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Size ($ in 1000's)
At 12/31/2023: $620,754 At 09/30/2023: $815,424
Combined Holding Report Includes:
Broad Peak Investment Holdings Ltd. Broad Peak Investment Advisers Pte Ltd
Broad Peak Investment Holdings Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Broad Peak Investment Holdings Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Broad Peak Investment Holdings Ltd. top holdings by largest position size, as per the latest 13f filing made by Broad Peak Investment Holdings Ltd..
In the Broad Peak Investment Holdings Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Broad Peak Investment Holdings Ltd. in that top holding, then the share count change between reporting periods, and finally the Broad Peak Investment Holdings Ltd. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
CROCS INC |
1,085,305 |
-587,195 |
$101,378 | CROX | 1,085,305 | -587,195 | $101,378 | YUM CHINA HLDGS INC |
1,743,123 |
UNCH |
$73,961 | YUMC | 1,743,123 | UNCH | $73,961 | SKECHERS U S A INC |
970,918 |
-756,500 |
$60,527 | SKX | 970,918 | -756,500 | $60,527 | LAS VEGAS SANDS CORP |
1,166,515 |
+433,000 |
$57,404 | LVS | 1,166,515 | +433,000 | $57,404 | WINNEBAGO INDS INC |
731,678 |
+380,200 |
$53,325 | WGO | 731,678 | +380,200 | $53,325 | NVIDIA CORPORATION |
106,500 |
-79,000 |
$52,741 | NVDA | 106,500 | -79,000 | $52,741 | H WORLD GROUP LTD |
1,360,801 |
UNCH |
$45,505 | HTHT | 1,360,801 | UNCH | $45,505 | TAKE TWO INTERACTIVE SOFTWAR |
221,494 |
+221,494 |
$35,649 | TTWO | 221,494 | +221,494 | $35,649 | DOORDASH INC |
357,000 |
UNCH |
$35,304 | DASH | 357,000 | UNCH | $35,304 | ALIBABA GROUP HLDG LTD |
432,608 |
-577,000 |
$33,531 | BABA | 432,608 | -577,000 | $33,531 | JD.COM INC |
1,135,000 |
-196,277 |
$32,790 | JD | 1,135,000 | -196,277 | $32,790 | COHERENT CORP |
386,000 |
UNCH |
$16,803 | COHR | 386,000 | UNCH | $16,803 | PULTE GROUP INC |
44,100 |
-29,900 |
$4,552 | PHM | 44,100 | -29,900 | $4,552 | D R HORTON INC |
25,300 |
-17,000 |
$3,845 | DHI | 25,300 | -17,000 | $3,845 | TOLL BROTHERS INC |
36,392 |
-25,408 |
$3,741 | TOL | 36,392 | -25,408 | $3,741 | NVR INC |
515 |
-285 |
$3,605 | NVR | 515 | -285 | $3,605 | LENNAR CORP |
24,000 |
-16,400 |
$3,577 | LEN | 24,000 | -16,400 | $3,577 | TAYLOR MORRISON HOME CORP |
21,278 |
-15,722 |
$1,135 | TMHC | 21,278 | -15,722 | $1,135 | LGI HOMES INC |
6,700 |
-4,600 |
$892 | LGIH | 6,700 | -4,600 | $892 |
See Full List: All Stocks Held By Broad Peak Investment Holdings Ltd.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Broad Peak Investment Holdings Ltd.
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