Holdings
Hidden Lake Asset Management LP
As of Jun 30, 2026, Hidden Lake Asset Management LP reported 12 positions worth US$123M. Largest: Advanced Micro Devices Inc, Applied Materials, Inc. and Snowflake Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 33,594 | US$19.5M | −23,416 | Jun 30, 2026 |
| Applied Materials, Inc. | 19,410 | US$14M | +7,530 | Jun 30, 2026 |
| Snowflake Inc. | 52,768 | US$13.4M | new | Jun 30, 2026 |
| Stmicroelectronics Nv | 173K | US$13M | −18,507 | Jun 30, 2026 |
| Unity Software Inc. | 386K | US$11M | −275K | Jun 30, 2026 |
| Micron Technology, Inc. | 8,683 | US$10M | new | Jun 30, 2026 |
| Upstart Holdings, Inc. | 282K | US$9.98M | new | Jun 30, 2026 |
| Ttm Technologies, Inc. | 39,751 | US$7.43M | new | Jun 30, 2026 |
| Asml Holding Nv | 3,350 | US$6.66M | new | Jun 30, 2026 |
| Astera Labs, Inc. | 13,302 | US$6.43M | new | Jun 30, 2026 |