Hidden Lake Asset Management LP

Position in AMAT — Applied Materials Inc /De

CIK 1750312 NEW YORK, NY

Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,060,465

New position

Shares Held

11,880

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

2.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Hidden Lake Asset Management LP holds $13,478,477 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	26,026	$7,715,667
2	AMAT	Applied Materials Inc /De This page	11,880	$4,060,465
3	VECO	Veeco Instruments Inc	50,276	$1,702,345

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,060,465	11,880	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.