13F HOLDINGS REPORT
Broad Peak Investment Advisers Pte Ltd
Quarter ended Q3 2025 · Filed October 27, 2025 · Accession 0001547349-25-000016
Total Value
$358.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITY SOFTWARE INC | U | 2,849,437 | $114.1M | 31.82% |
| 2 | LUMENTUM HLDGS INC | LITE | 433,780 | $70.6M | 19.69% |
| 3 | COHERENT CORP | COHR | 517,000 | $55.7M | 15.53% |
| 4 | YUM CHINA HLDGS INC | YUMC | 644,905 | $27.7M | 7.72% |
| 5 | ORACLE CORP | ORCL-PD | 68,000 | $19.1M | 5.33% |
| 6 | CREDO TECHNOLOGY GROUP HOLDING | CRDO | 74,000 | $10.8M | 3.01% |
| 7 | DUOLINGO INC | DUOL | 31,000 | $10.0M | 2.78% |
| 8 | JOYY INC | JOYY | 159,700 | $9.4M | 2.61% |
| 9 | LEVI STRAUSS & CO NEW | LEVI | 267,500 | $6.2M | 1.74% |
| 10 | SPDR SERIES TRUST | 78464A714 | 69,600 | $6.0M | 1.67% |
| 11 | RALPH LAUREN CORP | RL | 19,126 | $6.0M | 1.67% |
| 12 | URBAN OUTFITTERS INC | URBN | 82,833 | $5.9M | 1.65% |
| 13 | DICKS SPORTING GOODS INC | 253393102 | 26,554 | $5.9M | 1.65% |
| 14 | NIKE INC | NKE | 82,660 | $5.8M | 1.61% |
| 15 | BOOT BARN HLDGS INC | BOOT | 32,798 | $5.4M | 1.52% |