Hidden Lake Asset Management LP: 13F holdings
CIK 17503122026Q2
| Positions | 24 |
|---|
| Reported value | $332.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 24 (-2 vs prior quarter) |
|---|
| Reported value | $332.2m (+0.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES INC | 33,594 | $19.5m | 5.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 16,877 | $16.3m | 4.9% |
| AMAT APPLIED MATLS INC | 19,410 | $14.0m | 4.2% |
| SNOW SNOWFLAKE INC | 52,768 | $13.4m | 4.0% |
| STM STMICROELECTRONICS N V | 173,243 | $13.0m | 3.9% |
| U UNITY SOFTWARE INC | 386,393 | $11.0m | 3.3% |
| MU MICRON TECHNOLOGY INC | 8,683 | $10.0m | 3.0% |
| UPST UPSTART HLDGS INC | 281,614 | $10.0m | 3.0% |
| TTMI TTM TECHNOLOGIES INC | 39,751 | $7.4m | 2.2% |
| ASML HLDG NV | 3,350 | $6.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1750312")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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