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Greencape Capital Pty Ltd
Greencape Capital Pty Ltd is an institution, managing $408.1M across 3 long positions as of Q3 2025 with 49% Technology concentration, with only 3 positions, 49% allocation to NVDA, and 49% technology allocation.
- Portfolio Value
- $408.1M
- Positions
- 3
- Top Holding
- NVDA at 48.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Greencape Capital Pty Ltd's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $199.7M | 48.94% | -$64.2M Sold | 0.00% 1.1M shares | |
Internet Content & Information Communication Services | $160.9M | 39.43% | -$36.4M Sold | 0.86% 2.1M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $47.4M | 11.62% | -$77.9M Sold | 0.11% 186.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Greencape Capital Pty Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
-62.16% | |
-24.33% | |
-18.43% |
Analytics
Portfolio insights and performance metrics for Greencape Capital Pty Ltd
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