Dream Peak Capital Ltd
Net buyer this quarter
$1.01B
7
+$75.6M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $197M | 19.48% | Not reported | +31.7% | Q4 2025 |
 WSE | $186M | 18.33% | Not reported | New | Q2 2026 |
 VIK | $157M | 15.50% | Not reported | -25.4% | Q4 2025 |
 CPNG | $154M | 15.19% | Not reported | +78.0% | Q1 2026 |
 AMD | $133M | 13.17% | 0.01% | -49.0% | Q1 2026 |
 SNPS | $133M | 13.09% | 0.16% | -35.8% | Q4 2025 |
 TSM | $53M | 5.24% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SNPS | $183M | 27.18% | 0.24% | -38.4% | Q4 2025 |
| VIK | $148M | 21.89% | Not reported | -35.9% | Q4 2025 |
| CVNA | $143M | 21.22% | Not reported | +927.0% | Q4 2025 |
| CPNG | $94M | 13.93% | Not reported | New | Q1 2026 |
| AMD | $91.5M | 13.57% | 0.03% | New | Q1 2026 |
 ENTG | $14.9M | 2.21% | 0.08% | -60.3% | Q4 2025 |
| Q4 2025 | |||||
| SNPS | $353M | 36.34% | 0.39% | New | Q4 2025 |
| VIK | $224M | 23.04% | Not reported | New | Q4 2025 |
| ENTG | $27M | 2.78% | 0.21% | New | Q4 2025 |
| CVNA | $18.7M | 1.93% | Not reported | New | Q4 2025 |
 DUOL | $18.3M | 1.89% | 0.63% | New | Q4 2025 |
 WIX | $1.5M | 0.15% | 0.03% | New | Q4 2025 |