The Analysis of Hidden Lake Asset Management LP's Holdings

Currently, Hidden Lake Asset Management LP holds 37 types of securities in its portfolio with a total value $250.3M. In the most recent quarter, they have increased their positions in PDD (+120.8K shares, valued at $16.0M), CRWV (+108.2K shares, valued at $14.8M), WIX (+77.3K shares, valued at $13.7M); decreased their positions in IREN (-253.9K shares, valued at $11.9M), AFRM (-135.7K shares, valued at $9.9M), LMND (-178.0K shares, valued at $9.5M); initiated new positions in PDD (+120.8K shares, valued at $16.0M), CRWV (+108.2K shares, valued at $14.8M), WIX (+77.3K shares, valued at $13.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PDD PDD HOLDINGS INC120.8K sharesnew addition2025-09-302025-11-14

CRWV COREWEAVE INC108.2K sharesnew addition2025-09-302025-11-14

RBLX ROBLOX CORP100.9K shares-22.43%2025-09-302025-11-14

WIX WIX COM LTD77.3K sharesnew addition2025-09-302025-11-14

AAPL APPLE INC50.6K sharesnew addition2025-09-302025-11-14

SPOT SPOTIFY TECHNOLOGY S A16.3K sharesnew addition2025-09-302025-11-14

SE SEA LTD63.3K shares-29.43%2025-09-302025-11-14

BE BLOOM ENERGY CORP120.9K sharesnew addition2025-09-302025-11-14

Sponsored

CHWY CHEWY INC241.4K sharesnew addition2025-09-302025-11-14

DUOL DUOLINGO INC29.5K sharesnew addition2025-09-302025-11-14

GDS GDS HLDGS LTD205.5K shares16.30%2025-09-302025-11-14

DASH DOORDASH INC28.3K sharesnew addition2025-09-302025-11-14

AMZN AMAZON COM INC33.6K sharesnew addition2025-09-302025-11-14

GOOG ALPHABET INC27.6K sharesnew addition2025-09-302025-11-14

NU NU HLDGS LTD411.4K sharesnew addition2025-09-302025-11-14

BIDU BAIDU INC47.5K sharesnew addition2025-09-302025-11-14

Sponsored

BABA ALIBABA GROUP HLDG LTD34.6K sharesnew addition2025-09-302025-11-14

ETSY ETSY INC92.8K sharesnew addition2025-09-302025-11-14

VNET VNET GROUP INC594.9K sharesnew addition2025-09-302025-11-14

AFRM AFFIRM HLDGS INC83.2K shares-61.99%2025-09-302025-11-14

AVBP ARRIVENT BIOPHARMA INC314.0K shares-48.25%2025-09-302025-11-14

APP APPLOVIN CORP7.7K sharesnew addition2025-09-302025-11-14

MDB MONGODB INC17.7K sharesnew addition2025-09-302025-11-14

PTON PELOTON INTERACTIVE INC594.1K sharesnew addition2025-09-302025-11-14

Sponsored

HUT HUT 8 CORP127.5K sharesnew addition2025-09-302025-11-14

Z ZILLOW GROUP INC53.6K sharesnew addition2025-09-302025-11-14

ESTC ELASTIC N V44.6K sharesnew addition2025-09-302025-11-14

GTLB GITLAB INC83.5K sharesnew addition2025-09-302025-11-14

U UNITY SOFTWARE INC93.9K sharesnew addition2025-09-302025-11-14

OPRA OPERA LTD158.4K sharesnew addition2025-09-302025-11-14

UWMC UWM HOLDINGS CORPORATION440.8K sharesnew addition2025-09-302025-11-14

RKT ROCKET COS INC126.2K sharesnew addition2025-09-302025-11-14

Sponsored

BULL WEBULL CORP154.4K sharesnew addition2025-09-302025-11-14

TEM TEMPUS AI INC23.1K shares-39.87%2025-09-302025-11-14

LMND LEMONADE INC33.1K shares-84.31%2025-09-302025-11-14

IREN IREN LIMITED37.3K shares-87.19%2025-09-302025-11-14

OPEN OPENDOOR TECHNOLOGIES INC191.2K sharesnew addition2025-09-302025-11-14

Call Option Holdings

AMZN Call CallAMAZON COM INC140.0K sharesnew addition2025-09-302025-11-14

APP Call CallAPPLOVIN CORP5.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

QQQ Put PutINVESCO QQQ TR800.0K shares1042.86%2025-09-302025-11-14

ARKK Put PutARK ETF TR125.0K sharesnew addition2025-09-302025-11-14

NOW Put PutSERVICENOW INC7.0K sharesnew addition2025-09-302025-11-14