Hidden Lake Asset Management LP

CIK: 0001750312Latest portfolio: $395.4M · Q4 2025

Holdings

31

Total Value

$395.4M

New Positions

16

Closed Positions

25

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
300,000$204.6M51.74%NEWPut
2
AMZNAMAZON COM INC
111,986$25.8M6.54%NEW
3
SESEA LTD
137,916$17.6M4.45%+75K
4
NVDANVIDIA CORPORATION
86,287$16.1M4.07%NEW
5
UPSTUPSTART HLDGS INC
316,586$13.8M3.50%NEW
6
GRABGRAB HOLDINGS LIMITED
2,296,054$11.5M2.90%NEW
7
FIGRFIGURE TECHNOLOGY SOLUTIO
188,038$7.7M1.94%NEW
8
BABAALIBABA GROUP HLDG LTD
51,654$7.6M1.91%+17K
9
DKNGDRAFTKINGS INC NEW
211,705$7.3M1.85%NEWCall
10
ETSYETSY INC
130,850$7.3M1.83%+38K
11
WULFTERAWULF INC
594,476$6.8M1.73%NEW
12
PATHUIPATH INC
365,159$6.0M1.51%NEWCall
13
LITELUMENTUM HLDGS INC
15,868$5.8M1.48%NEW
14
SATSECHOSTAR CORP
51,891$5.6M1.43%NEW
15
UUNITY SOFTWARE INC
106,946$4.7M1.19%+13K
16
VNETVNET GROUP INC
549,205$4.6M1.18%-45,654
17
LMNDLEMONADE INC
63,032$4.5M1.13%+30K
18
EBAEBAY INC.
45,211$3.9M1.00%NEW
19
RKTROCKET COS INC
183,869$3.6M0.90%+58K
20
BEBLOOM ENERGY CORP
38,091$3.3M0.84%-82,824
21
ASTSAST SPACEMOBILE INC
45,031$3.3M0.83%NEW
22
ROKUROKU INC
29,675$3.2M0.81%NEW
23
AVBPARRIVENT BIOPHARMA INC
152,448$3.1M0.78%-161,588
24
GDSGDS HLDGS LTD
87,877$3.1M0.78%-117,619
25
HUTHUT 8 CORP
64,710$3.0M0.75%-62,747

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
RKT184K+58K
LMND63K+30K
BABA52K+17K
HUT65K+-62747
RBLX20K+-80798
BE38K+-82824
GDS88K+-117619

Decreased Positions

NameSharesChange
AVBP152K-161588
VNET549K-45654
BIDUN21K-26229
U107K13K
ETSY131K38K
SE138K75K

Sector Breakdown

Technology0.0% ($1.6092114575984586e+44T)
Financial Services0.0% ($2.045761384476797e+21T)
Consumer Cyclical0.0% ($25848175937571728.0T)
Unknown0.0% ($39.4B)
Industrials0.0% ($3.3M)
Communication Services0.0% ($3.2M)
Healthcare0.0% ($3.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$395.4M33
Q3 2025Nov 14, 2025$782.2B42
Q2 2025Aug 14, 2025$367.4B37
Q1 2025May 15, 2025$154.6B28
Q4 2024Feb 14, 2025$222.4B33

Fund Information

CIK0001750312
Most Recent FilingFeb 17, 2026
Number of Filings5

Hidden Lake Asset Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $395.4M across 31 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 51.7% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 27 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.