Consolidated Press International Holdings Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Consolidated Press International Holdings Ltd. reported 15 stock positions worth $663.5 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 60.3% of the portfolio, followed by Nvidia (NVDA, 29.1%) and Monday.com (MNDY, 1.7%). Compared with Q3 2024, it opened 1 new position, added to 3 and reduced 8. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale Meta Platforms Class A (META, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001260786
- Portfolio Value
- $663.5M (Q4 2024)
- SEC Filing
- 0001104659-25-014275 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $663.5M
| TSM Taiwan Semiconductor-SP ADR | 60.32% | 2,026,277 | $400.2M | No change |
| NVDA Nvidia Corp. | 29.11% | 1,438,022 | $193.1M | No change |
| MNDY Monday.com Ltd. | 1.71% | 48,073 | $11.3M | Add +8.8% |
| AMZN Amazon.com Inc. | 1.32% | 40,000 | $8.8M | New |
| XYZ Block Inc. | 1.11% | 86,860 | $7.4M | Reduce -16.4% |
| PCOR Procore Technologies Inc. | 0.98% | 86,821 | $6.5M | Reduce -2.0% |
| SPOT Spotify Technology SA | 0.97% | 14,322 | $6.4M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.88% | 10,000 | $5.9M | Reduce -90.7% |
| DUOL Duolingo | 0.85% | 17,312 | $5.6M | Reduce -25.3% |
| SNOW Snowflake Inc. | 0.83% | 35,695 | $5.5M | Reduce -2.0% |
| DDOG Datadog Inc. Class A | 0.83% | 38,359 | $5.5M | Reduce -16.3% |
| NET Cloudflare Inc. Class A | 0.52% | 31,730 | $3.4M | Reduce -2.0% |
| MORN Morningstar Inc. | 0.21% | 4,100 | $1.4M | No change |
| CCC CCC Intelligent Solutions Ho | 0.20% | 110,700 | $1.3M | Add +13.1% |
| MEDP Medpace Holdings Inc. | 0.19% | 3,700 | $1.2M | Add +8.8% |
Portfolio Sells Q3 2024 → Q4 2024
| META Meta Platforms Inc. Class A | Reduce -90.7% | 0.88% | −8.70 |
| DUOL Duolingo | Reduce -25.3% | 0.85% | −0.17 |
| DDOG Datadog Inc. Class A | Reduce -16.3% | 0.83% | +0.00 |
| XYZ Block Inc. | Reduce -16.4% | 1.11% | +0.02 |
| NET Cloudflare Inc. Class A | Reduce -2.0% | 0.52% | +0.11 |
| SPOT Spotify Technology SA | Reduce -2.0% | 0.97% | +0.12 |
| PCOR Procore Technologies Inc. | Reduce -2.0% | 0.98% | +0.13 |
| SNOW Snowflake Inc. | Reduce -2.0% | 0.83% | +0.18 |
Portfolio Buys Q3 2024 → Q4 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 |