Dream Peak Capital LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Dream Peak Capital LTD disclosed 7 US equity positions worth $1.0bn in its Q2 2026 13F filing. The largest position was CVNA at 19.5% of the reported book, followed by WSE and VIK. Against the Q1 2026 filing, it opened 2 new positions, added to 2 and reduced 3 among the top 7 holdings.
What did Dream Peak Capital LTD own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 19.5% | $197.4m | 2,998,748 | 558% | added |
| 2 | WSE WISE GROUP PLC | 18.3% | $185.7m | 15,591,685 | – | new | |
| 3 | VIK VIKING HOLDINGS LTD | Consumer Cyclical | 15.5% | $157.0m | 1,500,000 | -25% | reduced |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 15.2% | $153.9m | 8,861,284 | 78% | added |
| 5 | AMD ADVANCED MICRO DEVICES INC | Technology | 13.2% | $133.4m | 229,692 | -49% | reduced |
| 6 | SNPS SYNOPSYS INC | Technology | 13.1% | $132.6m | 297,244 | -36% | reduced |
| 7 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 5.2% | $53.0m | 111,059 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.