本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Dream Peak Capital Ltd (CIK 2032148) reported $1.01B across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CVNA ($197.4M, 19.48%), WSE ($185.7M, 18.33%), VIK ($157.0M, 15.50%), CPNG ($153.9M, 15.19%), AMD ($133.4M, 13.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $197.4M | 19.48% | 3.0M | Added |
| 2 | WSE | WISE GROUP PLC | $185.7M | 18.33% | 15.6M | New |
| 3 | VIK | VIKING HOLDINGS LTD | $157.0M | 15.50% | 1.5M | Trimmed |
| 4 | CPNG | COUPANG INC | $153.9M | 15.19% | 8.9M | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $133.4M | 13.17% | 229,692 | Trimmed |
| 6 | SNPS | SYNOPSYS INC | $132.6M | 13.09% | 297,244 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.0M | 5.24% | 111,059 | New |
| 8 | ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30