Greencape Capital Pty Ltd Portfolio Holdings

Q3 2025•3 long positions•$408.1M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Nvidia NVDA	Semiconductors Technology	$199.7M 48.94%	-$64.2M Sold	0.004% 1.1M shares	1.4M → 1.1M −$64.2M	-24.33%	$4.54T Mega Cap	Q4 2017 Held for 7y 11m
2 Zillow Group, Inc. Z	Internet Content & Information Communication Services	$160.9M 39.43%	-$36.4M Sold	0.862% 2.1M shares	2.6M → 2.1M −$36.4M	-18.43%	$18.7B Large Cap	Q4 2021 Held for 3y 11m
3 Flutter Entertainment FLUT	Gambling, Resorts & Casinos Consumer Cyclical	$47.4M 11.62%	-$77.9M Sold	0.105% 186.8K shares	493.6K → 186.8K −$77.9M	-62.16%	$45.0B Large Cap	Q2 2025 Held for 5 months

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Nvidia NVDA	Semiconductors Technology	$199.7M 48.94%	-$64.2M Sold	0.004% 1.1M shares	1.4M → 1.1M −$64.2M	-24.33%	$4.54T Mega Cap	Q4 2017 Held for 7y 11m
2 Zillow Group, Inc. Z	Internet Content & Information Communication Services	$160.9M 39.43%	-$36.4M Sold	0.862% 2.1M shares	2.6M → 2.1M −$36.4M	-18.43%	$18.7B Large Cap	Q4 2021 Held for 3y 11m
3 Flutter Entertainment FLUT	Gambling, Resorts & Casinos Consumer Cyclical	$47.4M 11.62%	-$77.9M Sold	0.105% 186.8K shares	493.6K → 186.8K −$77.9M	-62.16%	$45.0B Large Cap	Q2 2025 Held for 5 months

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