Dream Peak Capital Ltd 13F holdings
Dream Peak Capital Ltd reported 7 positions with a total reported value of $1.0B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: CVNA CARVANA CO (19.5%), WSE WISE GROUP PLC (18.3%), VIK VIKING HOLDINGS LTD (15.5%), CPNG COUPANG INC (15.2%), AMD ADVANCED MICRO DEVICES INC (13.2%). Against 2026-03-31 it opened 2 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
7 largest of 7 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CVNA CARVANA CO | 2,998,748 | $197.4M | 19.5% |
| WSE WISE GROUP PLC | 15,591,685 | $185.7M | 18.3% |
| VIK VIKING HOLDINGS LTD | 1,500,000 | $157.0M | 15.5% |
| CPNG COUPANG INC | 8,861,284 | $153.9M | 15.2% |
| AMD ADVANCED MICRO DEVICES INC | 229,692 | $133.4M | 13.2% |
| SNPS SYNOPSYS INC | 297,244 | $132.6M | 13.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 111,059 | $53.0M | 5.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ENTG ENTEGRIS INC | 127,433 | $14.9M | 2.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA CO | 455,525 | 2,998,748 | +558.3% | $197.4M |
| CPNG COUPANG INC | 4,977,739 | 8,861,284 | +78.0% | $153.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 450,000 | 229,692 | -49.0% | $133.4M |
| SNPS SYNOPSYS INC | 462,641 | 297,244 | -35.8% | $132.6M |
| VIK VIKING HOLDINGS LTD | 2,009,889 | 1,500,000 | -25.4% | $157.0M |
CIK 2032148 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
