13F HOLDINGS REPORT
Consolidated Press International Holdings Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049112
Total Value
$547.9M
Positions
16
Other Managers
3
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,666,477 | $276.6M | 50.49% |
| 2 | NVIDIA CORPORATION | NVDA | 1,438,022 | $155.9M | 28.44% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 183,200 | $30.4M | 5.55% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 176,600 | $29.3M | 5.35% |
| 5 | MONDAY COM LTD | MNDY | 49,954 | $12.1M | 2.22% |
| 6 | BLOCK INC | BSQKZ | 107,210 | $5.8M | 1.06% |
| 7 | DUOLINGO INC | DUOL | 18,340 | $5.7M | 1.04% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 10,137 | $5.6M | 1.02% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 84,041 | $5.5M | 1.01% |
| 10 | DATADOG INC | DDOG | 55,571 | $5.5M | 1.01% |
| 11 | SNOWFLAKE INC | SNOW | 34,968 | $5.1M | 0.93% |
| 12 | SHOPIFY INC | SHOP | 34,654 | $3.3M | 0.60% |
| 13 | CLOUDFLARE INC | NET | 22,157 | $2.5M | 0.46% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 6,007 | $2.1M | 0.39% |
| 15 | MORNINGSTAR INC | MORN | 4,100 | $1.2M | 0.22% |
| 16 | MEDPACE HLDS INC | MEDP | 3,700 | $1.1M | 0.21% |