Greencape Capital Pty Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Greencape Capital Pty Ltd reported 3 stock positions worth $543.9 million. Its top holding was Nvidia (NVDA) at 41.1% of the portfolio, followed by Zillow Class C (Z, 33.0%) and Flutter Entertainment PLC-Di (FLUT, 25.9%). Compared with Q1 2025, it opened 1 new position and added to 2. The biggest buy was a new position in Flutter Entertainment PLC-Di (FLUT).

Most Recent 13F
Q1 2026
Location
SYDNEY, C3
CIK
0001731029
Portfolio Value
$543.9M (Q2 2025)
SEC Filing
0001172661-25-003103 ↗ filed Aug 13, 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 Q1 2025 Q2 2025: $543.9M $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 · $543.9M
NVDA Nvidia Corp. 41.09% 1,414,604 $223.5M Add +152.9%
Z Zillow Group Inc. Class C 32.98% 2,560,329 $179.4M Add +179.9%
FLUT Flutter Entertainment PLC-Di 25.93% 493,550 $141.0M New

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
FLUT Flutter Entertainment PLC-Di New 25.93% +25.93
NVDA Nvidia Corp. Add +152.9% 41.09% −8.06
Z Zillow Group Inc. Class C Add +179.9% 32.98% −17.87

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