Caledonia (Private) Investments Pty Ltd
Top Portfolio Positions
14 positions ·
$2,819,037,898 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ZG |
Zillow Group, Inc.
Communication Services
|
22,741,086 | $941,253,548 | 33.39% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
8,529,573 | $869,589,967 | 30.85% | |
| CCJ |
Cameco Corp
Energy
|
3,395,095 | $368,741,267 | 13.08% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
7,168,399 | $343,868,100 | 12.20% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
576,642 | $87,943,671 | 3.12% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
11,459,174 | $66,692,392 | 2.37% | |
| UDMY |
Udemy, Inc.
Consumer Defensive
|
13,668,374 | $63,147,887 | 2.24% | |
| APPF |
Appfolio Inc
Technology
|
328,277 | $51,808,676 | 1.84% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
1,034,131 | $14,736,366 | 0.52% | |
| CME |
Cme Group Inc.
Financial Services
|
18,744 | $5,536,040 | 0.20% |
Portfolio Trend
25 quarters · across all stocks
Holdings in APPF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,808,676 | 328,277 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $77,387,532 | 332,635 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $62,857,647 | 228,026 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $55,009,286 | 238,880 | Shares | Defined | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||