Stock Taper 
BROAD PEAK INVESTMENT ADVISERS PTE LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lennox International Inc. | LII | 4.2K | $2.41M |
 Trane Technologies plc | TT | 4.7K | $2.31M |
 Johnson Controls International plc | JCI | 15.4K | $2.25M |
 AAON, Inc. | AAON | 15.9K | $2.02M |
 Carrier Global Corporation | CARR | 31.4K | $2.3M |
 Applied Optoelectronics, Inc. | AAOI | 33.3K | $4.93M |
 Palo Alto Networks, Inc. | PANW | 55K | $18.76M |
 Lumentum Holdings Inc. | LITE | 56.93K | $48.85M |
 Celestica Inc. | CLS | 63.4K | $23.13M |
 Coherent, Inc. | COHR | 104.3K | $41.14M |
 Bloom Energy Corporation | BE | 108.27K | $32.77M |
 Broadcom Inc. | AVGO | 151.5K | $57.23M |
 NVIDIA Corporation | NVDA | 219.89K | $44M |
 Oracle Corporation | ORCL | 347K | $50.85M |
 GDS Holdings Limited | GDS | 763.05K | $22.91M |
 Riot Platforms, Inc. | RIOT | 1.05M | $28.74M |
 V.F. Corporation | VFC | 1.21M | $20.1M |
 Unity Software Inc. | U | 2.64M | $75.53M |