Broad Peak Investment Advisers Pte Ltd - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Broad Peak Investment Advisers Pte Ltd held in its portfolio 20 assets valued at $557,752,763 (i.e. $557.75M).

The most valuable assets in the portfolio included: UNITY SOFTWARE INC ($116.73M), LUMENTUM HLDGS INC ($71.35M), and ORACLE CORP ($67.63M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Broad Peak Investment Advisers Pte Ltd Portfolio

UNITY SOFTWARE INC

LUMENTUM HLDGS INC

ORACLE CORP

COHERENT CORP

NVIDIA CORPORATION

ATOUR LIFESTYLE HLDGS LTD

RIOT PLATFORMS INC

CELESTICA INC

BLOOM ENERGY CORP

COREWEAVE INC

Broad Peak Investment Advisers Pte Ltd - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
UNITY SOFTWARE INC	2642765	116730930	COM
LUMENTUM HLDGS INC	193580	71351652	COM
ORACLE CORP	347000	67633770	COM
COHERENT CORP	332276	61328181	COM
NVIDIA CORPORATION	322791	60200522	COM
ATOUR LIFESTYLE HLDGS LTD	806000	31756400	SPONSORED ADS
RIOT PLATFORMS INC	1410000	17864700	COM
CELESTICA INC	60000	17736600	COM
BLOOM ENERGY CORP	202000	17551780	COM CL A
COREWEAVE INC	217000	15539370	COM CL A
CREDO TECHNOLOGY GROUP HOLDI	74000	10647860	ORDINARY SHARES
JOYY INC	159700	10342172	ADS REPSTG COM A
SPDR SERIES TRUST	119500	10192155	STATE STREET SPD
RALPH LAUREN CORP	27026	9556664	CL A
LEVI STRAUSS & CO NEW	445300	9235522	CL A COM STK
DICKS SPORTING GOODS INC	37804	7484058	COM
NIKE INC	116160	7400554	CL B
BOOT BARN HLDGS INC	35098	6193744	COM
URBAN OUTFITTERS INC	75183	5658273	COM
MADDEN STEVEN LTD	80400	3347856	COM