Hidden Lake Asset Management LP
Top Portfolio Positions
23 positions ·
$238,295,347 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
120,000 | $44,420,400 | 18.64% | |
| ZM |
Zoom Communications, Inc.
Technology
|
377,356 | $30,335,648 | 12.73% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
220,489 | $16,582,977 | 6.96% | |
| U |
Unity Software Inc.
Technology
|
699,862 | $15,354,972 | 6.44% | |
| ADI |
Analog Devices Inc
Technology
|
47,500 | $15,111,650 | 6.34% | |
| EQIX |
Equinix Inc
Real Estate
|
14,429 | $14,143,882 | 5.94% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
57,010 | $11,597,544 | 4.87% | |
| VNET |
VNET Group, Inc.
Technology
|
1,324,730 | $11,114,484 | 4.66% | |
| AKAM |
Akamai Technologies Inc
Technology
|
73,721 | $8,466,856 | 3.55% | |
| TER |
Teradyne, Inc
Technology
|
26,026 | $7,715,667 | 3.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,624,962 | 191,750 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||