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Portfolio (Quarterly) Guide ↗

Broad Peak Investment Advisers Pte Ltd

· CIK 0001547349
13F Portfolio $544M AUM 21 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 5 Added 6 Reduced 9 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAON AAON INC Industrials 15,900.0 $2.0M 0.37% NEW $126.86 -40.3%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 71.2%
Consumer Cyclical 12.9%
Industrials 8.1%
Financial Services 5.3%
Communication Services 2.5%