Dream Peak Capital Ltd
CIK 2032148
13F filing for Q2 2026・No. 2,560
- Holdings
- US$1.01B
- Quarter change
- +US$338.27M
- Entries
- 7
- Net bought (estimate)
- +US$154.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 3
- Added 2
- Corporate actions 0
- Unchanged 0
Largest holdings
7 stocks worth US$1.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CVNACARVANA COCL A | CutSplit 7:1 | 2,998,748 | US$197.38M | 19.48% |
| WISE GROUP PLCORD SHS CLASS A | New | 15,591,685 | US$185.7M | 18.33% |
| VIKVIKING HOLDINGS LTDORD SHS | Cut | 1,500,000 | US$157.01M | 15.50% |
| CPNGCOUPANG INCCL A | Added | 8,861,284 | US$153.92M | 15.19% |
| AMDAMDCOM | AddedSplit 1:2 | 229,692 | US$133.43M | 13.17% |
| SNPSSYNOPSYS INCCOM | Cut | 297,244 | US$132.59M | 13.09% |
| TSMTSMC ADRSPONSORED ADS | New | 111,059 | US$53.04M | 5.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.