Broad Peak Investment Advisers Pte Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Broad Peak Investment Advisers Pte Ltd reported 9 stock positions worth $326.0 million. Its top holding was Nvidia (NVDA) at 30.7% of the portfolio, followed by H World Group Ltd.-ADR (HTHT, 13.4%) and Winnebago Industries (WGO, 10.3%). Compared with Q2 2024, it sold out of 4, added to 3 and reduced 2. The biggest buy was Nvidia (NVDA, shares +38%) and the biggest sale an exit from Las Vegas Sands (LVS).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001547349
Portfolio Value
$326.0M (Q3 2024)
SEC Filing
0000905148-24-002945 ↗ filed Nov 6, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q2 2024: $424.8M Q2 2024 Q3 2024: $326.0M $326.0M Q3 2024 Q4 2024: $197.6M Q4 2024 Q1 2025: $148.3M Q1 2025 Q2 2025: $320.8M Q2 2025 Q3 2025: $358.5M Q3 2025 Q4 2025: $557.8M Q4 2025 Q1 2026: $492.7M Q1 2026 Q2 2026: $544.1M Q2 2026

Holdings 9 stocks · $326.0M
NVDA Nvidia Corp. 30.68% 823,628 $100.0M Add +38.2%
HTHT H World Group Ltd.-ADR 13.36% 1,170,359 $43.5M Reduce -16.9%
WGO Winnebago Industries 10.29% 577,483 $33.6M Reduce -34.2%
EDU New Oriental Educatio-SP ADR 9.82% 421,941 $32.0M Add +88.7%
NTES Netease Inc.-ADR 9.61% 335,000 $31.3M No change
ANSS Ansys Inc. 8.95% 91,573 $29.2M No change
CLS Celestica Inc. 8.22% 524,245 $26.8M Add +53.8%
TTWO Take-Two Interactive Softwre 4.55% 96,580 $14.8M No change
SNPS Synopsys Inc. 4.52% 29,100 $14.7M No change

Portfolio Sells Q2 2024 → Q3 2024
LVS Las Vegas Sands Corp. Sold out 0.00% −11.79
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −11.68
TAL Tal Education Group- ADR Sold out 0.00% −3.87
NVT Nvent Electric PLC Sold out 0.00% −2.31
WGO Winnebago Industries Reduce -34.2% 10.29% −0.90
HTHT H World Group Ltd.-ADR Reduce -16.9% 13.36% +2.31

Portfolio Buys Q2 2024 → Q3 2024
NVDA Nvidia Corp. Add +38.2% 30.68% +13.35
EDU New Oriental Educatio-SP ADR Add +88.7% 9.82% +5.72
CLS Celestica Inc. Add +53.8% 8.22% +3.62

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 21$544.1MU, AVGO, ORCL, LITE, NVDA
Q1 2026 23$492.7MU, AVGO, NVDA, LITE, ORCL
Q4 2025 20$557.8MU, LITE, ORCL, COHR, NVDA
Q3 2025 15$358.5MU, LITE, COHR, YUMC, ORCL
Q2 2025 13$320.8MCLS, U, META, COHR, ANSS
Q1 2025 4$148.3MANSS, U, CLS, LNWO
Q4 2024 4$197.6MNVDA, ANSS, NTES, HTHT
Q3 2024 9$326.0MNVDA, HTHT, WGO, EDU, NTES
Q2 2024 13$424.8MNVDA, LVS, RSP, WGO, HTHT