Hidden Lake Asset Management LP 13F Holdings

Holdings from the most recent 13F from Hidden Lake Asset Management LP

Filed: 2020-05-15 (Q1 2020) | Holdings: 11 | Value: $62.6M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
BIDU - Baidu Inc
New Purchase
17.48%
$10.9M
+30.00%
+21.69%
+85.80%
UBER - Uber Technologies Inc
New Purchase
15.31%
$9.6M
+143.68%
-12.52%
+40.98%
PYPL - PayPal Holdings Inc
New Purchase
13.97%
$8.7M
-60.01%
+32.52%
+64.97%
TME - Tencent Music Entertainment Group
New Purchase
12.47%
$7.8M
+50.28%
+19.67%
+27.50%
JD - JDcom Inc
Reduce 30% $(3.2M)
12.29%
$7.7M
-39.15%
+29.11%
+31.48%
NET - Cloudflare Inc
New Purchase
9.57%
$6.0M
+605.87%
+41.16%
+150.92%
HUYA - HUYA Inc
New Purchase
7.72%
$4.8M
-60.58%
+39.95%
-12.70%
TWTR - Twitter Inc
New Purchase
5.12%
$3.2M
+27.85%
+77.10%
ZTO - ZTO Express Cayman Inc
Reduce 68% $(4.0M)
3.07%
$1.9M
-30.66%
-0.94%
-8.41%
QFIN - 360 Finance Inc
New Purchase
1.80%
$1.1M
+150.92%
+47.05%
+158.00%
LX - Lexinfintech Holdings Ltd
New Purchase
1.19%
$744.0K
-54.16%
+3.23%
-1.55%
WING - Wingstop Inc
CALL
Reduce 100%
0.00%
$0.00
BABA - Alibaba Group Holding Ltd
Reduce 100%
0.00%
$0.00
TWTR - Twitter Inc
CALL
Reduce 100%
0.00%
$0.00
AMZN - Amazon.com Inc
Reduce 100%
0.00%
$0.00
SE - Sea Ltd
Reduce 100%
0.00%
$0.00
BILI - Bilibili Inc
Reduce 100%
0.00%
$0.00
WING - Wingstop Inc
Reduce 100%
0.00%
$0.00
UBER - Uber Technologies Inc
CALL
Reduce 100%
0.00%
$0.00
NBIS - Yandex NV
Reduce 100%
0.00%
$0.00
CHDN - Churchill Downs Inc
Reduce 100%
0.00%
$0.00
TAL - TAL Education Group
Reduce 100%
0.00%
$0.00