Broad Peak Investment Advisers Pte Ltd
Long book
$492.7M
Q1 2026
Positions
23
Top-10 weight
80%
concentration
Last quarter
+17.2%
SPY +14.8%
Turnover
52%
of book per quarter
Strategy in plain words
auto-generated from filingsBroad Peak Investment Advisers Pte Ltd is a concentrated fundamental stock-picker, specialised in technology (71% of the long book), running a $492.7M US long book across 23 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: UNITY SOFTWARE INC, BROADCOM INC, NVIDIA CORP, LUMENTUM HOLDINGS INC, ORACLE CORP.
Over the last 8 quarters its long book ran on average 12.2pp per quarter ahead of the S&P 500, beating the index in 6 of 8 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2024
+4.1%
Q3 2024
+5.9%
Q4 2024
-7.9%
Q1 2025
+38.7%
Q2 2025
+37.7%
Q3 2025
+37.4%
Q4 2025
+0.2%
Q1 2026
+17.2%
Sector allocation
Technology 77%
Other 13%
Financials 4%
Industrials 3%
Consumer discretionary 3%
Long book by quarter
What does Broad Peak own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| U UNITY SOFTWARE INC | Technology | 2.6M | $58.0M | 11.8% | Held |
| AVGO BROADCOM INC | Technology | 185.0K | $57.3M | 11.6% | New |
| NVDA NVIDIA CORP | Technology | 322.8K | $56.3M | 11.4% | Held |
| LITE LUMENTUM HOLDINGS INC | Technology | 73.6K | $51.7M | 10.5% | -62.0% |
| ORCL ORACLE CORP | Technology | 347.0K | $51.0M | 10.4% | Held |
| COHR COHERENT CORP | Other | 112.3K | $26.8M | 5.4% | -66.2% |
| CLS CELESTICA INC | Technology | 93.4K | $26.3M | 5.3% | +55.7% |
| RIOT RIOT PLATFORMS INC | Financials | 1.4M | $17.9M | 3.6% | +2.8% |
| AS AMER SPORTS INC | Other | 418.0K | $13.8M | 2.8% | New |
| BE BLOOM ENERGY CORP- A | Industrials | 101.0K | $13.7M | 2.8% | -50.0% |
| RL RALPH LAUREN CORP | Other | 28.3K | $9.7M | 2.0% | +4.7% |
| CIEN CIENA CORP | Technology | 24.3K | $9.4M | 1.9% | New |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 67.5K | $6.3M | 1.3% | -8.8% |
| LOW LOWE'S COS INC | Consumer discretionary | 15.0K | $3.5M | 0.7% | New |
| VFC VF CORP | Other | 177.0K | $3.0M | 0.6% | New |
| AEO AMERICAN EAGLE OUTFITTERS | Consumer discretionary | 178.0K | $3.0M | 0.6% | New |
| WMT WALMART INC | Consumer discretionary | 23.5K | $2.9M | 0.6% | New |
| BOOT BOOT BARN HOLDINGS INC | Consumer discretionary | 15.9K | $2.3M | 0.5% | -54.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 23 | $492.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 20 | $557.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 15 | $358.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 28, 2025 | 13 | $320.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 4 | $148.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 4 | $197.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 9 | $326.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 13 | $424.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-NT | May 1, 2024 | — | $0 | SEC ↗ |