Broad Peak Investment Advisers Pte as of June 30, 2026
Portfolio Holdings for Broad Peak Investment Advisers Pte
Broad Peak Investment Advisers Pte holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unity Software (U) | 13.9 | $76M | 2.6M | 28.58 | |
| Broadcom (AVGO) | 10.5 | $57M | 152k | 377.75 | |
| Oracle Corporation (ORCL) | 9.3 | $51M | 347k | 146.55 | |
| Lumentum Hldgs (LITE) | 9.0 | $49M | 57k | 858.06 | |
| NVIDIA Corporation (NVDA) | 8.1 | $44M | 220k | 200.09 | |
| Coherent Corp (COHR) | 7.6 | $41M | 104k | 394.47 | |
| Bloom Energy Corp Com Cl A (BE) | 6.0 | $33M | 108k | 302.70 | |
| Riot Blockchain (RIOT) | 5.3 | $29M | 1.0M | 27.38 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 4.7 | $26M | 806k | 31.80 | |
| Hesai Group Sponsored Ads (HSAI) | 4.5 | $25M | 1.3M | 18.22 | |
| Celestica (CLS) | 4.3 | $23M | 63k | 364.80 | |
| GDS HLDGS Sponsored Ads (GDS) | 4.2 | $23M | 763k | 30.03 | |
| V.F. Corporation (VFC) | 3.7 | $20M | 1.2M | 16.68 | |
| Palo Alto Networks (PANW) | 3.4 | $19M | 55k | 341.02 | |
| Joyy Ads Repstg Com A (JOYY) | 2.5 | $14M | 207k | 65.99 | |
| Applied Optoelectronics (AAOI) | 0.9 | $4.9M | 33k | 148.16 | |
| Lennox International (LII) | 0.4 | $2.4M | 4.2k | 572.95 | |
| Trane Technologies SHS (TT) | 0.4 | $2.3M | 4.7k | 491.16 | |
| Carrier Global Corporation (CARR) | 0.4 | $2.3M | 31k | 73.35 | |
| Johnson Controls Internation SHS (JCI) | 0.4 | $2.3M | 15k | 146.11 | |
| Aaon Com Par $0.004 (AAON) | 0.4 | $2.0M | 16k | 126.86 |
