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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 $674,785,955 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002032148-26-000008

Period
2026-03-31
Reported value
$675M
Holdings
6
Top 10 weight
100%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVNAadded+411,172$129M
CPNGnew+4,977,739$94M
AMDnew+450,000$91.5M

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
SNPSreduced-288,561-$114M
VIKreduced-1,123,342-$82.5M
ENTGreduced-193,344-$22.7M
DUOLexited-104,532-$18.3M
WIXexited-14,443-$1.5M

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, Q1 2026

Share positions as resolved from 13F-HR 0002032148-26-000008, largest first. % of portfolio is the value over $674,785,955, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 751,202 shares; 2026Q1: 462,641 shares 462,641$183M27.18%-288,561Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,009,889$148M21.89%-1,123,342Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 44,353 shares; 2026Q1: 455,525 shares 455,525$143M21.22%+411,172Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,977,739 shares 4,977,739$94M13.93%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 450,000 shares 450,000$91.5M13.57%newTimeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 320,777 shares; 2026Q1: 127,433 shares 127,433$14.9M2.21%-193,344Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SYNOPSYS INCSYNOPSYS INC700,000$329Mcall
DUOLDUOLINGO INC104,532$18.3Mshares
WIXWIX COM LTD14,443$1.5Mshares

How Q1 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 0002032148-26-000008 base2026-05-13acceptance time not in the bulk data set