Consolidated Press International Holdings Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Consolidated Press International Holdings Ltd. reported 14 stock positions worth $640.1 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 55.0% of the portfolio, followed by Nvidia (NVDA, 27.3%) and Meta Platforms Class A (META, 9.6%). Compared with Q2 2024, it opened 3 new positions, sold out of 1, added to 3 and reduced 5. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +70%) and the biggest sale Meta Platforms Class A (META, shares −79%).

Most Recent 13F
Q2 2026
Location
SYDNEY, C3
CIK
0001260786
Portfolio Value
$640.1M (Q3 2024)
SEC Filing
0001104659-24-119197 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $859.9M Q1 2024 Q2 2024: $793.2M Q2 2024 Q3 2024: $640.1M $640.1M Q3 2024 Q4 2024: $663.5M Q4 2024 Q1 2025: $547.9M Q1 2025 Q2 2025: $600.9M Q2 2025 Q3 2025: $629.5M Q3 2025 Q4 2025: $0 Q4 2025 Q1 2026: $631K Q1 2026 Q2 2026: $2.6M Q2 2026

Holdings 14 stocks · $640.1M
TSM Taiwan Semiconductor-SP ADR 54.97% 2,026,277 $351.9M Add +70.4%
NVDA Nvidia Corp. 27.28% 1,438,022 $174.6M Reduce -35.6%
META Meta Platforms Inc. Class A 9.59% 107,197 $61.4M Reduce -79.5%
MNDY Monday.com Ltd. 1.92% 44,204 $12.3M Reduce -4.5%
XYZ Block Inc. 1.09% 103,907 $7.0M No change
DUOL Duolingo 1.02% 23,172 $6.5M Reduce -15.2%
PCOR Procore Technologies Inc. 0.85% 88,630 $5.5M No change
SPOT Spotify Technology SA 0.84% 14,621 $5.4M Reduce -5.3%
DDOG Datadog Inc. Class A 0.82% 45,803 $5.3M Add +20.1%
SNOW Snowflake Inc. 0.65% 36,439 $4.2M Add +70.1%
NET Cloudflare Inc. Class A 0.41% 32,391 $2.6M No change
MORN Morningstar Inc. 0.20% 4,100 $1.3M New
MEDP Medpace Holdings Inc. 0.18% 3,400 $1.1M New
CCC CCC Intelligent Solutions Ho 0.17% 97,900 $1.1M New

Portfolio Sells Q2 2024 → Q3 2024
META Meta Platforms Inc. Class A Reduce -79.5% 9.59% −23.58
NVDA Nvidia Corp. Reduce -35.6% 27.28% −7.50
DLO Dlocal Ltd. Sold out 0.00% −0.35
SPOT Spotify Technology SA Reduce -5.3% 0.84% +0.23
DUOL Duolingo Reduce -15.2% 1.02% +0.30
MNDY Monday.com Ltd. Reduce -4.5% 1.92% +0.51

Portfolio Buys Q2 2024 → Q3 2024
TSM Taiwan Semiconductor-SP ADR Add +70.4% 54.97% +28.92
SNOW Snowflake Inc. Add +70.1% 0.65% +0.29
MORN Morningstar Inc. New 0.20% +0.20
DDOG Datadog Inc. Class A Add +20.1% 0.82% +0.20
MEDP Medpace Holdings Inc. New 0.18% +0.18
CCC CCC Intelligent Solutions Ho New 0.17% +0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$2.6MFISN, BLBD
Q1 2026 1$631KCLH
Q4 2025 0$0
Q3 2025 13$629.5MLNWO, GEV, NVDA, NRG, MNDY
Q2 2025 15$600.9MLNWO, FLUT, GEV, NVDA, MNDY
Q1 2025 14$547.9MTSM, NVDA, MNDY, XYZ, DUOL
Q4 2024 15$663.5MTSM, NVDA, MNDY, AMZN, XYZ
Q3 2024 14$640.1MTSM, NVDA, META, MNDY, XYZ
Q2 2024 12$793.2MNVDA, META, TSM, MNDY, XYZ
Q1 2024 10$859.9MNVDA, META, TSM, MNDY, XYZ