Hidden Lake Asset Management LP
Hidden Lake Asset Management LP reported 24 holdings worth US$332M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Hidden Lake Asset Management LP reported 24 holdings worth US$332M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Applied Materials, Inc. and Snowflake Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$332M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Advanced Micro Devices Inc | 33,594 | US$19.5M | 5.9% |
| Applied Materials, Inc. | 19,410 | US$14M | 4.2% |
| Snowflake Inc. | 52,768 | US$13.4M | 4.0% |
| Stmicroelectronics Nv | 173K | US$13M | 3.9% |
| Unity Software Inc. | 386K | US$11M | 3.3% |
| Micron Technology, Inc. | 8,683 | US$10M | 3.0% |
| Upstart Holdings, Inc. | 282K | US$9.98M | 3.0% |
| Ttm Technologies, Inc. | 39,751 | US$7.43M | 2.2% |
| Asml Holding Nv | 3,350 | US$6.66M | 2.0% |
| Astera Labs, Inc. | 13,302 | US$6.43M | 1.9% |
| Nokia Oyj | 469K | US$6.23M | 1.9% |
| Intel Corporation | 34,918 | US$4.88M | 1.5% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Bloom Energy Corporation | 0 | US$0 | 0.00% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
| Equinix, Inc. | 0 | US$0 | 0.00% |
| Figure Technology Solutions, Inc. | 0 | US$0 | 0.00% |
| Gds Holdings Ltd. | 0 | US$0 | 0.00% |
| Grab Holdings Limited | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Terawulf Inc. | 0 | US$0 | 0.00% |
| Veeco Instruments Inc. | 0 | US$0 | 0.00% |
| Wayfair Inc. | 0 | US$0 | 0.00% |