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Consolidated Press International Holdings LTD

CIK:0001260786
Family Office
$601M AUM
15 holdings
Sydney, NSW, Australia
Founded:1998
20 employees
Latest filing:Jun 30, 2025

Consolidated Press International Holdings Ltd is a privately held investment management and holding company headquartered in Sydney, Australia. It mainly serves the interests of its owners, with a focus on long-term capital growth and investment in a diversified portfolio of public and private companies. The firm is known for its concentrated equity positions, substantial family ownership, and strategic investments across various sectors. Employee count and full public details are limited, but it operates as part of the Packer family's Consolidated Press Holdings group.

Investment Strategy

The investment strategy of Consolidated Press International Holdings Ltd centers on taking substantial equity stakes in select public companies, reflecting a concentrated, high-conviction portfolio approach. Recent filings demonstrate a willingness to actively adjust holdings, including both adding and reducing positions, and emphasize exposure to sectors such as gaming, technology, and entertainment. The firm is known for opportunistic, long-term investments, sometimes investing in both growth-oriented and stable cash-generating companies. There is a strong focus on capital appreciation and preservation, consistent with family office investment philosophies.

Latest 13F Filing Activity

Consolidated Press International Holdings LTD filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions with a total 13F market value of $601M. The fund increased holdings in Flutter Entmt PLC, Ge Vernova Inc., Datadog Inc. among other positions. Consolidated Press International Holdings LTD reduced exposure to Taiwan Semiconductor MFG LTD, Nvidia Corporation, Crowdstrike HLDGS Inc. among others.

Top Buys
F
FLUTFLUTTER ENTMT PLC
+$121.6M
G
GEVGE VERNOVA INC
+$102.8M
D
DDOGDATADOG INC
+$1.4M
S
SNOWSNOWFLAKE INC
+$1.3M
N
NETCLOUDFLARE INC
+$1.1M
Top Sells
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$336.4M
N
NVDANVIDIA CORPORATION
-$54.9M
C
CRWDCROWDSTRIKE HLDGS INC
-$2.1M
D
DUOLDUOLINGO INC
-$969.8K
P
PCORPROCORE TECHNOLOGIES INC
-$838.4K

Top Holdings

F
FLUTFLUTTER ENTMT PLC
+20.2%$121.6M
G
GEVGE VERNOVA INC
+17.1%$102.8M
N
NVDANVIDIA CORPORATION
+16.8%$101.0M
M
MNDYMONDAY COM LTD
+2.1%$12.8M
D
DDOGDATADOG INC
+1.1%$6.9M

Equity Positions (14)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
FLUTTER ENTMT PLC20.23%$121.6M425,511$285.76$285.76+$121.6M
GE VERNOVA INC17.11%$102.8M194,250$529.15$529.15+$102.8M
NVIDIA CORPORATION16.80%$101.0M638,975$49.52$157.99-$54.9M
MONDAY COM LTD2.13%$12.8M40,691$181.08$314.48+$649.7K
DATADOG INC1.15%$6.9M51,263$100.47$134.33+$1.4M

Industry Allocation

ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+19.0%
SEMICONDUCTORS & RELATED DEVICES
+18.9%
ELECTRIC SERVICES
+15.6%
SERVICES-PREPACKAGED SOFTWARE
+6.8%
RADIO BROADCASTING STATIONS
+0.5%