Consolidated Press International Holdings Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Consolidated Press International Holdings Ltd. reported 12 stock positions worth $793.2 million. Its top holding was Nvidia (NVDA) at 34.8% of the portfolio, followed by Meta Platforms Class A (META, 33.2%) and Taiwan Semiconductor-SP ADR (TSM, 26.1%). Compared with Q1 2024, it opened 2 new positions, added to 6 and reduced 2. The biggest buy was a new position in Snowflake (SNOW) and the biggest sale Nvidia (NVDA, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001260786
- Portfolio Value
- $793.2M (Q2 2024)
- SEC Filing
- 0000950123-24-008653 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $793.2M
| NVDA Nvidia Corp. | 34.78% | 2,233,430 | $275.9M | Reduce -49.7% |
| META Meta Platforms Inc. Class A | 33.17% | 521,806 | $263.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 26.05% | 1,188,975 | $206.7M | No change |
| MNDY Monday.com Ltd. | 1.41% | 46,303 | $11.1M | Add +3.7% |
| XYZ Block Inc. | 0.84% | 103,907 | $6.7M | Add +20.4% |
| PCOR Procore Technologies Inc. | 0.74% | 88,630 | $5.9M | Add +3.8% |
| DUOL Duolingo | 0.72% | 27,335 | $5.7M | Add +10.1% |
| DDOG Datadog Inc. Class A | 0.62% | 38,134 | $4.9M | Add +3.7% |
| SPOT Spotify Technology SA | 0.61% | 15,434 | $4.8M | Reduce -26.8% |
| SNOW Snowflake Inc. | 0.36% | 21,421 | $2.9M | New |
| DLO Dlocal Ltd. | 0.35% | 342,368 | $2.8M | Add +28.7% |
| NET Cloudflare Inc. Class A | 0.34% | 32,391 | $2.7M | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| SNOW Snowflake Inc. | New | 0.36% | +0.36 |
| NET Cloudflare Inc. Class A | New | 0.34% | +0.34 |
| MNDY Monday.com Ltd. | Add +3.7% | 1.41% | +0.23 |
| DDOG Datadog Inc. Class A | Add +3.7% | 0.62% | +0.09 |
| DUOL Duolingo | Add +10.1% | 0.72% | +0.08 |
| XYZ Block Inc. | Add +20.4% | 0.84% | −0.00 |
| PCOR Procore Technologies Inc. | Add +3.8% | 0.74% | −0.07 |
| DLO Dlocal Ltd. | Add +28.7% | 0.35% | −0.11 |
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 |