Consolidated Press International Holdings Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Consolidated Press International Holdings Ltd. reported 10 stock positions worth $859.9 million. Its top holding was Nvidia (NVDA) at 46.6% of the portfolio, followed by Meta Platforms Class A (META, 29.5%) and Taiwan Semiconductor-SP ADR (TSM, 18.8%). Compared with Q4 2023, it opened 1 new position, sold out of 4, added to 4 and reduced 5. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001260786
- Portfolio Value
- $859.9M (Q1 2024)
- SEC Filing
- 0000950123-24-005068 ↗ filed May 14, 2024
Holdings Value
Holdings 10 stocks · $859.9M
| NVDA Nvidia Corp. | 46.62% | 443,643 | $400.9M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 29.47% | 521,806 | $253.4M | Reduce -17.3% |
| TSM Taiwan Semiconductor-SP ADR | 18.81% | 1,188,975 | $161.8M | New |
| MNDY Monday.com Ltd. | 1.17% | 44,654 | $10.1M | Add +0.4% |
| XYZ Block Inc. | 0.85% | 86,281 | $7.3M | Reduce -0.5% |
| PCOR Procore Technologies Inc. | 0.82% | 85,369 | $7.0M | Reduce -0.8% |
| SPOT Spotify Technology SA | 0.65% | 21,071 | $5.6M | Add +2.3% |
| DUOL Duolingo | 0.64% | 24,837 | $5.5M | Add +23.0% |
| DDOG Datadog Inc. Class A | 0.53% | 36,773 | $4.5M | Reduce -0.8% |
| DLO Dlocal Ltd. | 0.45% | 266,093 | $3.9M | Add +5.8% |
Portfolio Sells Q4 2023 → Q1 2024
| ADBE Adobe Inc. | Sold out | 0.00% | −27.09 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −11.66 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.32 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −0.25 |
| DDOG Datadog Inc. Class A | Reduce -0.8% | 0.53% | −0.04 |
| XYZ Block Inc. | Reduce -0.5% | 0.85% | +0.01 |
| PCOR Procore Technologies Inc. | Reduce -0.8% | 0.82% | +0.07 |
| META Meta Platforms Inc. Class A | Reduce -17.3% | 29.47% | +1.41 |
| NVDA Nvidia Corp. | Reduce -0.8% | 46.62% | +18.82 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $2.6M | FISN, BLBD |
| Q1 2026 | 1 | $631K | CLH |
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 13 | $629.5M | LNWO, GEV, NVDA, NRG, MNDY |
| Q2 2025 | 15 | $600.9M | LNWO, FLUT, GEV, NVDA, MNDY |
| Q1 2025 | 14 | $547.9M | TSM, NVDA, MNDY, XYZ, DUOL |
| Q4 2024 | 15 | $663.5M | TSM, NVDA, MNDY, AMZN, XYZ |
| Q3 2024 | 14 | $640.1M | TSM, NVDA, META, MNDY, XYZ |
| Q2 2024 | 12 | $793.2M | NVDA, META, TSM, MNDY, XYZ |
| Q1 2024 | 10 | $859.9M | NVDA, META, TSM, MNDY, XYZ |