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Twin Peaks Capital Ltd 13F holdings

Filed 2026-09-16 · Twin Peaks Capital Ltd · 21 positions · $203.0M

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TickerCompanySharesValue% of portfolio
TSMTAIWAN SEMICONDUCTOR MANUFAC116.5K$55.7M27.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC50.0K$23.9M11.8%
GOOGLALPHABET INC53.1K$19.0M9.3%
NVDANVIDIA CORPORATION65.1K$13.0M6.4%
AMATAPPLIED MATLS INC17.0K$12.3M6.1%
SOXXISHARES TR15.0K$9.6M4.7%
AVGOBROADCOM INC20.0K$7.6M3.7%
GOOGLALPHABET INC20.0K$7.1M3.5%
VRTVERTIV HOLDINGS CO20.0K$6.7M3.3%
ACWIISHARES INC32.0K$6.5M3.2%
ASMLASML HLDG NV3.0K$6.0M2.9%
AMDADVANCED MICRO DEVICES INC10.0K$5.8M2.9%
AMDADVANCED MICRO DEVICES INC10.0K$5.8M2.9%
GEVGE VERNOVA INC4.5K$5.3M2.6%
ALABASTERA LABS INC10.0K$4.8M2.4%
QFINQFIN HOLDINGS INC250.0K$4.0M1.9%
NVDANVIDIA CORPORATION13.0K$2.6M1.3%
TMETENCENT MUSIC ENTMT GROUP300.0K$2.5M1.2%
MUMICRON TECHNOLOGY INC2.0K$2.3M1.1%
QFINQFIN HOLDINGS INC94.0K$1.5M0.7%
MUMICRON TECHNOLOGY INC1.0K$1.2M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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