Universe · entity
Hidden Lake Asset Management LP
Institutional manager (13F) · CIK 1750312
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $151M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WAYFAIR INC | $17M | 220,489 |
| 2 | UNITY SOFTWARE INC | $15M | 661,362 |
| 3 | EQUINIX INC | $14M | 14,429 |
| 4 | ADVANCED MICRO DEVICES INC | $12M | 57,010 |
| 5 | VNET GROUP INC | $11M | 1,324,730 |
| 6 | AKAMAI TECHNOLOGIES INC | $8M | 73,721 |
| 7 | ZOOM COMMUNICATIONS INC | $8M | 97,356 |
| 8 | TERADYNE INC | $8M | 26,026 |
| 9 | SEA LTD | $8M | 92,253 |
| 10 | TOWER SEMICONDUCTOR LTD | $7M | 40,464 |
| 11 | ARM HOLDINGS PLC | $7M | 45,366 |
| 12 | STMICROELECTRONICS N V | $7M | 191,750 |
| 13 | CLOUDFLARE INC | $7M | 32,107 |
| 14 | GDS HLDGS LTD | $6M | 142,149 |
| 15 | TERAWULF INC | $5M | 327,758 |
| 16 | APPLIED MATLS INC | $4M | 11,880 |
| 17 | BLOOM ENERGY CORP | $4M | 27,337 |
| 18 | FIGURE TECHNOLOGY SOLUTIO | $3M | 77,424 |
| 19 | VEECO INSTRS INC DEL | $2M | 50,276 |
| 20 | GRAB HOLDINGS LIMITED | $2M | 416,206 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.