Broad Peak Investment Advisers Pte Ltd
CIK: 1547349
Holdings (18)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Nov 2, 2026
- U
UNITY SOFTWARE INC
$81.73M
2.00M sh17.57%-24.4% - AVGO
BROADCOM INC
$44.25M
126,000 sh9.51%-16.8% - LITE
LUMENTUM HLDGS INC
$41.6M
42,830 sh8.94%-24.8% - NVDA
NVIDIA CORPORATION
$38.23M
167,391 sh8.22%-23.9% - ATAT
ATOUR LIFESTYLE HLDGS LTD
$36.8M
1.13M sh7.91%+40.0% - CLS
CELESTICA INC
$34.48M
95,400 sh7.41%+50.5% - BE
BLOOM ENERGY CORP
$32.48M
117,273 sh6.98%+8.3% - RIOT
RIOT PLATFORMS INC
$26.45M
1.31M sh5.69%+25.1% - COHR
COHERENT CORP
$24.72M
85,900 sh5.32%-17.6% - GDS
GDS HLDGS LTD
$23.83M
763,050 sh5.12%+0.0% - HSAI
HESAI GROUP
$22.97M
1.44M sh4.94%+6.8% - IAG
IAMGOLD CORP
$18.63M
1.01M sh4.01%New - JOYY
JOYY INC
$16.61M
207,000 sh3.57%+0.0% - AMD
ADVANCED MICRO DEVICES INC
$6.12M
10,000 sh1.32%New - AEHR
AEHR TEST SYS
$4.98M
50,000 sh1.07%New - CRWV
COREWEAVE INC
$4.18M
48,000 sh0.90%New - CRDO
CREDO TECHNOLOGY GROUP HOLDI
$3.76M
19,300 sh0.81%New - AAOI
APPLIED OPTOELECTRONICS INC
$3.31M
33,300 sh0.71%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 U UNITY SOFTWARE INC | 2.00M | $81.73M | -24.4% | 17.57% | Q3 2026 |
 AVGO BROADCOM INC | 126,000 | $44.25M | -16.8% | 9.51% | Q3 2026 |
 LITE LUMENTUM HLDGS INC | 42,830 | $41.6M | -24.8% | 8.94% | Q3 2026 |
 NVDA NVIDIA CORPORATION | 167,391 | $38.23M | -23.9% | 8.22% | Q3 2026 |
 ATAT ATOUR LIFESTYLE HLDGS LTD | 1.13M | $36.8M | +40.0% | 7.91% | Q3 2026 |
 CLS CELESTICA INC | 95,400 | $34.48M | +50.5% | 7.41% | Q3 2026 |
 BE BLOOM ENERGY CORP | 117,273 | $32.48M | +8.3% | 6.98% | Q3 2026 |
 RIOT RIOT PLATFORMS INC | 1.31M | $26.45M | +25.1% | 5.69% | Q3 2026 |
 COHR COHERENT CORP | 85,900 | $24.72M | -17.6% | 5.32% | Q3 2026 |
 GDS GDS HLDGS LTD | 763,050 | $23.83M | +0.0% | 5.12% | Q3 2026 |
 HSAI HESAI GROUP | 1.44M | $22.97M | +6.8% | 4.94% | Q3 2026 |
 IAG IAMGOLD CORP | 1.01M | $18.63M | New | 4.01% | Q3 2026 |
 JOYY JOYY INC | 207,000 | $16.61M | +0.0% | 3.57% | Q3 2026 |
 AMD ADVANCED MICRO DEVICES INC | 10,000 | $6.12M | New | 1.32% | Q3 2026 |
 AEHR AEHR TEST SYS | 50,000 | $4.98M | New | 1.07% | Q3 2026 |
 CRWV COREWEAVE INC | 48,000 | $4.18M | New | 0.90% | Q3 2026 |
 CRDO CREDO TECHNOLOGY GROUP HOLDI | 19,300 | $3.76M | New | 0.81% | Q3 2026 |
 AAOI APPLIED OPTOELECTRONICS INC | 33,300 | $3.31M | +0.0% | 0.71% | Q3 2026 |
1-18 of 18 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Broad Peak Investment Advisers Pte Ltd
Broad Peak Investment Advisers Pte Ltd is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1547349). Signal8 holds 10 13F filings from it.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Nov 2, 2026. That report lists 18 securities, not counting options, down from 21 in Q2 2026.
Its five largest reported positions, in order, are UNITY SOFTWARE INC (U), BROADCOM INC (AVGO), LUMENTUM HLDGS INC (LITE), NVIDIA CORPORATION (NVDA) and ATOUR LIFESTYLE HLDGS LTD (ATAT). The next five are CELESTICA INC (CLS), BLOOM ENERGY CORP (BE), RIOT PLATFORMS INC (RIOT), COHERENT CORP (COHR) and GDS HLDGS LTD (GDS).
Recent 13F filings by Broad Peak Investment Advisers Pte Ltd
- Q3 2026: 13F-HR filed Nov 2, 2026, listing 18 securities.
- Q2 2026: 13F-HR filed Jul 30, 2026, listing 21 securities.
- Q1 2026: 13F-HR filed Apr 23, 2026, listing 23 securities.
- Q4 2025: 13F-HR filed Jan 29, 2026, listing 20 securities.
- Q3 2025: 13F-HR filed Oct 27, 2025, listing 15 securities.
- Q2 2025: 13F-HR filed Jul 28, 2025, listing 13 securities.