StockDriftsStockDriftsTop 20 Hidden Lake Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| W | WAYFAIR INC | 10.99% | 220.5K | $16.6M | +1543.11%(+207.07K) | $86.20(+9.63%) | 2026-03-31 | |
| U | UNITY SOFTWARE INC | 9.62% | 661.4K | $14.5M | +518.41%(+554.42K) | $31.53(-7.00%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 9.37% | 14.4K | $14.1M | new | $873.20(+14.75%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 7.69% | 57.0K | $11.6M | new | $172.11(+200.86%) | 2026-03-31 | |
| VNET | VNET GROUP INC | 7.37% | 1.32M | $11.1M | +141.21%(+775.52K) | $8.50(-6.86%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 5.61% | 73.7K | $8.5M | new | $101.05(+11.99%) | 2026-03-31 | |
| ZM | ZOOM COMMUNICATIONS INC | 5.19% | 97.4K | $7.8M | new | $83.34(+4.57%) | 2026-03-31 | |
| TER | TERADYNE INC | 5.11% | 26.0K | $7.7M | new | $245.01(+50.64%) | 2026-03-31 | |
| SE | SEA LTD | 5.06% | 92.3K | $7.6M | -33.11%(-45.66K) | $112.36(-8.07%) | 2026-03-31 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 4.71% | 40.5K | $7.1M | new | $146.45(+49.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.05% | +60.37% |
| Top 20 Holdings Unweighted | +21.94% | +81.31% |
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