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Broad Peak Investment Holdings Ltd. Top Holdings
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.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
CROCS INC 1,085,305 -587,195 $101,378
     CROX1,085,305-587,195$101,378
YUM CHINA HLDGS INC 1,743,123 UNCH $73,961
     YUMC1,743,123UNCH$73,961
SKECHERS U S A INC 970,918 -756,500 $60,527
     SKX970,918-756,500$60,527
LAS VEGAS SANDS CORP 1,166,515 +433,000 $57,404
     LVS1,166,515+433,000$57,404
WINNEBAGO INDS INC 731,678 +380,200 $53,325
     WGO731,678+380,200$53,325
NVIDIA CORPORATION 106,500 -79,000 $52,741
     NVDA106,500-79,000$52,741
H WORLD GROUP LTD 1,360,801 UNCH $45,505
     HTHT1,360,801UNCH$45,505
TAKE TWO INTERACTIVE SOFTWAR 221,494 +221,494 $35,649
     TTWO221,494+221,494$35,649
DOORDASH INC 357,000 UNCH $35,304
     DASH357,000UNCH$35,304
ALIBABA GROUP HLDG LTD 432,608 -577,000 $33,531
     BABA432,608-577,000$33,531
JD.COM INC 1,135,000 -196,277 $32,790
     JD1,135,000-196,277$32,790
COHERENT CORP 386,000 UNCH $16,803
     COHR386,000UNCH$16,803
PULTE GROUP INC 44,100 -29,900 $4,552
     PHM44,100-29,900$4,552
D R HORTON INC 25,300 -17,000 $3,845
     DHI25,300-17,000$3,845
TOLL BROTHERS INC 36,392 -25,408 $3,741
     TOL36,392-25,408$3,741
NVR INC 515 -285 $3,605
     NVR515-285$3,605
LENNAR CORP 24,000 -16,400 $3,577
     LEN24,000-16,400$3,577
TAYLOR MORRISON HOME CORP 21,278 -15,722 $1,135
     TMHC21,278-15,722$1,135
LGI HOMES INC 6,700 -4,600 $892
     LGIH6,700-4,600$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.

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

Broad Peak Investment Holdings Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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