Dream Peak Capital Ltd

CIK 0002032148 · HONG KONG, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗

Dream Peak Capital Ltd reported 7 positions worth $1.01B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: CVNA (19.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.01B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	CVNA	CARVANA CO	SH	$197.4M	19.48%	2,998,748	—	—
▸ 2	WSE	WISE GROUP PLC	SH	$185.7M	18.33%	15,591,685	—	—
▸ 3	VIK	VIKING HOLDINGS LTD	SH	$157.0M	15.50%	1,500,000	—	—
▸ 4	CPNG	COUPANG INC	SH	$153.9M	15.19%	8,861,284	—	—
▸ 5	AMD	ADVANCED MICRO DEVICES INC	SH	$133.4M	13.17%	229,692	—	—
▸ 6	SNPS	SYNOPSYS INC	SH	$132.6M	13.09%	297,244	—	—
▸ 7	TSM	TAIWAN SEMICONDUCTOR MANUFAC	SH	$53.0M	5.24%	111,059	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Dream Peak Capital Ltd hold as of Q2 2026?

Dream Peak Capital Ltd reported 7 positions worth $1.01B in its Q2 2026 13F filing. Largest positions: CVNA (19.5%), WSE (18.3%), VIK (15.5%), CPNG (15.2%) and AMD (13.2%).

What did Dream Peak Capital Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Dream Peak Capital Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.