% | Added +100.00% |
SNDK SANDISK CORP | 1.46% | $2,273.73 | $1,596.10 | -29.80% | New Buy |
LPLA LPL FINL HLDGS INC | 1.45% | $281.68 | $361.35 | +28.28% | New Buy |
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