Holders — by stockHoldings — by fund

Dream Peak Capital Ltd

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002032148

$1.01B

disclosed book value

positions

19.5%

largest position share

Positions, as of 2026-06-30

top 7 of 7 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#	Issuer	Shares	Value	% of book
1	CVNACARVANA CO	3.0M	$197.4M	19.5%
2	WSEWISE GROUP PLC	15.6M	$185.7M	18.3%
3	VIKVIKING HOLDINGS LTD	1.5M	$157.0M	15.5%
4	CPNGCOUPANG INC	8.9M	$153.9M	15.2%
5	AMDADVANCED MICRO DEVICES INC	229,692	$133.4M	13.2%
6	SNPSSYNOPSYS INC	297,244	$132.6M	13.1%
7	TSMTAIWAN SEMICONDUCTOR MANUFAC	111,059	$53.0M	5.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.