1y return+127.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $294 against $137 in the S&P 500.2
Broad Peak Investment Advisers Pte LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| UUnity Software Inc | $75.5M | 13.9% | |
| AVGOBroadcom Inc | $57.2M | 10.5% | −18.1% |
| ORCLOracle Corp | $50.9M | 9.3% | |
| LITELumentum Hldgs Inc | $48.8M | 9.0% | −22.6% |
| NVDANvidia Corporation | $44.0M | 8.1% | −31.9% |
| COHRCoherent Corp | $41.1M | 7.6% | −7.1% |
| BEBloom Energy Corp | $32.8M | 6.0% | +7.2% |
| RIOTRiot Platforms Inc | $28.7M | 5.3% | −27.6% |
| ATATAtour Lifestyle Hldgs Ltd | $25.6M | 4.7% | |
| HSAIHesai Group | $24.6M | 4.5% | +56.0% |
| CLSCelestica Inc | $23.1M | 4.3% | −32.1% |
| GDSGds Hldgs Ltd | $22.9M | 4.2% | +71.5% |
| VFCV F Corp | $20.1M | 3.7% | +580.8% |
| PANWPalo Alto Networks Inc | $18.8M | 3.4% | New |
| JOYYJoyy Inc | $13.7M | 2.5% | +19.0% |
| AAOIApplied Optoelectronics Inc | $4.9M | 0.9% | New |
| LIILennox Intl Inc | $2.4M | 0.4% | New |
| Trane Technologies PLCCUSIP G8994E103 | $2.3M | 0.4% | New |
| CARRCarrier Global Corporation | $2.3M | 0.4% | New |
| Johnson Controls InternationCUSIP G51502105 | $2.3M | 0.4% | New |
| AAONAaon Inc | $2.0M | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LITELumentum Hldgs Inc | June 30, 2025 | +802.7% | $48.8M |
| COHRCoherent Corp | June 30, 2025 | +342.2% | $41.1M |
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $32.8M |
| RIOTRiot Platforms Inc | December 31, 2025 | +116.1% | $28.7M |
| UUnity Software Inc | March 31, 2025 | +45.9% | $75.5M |
| CLSCelestica Inc | December 31, 2025 | +23.4% | $23.1M |
| AVGOBroadcom Inc | March 31, 2026 | +22.0% | $57.2M |
| JOYYJoyy Inc | September 30, 2025 | +12.6% | $13.7M |
| NVDANvidia Corporation | December 31, 2025 | +7.3% | $44.0M |
| VFCV F Corp | March 31, 2026 | −1.8% | $20.1M |
Sold off last quarter
- Amer Sports IncCUSIP G0260P102 was $13.8M
- RLRalph Lauren Corp was $9.7M
- CIENCiena Corp was $9.4M
- Credo Technology Group HoldiCUSIP G25457105 was $6.3M
- XRTSpdr Series Trust was $5.4M
- LOWLowes Cos Inc was $3.5M
- AEOAmerican Eagle Outfitters In was $3.0M
- WMTWalmart Inc was $2.9M
- BOOTBoot Barn Hldgs Inc was $2.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +24.9% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +37.4% | +2.4% |
| September 30, 2025 | +32.7% | +7.8% |
| June 30, 2025 | +27.9% | +10.5% |
| March 31, 2025 | −7.5% | −4.6% |
| December 31, 2024 | +5.8% | +2.1% |
| September 30, 2024 | +3.2% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Broad Peak Investment Advisers Pte Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1547349&type=13F-HR&dateb=&owner=include&count=40CIK 1547349
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1547349/000154734926000007/Filed July 30, 2026 · accession 0001547349-26-000007