Stock Taper

HIDDEN LAKE ASSET MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML3.35K$6.66M
Micron Technology, Inc.MU8.68K$10.02M
Astera Labs, Inc. Common StockALAB13.3K$6.43M
Seagate Technology Holdings plcSTX16.88K$16.29M
Applied Materials, Inc.AMAT19.41K$14.03M
AerCap Holdings N.V.AER27.18K$3.96M
Advanced Micro Devices, Inc.AMD33.59K$19.52M
Intel Corp.INTC34.92K$4.88M
TTM Technologies, Inc.TTMI39.75K$7.43M
Alibaba Group Holding LimitedBABA40.08K$3.85M
Snowflake Inc.SNOW52.77K$13.43M
STMicroelectronics N.V.STM173.24K$12.97M
Upstart Holdings, Inc.UPST281.61K$9.98M
Unity Software Inc.U386.39K$11.04M
Nokia OyjNOK468.95K$6.23M