Dream Peak Capital Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Dream Peak Capital Ltd reported 6 stock positions worth $642.2 million. Its top holding was Synopsys (SNPS) at 54.9% of the portfolio, followed by Viking (VIK, 34.8%) and Entegris (ENTG, 4.2%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0002032148
Portfolio Value
$642.2M (Q4 2025)
SEC Filing
0002032148-26-000003 ↗ filed Jan 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $642.2M $642.2M Q4 2025 Q1 2026: $674.8M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 6 stocks · $642.2M

SNPS Synopsys Inc. 54.95% 751,202 $352.9M —
VIK Viking Holdings Ltd. 34.84% 3,133,231 $223.7M —
ENTG Entegris Inc. 4.21% 320,777 $27.0M —
CVNA Carvana Co. 2.91% 44,353 $18.7M —
DUOL Duolingo 2.86% 104,532 $18.3M —
WIX Wix.com Ltd. 0.23% 14,443 $1.5M —

Options reported separately and not counted above: SYNOPSYS INC calls ($328.8M).

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$1.0BCVNA, WSE, VIK, CPNG, AMD
Q1 2026 6$674.8MSNPS, VIK, CVNA, CPNG, AMD
Q4 2025 6$642.2MSNPS, VIK, ENTG, CVNA, DUOL