Hidden Lake Asset Management LP
26 holdingsFiling period: 2026-03-31Current AUM: $406.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | 255.0K | $63.2M | $74.3M | 18.29% | -- | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 120.0K | $44.4M | $55.8M | 13.73% | -- | 2026-03-31 |
| 3 | ZM | ZOOM COMMUNICATIONS INC | 377.4K | $30.3M | $36.3M | 8.93% | -- | 2026-03-31 |
| 4 | TLT | ISHARES TR | 250.0K | $21.7M | $20.6M | 5.06% | -- | 2026-03-31 |
| 5 | W | WAYFAIR INC | 220.5K | $16.6M | $18.7M | 4.61% | +207.1K | 2026-03-31 |
| 6 | U | UNITY SOFTWARE INC | 699.9K | $15.4M | $22.2M | 5.47% | +592.9K | 2026-03-31 |
| 7 | ADI | ANALOG DEVICES INC | 47.5K | $15.1M | $17.5M | 4.30% | -- | 2026-03-31 |
| 8 | EQIX | EQUINIX INC | 14.4K | $14.1M | $14.7M | 3.62% | -- | 2026-03-31 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 57.0K | $11.6M | $27.1M | 6.69% | -- | 2026-03-31 |
| 10 | VNET | VNET GROUP INC | 1.32M | $11.1M | $9.5M | 2.34% | +775.5K | 2026-03-31 |
| 11 | AKAM | AKAMAI TECHNOLOGIES INC | 73.7K | $8.5M | $8.5M | 2.09% | -- | 2026-03-31 |
| 12 | TER | TERADYNE INC | 26.0K | $7.7M | $9.6M | 2.36% | -- | 2026-03-31 |
| 13 | SMH | VANECK ETF TRUST | 20.0K | $7.7M | $10.8M | 2.66% | -- | 2026-03-31 |
| 14 | SE | SEA LTD | 92.3K | $7.6M | $9.8M | 2.43% | -45,663 | 2026-03-31 |
| 15 | — | TOWER SEMICONDUCTOR LTD | 40.5K | $7.1M | $7.1M | 1.75% | -- | 2026-03-31 |
| 16 | ARM | ARM HOLDINGS PLC | 45.4K | $6.9M | $10.9M | 2.68% | -- | 2026-03-31 |
| 17 | STM | STMICROELECTRONICS N V | 191.8K | $6.6M | $10.0M | 2.47% | -- | 2026-03-31 |
| 18 | NET | CLOUDFLARE INC | 32.1K | $6.6M | $9.0M | 2.21% | -- | 2026-03-31 |
| 19 | GDS | GDS HLDGS LTD | 142.1K | $5.7M | $4.7M | 1.15% | +54.3K | 2026-03-31 |
| 20 | WULF | TERAWULF INC | 327.8K | $4.7M | $5.8M | 1.43% | -266,718 | 2026-03-31 |
| 21 | PYPL | PAYPAL HLDGS INC | 100.0K | $4.5M | $5.7M | 1.41% | -- | 2026-03-31 |
| 22 | AMAT | APPLIED MATLS INC | 11.9K | $4.1M | $6.0M | 1.49% | -- | 2026-03-31 |
| 23 | BE | BLOOM ENERGY CORP | 27.3K | $3.7M | $5.6M | 1.39% | -10,754 | 2026-03-31 |
| 24 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 77.4K | $2.6M | $1.9M | 0.47% | -110,614 | 2026-03-31 |
| 25 | VECO | VEECO INSTRS INC DEL | 50.3K | $1.7M | $2.5M | 0.62% | -- | 2026-03-31 |
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