Q1 2025 · 13F-HR
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTDholdings as filed
Filed 2025-05-15 · accession 0001104659-25-049112
$547.9M
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $336.4M | 61.4% | 2,026,277 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $155.9M | 28.4% | 1,438,022 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $12.1M | 2.22% | 49,954 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $5.8M | 1.06% | 107,210 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $5.7M | 1.04% | 18,340 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $5.6M | 1.02% | 10,137 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $5.5M | 1.01% | 84,041 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $5.5M | 1.01% | 55,571 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $5.1M | 0.93% | 34,968 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $3.3M | 0.60% | 34,654 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $2.5M | 0.46% | 22,157 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.1M | 0.39% | 6,007 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $1.2M | 0.22% | 4,100 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDS INC | $1.1M | 0.21% | 3,700 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.