Q2 2025 · 13F-HR
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTDholdings as filed
Filed 2025-08-14 · accession 0001104659-25-078749
$600.9M
Reported value
15
Positions
2025-06-30
Period end
The Brief · CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD · Q2 2025
AI · grounded in 13F
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD established a new position in Light & Wonder Inc LNWO valued at $218.9M. The fund also initiated new stakes in Flutter Entmt PLC FLUT for $121.6M and GE Vernova Inc GEV for $102.8M. Additional new positions include Nvidia Corporation NVDA at $101M, Monday Com Ltd MNDY at $12.8M, and Datadog Inc DDOG at $6.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80874P109 | LNWO | LIGHT & WONDER INC | $218.9M | 36.4% | 2,273,594 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $121.6M | 20.2% | 425,511 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $102.8M | 17.1% | 194,250 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $101.0M | 16.8% | 638,975 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $12.8M | 2.13% | 40,691 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $6.9M | 1.15% | 51,263 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $6.4M | 1.07% | 28,716 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $6.0M | 1.00% | 88,416 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $5.4M | 0.90% | 7,029 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $4.7M | 0.79% | 11,525 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $4.7M | 0.78% | 68,839 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $3.6M | 0.60% | 18,360 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $3.3M | 0.55% | 28,835 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDS INC | $1.5M | 0.25% | 4,800 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $1.3M | 0.22% | 4,300 | 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.