Q2 2026 13F · SEC CIK 2032148
Dream Peak Capital Ltd
Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.0B
- Reported positions
- 7
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2 qtrs
Dream Peak Capital Ltd is a hedge fund that reported 7 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Carvana Co (CVNA, 19.5%), Wise Group PLC (WPLCF, 18.3%), Viking Hldgs Ltd (VIK, 15.5%).
Dream Peak Capital Ltd holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CVNACarvana Co | 19.5% | +558.3% | $197.4M |
| WPLCFWise Group PLC | 18.3% | — | $185.7M |
| VIKViking Hldgs Ltd | 15.5% | -25.4% | $157.0M |
| CPNGCoupang Inc | 15.2% | +78.0% | $153.9M |
| AMDAdvanced Micro Devices Inc | 13.2% | -49.0% | $133.4M |
| SNPSSynopsys Inc | 13.1% | -35.8% | $132.6M |
| TSMTaiwan Semiconductor Manufac | 5.2% | — | $53.0M |
What Dream Peak Capital Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- WPLCF Wise Group PLC18.3% of 13F
- TSM Taiwan Semiconductor Manufac5.2% of 13F
Added to
- CVNA Carvana Co+558.3% shares
- CPNG Coupang Inc+78.0% shares
Reduced
- AMD Advanced Micro Devices Inc-49.0% shares
- SNPS Synopsys Inc-35.8% shares
- VIK Viking Hldgs Ltd-25.4% shares
Sold out
- ENTG Entegris Incwas 2.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 7 |
| Q1 2026 | $674.8M | 6 |
| Q4 2025 | $642.2M | 6 |
Questions about Dream Peak Capital Ltd's portfolio
What stocks does Dream Peak Capital Ltd own?
Dream Peak Capital Ltd's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 7 positions worth $1.0B. The largest are Carvana Co (CVNA) at 19.5%, Wise Group PLC (WPLCF) at 18.3%, Viking Hldgs Ltd (VIK) at 15.5%, Coupang Inc (CPNG) at 15.2% and Advanced Micro Devices Inc (AMD) at 13.2%.
What did Dream Peak Capital Ltd buy last quarter?
In Q2 2026, Dream Peak Capital Ltd added a new position in Wise Group PLC (WPLCF), a new position in Taiwan Semiconductor Manufac (TSM), Carvana Co (CVNA) (+558.3% shares) and Coupang Inc (CPNG) (+78.0% shares), compared with its Q1 2026 filing.
What did Dream Peak Capital Ltd sell last quarter?
In Q2 2026, Dream Peak Capital Ltd sold all of Entegris Inc (ENTG), Advanced Micro Devices Inc (AMD) (-49.0% shares), Synopsys Inc (SNPS) (-35.8% shares) and Viking Hldgs Ltd (VIK) (-25.4% shares), compared with its Q1 2026 filing.
When is Dream Peak Capital Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Dream Peak Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.