Greencape Capital Pty Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Greencape Capital Pty Ltd reported 2 stock positions worth $123.3 million. Its top holding was Zillow Class C (Z) at 50.8% of the portfolio, followed by Nvidia (NVDA, 49.2%). Compared with Q4 2024, it sold out of 1 and reduced 2. The biggest sale was Nvidia (NVDA, shares −61%).

Most Recent 13F
Q1 2026
Location
SYDNEY, C3
CIK
0001731029
Portfolio Value
$123.3M (Q1 2025)
SEC Filing
0001172661-25-001671 ↗ filed May 12, 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 Q4 2024 Q1 2025: $123.3M $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 2 stocks · $123.3M
Z Zillow Group Inc. Class C 50.84% 914,716 $62.7M Reduce -46.7%
NVDA Nvidia Corp. 49.16% 559,427 $60.6M Reduce -60.9%

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -60.9% 49.16% −8.19
MP MP Materials Corp. Sold out 0.00% −4.72
Z Zillow Group Inc. Class C Reduce -46.7% 50.84% +12.92

Portfolio Buys Q4 2024 → Q1 2025
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