Hidden Lake Asset Management LP
Net seller this quarter
$332M
15
-$75.8M
36.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMD | $19.5M | 5.87% | 0.00% | -41.1% | Q4 2023 |
 STX | $16.3M | 4.90% | 0.01% | New | Q2 2026 |
 AMAT | $14M | 4.22% | 0.00% | +63.4% | Q1 2026 |
 SNOW | $13.4M | 4.04% | 0.02% | Not reported | Q1 2025 |
 STM | $13M | 3.91% | 0.02% | -9.7% | Q1 2026 |
 U | $11M | 3.32% | 0.09% | -41.6% | Q1 2025 |
 MU | $10M | 3.02% | 0.00% | Not reported | Q1 2025 |
 UPST | $9.98M | 3.00% | 0.29% | Not reported | Q3 2024 |
 TTMI | $7.43M | 2.24% | 0.04% | New | Q2 2026 |
 ASML | $6.66M | 2.01% | 0.00% | New | Q2 2026 |
 ALAB | $6.43M | 1.93% | 0.01% | New | Q2 2026 |
 NOK | $6.23M | 1.87% | 0.01% | New | Q2 2026 |
 INTC | $4.88M | 1.47% | 0.00% | New | Q2 2026 |
 AER | $3.96M | 1.19% | 0.02% | New | Q2 2026 |
 BABA | $3.85M | 1.16% | 0.00% | Not reported | Q4 2019 |
| Q1 2026 | |||||
 W | $16.6M | 5.01% | Not reported | +1543.1% | Q1 2021 |
| U | $14.5M | 4.39% | 0.15% | +518.4% | Q1 2025 |
 EQIX | $14.1M | 4.27% | 0.01% | New | Q1 2026 |
| AMD | $11.6M | 3.51% | 0.00% | Not reported | Q4 2023 |
 VNET | $11.1M | 3.36% | 1.37% | +141.2% | Q2 2020 |
 AKAM | $8.47M | 2.56% | 0.05% | New | Q1 2026 |
 ZM | $7.83M | 2.37% | Not reported | Not reported | Q3 2021 |
 TER | $7.72M | 2.33% | 0.02% | Not reported | Q1 2024 |
 SE | $7.64M | 2.31% | 0.05% | -33.1% | Q4 2019 |
 TSEM | $7.1M | 2.15% | 0.04% | New | Q1 2026 |
 ARM | $6.86M | 2.07% | 0.00% | Not reported | Q2 2025 |
| STM | $6.62M | 2.00% | 0.02% | New | Q1 2026 |
 NET | $6.62M | 2.00% | Not reported | Not reported | Q1 2020 |
 GDS | $5.73M | 1.73% | 0.02% | +61.8% | Q2 2020 |
 WULF | $4.73M | 1.43% | 0.08% | -44.9% | Q3 2024 |
| AMAT | $4.06M | 1.23% | 0.00% | New | Q1 2026 |
 BE | $3.7M | 1.12% | 0.01% | -28.2% | Q3 2025 |
 FIGR | $2.63M | 0.79% | Not reported | -58.8% | Q4 2025 |
 VECO | $1.7M | 0.51% | 0.08% | New | Q1 2026 |
 GRAB | $1.52M | 0.46% | Not reported | -81.9% | Q4 2025 |
| Q4 2025 | |||||
 AMZN | $25.8M | 6.54% | 0.00% | +233.3% | Q4 2019 |
| SE | $17.6M | 4.45% | 0.08% | +117.9% | Q4 2019 |
 NVDA | $16.1M | 4.07% | 0.00% | Not reported | Q2 2025 |
| UPST | $13.8M | 3.50% | 0.32% | Not reported | Q3 2024 |
| GRAB | $11.5M | 2.90% | Not reported | New | Q4 2025 |
| FIGR | $7.68M | 1.94% | Not reported | New | Q4 2025 |
| BABA | $7.57M | 1.91% | 0.00% | +49.2% | Q4 2019 |
 ETSY | $7.25M | 1.83% | 0.13% | +41.1% | Q3 2022 |
| WULF | $6.83M | 1.73% | 0.14% | Not reported | Q3 2024 |
 LITE | $5.85M | 1.48% | 0.02% | New | Q4 2025 |
 ECHO | $5.64M | 1.43% | 0.11% | New | Q4 2025 |
| U | $4.72M | 1.19% | 0.02% | +13.9% | Q1 2025 |
| VNET | $4.65M | 1.18% | 0.57% | -7.7% | Q2 2020 |
 LMND | $4.49M | 1.13% | 0.08% | +90.4% | Q2 2025 |
 DKNG | $4.07M | 1.03% | Not reported | Not reported | Q3 2023 |
 EBAY | $3.94M | 1.00% | 0.01% | New | Q4 2025 |
 RKT | $3.56M | 0.90% | Not reported | +45.7% | Q3 2025 |
| BE | $3.31M | 0.84% | 0.02% | -68.5% | Q3 2025 |
 ASTS | $3.27M | 0.83% | Not reported | New | Q4 2025 |
 ROKU | $3.22M | 0.81% | 0.02% | Not reported | Q1 2021 |
 AVBP | $3.07M | 0.78% | 0.36% | -51.5% | Q2 2024 |
| GDS | $3.07M | 0.78% | 0.01% | -57.2% | Q2 2020 |
 HUT | $2.97M | 0.75% | 0.06% | -49.2% | Q4 2024 |
 BIDU | $2.78M | 0.70% | Not reported | -55.2% | Q1 2020 |
 SNPS | $2.44M | 0.62% | 0.00% | New | Q4 2025 |
 PATH | $1.89M | 0.48% | Not reported | New | Q4 2025 |
 ZETA | $1.88M | 0.48% | Not reported | New | Q4 2025 |
 RBLX | $1.63M | 0.41% | 0.00% | -80.1% | Q4 2023 |
 APP | $1.53M | 0.39% | 0.00% | -70.5% | Q3 2025 |
| W | $1.35M | 0.34% | Not reported | Not reported | Q1 2021 |
| Q3 2025 | |||||
 PDD | $16M | 2.04% | 0.00% | Not reported | Q1 2021 |
 CRWV | $14.8M | 1.89% | Not reported | New | Q3 2025 |
| RBLX | $14M | 1.79% | 0.01% | -22.4% | Q4 2023 |
 WIX | $13.7M | 1.76% | 0.14% | New | Q3 2025 |
 AAPL | $12.9M | 1.65% | 0.00% | Not reported | Q2 2024 |
 SPOT | $11.4M | 1.46% | 0.01% | New | Q3 2025 |
| SE | $11.3M | 1.45% | 0.04% | -29.4% | Q4 2019 |
| BE | $10.2M | 1.31% | 0.05% | New | Q3 2025 |
 CHWY | $9.76M | 1.25% | 241381.00% | Not reported | Q2 2024 |
 DUOL | $9.48M | 1.21% | 0.18% | New | Q3 2025 |
| GDS | $7.95M | 1.02% | 0.02% | +16.3% | Q2 2020 |
 DASH | $7.7M | 0.98% | Not reported | Not reported | Q2 2021 |
| AMZN | $7.38M | 0.94% | 0.00% | Not reported | Q4 2019 |
 GOOG | $6.71M | 0.86% | Not reported | Not reported | Q1 2024 |
 NU | $6.59M | 0.84% | Not reported | Not reported | Q1 2023 |
| BIDU | $6.26M | 0.80% | Not reported | Not reported | Q1 2020 |
| BABA | $6.19M | 0.79% | 0.00% | Not reported | Q4 2019 |
| ETSY | $6.16M | 0.79% | 0.09% | Not reported | Q3 2022 |
| VNET | $6.14M | 0.79% | 0.62% | Not reported | Q2 2020 |
 AFRM | $6.08M | 0.78% | 0.14% | -62.0% | Q1 2021 |
| AVBP | $5.79M | 0.74% | 0.77% | -48.3% | Q2 2024 |
| APP | $5.55M | 0.71% | 0.00% | New | Q3 2025 |
 MDB | $5.49M | 0.70% | 0.02% | Not reported | Q2 2024 |
 PTON | $5.35M | 0.68% | Not reported | Not reported | Q3 2020 |
| HUT | $4.44M | 0.57% | 0.12% | Not reported | Q4 2024 |
 Z | $4.13M | 0.53% | Not reported | Not reported | Q4 2020 |
 ESTC | $3.77M | 0.48% | 0.04% | Not reported | Q3 2022 |
 GTLB | $3.76M | 0.48% | Not reported | Not reported | Q1 2024 |
| U | $3.76M | 0.48% | 0.02% | Not reported | Q1 2025 |
 OPRA | $3.27M | 0.42% | 0.18% | New | Q3 2025 |
 UWMC | $2.68M | 0.34% | 0.43% | New | Q3 2025 |
| RKT | $2.45M | 0.31% | Not reported | New | Q3 2025 |
 BULL | $2.28M | 0.29% | Not reported | New | Q3 2025 |
 TEM | $1.86M | 0.24% | Not reported | -39.9% | Q2 2025 |
| LMND | $1.77M | 0.23% | 0.04% | -84.3% | Q2 2025 |
 IREN | $1.75M | 0.22% | Not reported | -87.2% | Q2 2025 |
 OPEN | $1.52M | 0.19% | 0.02% | Not reported | Q4 2020 |