13F-HR filed by Broad Peak Investment Advisers Pte Ltd
Broad Peak Investment Advisers Pte Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-30, with 21 holding rows worth $544,098,963.
- Accession
- 0001547349-26-000007
- Filer
- CIK 1547349
- Filed
- 2026-07-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 21 entries on the cover page, a total value of $544,098,963 stated on the cover page (in dollars after the unit check, H1), rows summing to $544,098,963 with VALUE read as dollars as filed, 13F file number 028-18487. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 2,642,765 | $75,530,224 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 151,500 | $57,229,125 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 347,000 | $50,852,850 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 56,930 | $48,849,356 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 219,891 | $43,997,990 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 104,300 | $41,143,221 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 108,273 | $32,774,237 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 1,049,500 | $28,735,310 | dollars as filed | |
| Atour Lifestyle Holding | 04965M106 | COM | 806,000 | $25,630,800 | dollars as filed | |
| HESAI GROUP | 428050108 | SPONSORED ADS | 1,349,000 | $24,578,780 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 63,400 | $23,128,320 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 763,050 | $22,914,392 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 1,205,000 | $20,099,400 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 55,000 | $18,756,100 | dollars as filed | |
| JOYY INC ADS REPSTG COM A | 46591M109 | ADR | 207,000 | $13,659,930 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 33,300 | $4,933,728 | dollars as filed | |
| LENNOX INTL INC COM | 526107107 | Stock | 4,200 | $2,406,390 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 4,700 | $2,308,452 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 31,400 | $2,303,190 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 15,400 | $2,250,094 | dollars as filed | |
| AAON INC | 000360206 | COM PAR $0.004 | 15,900 | $2,017,074 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001547349-26-000007 | this filing | 2026-07-30 | acceptance time not in the bulk data set |