Dream Peak Capital Ltd 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DP
Dream Peak Capital Ltd
Institutional Filer 5.08%$674.8M6

Current Portfolio Holdings

Showing all 6 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1SNPSSynopsys, Inc.Technology463K$183.4M27.18%
2VIKViking Holdings LtdConsumer Cyclical2.0M$147.7M21.89%
3CVNACarvana Co.Consumer Cyclical456K$143.2M21.22%
4CPNGCoupang, Inc.Consumer Cyclical5.0M$94.0M13.93%
5AMDAdvanced Micro Devices, Inc.Technology450K$91.5M13.57%
6ENTGEntegris, Inc.Technology127K$14.9M2.21%
Showing 1 to 6 of 6 holdings