Consolidated Press International Holdings Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Consolidated Press International Holdings Ltd. reported 15 stock positions worth $600.9 million. Its top holding was Light & Wonder (LNWO) at 36.4% of the portfolio, followed by Flutter Entertainment PLC-Di (FLUT, 20.2%) and GE Vernova (GEV, 17.1%). Compared with Q1 2025, it opened 3 new positions, sold out of 2, added to 2 and reduced 10. The biggest buy was a new position in Light & Wonder (LNWO) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001260786
- Portfolio Value
- $600.9M (Q2 2025)
- SEC Filing
- 0001104659-25-078749 ↗ filed Aug 14, 2025
Holdings Value
Holdings 15 stocks · $600.9M
| LNWO Light & Wonder Inc. | 36.42% | 2,273,594 | $218.9M | New |
| FLUT Flutter Entertainment PLC-Di | 20.23% | 425,511 | $121.6M | New |
| GEV GE Vernova Inc. | 17.11% | 194,250 | $102.8M | New |
| NVDA Nvidia Corp. | 16.80% | 638,975 | $101.0M | Reduce -55.6% |
| MNDY Monday.com Ltd. | 2.13% | 40,691 | $12.8M | Reduce -18.5% |
| DDOG Datadog Inc. Class A | 1.15% | 51,263 | $6.9M | Reduce -7.8% |
| SNOW Snowflake Inc. | 1.07% | 28,716 | $6.4M | Reduce -17.9% |
| XYZ Block Inc. | 1.00% | 88,416 | $6.0M | Reduce -17.5% |
| SPOT Spotify Technology SA | 0.90% | 7,029 | $5.4M | Reduce -30.7% |
| DUOL Duolingo | 0.79% | 11,525 | $4.7M | Reduce -37.2% |
| PCOR Procore Technologies Inc. | 0.78% | 68,839 | $4.7M | Reduce -18.1% |
| NET Cloudflare Inc. Class A | 0.60% | 18,360 | $3.6M | Reduce -17.1% |
| SHOP Shopify Inc. Class A | 0.55% | 28,835 | $3.3M | Reduce -16.8% |
| MEDP Medpace Holdings Inc. | 0.25% | 4,800 | $1.5M | Add +29.7% |
| MORN Morningstar Inc. | 0.22% | 4,300 | $1.3M | Add +4.9% |
Portfolio Sells Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −61.39 |
| NVDA Nvidia Corp. | Reduce -55.6% | 16.80% | −11.65 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.39 |
| DUOL Duolingo | Reduce -37.2% | 0.79% | −0.25 |
| PCOR Procore Technologies Inc. | Reduce -18.1% | 0.78% | −0.23 |
| SPOT Spotify Technology SA | Reduce -30.7% | 0.90% | −0.12 |
| MNDY Monday.com Ltd. | Reduce -18.5% | 2.13% | −0.09 |
| XYZ Block Inc. | Reduce -17.5% | 1.00% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -16.8% | 0.55% | −0.05 |
| SNOW Snowflake Inc. | Reduce -17.9% | 1.07% | +0.14 |
| DDOG Datadog Inc. Class A | Reduce -7.8% | 1.15% | +0.14 |
| NET Cloudflare Inc. Class A | Reduce -17.1% | 0.60% | +0.14 |
Portfolio Buys Q1 2025 → Q2 2025
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 |