Hidden Lake Asset Management as of Dec. 31, 2019
Portfolio Holdings for Hidden Lake Asset Management
Hidden Lake Asset Management holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 30.9 | $19M | 411k | 46.57 | |
| Take-Two Interactive Software (TTWO) | 13.3 | $8.2M | 80k | 102.94 | |
| Churchill Downs (CHDN) | 9.1 | $5.6M | 23k | 243.96 | |
| Performance Food (PFGC) | 7.2 | $4.5M | 139k | 32.27 | |
| Netflix (NFLX) | 5.4 | $3.3M | 13k | 267.68 | |
| Planet Fitness Inc-cl A (PLNT) | 5.2 | $3.2M | 60k | 53.62 | |
| Alibaba Group Holding (BABA) | 5.0 | $3.1M | 23k | 137.08 | |
| Electronic Arts (EA) | 4.1 | $2.6M | 33k | 78.92 | |
| Simply Good Foods (SMPL) | 4.0 | $2.5M | 133k | 18.90 | |
| At Home Group | 4.0 | $2.4M | 131k | 18.66 | |
| NetEase (NTES) | 2.9 | $1.8M | 7.5k | 235.33 | |
| Gds Holdings ads (GDS) | 2.8 | $1.8M | 76k | 23.08 | |
| Melco Crown Entertainment (MLCO) | 2.4 | $1.5M | 85k | 17.62 | |
| Bilibili Ads (BILI) | 1.9 | $1.2M | 83k | 14.58 | |
| Match | 1.6 | $997k | 23k | 42.79 |
