Dream Peak Capital Ltd: 13F holdings
CIK 20321482026Q2
| Positions | 7 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 7 (+1 vs prior quarter) |
|---|
| Reported value | $1.0bn (+50.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CVNA CARVANA CO | 2,998,748 | $197.4m | 19.5% |
| WISE GROUP PLC | 15,591,685 | $185.7m | 18.3% |
| VIKING HOLDINGS LTD | 1,500,000 | $157.0m | 15.5% |
| CPNG COUPANG INC | 8,861,284 | $153.9m | 15.2% |
| AMD ADVANCED MICRO DEVICES INC | 229,692 | $133.4m | 13.2% |
| SNPS SYNOPSYS INC | 297,244 | $132.6m | 13.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 111,059 | $53.0m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2032148")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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