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Broad Peak Investment Holdings Ltd.

Portfolio Manager
David Solomon
Performance
0% (N/A)
AUM (13F)
$531.39M
# of Holdings
21
Performance Rank
N/A
Allocation (Top 20)
N/A

Broad Peak Investment Holdings Ltd. Holdings Map

Top 21 Broad Peak Investment Holdings Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
18.11%106.5K$96.2M
+0.00%(+0)
2023-Q3: 185.5K shares2023-Q4: 106.5K shares2024-Q1: 106.5K shares2024-03-31
LVS
LAS VEGAS SANDS CORP
14.32%1.47M$76.1M
+26.15%(+305.00K)
2023-Q1: 1.07M shares2023-Q2: 733.5K shares2023-Q3: 733.5K shares2023-Q4: 1.17M shares2024-Q1: 1.47M shares2024-03-31
WGO
WINNEBAGO INDS INC
12.22%877.7K$64.9M
+19.95%(+146.00K)
2023-Q2: 468.0K shares2023-Q3: 351.5K shares2023-Q4: 731.7K shares2024-Q1: 877.7K shares2024-03-31
DASH
DOORDASH INC
10.81%417.0K$57.4M
+16.81%(+60.00K)
2023-Q1: 357.0K shares2023-Q2: 357.0K shares2023-Q3: 357.0K shares2023-Q4: 357.0K shares2024-Q1: 417.0K shares2024-03-31
HTHT
H WORLD GROUP LTD
10.26%1.41M$54.5M
+3.53%(+48.00K)
2023-Q1: 311.0K shares2023-Q2: 646.0K shares2023-Q3: 1.36M shares2023-Q4: 1.36M shares2024-Q1: 1.41M shares2024-03-31
NTES
NETEASE INC
6.52%335.0K$34.7Mnew2024-Q1: 335.0K shares2024-03-31
YUMC
YUM CHINA HLDGS INC
5.9%788.0K$31.4M
-54.79%(-955.08K)
2023-Q1: 1.40M shares2023-Q2: 1.40M shares2023-Q3: 1.74M shares2023-Q4: 1.74M shares2024-Q1: 788.0K shares2024-03-31
DELL
DELL TECHNOLOGIES INC
5.82%271.0K$30.9Mnew2024-Q1: 271.0K shares2024-03-31
EDU
NEW ORIENTAL ED & TECHNOLOGY
3.65%223.7K$19.4M
-8.71%(-21.35K)
2022-Q4: 245.0K shares2024-Q1: 223.7K shares2024-03-31
TAL
TAL EDUCATION GROUP
3.29%1.54M$17.5M
+55.36%(+549.19K)
2022-Q4: 992.0K shares2024-Q1: 1.54M shares2024-03-31

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