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Dream Peak Capital Ltd

CIK 2032148 · latest 13F filed 12 August 2026 · Read the filing on EDGAR

Dream Peak Capital Ltd reported 7 US-listed holdings worth $1.01 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Carvana Co. (19.5%), Wise Group PLC Ord SHS Class A (18.3%) and Viking Holdings Ltd (15.5%). Against the quarter before, it opened 2 positions, added to 2, trimmed 3 and sold out of 1.

Reported holdings$1.01B+50.1% on Q1 2026
Positions7+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Where the money is
OpenedAdded toTrimmed
CVNA19.5%WSE18.3%VIK15.5%CPNG15.2%AMD13.2%SNPS13.1%TSM5.2%

The 7 largest of its 7 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2025: $642.2 million in 6 positions$642MQ4 25Q1 2026: $674.8 million in 6 positions$675MQ1 26Q2 2026: $1.01 billion in 7 positions$1.01BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 2Added 2Trimmed 3Sold out 1
Opened: 2Added: 2Trimmed: 3Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Wise Group PLC Ord SHS Class A WSE$185.7 million
  2. Taiwan Semiconductor Manufacturing Company Limited TSM$53.0 million

Added to 2

  1. Carvana Co. CVNA+2.5 million shares · +558%
  2. Coupang Inc. Class A CPNG+3.9 million shares · +78%

Trimmed 3

  1. Advanced Micro Devices Inc. AMD-220,308 shares · -49%
  2. Synopsys Inc. SNPS-165,397 shares · -36%
  3. Viking Holdings Ltd VIK-509,889 shares · -25%

Sold out of 1

  1. Entegris Inc. ENTG$14.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Carvana Co. CVNA2,998,748$197.4 million19.48%+2,543,223
Wise Group PLC Ord SHS Class A WSE15,591,685$185.7 million18.33%new
Viking Holdings Ltd VIK1,500,000$157.0 million15.50%-509,889
Coupang Inc. Class A CPNG8,861,284$153.9 million15.19%+3,883,545
Advanced Micro Devices Inc. AMD229,692$133.4 million13.17%-220,308
Synopsys Inc. SNPS297,244$132.6 million13.09%-165,397
Taiwan Semiconductor Manufacturing Company Limited TSM111,059$53.0 million5.24%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.