HIDDEN LAKE ASSET MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNET | 1.32M | $11.11M |
 | U | 661K | $14.51M |
 | GRAB | 416K | $1.52M |
 | WULF | 328K | $4.73M |
 | W | 220K | $16.58M |
 | STM | 192K | $6.62M |
 | GDS | 142K | $5.73M |
 | ZM | 97K | $7.83M |
 | SE | 92K | $7.64M |
 | FIGR | 77K | $2.63M |
 | AKAM | 74K | $8.47M |
 | AMD | 57K | $11.60M |
 | VECO | 50K | $1.70M |
 | ARM | 45K | $6.86M |
 | TSEM | 40K | $7.10M |
 | NET | 32K | $6.62M |
 | BE | 27K | $3.70M |
 | TER | 26K | $7.72M |
 | EQIX | 14K | $14.14M |
 | AMAT | 12K | $4.06M |
VNET Group, Inc.
VNET
Shares Held
1.32M
Value
$11.11M
Unity Software Inc.
U
Shares Held
661K
Value
$14.51M
Grab Holdings Limited
GRAB
Shares Held
416K
Value
$1.52M
TeraWulf Inc.
WULF
Shares Held
328K
Value
$4.73M
Wayfair Inc.
W
Shares Held
220K
Value
$16.58M
STMicroelectronics N.V.
STM
Shares Held
192K
Value
$6.62M
GDS Holdings Limited
GDS
Shares Held
142K
Value
$5.73M
Zoom Communications, Inc.
ZM
Shares Held
97K
Value
$7.83M
Sea Limited
SE
Shares Held
92K
Value
$7.64M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
77K
Value
$2.63M
Akamai Technologies, Inc.
AKAM
Shares Held
74K
Value
$8.47M
Advanced Micro Devices, Inc.
AMD
Shares Held
57K
Value
$11.60M
Veeco Instruments Inc.
VECO
Shares Held
50K
Value
$1.70M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
45K
Value
$6.86M
Tower Semiconductor Ltd.
TSEM
Shares Held
40K
Value
$7.10M
Cloudflare, Inc.
NET
Shares Held
32K
Value
$6.62M
Bloom Energy Corporation
BE
Shares Held
27K
Value
$3.70M
Teradyne, Inc.
TER
Shares Held
26K
Value
$7.72M
Equinix, Inc.
EQIX
Shares Held
14K
Value
$14.14M
Applied Materials, Inc.
AMAT
Shares Held
12K
Value
$4.06M