13F HOLDINGS REPORT
Caledonia (Private) Investments Pty Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002287
Total Value
$4.47B
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZILLOW GROUP INC | Z | 36,394,056 | $1.62B | 36.22% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 14,090,871 | $1.05B | 23.60% |
| 3 | ZILLOW GROUP INC | Z | 15,797,294 | $690.3M | 15.45% |
| 4 | LIGHT & WONDER INC | LAWIL | 8,300,234 | $498.4M | 11.16% |
| 5 | WARNER MUSIC GROUP CORP | WMG | 5,458,362 | $182.1M | 4.08% |
| 6 | GENIUS SPORTS LIMITED | GENI | 18,559,335 | $92.4M | 2.07% |
| 7 | COURSERA INC | COUR | 7,513,460 | $86.6M | 1.94% |
| 8 | UDEMY INC | UDMY | 8,593,140 | $75.9M | 1.70% |
| 9 | ROCKET COS INC | 77311W101 | 5,303,070 | $48.0M | 1.08% |
| 10 | TRUECAR INC | 89785L107 | 18,365,289 | $42.2M | 0.95% |
| 11 | AMERICAN WELL CORP | AMWL | 17,330,824 | $40.9M | 0.92% |
| 12 | RESERVOIR MEDIA INC | RSVRW | 3,260,000 | $21.3M | 0.48% |
| 13 | SCIPLAY CORPORATION | 809087109 | 565,506 | $9.6M | 0.21% |
| 14 | F45 TRAINING HLDGS INC | 30322L101 | 6,340,000 | $7.4M | 0.16% |