Broad Peak Investment Advisers Pte Ltd
Broad Peak Investment Advisers Pte Ltd reported 21 holdings worth US$544M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Broad Peak Investment Advisers Pte Ltd reported 21 holdings worth US$544M as of Jun 30, 2026. Largest: Unity Software Inc., Broadcom Inc. and Oracle Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$544M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Unity Software Inc. | 2.64M | US$75.5M | 13.9% |
| Broadcom Inc. | 152K | US$57.2M | 10.5% |
| Oracle Corporation | 347K | US$50.9M | 9.3% |
| Lumentum Holdings Inc. | 56,930 | US$48.8M | 9.0% |
| Nvidia Corporation | 220K | US$44M | 8.1% |
| Coherent Corp. | 104K | US$41.1M | 7.6% |
| Bloom Energy Corporation | 108K | US$32.8M | 6.0% |
| Riot Platforms, Inc. | 1.05M | US$28.7M | 5.3% |
| Hesai Group Class B | 1.35M | US$24.6M | 4.5% |
| Celestica Inc. | 63,400 | US$23.1M | 4.3% |
| Gds Holdings Ltd. | 763K | US$22.9M | 4.2% |
| V.f. Corporation | 1.21M | US$20.1M | 3.7% |
| Palo Alto Networks, Inc. | 55,000 | US$18.8M | 3.4% |
| Applied Optoelectronics, Inc. | 33,300 | US$4.93M | 0.91% |
| Lennox International, Inc. | 4,200 | US$2.41M | 0.44% |
| Carrier Global Corporation | 31,400 | US$2.3M | 0.42% |
| Aaon, Inc. | 15,900 | US$2.02M | 0.37% |
| Amer Sports, Inc. | 0 | US$0 | 0.00% |
| American Eagle Outfitters, Inc. | 0 | US$0 | 0.00% |
| Boot Barn Holdings, Inc. | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Credo Technology Group Holding Ltd | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Ralph Lauren Corporation | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |