Greencape Capital Pty Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Greencape Capital Pty Ltd reported 1 stock position worth $185.8 million. Its top holding was Zillow Class C (Z) at 100.0% of the portfolio. Compared with Q3 2025, it sold out of 2 and added to 1. The biggest buy was Zillow Class C (Z, shares +30%) and the biggest sale an exit from Nvidia (NVDA).

Most Recent 13F
Q1 2026
Location
SYDNEY, C3
CIK
0001731029
Portfolio Value
$185.8M (Q4 2025)
SEC Filing
0001172661-26-000342 ↗ filed Jan 28, 2026

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 Q3 2025 Q4 2025: $185.8M $185.8M Q4 2025 Q1 2026: $59.9M Q1 2026

Holdings 1 stocks · $185.8M
Z Zillow Group Inc. Class C 100.00% 2,722,911 $185.8M Add +30.4%

Portfolio Sells Q3 2025 → Q4 2025
NVDA Nvidia Corp. Sold out 0.00% −48.94
FLUT Flutter Entertainment PLC-Di Sold out 0.00% −11.62

Portfolio Buys Q3 2025 → Q4 2025
Z Zillow Group Inc. Class C Add +30.4% 100.00% +60.57

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