10,000+ stock pitches from top investors available on joinyellowbrick.com
Hidden Lake Asset Management LP 13F Holdings
Holdings from the most recent 13F from Hidden Lake Asset Management LP
Filed: 2020-11-16 (Q3 2020) | Holdings: 20 | Value: $156.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VIPS - Vipshop Holdings Ltd | New Purchase | 14.34% | $22.4M | -18.94% | +46.25% | -48.16% | |
| HTHT - Huazhu Group Ltd | New Purchase | 10.28% | $16.0M | +10.71% | +22.75% | -0.98% | |
| VNET - 21Vianet Group Inc | Add 60% ($4.9M) | 8.34% | $13.0M | -64.50% | +71.29% | -31.56% | |
| SIRI - Sirius XM Holdings Inc | New Purchase | 8.31% | $13.0M | -62.05% | -4.07% | +6.69% | |
| PTON - Peloton Interactive Inc | New Purchase | 7.64% | $11.9M | -93.91% | +36.06% | -50.03% | |
| MTCH - Match Group Inc | New Purchase | 6.05% | $9.4M | -75.54% | +19.49% | +9.69% | |
| PINS - Pinterest Inc | New Purchase | 5.99% | $9.4M | -58.33% | +38.15% | -24.01% | |
| FVRR - Fiverr International Ltd | Reduce 48% $(7.5M) | 5.20% | $8.1M | -88.90% | +72.54% | -1.82% | |
| NET - Cloudflare Inc | Add 54% ($2.4M) | 4.46% | $7.0M | +211.91% | +31.87% | +230.94% | |
| STNE - StoneCo Ltd | Reduce 38% $(4.2M) | 4.38% | $6.8M | -77.04% | +43.47% | -68.44% | |
| SNAP - Snap Inc | New Purchase | 3.95% | $6.2M | -79.31% | +60.78% | +39.86% | |
| MELI - Mercadolibre Inc | Reduce 38% $(3.5M) | 3.68% | $5.7M | +55.69% | +45.62% | +14.58% | |
| QCOM - Qualcomm Inc | New Purchase | 2.96% | $4.6M | +30.34% | -2.45% | +25.50% | |
| FIVN - Five9 Inc | New Purchase | 2.93% | $4.6M | -85.82% | +27.69% | +17.25% | |
| QFIN - 360 DigiTech Inc | Reduce 31% $(1.8M) | 2.52% | $3.9M | +93.48% | +116.72% | +117.78% | |
| ANGI - ANGI Homeservices Inc | Reduce 70% $(8.0M) | 2.22% | $3.5M | -87.85% | +44.67% | +4.77% | |
| BEKE - Ke Holdings Inc | New Purchase | 2.12% | $3.3M | -76.27% | -4.89% | -68.17% | |
| DADA - Dada Nexus Ltd | New Purchase | 1.98% | $3.1M | +32.32% | -30.03% | ||
| BABA - Alibaba Group Holding Ltd | New Purchase | 1.65% | $2.6M | -40.43% | +4.05% | -37.92% | |
| AMZN - Amazon.com Inc | New Purchase | 1.01% | $1.6M | +46.07% | +3.93% | +11.48% | |
| TME - Tencent Music Entertainment Group | Reduce 100% | 0.00% | $0.00 | ||||
| API - Agora Inc | Reduce 100% | 0.00% | $0.00 | ||||
| SQ - Square Inc | Reduce 100% | 0.00% | $0.00 | ||||
| GDS - GDS Holdings Ltd | Reduce 100% | 0.00% | $0.00 | ||||
| YY - JOYY Inc | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - Uber Technologies Inc | Reduce 100% | 0.00% | $0.00 | ||||
| JD - JD.Com Inc | Reduce 100% | 0.00% | $0.00 | ||||
| SMAR - Smartsheet Inc | Reduce 100% | 0.00% | $0.00 | ||||
| SFIX - Stitch Fix Inc | Reduce 100% | 0.00% | $0.00 | ||||
| CROX - Crocs Inc | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - Wix.Com Ltd | Reduce 100% | 0.00% | $0.00 | ||||
| ANGI - ANGI Homeservices Inc | CALL | Reduce 100% | 0.00% | $0.00 | |||
| CARG - CarGurus Inc | Reduce 100% | 0.00% | $0.00 | ||||
| PYPL - PayPal Holdings Inc | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - SPDR S&P 500 ETF Trust | PUT | Reduce 100% | 0.00% | $0.00 | |||