Dream Peak Capital Ltd

HONG KONG, K3 · CIK 2032148 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2024 · corporation

As an employer

$1.0bn reported value +50.1% vs Q1 2026

7positions

100.0%in top 10

2 new 2 added 3 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	2,998,748	$197.4m19.48%	19.48%	Added +721.1k	+721,123 31.7%
2	WISE GROUP PLC ORD SHS CLASS A WSE	WSE	15,591,685	$185.7m18.33%	18.33%	New
3	VIKING HOLDINGS LTD ORD SHS VIK	VIK	1,500,000	$157.0m15.50%	15.50%	Reduced -509.9k	-509,889 -25.4%
4	COUPANG INC CL A CPNG	CPNG	8,861,284	$153.9m15.19%	15.19%	Added +3.9m	+3,883,545 78.0%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	229,692	$133.4m13.17%	13.17%	Reduced -220.3k	-220,308 -49.0%
6	SYNOPSYS INC COM SNPS	SNPS	297,244	$132.6m13.09%	13.09%	Reduced -165.4k	-165,397 -35.8%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	111,059	$53.0m5.24%	5.24%	New

Security	Ticker	Shares held before	Value then
ENTEGRIS INC ENTG	ENTG	127,433	$14.9m127.4k shares