Caledonia (Private) Investments Pty Ltd

CIK

1352924

Location

Sydney Nsw, C3

Portfolio Value

Mid $2,929,421,075

Diversification

Highly concentrated

Reports for

Caledonia US, LP

Filing Date

Global Rank

#1,051 / 8,650 ▼ 176

Top Industry

Internet Content & Information 38.2%

3Y Alpha vs SPY

-31.2%

Period ended 53 days ago

Filed Aug 14, 2026 · 8d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-20.6%

SPY

+74.8%

Annualised alpha

-27.8%

Max drawdown

−56.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

38.1%

−7.6 pts

Top 5

91.3%

−3.9 pts

Top 10

99.7%

−0.1 pts

HHI

2,501

Highly concentrated−488

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	42.5%	$1,245,144,873	4
Consumer Cyclical	28.2%	$825,481,084	1
Healthcare	11.1%	$324,067,601	2
Energy	11.0%	$321,938,566	3
Consumer Defensive	3.9%	$114,917,526	1
Financial Services	1.7%	$50,411,222	3
Technology	1.6%	$46,575,581	1
Basic Materials	0.0%	$884,622	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
COUR	Coursera, Inc.	+8,916,274	20,375,448	$114,917,526
RKT	Rocket Companies, Inc.	+1,886,993	2,921,124	$46,007,703
LYV	Live Nation Entertainment, Inc.	+8,800	585,442	$107,200,284
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
ZG	Zillow Group, Inc.	−1,833,679	35,431,257	$1,115,093,975
RPRX	Royalty Pharma plc	−1,392,548	5,775,851	$323,851,965
CCJ	Cameco Corp	−505,452	2,889,643	$294,339,035
FLUT	Flutter Entertainment plc	−450,087	8,079,486	$825,481,084
JHX	James Hardie Industries plc	−123,536	33,790	$884,622
APPF	Appfolio Inc	−37,815	290,462	$46,575,581
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
RIG	Transocean Ltd.	5,582,594	$27,298,884
BTSG	BrightSpring Health Services, Inc.	3,092	$215,636
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UDMY	Udemy, Inc.	13,668,374	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 tracked positions · $2,929,421,075 total · filing declares 17 positions · $2,929,421,086 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ZG	Zillow Group, Inc. Communication Services	Reduced	35,431,257	-13,204,222	$1,115,093,975	−44.6%	38.07%
FLUT	Flutter Entertainment plc Consumer Cyclical	Reduced	8,079,486	-450,087	$825,481,084	−5.1%	28.18%
RPRX	Royalty Pharma plc Healthcare	Reduced	5,775,851	-1,392,548	$323,851,965	−5.8%	11.06%
CCJ	Cameco Corp Energy	Reduced	2,889,643	-505,452	$294,339,035	−20.2%	10.05%
COUR	Coursera, Inc. Consumer Defensive	Added	20,375,448	+8,916,274	$114,917,526	+72.3%	3.92%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	585,442	+8,800	$107,200,284	+21.9%	3.66%
APPF	Appfolio Inc Technology	Reduced	290,462	-37,815	$46,575,581	−10.1%	1.59%
RKT	Rocket Companies, Inc. Financial Services	Added	2,921,124	+1,886,993	$46,007,703	+212.2%	1.57%
RIG	Transocean Ltd. Energy	NEW	5,582,594	NEW	$27,298,884	NEW	0.93%
FWONA	Liberty Media Corp Communication Services	Held	209,804	0	$19,960,752	+11.9%	0.68%
CME	Cme Group Inc. Financial Services	Held	18,744	0	$4,139,237	−25.2%	0.14%
GENI	Genius Sports Ltd Communication Services	Held	476,875	0	$2,889,862	+36.8%	0.10%
JHX	James Hardie Industries plc Basic Materials	Reduced	33,790	-123,536	$884,622	−70.3%	0.03%
XOM	ExxonMobil Holdings Corp Energy	Held	2,199	0	$300,647	−19.4%	0.01%
WFC	Wells Fargo & Company/Mn Financial Services	Held	3,198	0	$264,282	+3.8%	0.01%
BTSG	BrightSpring Health Services, Inc. Healthcare	NEW	3,092	NEW	$215,636	NEW	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.