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Hidden Lake Asset Management LP 13F Holdings
Holdings from the most recent 13F from Hidden Lake Asset Management LP
Filed: 2020-08-14 (Q2 2020) | Holdings: 22 | Value: $186.6M | Filing Link
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Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| N/A - SPDR S&P 500 ETF Trust | PUT | New Purchase | 33.05% | $61.7M | |||
| ANGI - ANGI Homeservices Inc | New Purchase | 6.73% | $12.6M | -90.29% | -20.97% | -24.86% | |
| GDS - GDS Holdings Ltd | New Purchase | 4.94% | $9.2M | -56.59% | +16.86% | -29.88% | |
| VNET - 21Vianet Group Inc | New Purchase | 4.50% | $8.4M | -63.08% | +4.31% | -21.16% | |
| MELI - Mercadolibre Inc | New Purchase | 4.49% | $8.4M | +72.47% | +9.78% | +53.19% | |
| FVRR - Fiverr International Ltd | New Purchase | 4.45% | $8.3M | -81.78% | +64.56% | +54.14% | |
| STNE - StoneCo Ltd | New Purchase | 4.32% | $8.1M | -69.01% | +34.81% | +4.98% | |
| CROX - Crocs Inc | New Purchase | 4.26% | $7.9M | +118.56% | +44.83% | +269.26% | |
| SFIX - Stitch Fix Inc | New Purchase | 4.16% | $7.8M | -77.42% | +52.44% | +75.40% | |
| JD - JD.Com Inc | Reduce 40% $(4.6M) | 3.67% | $6.9M | -51.18% | +31.86% | +3.11% | |
| TME - Tencent Music Entertainment Group | Reduce 39% $(4.0M) | 3.43% | $6.4M | +24.71% | +11.34% | -38.31% | |
| ANGI - ANGI Homeservices Inc | CALL | New Purchase | 2.93% | $5.5M | |||
| SQ - Square Inc | New Purchase | 2.92% | $5.5M | -54.64% | +23.99% | +82.30% | |
| QFIN - 360 Finance Inc | Add 239% ($3.6M) | 2.75% | $5.1M | +74.25% | -10.16% | +24.49% | |
| SMAR - Smartsheet Inc | New Purchase | 2.43% | $4.5M | +17.68% | +57.25% | ||
| NET - Cloudflare Inc | Reduce 57% $(5.2M) | 2.12% | $4.0M | +429.08% | +71.06% | +219.06% | |
| YY - JOYY Inc | New Purchase | 1.98% | $3.7M | -3.19% | +18.71% | -45.70% | |
| PYPL - PayPal Holdings Inc | Reduce 78% $(12.4M) | 1.89% | $3.5M | -69.45% | -1.02% | +43.50% | |
| N/A - Wix.Com Ltd | New Purchase | 1.63% | $3.0M | ||||
| UBER - Uber Technologies Inc | Reduce 74% $(7.9M) | 1.50% | $2.8M | +173.28% | +63.76% | +38.10% | |
| CARG - CarGurus Inc | New Purchase | 1.46% | $2.7M | +35.67% | -21.51% | +1.32% | |
| API - Agora Inc | New Purchase | 0.37% | $689.0K | -89.74% | +6.33% | -29.08% | |
| HUYA - HUYA Inc | Reduce 100% | 0.00% | $0.00 | ||||
| ZTO - ZTO Express Cayman Inc | Reduce 100% | 0.00% | $0.00 | ||||
| BIDU - Baidu Inc | Reduce 100% | 0.00% | $0.00 | ||||
| LX - Lexinfintech Holdings Ltd | Reduce 100% | 0.00% | $0.00 | ||||
| TWTR - Twitter Inc | Reduce 100% | 0.00% | $0.00 | ||||