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

#1,267 / 8,798 ▼ 285 · as of Jun 2026

Top Industry

Internet Content & Information 38.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 59d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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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

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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
—		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	-1,833,679	$1,115,093,975	−27.7%	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.