Broad Peak Investment Advisers Pte Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Broad Peak Investment Advisers Pte Ltd reported 13 stock positions worth $424.8 million. Its top holding was Nvidia (NVDA) at 17.3% of the portfolio, followed by Las Vegas Sands (LVS, 11.8%) and Invesco S&P 500 Equal Weight (RSP, 11.7%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001547349
- Portfolio Value
- $424.8M (Q2 2024)
- SEC Filing
- 0000905148-24-002069 ↗ filed Aug 8, 2024
Holdings Value
Holdings 13 stocks · $424.8M
| NVDA Nvidia Corp. | 17.33% | 596,000 | $73.6M | — |
| LVS Las Vegas Sands Corp. | 11.79% | 1,131,515 | $50.1M | — |
| RSP Invesco S&P 500 Equal Weight | 11.68% | 302,000 | $49.6M | — |
| WGO Winnebago Industries | 11.20% | 877,678 | $47.6M | — |
| HTHT H World Group Ltd.-ADR | 11.05% | 1,408,801 | $46.9M | — |
| NTES Netease Inc.-ADR | 7.54% | 335,000 | $32.0M | — |
| ANSS Ansys Inc. | 6.93% | 91,573 | $29.4M | — |
| CLS Celestica Inc. | 4.60% | 340,945 | $19.5M | — |
| EDU New Oriental Educatio-SP ADR | 4.09% | 223,650 | $17.4M | — |
| SNPS Synopsys Inc. | 4.08% | 29,100 | $17.3M | — |
| TAL Tal Education Group- ADR | 3.87% | 1,541,190 | $16.4M | — |
| TTWO Take-Two Interactive Softwre | 3.54% | 96,580 | $15.0M | — |
| NVT Nvent Electric PLC | 2.31% | 128,193 | $9.8M | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $544.1M | U, AVGO, ORCL, LITE, NVDA |
| Q1 2026 | 23 | $492.7M | U, AVGO, NVDA, LITE, ORCL |
| Q4 2025 | 20 | $557.8M | U, LITE, ORCL, COHR, NVDA |
| Q3 2025 | 15 | $358.5M | U, LITE, COHR, YUMC, ORCL |
| Q2 2025 | 13 | $320.8M | CLS, U, META, COHR, ANSS |
| Q1 2025 | 4 | $148.3M | ANSS, U, CLS, LNWO |
| Q4 2024 | 4 | $197.6M | NVDA, ANSS, NTES, HTHT |
| Q3 2024 | 9 | $326.0M | NVDA, HTHT, WGO, EDU, NTES |
| Q2 2024 | 13 | $424.8M | NVDA, LVS, RSP, WGO, HTHT |