Broad Peak Investment Advisers Pte Ltd Q1 2026 Filing

Filed April 23, 2026

Portfolio Value

$182.0B

Holdings

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (23 positions)

#	Stock	Shares	Value	% Portfolio
1	UUNITY SOFTWARE INC	2,642,765	$58.0B	31.85%
2	ATATATOUR LIFESTYLE HLDGS LTD	806,000	$29.7B	16.30%
3	GDSGDS HLDGS LTD	445,050	$17.9B	9.85%
4	RIOTRIOT PLATFORMS INC	1,450,000	$17.9B	9.85%
5	HSAIHESAI GROUP	865,000	$16.5B	9.09%
6	ASAMER SPORTS INC	418,000	$13.8B	7.56%
7	JOYYJOYY INC	174,000	$10.2B	5.58%
8	CRDOCREDO TECHNOLOGY GROUP HOLDI	67,500	$6.3B	3.48%
9	XRTSPDR SERIES TRUST	67,500	$5.4B	2.98%
10	VFCV F CORP	177,000	$3.0B	1.65%
11	AEOAMERICAN EAGLE OUTFITTERS IN	178,000	$3.0B	1.63%
12	AVGOBROADCOM INC	185,000	$57.3M	0.03%
13	NVDANVIDIA CORPORATION	322,791	$56.3M	0.03%
14	LITELUMENTUM HLDGS INC	73,580	$51.7M	0.03%
15	ORCLORACLE CORP	347,000	$51.0M	0.03%
16	COHRCOHERENT CORP	112,300	$26.8M	0.01%
17	CLSCELESTICA INC	93,400	$26.3M	0.01%
18	BEBLOOM ENERGY CORP	101,000	$13.7M	0.01%
19	RLRALPH LAUREN CORP	28,300	$9.7M	0.01%
20	CIENCIENA CORP	24,300	$9.4M	0.01%
21	LOWLOWES COS INC	15,000	$3.5M	0.00%
22	WMTWALMART INC	23,500	$2.9M	0.00%
23	BOOTBOOT BARN HLDGS INC	15,900	$2.3M	0.00%