Greencape Capital Pty Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Greencape Capital Pty Ltd reported 3 stock positions worth $408.1 million. Its top holding was Nvidia (NVDA) at 48.9% of the portfolio, followed by Zillow Class C (Z, 39.4%) and Flutter Entertainment PLC-Di (FLUT, 11.6%). Compared with Q2 2025, it reduced 3. The biggest sale was Flutter Entertainment PLC-Di (FLUT, shares −62%).

Most Recent 13F
Q1 2026
Location
SYDNEY, C3
CIK
0001731029
Portfolio Value
$408.1M (Q3 2025)
SEC Filing
0001172661-25-004595 ↗ filed Nov 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 Q4 2024 Q1 2025: $123.3M Q1 2025 Q2 2025: $543.9M Q2 2025 Q3 2025: $408.1M $408.1M Q3 2025 Q4 2025: $185.8M Q4 2025 Q1 2026: $59.9M Q1 2026

Holdings 3 stocks · $408.1M
NVDA Nvidia Corp. 48.94% 1,070,495 $199.7M Reduce -24.3%
Z Zillow Group Inc. Class C 39.43% 2,088,401 $160.9M Reduce -18.4%
FLUT Flutter Entertainment PLC-Di 11.62% 186,757 $47.4M Reduce -62.2%

Portfolio Sells Q2 2025 → Q3 2025
FLUT Flutter Entertainment PLC-Di Reduce -62.2% 11.62% −14.31
Z Zillow Group Inc. Class C Reduce -18.4% 39.43% +6.46
NVDA Nvidia Corp. Reduce -24.3% 48.94% +7.85

Portfolio Buys Q2 2025 → Q3 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