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Investment manager · 13F filer · SEC CIK 1547349
Broad Peak Investment Advisers Pte Ltd
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Reported value$465Mas of Sep 30, 2026
Positions18 5 new, 8 sold out
Top 10 weight82.7%U alone is 18%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
UUnity Software Inc.
17.6%Trimmed −24%
AVGOBroadcom Inc.
9.5%Trimmed −17%
LITELumentum Holdings Inc.
8.9%Trimmed −25%
NVDANVIDIA Corp
8.2%Trimmed −24%
ATATAtour Lifestyle Holdings Ltd
7.9%Added +40%
CLSCelestica Inc
7.4%Added +50%
BEBloom Energy Corp
7.0%Added +8%
RIOTRiot Platforms, Inc.
5.7%Added +25%
COHRCoherent Corp.
5.3%Trimmed −18%
GDSGDS Holdings Ltd
5.1%
HSAIHesai Group
4.9%+7%
IAGIamgold Corp
4.0%
UUnity Software Inc.
17.6%Trimmed −24%
AVGOBroadcom Inc.
9.5%−17%
LITELumentum Holdings Inc.
8.9%−25%
NVDANVIDIA Corp
8.2%−24%
ATATAtour Lifestyle Holdings Ltd
7.9%+40%
CLSCelestica Inc
7.4%
BEBloom Energy Corp
7.0%
RIOTRiot Platforms, Inc.
5.7%
COHRCoherent Corp.
5.3%
GDS5.1%HSAI4.9%IAG4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
U Unity Software Inc. 17.6% Trimmed −24%AVGO Broadcom Inc. 9.5% Trimmed −17%LITE Lumentum Holdings Inc. 8.9% Trimmed −25%NVDA NVIDIA Corp 8.2% Trimmed −24%ATAT Atour Lifestyle Holdings Ltd 7.9% Added +40%CLS Celestica Inc 7.4% Added +50%BE Bloom Energy Corp 7.0% Added +8%RIOT Riot Platforms, Inc. 5.7% Added +25%COHR Coherent Corp. 5.3% Trimmed −18%GDS GDS Holdings Ltd 5.1% HeldHSAI Hesai Group 4.9% Added +7%IAG Iamgold Corp 4.0% New
What changed
Biggest moves since Jun 30, 2026
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