Q4 2025 · 13F-HR
Greencape Capital Pty Ltdholdings as filed
Filed 2026-01-28 · accession 0001172661-26-000342
$185.8M
Reported value
1
Positions
2025-12-31
Period end
The Brief · Greencape Capital Pty Ltd · Q4 2025
AI · grounded in 13F
Greencape Capital Pty Ltd closed its position in NVDA, reducing its holdings by $199.7M. The fund also exited its position in FLUT, a move totaling $47.4M. To offset these sells, the fund accumulated shares of Z, increasing its position by 30.38%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98954M200 | Z | ZILLOW GROUP INC | $185.8M | 100.0% | 2,722,911 | 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.