Dream Peak Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Dream Peak Capital Ltd reported 7 stock positions worth $1.0 billion. Its top holding was Carvana (CVNA) at 19.5% of the portfolio, followed by Wise Class A (WSE, 18.3%) and Viking (VIK, 15.5%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 2 and reduced 3. The biggest buy was a new position in Wise Class A (WSE) and the biggest sale Synopsys (SNPS, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0002032148
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0002032148-26-000009 ↗ filed Aug 12, 2026
Holdings Value
Holdings 7 stocks · $1.0B
| CVNA Carvana Co. | 19.48% | 2,998,748 | $197.4M | Add +31.7% |
| WSE Wise Group PLC Class A | 18.33% | 15,591,685 | $185.7M | New |
| VIK Viking Holdings Ltd. | 15.50% | 1,500,000 | $157.0M | Reduce -25.4% |
| CPNG Coupang Inc. | 15.19% | 8,861,284 | $153.9M | Add +78.0% |
| AMD Advanced Micro Devices | 13.17% | 229,692 | $133.4M | Reduce -49.0% |
| SNPS Synopsys Inc. | 13.09% | 297,244 | $132.6M | Reduce -35.8% |
| TSM Taiwan Semiconductor-SP ADR | 5.24% | 111,059 | $53.0M | New |