Broad Peak Investment Advisers Pte LTD Portfolio Holdings by Sector

Broad Peak Investment Advisers Pte LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA 1 stocks	$100 Million 33.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTES TTWO 2 stocks	$46.2 Million 15.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$43.5 Million 14.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical WGO 1 stocks	$33.6 Million 11.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$32 Million 10.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ANSS 1 stocks	$29.2 Million 9.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$14.7 Million 4.93% of portfolio	-	-	-	-	0 Calls 0 Puts

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