account_balance
Investment manager · 13F filer · SEC CIK 1750312
Hidden Lake Asset Management LP
Reported value$147Mas of Jun 30, 2026
Positions15 11 new, 16 sold out
Top 10 weight82.7%AMD alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
13.3%Trimmed −41%
STXSeagate Technology Holdings PLC
11.1%New
AMATApplied Materials Inc
9.6%Added +63%
SNOWSnowflake Inc.
9.2%New
STMSTMicroelectronics N.V.
8.8%Trimmed −10%
UUnity Software Inc.
7.5%Trimmed −42%
MUMicron Technology Inc
6.8%New
UPSTUpstart Holdings, Inc.
6.8%New
TTMITTM Technologies Inc
5.1%New
ASMLASML Holding NV
4.5%New
ALABAstera Labs, Inc.
4.4%New
NOKNokia Corp
4.2%New
AMDAdvanced Micro Devices Inc
13.3%Trimmed −41%
STXSeagate Technology Holdings PLC
11.1%New
AMATApplied Materials Inc
9.6%Added +63%
SNOWSnowflake Inc.
9.2%New
STMSTMicroelectronics N.V.
8.8%Trimmed −10%
UUnity Software Inc.
7.5%
MUMicron Technology Inc
6.8%
UPSTUpstart Holdings, Inc.
6.8%
TTMITTM Technologies Inc
5.1%
ASMLALABNOK4.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 13.3% Trimmed −41%STX Seagate Technology Holdings PLC 11.1% NewAMAT Applied Materials Inc 9.6% Added +63%SNOW Snowflake Inc. 9.2% NewSTM STMicroelectronics N.V. 8.8% Trimmed −10%U Unity Software Inc. 7.5% Trimmed −42%MU Micron Technology Inc 6.8% NewUPST Upstart Holdings, Inc. 6.8% NewTTMI TTM Technologies Inc 5.1% NewASML ASML Holding NV 4.5% NewALAB Astera Labs, Inc. 4.4% NewNOK Nokia Corp 4.2% New
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.