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| Name: |
Broad Peak Investment Management LTD. |
| City: |
SINGAPORE |
| State: |
U0 |
| Zip: |
238467 |
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data |
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| Holdings
Found :
21 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CROX |
Crocs Inc |
|
- |
$124.37 |
$101,378,000 |
1,085,305 |
% |
-46,187,000 |
-587,195 |
0 |
N/A |
|
|
YUMC |
Yum China Holdings, Inc. |
|
- |
$36.51 |
$73,961,000 |
1,743,123 |
% |
-23,166,000 |
0 |
0 |
N/A |
|
|
SKX |
Skechers USA Inc |
|
- |
$66.05 |
$60,527,000 |
970,918 |
% |
-24,030,000 |
-756,500 |
0 |
N/A |
|
|
LVS |
Las Vegas Sands Corp |
|
- |
$44.36 |
$57,404,000 |
1,166,515 |
% |
23,780,000 |
433,000 |
0 |
N/A |
|
|
WGO |
Winnebago Industries Inc |
|
- |
$62.54 |
$53,325,000 |
731,678 |
% |
32,430,000 |
380,200 |
2.168 |
Recreational Vehicles |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$864.02 |
$52,741,000 |
106,500 |
% |
-27,950,000 |
-79,000 |
0 |
N/A |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
|
- |
$36.71 |
$45,505,000 |
1,360,801 |
% |
-8,151,000 |
0 |
0 |
N/A |
|
|
TTWO |
Take-Two Interactive |
|
New |
$142.81 |
$35,649,000 |
221,494 |
% |
35,649,000 |
221,494 |
0 |
N/A |
|
|
DASH |
Doordash Inc |
|
- |
$129.26 |
$35,304,000 |
357,000 |
% |
6,933,000 |
0 |
0 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
|
- |
$74.85 |
$33,531,000 |
432,608 |
% |
-54,042,000 |
-577,000 |
0 |
N/A |
|
|
JD |
JD.com |
|
- |
$28.89 |
$32,790,000 |
1,135,000 |
% |
-5,990,000 |
-196,277 |
0 |
N/A |
|
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COHR |
Coherent Corp |
|
- |
$54.63 |
$16,803,000 |
386,000 |
% |
4,204,000 |
0 |
0 |
N/A |
|
|
PHM |
PulteGroup Inc |
|
- |
$111.42 |
$4,552,000 |
44,100 |
% |
-928,000 |
-29,900 |
0 |
N/A |
|
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DHI |
DR Horton Inc |
|
- |
$142.49 |
$3,845,000 |
25,300 |
% |
-701,000 |
-17,000 |
0 |
N/A |
|
|
TOL |
Toll Brothers Inc |
|
- |
$119.11 |
$3,741,000 |
36,392 |
% |
-830,000 |
-25,408 |
0 |
N/A |
|
|
NVR |
NVR Inc |
|
- |
$7,438.85 |
$3,605,000 |
515 |
% |
-1,166,000 |
-285 |
0 |
N/A |
|
|
LEN |
Lennar Corp |
|
- |
$151.62 |
$3,577,000 |
24,000 |
% |
-957,000 |
-16,400 |
0 |
N/A |
|
|
TMHC |
Taylor Morrison Home Corp |
|
- |
$56.01 |
$1,135,000 |
21,278 |
% |
-442,000 |
-15,722 |
0 |
N/A |
|
|
LGIH |
Lgi Homes, Inc. |
|
- |
$89.93 |
$892,000 |
6,700 |
% |
-232,000 |
-4,600 |
0 |
N/A |
|
|
TPH |
Tri Pointe Homes, Inc. |
|
- |
$36.85 |
$489,000 |
13,800 |
% |
-159,000 |
-9,900 |
0 |
N/A |
|
|
BIDU |
Baidu Inc |
|
Closed |
$103.40 |
$0 |
0 |
0% |
-57,099,000 |
-425,000 |
0 |
Internet Service Prov... |
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