Greencape Capital Pty Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Greencape Capital Pty Ltd reported 3 stock positions worth $371.8 million. Its top holding was Nvidia (NVDA) at 47.4% of the portfolio, followed by Zillow Class C (Z, 45.2%) and MP Materials (MP, 7.4%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was Zillow Class C (Z, shares +53%) and the biggest sale an exit from Abbott Laboratories (ABT).

Most Recent 13F
Q1 2026
Location
SYDNEY, C3
CIK
0001731029
Portfolio Value
$371.8M (Q3 2024)
SEC Filing
0001172661-24-004518 ↗ filed Nov 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $249.4M Q1 2024 Q2 2024: $240.8M Q2 2024 Q3 2024: $371.8M $371.8M Q3 2024 Q4 2024: $335.3M Q4 2024 Q1 2025: $123.3M Q1 2025 Q2 2025: $543.9M Q2 2025 Q3 2025: $408.1M Q3 2025 Q4 2025: $185.8M Q4 2025 Q1 2026: $59.9M Q1 2026

Holdings 3 stocks · $371.8M
NVDA Nvidia Corp. 47.39% 1,450,850 $176.2M Add +103.7%
Z Zillow Group Inc. Class C 45.23% 2,633,761 $168.2M Add +52.8%
MP MP Materials Corp. 7.38% 1,554,400 $27.4M New

Portfolio Sells Q2 2024 → Q3 2024
ABT Abbott Laboratories Sold out 0.00% −30.26

Portfolio Buys Q2 2024 → Q3 2024
Z Zillow Group Inc. Class C Add +52.8% 45.23% +12.03
NVDA Nvidia Corp. Add +103.7% 47.39% +10.86
MP MP Materials Corp. New 7.38% +7.38

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 1$59.9MZ
Q4 2025 1$185.8MZ
Q3 2025 3$408.1MNVDA, Z, FLUT
Q2 2025 3$543.9MNVDA, Z, FLUT
Q1 2025 2$123.3MZ, NVDA
Q4 2024 3$335.3MNVDA, Z, MP
Q3 2024 3$371.8MNVDA, Z, MP
Q2 2024 3$240.8MNVDA, Z, ABT
Q1 2024 3$249.4MNVDA, Z, ABT