BROAD PEAK INVESTMENT ADVISERS PTE LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | U | 2.64M | $57.98M |
 | RIOT | 1.45M | $17.92M |
 | HSAI | 865K | $16.54M |
 | ATAT | 806K | $29.67M |
 | GDS | 445K | $17.93M |
 | AS | 418K | $13.76M |
 | ORCL | 347K | $51.05M |
 | NVDA | 323K | $56.29M |
 | AVGO | 185K | $57.26M |
 | AEO | 178K | $2.97M |
 | VFC | 177K | $3.01M |
 | COHR | 112K | $26.75M |
 | BE | 101K | $13.68M |
 | CLS | 93K | $26.31M |
 | LITE | 74K | $51.71M |
 | CRDO | 68K | $6.34M |
 | RL | 28K | $9.73M |
 | CIEN | 24K | $9.43M |
 | WMT | 24K | $2.92M |
 | BOOT | 16K | $2.33M |
Unity Software Inc.
U
Shares Held
2.64M
Value
$57.98M
Riot Platforms, Inc.
RIOT
Shares Held
1.45M
Value
$17.92M
Hesai Group
HSAI
Shares Held
865K
Value
$16.54M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
806K
Value
$29.67M
GDS Holdings Limited
GDS
Shares Held
445K
Value
$17.93M
Amer Sports, Inc.
AS
Shares Held
418K
Value
$13.76M
Oracle Corporation
ORCL
Shares Held
347K
Value
$51.05M
NVIDIA Corporation
NVDA
Shares Held
323K
Value
$56.29M
Broadcom Inc.
AVGO
Shares Held
185K
Value
$57.26M
American Eagle Outfitters, Inc.
AEO
Shares Held
178K
Value
$2.97M
V.F. Corporation
VFC
Shares Held
177K
Value
$3.01M
Coherent, Inc.
COHR
Shares Held
112K
Value
$26.75M
Bloom Energy Corporation
BE
Shares Held
101K
Value
$13.68M
Celestica Inc.
CLS
Shares Held
93K
Value
$26.31M
Lumentum Holdings Inc.
LITE
Shares Held
74K
Value
$51.71M
Credo Technology Group Holding Ltd
CRDO
Shares Held
68K
Value
$6.34M
Ralph Lauren Corporation
RL
Shares Held
28K
Value
$9.73M
Ciena Corporation
CIEN
Shares Held
24K
Value
$9.43M
Walmart Inc.
WMT
Shares Held
24K
Value
$2.92M
Boot Barn Holdings, Inc.
BOOT
Shares Held
16K
Value
$2.33M