Institutional Fund
Hidden Lake Asset Management LP
New York, NYCIK 17503125 filings on record
Portfolio Value
$150.89M
Q1 2026
Holdings
20
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-17.8%
from $183.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wayfair Inc11.0%
- Unity Software Inc9.6%
- Equinix Inc9.4%
- Advanced Micro Devices Inc7.7%
- Vnet Group Inc7.4%
- Akamai Technologies Inc5.6%
- Other49.4%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wayfair Inc | 220.5K | $16.58M | 11.0% | +207.1K | Added |
| 2 | Unity Software Inc | 661.4K | $14.51M | 9.6% | +554.4K | Added |
| 3 | Equinix Inc | 14.4K | $14.14M | 9.4% | +14.4K | New |
| 4 | Advanced Micro Devices Inc | 57.0K | $11.60M | 7.7% | +57.0K | New |
| 5 | Vnet Group Inc | 1.32M | $11.11M | 7.4% | +775.5K | Added |
| 6 | Akamai Technologies Inc | 73.7K | $8.47M | 5.6% | +73.7K | New |
| 7 | Zoom Communications Inc | 97.4K | $7.83M | 5.2% | +97.4K | New |
| 8 | Teradyne Inc | 26.0K | $7.72M | 5.1% | +26.0K | New |
| 9 | Sea Ltd | 92.3K | $7.64M | 5.1% | −45.7K | Reduced |
| 10 | Tower Semiconductor Ltd | 40.5K | $7.10M | 4.7% | +40.5K | New |
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