13F HOLDINGS REPORT
Caledonia (Private) Investments Pty Ltd
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003156
Total Value
$4.56B
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZILLOW GROUP INC | Z | 36,394,056 | $1.83B | 40.09% |
| 2 | LIBERTY MEDIA CORP DEL | FWONB | 13,987,478 | $1.05B | 22.96% |
| 3 | ZILLOW GROUP INC | Z | 15,797,294 | $777.2M | 17.03% |
| 4 | LIGHT & WONDER INC | LAWIL | 4,302,946 | $295.9M | 6.48% |
| 5 | WARNER MUSIC GROUP CORP | WMG | 6,025,681 | $157.2M | 3.45% |
| 6 | GENIUS SPORTS LIMITED | GENI | 20,526,210 | $127.1M | 2.78% |
| 7 | UDEMY INC | UDMY | 9,838,021 | $105.6M | 2.31% |
| 8 | COURSERA INC | COUR | 7,618,749 | $99.2M | 2.17% |
| 9 | ROCKET COS INC | 77311W101 | 4,861,650 | $43.6M | 0.95% |
| 10 | TRUECAR INC | 89785L107 | 18,365,289 | $41.5M | 0.91% |
| 11 | AMERICAN WELL CORP | AMWL | 17,355,782 | $36.4M | 0.80% |
| 12 | F45 TRAINING HLDGS INC | 30322L101 | 4,770,000 | $2.4M | 0.05% |