MondegarAI
Greencape Capital Pty Ltd

Q2 2025 · 13F-HR

Greencape Capital Pty Ltdholdings as filed

Filed 2025-08-13 · accession 0001172661-25-003103

$543.9M
Reported value
3
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Greencape Capital Pty Ltd · Q2 2025

AI · grounded in 13F

Greencape Capital Pty Ltd established a new position in NVDA valued at $223.5M. The fund also initiated new stakes in Z for $179.4M and FLUT for $141M. These three positions comprise the fund's total AUM of $543.9M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$223.5M41.1%1,414,604CommonSOLE
98954M200ZZILLOW GROUP INC$179.4M33.0%2,560,329CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$141.0M25.9%493,550CommonSOLE

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.