13F HOLDINGS REPORT
Broad Peak Investment Advisers Pte Ltd
Quarter ended Q3 2024 · Filed November 6, 2024 · Accession 0000905148-24-002945
Total Value
$326.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 823,628 | $100.0M | 30.68% |
| 2 | H WORLD GROUP LTD | HWLDF | 1,170,359 | $43.5M | 13.35% |
| 3 | WINNEBAGO INDS INC | 974637100 | 577,483 | $33.6M | 10.29% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 421,941 | $32.0M | 9.82% |
| 5 | NETEASE INC | NETTF | 335,000 | $31.3M | 9.61% |
| 6 | ANSYS INC | 03662Q105 | 91,573 | $29.2M | 8.95% |
| 7 | CELESTICA INC | CLS | 524,245 | $26.8M | 8.22% |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 96,580 | $14.8M | 4.55% |
| 9 | SYNOPSYS INC | SNPS | 29,100 | $14.7M | 4.52% |