Funds › Dream Peak Capital Ltd
Dream Peak Capital Ltd
13F for Q3 2026, filed Nov 13, 2026. 10 positions worth $1.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | VIK Viking Holdings Ltd | 3.50M | $274.1M | 22.8% | +133% | 13F ↗ |
| 2 | SNPS Synopsys, Inc. | 450,461 | $195.9M | 16.3% | +51.5% | 13F ↗ |
| 3 | WSE Wise Group plc | 16.94M | $192.9M | 16.0% | +8.6% | 13F ↗ |
| 4 | AMD Advanced Micro Devices, Inc. | 273,750 | $167.5M | 13.9% | +19.2% | 13F ↗ |
| 5 | CVNA Carvana Co. | 2.24M | $140.1M | 11.6% | -25.3% | 13F ↗ |
| 6 | CPNG Coupang, Inc. · Common Stocks | 7.10M | $98.5M | 8.2% | -19.9% | 13F ↗ |
| 7 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 155,844 | $71.1M | 5.9% | +40.3% | 13F ↗ |
| 8 | NU Nu Holdings Ltd. | 3.47M | $43.9M | 3.6% | New | 13F ↗ |
| 9 | SGI Somnigroup International Inc. | 206,851 | $12.8M | 1.1% | New | 13F ↗ |
| 10 | POOL Pool Corporation | 41,275 | $6.7M | 0.6% | New | 13F ↗ |
Changes since Q2 2026
3 new, 5 added to, 2 trimmed, 0 exited, 0 unchanged. By estimated dollars.
New positions (3)
Added to (5)
Trimmed (2)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer