Greencape Capital Pty Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Greencape Capital Pty Ltd reported 3 stock positions worth $335.3 million. Its top holding was Nvidia (NVDA) at 57.4% of the portfolio, followed by Zillow Class C (Z, 37.9%) and MP Materials (MP, 4.7%). Compared with Q3 2024, it reduced 3. The biggest sale was Zillow Class C (Z, shares −35%).

Most Recent 13F
Q1 2026
Location
SYDNEY, C3
CIK
0001731029
Portfolio Value
$335.3M (Q4 2024)
SEC Filing
0001172661-25-000503 ↗ filed Feb 5, 2025

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 Q3 2024 Q4 2024: $335.3M $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 · $335.3M
NVDA Nvidia Corp. 57.35% 1,431,817 $192.3M Reduce -1.3%
Z Zillow Group Inc. Class C 37.93% 1,717,258 $127.2M Reduce -34.8%
MP MP Materials Corp. 4.72% 1,014,536 $15.8M Reduce -34.7%

Portfolio Sells Q3 2024 → Q4 2024
Z Zillow Group Inc. Class C Reduce -34.8% 37.93% −7.30
MP MP Materials Corp. Reduce -34.7% 4.72% −2.66
NVDA Nvidia Corp. Reduce -1.3% 57.35% +9.96

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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