Caledonia (Private) Investments Pty Ltd Portfolio Stock Holdings

Caledonia (Private) Investments Pty Ltd disclosed 16 stock positions valued at approximately $3.4 billion in its latest SEC 13F filing. The largest holdings include ZILLOW GROUP INC, FLUTTER ENTMT PLC, and ZILLOW GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
16
Portfolio Value
$3.4B
Holdings by Sector
Caledonia (Private) Investments Pty Ltd Portfolio Holdings in Q1 2026

14 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ZILLOW GROUP INCZCommunication Services31.17%25,894,393-190,000-0.73%$1,071,509,982
FLUTTER ENTMT PLCFLUTOther25.30%8,529,573+1,337,712+18.60%$869,589,967
ZILLOW GROUP INCZGCommunication Services13.69%11,370,543-16,322-0.14%$470,626,775
CAMECO CORPCCJEnergy10.73%3,395,095-2,036,201-37.49%$368,741,268
ROYALTY PHARMA PLCRPRXOther10.00%7,168,399-208,639-2.83%$343,868,100
LIVE NATION ENTERTAINMENT INLYVCommunication Services2.56%576,642+576,642+100.00%$87,943,671
COURSERA INCCOURConsumer Defensive1.94%11,459,174-593,496-4.92%$66,692,393
UDEMY INCUDMYConsumer Defensive1.84%13,668,374+203,134+1.51%$63,147,888
APPFOLIO INCAPPFTechnology1.51%328,277-4,358-1.31%$51,808,676
LIBERTY MEDIA CORP DELFWONKCommunication Services0.52%209,804--$17,837,536
ROCKET COS INCRKTFinancial Services0.43%1,034,131+375,000+56.89%$14,736,367
CME GROUP INCCMEFinancial Services0.16%18,744--$5,536,040
EXXON MOBIL CORPXOMEnergy0.01%2,199+2,199+100.00%$373,082
WELLS FARGO & COWFCFinancial Services0.01%3,198--$254,593