| |
|
|
| Name: |
Broad Peak Investment Management LTD. |
| City: |
SINGAPORE |
| State: |
U0 |
| Zip: |
238467 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
25 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$913.56 |
$96,229,000 |
106,500 |
18.11% |
43,488,000 |
0 |
0.004 |
Semiconductor - Speci... |
|
|
LVS |
Las Vegas Sands Corp |
2 |
- |
$46.32 |
$76,077,000 |
1,471,515 |
14.32% |
18,673,000 |
305,000 |
0.193 |
Gambling/Resorts |
|
|
WGO |
Winnebago Industries Inc |
3 |
- |
$62.54 |
$64,948,000 |
877,678 |
12.22% |
11,623,000 |
146,000 |
2.601 |
Recreational Vehicles |
|
|
DASH |
Doordash Inc |
4 |
- |
$114.68 |
$57,429,000 |
417,000 |
10.81% |
22,125,000 |
60,000 |
0.116 |
N/A |
|
|
HTHT |
Huazhu Group Ltd Sponsored ADR |
5 |
- |
$41.29 |
$54,521,000 |
1,408,801 |
10.26% |
9,016,000 |
48,000 |
0.438 |
Lodging |
|
|
NTES |
NetEase.com Inc (ADR) |
6 |
New |
$98.64 |
$34,662,000 |
335,000 |
6.52% |
34,662,000 |
335,000 |
0.048 |
Search Engines & Info... |
|
|
YUMC |
Yum China Holdings, Inc. |
7 |
- |
$39.25 |
$31,356,000 |
788,041 |
5.9% |
-42,605,000 |
-955,082 |
0.188 |
N/A |
|
|
DELL |
Dell Technologies Inc |
8 |
New |
$134.12 |
$30,924,000 |
271,000 |
5.82% |
30,924,000 |
271,000 |
0.104 |
N/A |
|
|
EDU |
New Oriental Education & Te... |
9 |
New |
$88.62 |
$19,417,000 |
223,650 |
3.65% |
19,417,000 |
223,650 |
0.132 |
Education & Training ... |
|
|
XRS |
Tal Education Group America... |
10 |
New |
$13.58 |
$17,493,000 |
1,541,190 |
3.29% |
17,493,000 |
1,541,190 |
0.377 |
Education & Training ... |
|
|
TTWO |
Take-Two Interactive |
11 |
- |
$144.96 |
$14,341,000 |
96,580 |
2.7% |
-21,308,000 |
-124,914 |
0.058 |
Technical & System So... |
|
|
CLS |
Celestica Inc (USA) |
12 |
New |
$44.02 |
$10,096,000 |
224,645 |
1.9% |
10,096,000 |
224,645 |
0.203 |
Printed Circuit Boards |
|
|
SKX |
Skechers USA Inc |
13 |
- |
$69.00 |
$9,269,000 |
151,304 |
1.74% |
-51,258,000 |
-819,614 |
0.112 |
Textile - Apparel Foo... |
|
|
PHM |
PulteGroup Inc |
14 |
- |
$116.18 |
$3,196,000 |
26,500 |
0.6% |
-1,356,000 |
-17,600 |
0.01 |
Residential Construct... |
|
|
TOL |
Toll Brothers Inc |
15 |
- |
$127.38 |
$2,832,000 |
21,892 |
0.53% |
-909,000 |
-14,500 |
0.017 |
Residential Construct... |
|
|
NVR |
NVR Inc |
16 |
- |
$7,551.47 |
$2,551,000 |
315 |
0.48% |
-1,054,000 |
-200 |
0.007 |
Residential Construct... |
|
|
DHI |
DR Horton Inc |
17 |
- |
$148.00 |
$2,501,000 |
15,200 |
0.47% |
-1,344,000 |
-10,100 |
0.004 |
Residential Construct... |
|
|
LEN |
Lennar Corp |
18 |
- |
$162.33 |
$1,961,000 |
11,400 |
0.37% |
-1,616,000 |
-12,600 |
0.004 |
Residential Construct... |
|
|
TMHC |
Taylor Morrison Home Corp |
19 |
- |
$59.81 |
$807,000 |
12,978 |
0.15% |
-328,000 |
-8,300 |
0.01 |
Residential Construct... |
|
|
LGIH |
Lgi Homes, Inc. |
20 |
- |
$101.45 |
$465,000 |
4,000 |
0.09% |
-427,000 |
-2,700 |
0.016 |
Real Estate Development |
|
|
TPH |
Tri Pointe Homes, Inc. |
21 |
- |
$39.58 |
$317,000 |
8,200 |
0.06% |
-172,000 |
-5,600 |
0.006 |
Residential Construct... |
|
|
COHR |
Coherent Corp |
25 |
Closed |
$56.65 |
$0 |
0 |
0% |
-16,803,000 |
-386,000 |
0 |
Scientific & Technica... |
|
|
BABA |
Alibaba Group Holding Limited |
24 |
Closed |
$79.51 |
$0 |
0 |
0% |
-33,531,000 |
-432,608 |
0 |
N/A |
|
|
JD |
JD.com |
23 |
Closed |
$33.35 |
$0 |
0 |
0% |
-32,790,000 |
-1,135,000 |
0 |
Internet Service Prov... |
|
|
CROX |
Crocs Inc |
22 |
Closed |
$145.31 |
$0 |
0 |
0% |
-101,378,000 |
-1,085,305 |
0 |
Textile - Apparel Foo... |
|
