Caledonia (Private) Investments Pty Ltd
CIK
1352924
Location
Sydney Nsw, C3
Portfolio Value
Mid
$2,348,411,124
Diversification
Moderately concentrated
Filing Date
Global Rank
#1,094
/ 8,607
▼ 217
· as of Mar 2026
Top Industry
Gambling
37.0%
3Y Alpha vs SPY
-25.6%
Period ended 3 months ago
Filed May 15, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-20.6%
SPY
+76.7%
Annualised alpha
-28.3%
Max drawdown
−51.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.0%
−8.8 pts
Top 5
91.2%
−3.4 pts
Top 10
99.8%
−0.1 pts
HHI
2,268
Moderately concentrated−663
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 37.0% | $869,589,967 |
| Communication Services | 23.9% | $560,683,001 |
| Energy | 15.7% | $369,114,349 |
| Healthcare | 14.6% | $343,868,100 |
| Consumer Defensive | 5.5% | $129,840,279 |
| Technology | 2.2% | $51,808,676 |
| Financial Services | 0.9% | $20,526,998 |
| Basic Materials | 0.1% | $2,979,754 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
3 positions
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CCJ | Cameco Corp | −2,036,201 | 3,395,095 | $368,741,267 | |
| COUR | Coursera, Inc. | −593,496 | 11,459,174 | $66,692,392 | |
| RPRX | Royalty Pharma plc | −208,639 | 7,168,399 | $343,868,100 | |
| ZG | Zillow Group, Inc. | −16,322 | 11,370,543 | $470,626,774 | |
| APPF | Appfolio Inc | −4,358 | 328,277 | $51,808,676 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | 1,371 | $236,963 | |
| No positions match the current search. | ||||
14 positions ·
$2,348,411,124 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
Added | 8,529,573 | $869,589,967 | 37.03% | |
| ZG |
Zillow Group, Inc.
Communication Services
|
Reduced | 11,370,543 | $470,626,774 | 20.04% | |
| CCJ |
Cameco Corp
Energy
|
Reduced | 3,395,095 | $368,741,267 | 15.70% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
Reduced | 7,168,399 | $343,868,100 | 14.64% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
NEW | 576,642 | $87,943,671 | 3.74% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
Reduced | 11,459,174 | $66,692,392 | 2.84% | |
| UDMY |
Udemy, Inc.
Consumer Defensive
|
Added | 13,668,374 | $63,147,887 | 2.69% | |
| APPF |
Appfolio Inc
Technology
|
Reduced | 328,277 | $51,808,676 | 2.21% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Added | 1,034,131 | $14,736,366 | 0.63% | |
| CME |
Cme Group Inc.
Financial Services
|
Held | 18,744 | $5,536,040 | 0.24% | |
| JHX |
James Hardie Industries plc
Basic Materials
|
Held | 157,326 | $2,979,754 | 0.13% | |
| GENI |
Genius Sports Ltd
Communication Services
|
Held | 476,875 | $2,112,556 | 0.09% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 2,199 | $373,082 | 0.02% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 3,198 | $254,592 | 0.01% |