Broad Peak Investment Advisers Pte Ltd: 13F holdings
CIK 15473492026Q2
| Positions | 21 |
|---|
| Reported value | $544.1m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 21 (-2 vs prior quarter) |
|---|
| Reported value | $544.1m (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| U UNITY SOFTWARE INC | 2,642,765 | $75.5m | 13.9% |
| AVGO BROADCOM INC | 151,500 | $57.2m | 10.5% |
| ORCL ORACLE CORP | 347,000 | $50.9m | 9.3% |
| LITE LUMENTUM HLDGS INC | 56,930 | $48.8m | 9.0% |
| NVDA NVIDIA CORPORATION | 219,891 | $44.0m | 8.1% |
| COHR COHERENT CORP | 104,300 | $41.1m | 7.6% |
| BE BLOOM ENERGY CORP | 108,273 | $32.8m | 6.0% |
| RIOT RIOT PLATFORMS INC | 1,049,500 | $28.7m | 5.3% |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 806,000 | $25.6m | 4.7% |
| HSAI HESAI GROUP | 1,349,000 | $24.6m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1547349")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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