Hidden Lake Asset Management LP Portfolio Holdings by Sector

Hidden Lake Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical SE JD JD JMIA AMZN W CHWY PDD 9 stocks	$60,668 49.87% of portfolio	7	2	5	-	2 Calls 0 Puts
Semiconductors \| Technology MRVL MTSI AVGO AAOI 4 stocks	$13,691 11.25% of portfolio	2	2	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology AFRM MDB 2 stocks	$9,147 7.52% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$8,562 7.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6,737 5.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$5,692 4.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$5,447 4.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GTLB SOUN 2 stocks	$4,465 3.67% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PSN 1 stocks	$2,641 2.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology TER 1 stocks	$2,137 1.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$1,603 1.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RIVN 1 stocks	$867 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts

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