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Greencape Capital PTY LTD

CIK:0001731029
Bank
$8B AUM
3 holdings
Melbourne, Victoria, Australia
Founded:2006
7 employees
Latest filing:Jun 30, 2025

Greencape Capital is a specialist Australian equities fund manager based in Melbourne, committed to delivering superior and repeatable investment performance.

Investment Strategy

Focused on observation rather than prediction, using an intensive visitation program to gather insights from companies and their stakeholders, and limiting fund size to maintain agility.

Latest 13F Filing Activity

Greencape Capital PTY LTD filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $544M. The fund increased holdings in Nvidia Corporation, Flutter Entmt PLC, Zillow Group Inc.. Greencape Capital PTY LTD reduced exposure to Zillow Group Inc., Flutter Entmt PLC, Nvidia Corporation.

Top Buys
N
NVDANVIDIA CORPORATION
+$162.9M
F
FLUTFLUTTER ENTMT PLC
+$141.0M
Z
ZZILLOW GROUP INC
+$116.6M
Top Sells
N
NVDANVIDIA CORPORATION
+$162.9M
F
FLUTFLUTTER ENTMT PLC
+$141.0M
Z
ZZILLOW GROUP INC
+$116.6M

Top Holdings

N
NVDANVIDIA CORPORATION
+41.1%$223.5M
Z
ZZILLOW GROUP INC
+33.0%$179.4M
F
FLUTFLUTTER ENTMT PLC
+25.9%$141.0M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION41.09%$223.5M1,414,604$123.41$157.99+$162.9M
Z
Z
ZILLOW GROUP INC32.98%$179.4M2,560,329$64.92$70.05+$116.6M
FLUTTER ENTMT PLC25.93%$141.0M493,550$285.76$285.76+$141.0M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+48.9%
SERVICES-BUSINESS SERVICES, NEC
+39.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.6%