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Broad Peak Investment Advisers Pte Ltd
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $465,128,046
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- UNITY SOFTWARE INC · COM · 91332U101 · shares: $81,727,591
- BROADCOM INC · COM · 11135F101 · shares: $44,249,940
- LUMENTUM HLDGS INC · COM · 55024U109 · shares: $41,599,066
- NVIDIA CORPORATION · COM · 67066G104 · shares: $38,228,757
- ATOUR LIFESTYLE HLDGS LTD · SPONSORED ADS · 04965M106 · shares: $36,802,439
- CELESTICA INC · COM · 15101Q207 · shares: $34,480,422
- BLOOM ENERGY CORP · COM CL A · 093712107 · shares: $32,482,276
- RIOT PLATFORMS INC · COM · 767292105 · shares: $26,446,875
- COHERENT CORP · COM · 19247G107 · shares: $24,722,879
- GDS HLDGS LTD · SPONSORED ADS · 36165L108 · shares: $23,830,052
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UNITY SOFTWARE INC | COM | 91332U101 | — | 1,996,765 shares | $81,727,591 |
| BROADCOM INC | COM | 11135F101 | — | 126,000 shares | $44,249,940 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 42,830 shares | $41,599,066 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 167,391 shares | $38,228,757 |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | — | 1,128,217 shares | $36,802,439 |
| CELESTICA INC | COM | 15101Q207 | — | 95,400 shares | $34,480,422 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 117,273 shares | $32,482,276 |
| RIOT PLATFORMS INC | COM | 767292105 | — | 1,312,500 shares | $26,446,875 |
| COHERENT CORP | COM | 19247G107 | — | 85,900 shares | $24,722,879 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | — | 763,050 shares | $23,830,052 |
| HESAI GROUP | SPONSORED ADS | 428050108 | — | 1,440,120 shares | $22,969,914 |
| IAMGOLD CORP | COM | 450913108 | — | 1,012,000 shares | $18,630,920 |
| JOYY INC | ADS REPSTG COM A | 46591M109 | — | 207,000 shares | $16,611,750 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 10,000 shares | $6,117,600 |
| AEHR TEST SYS | COM | 00760J108 | — | 50,000 shares | $4,981,000 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 48,000 shares | $4,181,760 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 19,300 shares | $3,759,447 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 33,300 shares | $3,305,358 |