Dream Peak Capital Ltd
- SEC CIK
- 0002032148
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 7
- +1 vs. Q1 2026
- Portfolio value
- $1.01B
- +$338.3M (+50.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 2,998,748 | $197.4M | 19.5% | +721,123+31.7% | AddedConverted for a 5-for-1 split | History |
| WSEWise Group plc | ORD SHS CLASS A | 15,591,685 | $185.7M | 18.3% | +15,591,685 | New | History |
| VIKViking Holdings Ltd | ORD SHS | 1,500,000 | $157.0M | 15.5% | −509,889−25.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 8,861,284 | $153.9M | 15.2% | +3,883,545+78.0% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 229,692 | $133.4M | 13.2% | −220,308−49.0% | Reduced | History |
| SNPSSynopsys Inc | COM | 297,244 | $132.6M | 13.1% | −165,397−35.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 111,059 | $53.0M | 5.2% | +111,059 | New | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.