Dream Peak Capital Ltd 13F Holdings · Q2 2026
Dream Peak Capital Ltd reported 7 securities worth $1.01B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (19.48%), WSE (18.33%), VIK (15.50%). Among its top 25 positions this quarter: 2 new, 2 added, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $197.4M | 19.48% | 3.0M | Added |
| 2 | WSE | WISE GROUP PLC | $185.7M | 18.33% | 15.6M | New |
| 3 | VIK | VIKING HOLDINGS LTD | $157.0M | 15.50% | 1.5M | Trimmed |
| 4 | CPNG | COUPANG INC | $153.9M | 15.19% | 8.9M | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $133.4M | 13.17% | 229,692 | Trimmed |
| 6 | SNPS | SYNOPSYS INC | $132.6M | 13.09% | 297,244 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.0M | 5.24% | 111,059 | New |
| 8 | ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR