13F HOLDINGS REPORT
Broad Peak Investment Advisers Pte Ltd
Quarter ended Q2 2024 · Filed August 8, 2024 · Accession 0000905148-24-002069
Total Value
$424.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 596,000 | $73.6M | 17.33% |
| 2 | LAS VEGAS SANDS CORP | LVS | 1,131,515 | $50.1M | 11.79% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 302,000 | $49.6M | 11.68% |
| 4 | WINNEBAGO INDS INC | 974637100 | 877,678 | $47.6M | 11.20% |
| 5 | H WORLD GROUP LTD | HWLDF | 1,408,801 | $46.9M | 11.05% |
| 6 | NETEASE INC | NETTF | 335,000 | $32.0M | 7.54% |
| 7 | ANSYS INC | 03662Q105 | 91,573 | $29.4M | 6.93% |
| 8 | CELESTICA INC | CLS | 340,945 | $19.5M | 4.60% |
| 9 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 223,650 | $17.4M | 4.09% |
| 10 | SYNOPSYS INC | SNPS | 29,100 | $17.3M | 4.08% |
| 11 | TAL EDUCATION GROUP | TAL | 1,541,190 | $16.4M | 3.87% |
| 12 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 96,580 | $15.0M | 3.54% |
| 13 | NVENT ELECTRIC PLC | NVT | 128,193 | $9.8M | 2.31% |