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Dream Peak Capital Ltd

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13F filer, CIK 2032148, HONG KONG, Hong Kong

Dream Peak Capital Ltd reported $1,013,060,522 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002032148-26-000009

Period
2026-06-30
Reported value
$1.01B
Holdings
7
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WSEnew+15,591,685$186M
CVNAadded+2,543,223$167M
CPNGadded+3,883,545$67.5M
TSMnew+111,059$53M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMDreduced-220,308-$128M
SNPSreduced-165,397-$73.8M
VIKreduced-509,889-$53.4M
ENTGexited-127,433-$14.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002032148-26-000009, largest first. % of portfolio is the value over $1,013,060,522, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 44,353 shares; 2026Q1: 455,525 shares; 2026Q2: 2,998,748 shares 2,998,748$197M19.48%+2,543,223Timeline
WSEWISE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,591,685 shares 15,591,685$186M18.33%newTimeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,133,231 shares; 2026Q1: 2,009,889 shares; 2026Q2: 1,500,000 shares 1,500,000$157M15.5%-509,889Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,977,739 shares; 2026Q2: 8,861,284 shares 8,861,284$154M15.19%+3,883,545Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 450,000 shares; 2026Q2: 229,692 shares 229,692$133M13.17%-220,308Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 751,202 shares; 2026Q1: 462,641 shares; 2026Q2: 297,244 shares 297,244$133M13.09%-165,397Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,059 shares 111,059$53M5.24%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ENTGENTEGRIS INC127,433$14.9Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002032148-26-000009 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002032148-26-000009 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0002032148-26-000008 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0002032148-26-000003 Quarter ended 2025-12-312026-01-13acceptance time not in the bulk data set