Caledonia (Private) Investments Pty Ltd — 13F Holdings & Portfolio
CIK 1352924 · latest 13F-HR filed 2026-05-15
Caledonia (Private) Investments Pty Ltd manages $3.44B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are Z (31.17%), FLUT (25.30%), ZG (13.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 3, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.44B
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −2 / ↑3 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ROYALTY PHARMA PLC$58.8M +20.6%
- ROCKET COS INC$2.0M +15.5%
- CME GROUP INC$417.4K +8.2%
Top Trims
- ZILLOW GROUP INC-$708.0M -39.8%
- FLUTTER ENTMT PLC-$676.9M -43.8%
- ZILLOW GROUP INC-$306.3M -39.4%
- CAMECO CORP-$128.2M -25.8%
- APPFOLIO INC-$25.6M -33.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ZILLOW GROUP INC | Z | 98954M200 | $1.07B | 31.17% | 25,894,393 | SH |
| 2 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $869.6M | 25.30% | 8,529,573 | SH |
| 3 | ZILLOW GROUP INC | ZG | 98954M101 | $470.6M | 13.69% | 11,370,543 | SH |
| 4 | CAMECO CORP | CCJ | 13321L108 | $368.7M | 10.73% | 3,395,095 | SH |
| 5 | ROYALTY PHARMA PLC | RPRX | G7709Q104 | $343.9M | 10.00% | 7,168,399 | SH |
| 6 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $87.9M | 2.56% | 576,642 | SH |
| 7 | COURSERA INC | COUR | 22266M104 | $66.7M | 1.94% | 11,459,174 | SH |
| 8 | UDEMY INC | UDMY | 902685106 | $63.1M | 1.84% | 13,668,374 | SH |
| 9 | APPFOLIO INC | APPF | 03783C100 | $51.8M | 1.51% | 328,277 | SH |
| 10 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $17.8M | 0.52% | 209,804 | SH |
| 11 | ROCKET COS INC | RKT | 77311W101 | $14.7M | 0.43% | 1,034,131 | SH |
| 12 | CME GROUP INC | CME | 12572Q105 | $5.5M | 0.16% | 18,744 | SH |
| 13 | JAMES HARDIE INDS PLC | JHX | G4253H101 | $3.0M | 0.09% | 157,326 | SH |
| 14 | GENIUS SPORTS LIMITED | GENI | G3934V109 | $2.1M | 0.06% | 476,875 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $373.1K | 0.01% | 2,199 | SH |
| 16 | WELLS FARGO & CO | WFC | 949746101 | $254.6K | 0.01% | 3,198 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.44B | 16 | 0001172661-26-002130 |
| 2025-12-31 | 2026-02-17 | $5.22B | 16 | 0001172661-26-001048 |
| 2025-09-30 | 2025-11-14 | $6.15B | 16 | 0001172661-25-005058 |