13F HOLDINGS REPORT
Broad Peak Investment Advisers Pte Ltd
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001547349-25-000011
Total Value
$320.8M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELESTICA INC | CLS | 322,142 | $50.3M | 15.68% |
| 2 | UNITY SOFTWARE INC | U | 1,984,258 | $48.0M | 14.97% |
| 3 | META PLATFORMS INC | META | 64,000 | $47.2M | 14.72% |
| 4 | COHERENT CORP | COHR | 504,000 | $45.0M | 14.02% |
| 5 | ANSYS INC | 03662Q105 | 119,017 | $41.8M | 13.03% |
| 6 | LUMENTUM HLDGS INC | LITE | 433,780 | $41.2M | 12.85% |
| 7 | NIKE INC | NKE | 120,000 | $8.5M | 2.66% |
| 8 | BOOT BARN HLDGS INC | BOOT | 53,825 | $8.2M | 2.55% |
| 9 | TAPESTRY INC | TPR | 74,100 | $6.5M | 2.03% |
| 10 | RALPH LAUREN CORP | RL | 23,000 | $6.3M | 1.97% |
| 11 | LEVI STRAUSS & CO NEW | LEVI | 333,900 | $6.2M | 1.92% |
| 12 | SPDR SERIES TRUST | 78464A714 | 78,800 | $6.1M | 1.89% |
| 13 | WALMART INC | WMT | 56,200 | $5.5M | 1.71% |