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Portfolio (Quarterly) Guide ↗

Hidden Lake Asset Management LP

· CIK 0001750312
13F Portfolio $331M AUM 28 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 4 Added 5 Reduced 24 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SE SEA LTD Consumer Cyclical 92,253.0 $7.6M 2.31% -46K -33.1% $82.81 +8.2%
2 WULF TERAWULF INC Financial Services 327,758.0 $4.7M 1.43% -267K -44.9% $14.43 +77.5%
3 BE BLOOM ENERGY CORP Industrials 27,337.0 $3.7M 1.12% -11K -28.2% $135.49 +125.3%
4 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 77,424.0 $2.6M 0.79% -111K -58.8% $33.95 +8.1%
5 GRAB GRAB HOLDINGS LIMITED Technology 416,206.0 $1.5M 0.46% -1.9M -81.9% $3.66 -1.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 67.2%
Consumer Cyclical 16.1%
Real Estate 9.4%
Financial Services 4.9%
Industrials 2.5%