StockDriftsStockDriftsTop 23 Broad Peak Investment Advisers Pte Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | 11.77% | 2.64M | $58.0M | +0.00%(+0) | $24.40(+10.22%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 11.62% | 185.0K | $57.3M | new | $327.23(+27.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 11.43% | 322.8K | $56.3M | +0.00%(+0) | $111.24(+103.01%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 10.49% | 73.6K | $51.7M | -61.99%(-120.00K) | $78.82(+1207.24%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 10.36% | 347.0K | $51.0M | +0.00%(+0) | $240.40(-21.06%) | 2026-03-31 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 6.02% | 806.0K | $29.7M | +0.00%(+0) | $38.50(-3.73%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.43% | 112.3K | $26.8M | -66.20%(-219.98K) | $78.00(+417.59%) | 2026-03-31 | |
| CLS | CELESTICA INC | 5.34% | 93.4K | $26.3M | +55.67%(+33.40K) | $142.68(+161.11%) | 2026-03-31 | |
| GDS | GDS HLDGS LTD | 3.64% | 445.1K | $17.9M | new | $37.60(+21.56%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 3.64% | 1.45M | $17.9M | +2.84%(+40.00K) | $15.76(+58.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +61.24% | +319.18% |
| Top 20 Holdings Unweighted | +45.54% | +208.29% |
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