13F HOLDINGS REPORT
Caledonia (Private) Investments Pty Ltd
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003486
Total Value
$6.29B
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 7,606,737 | $2.17B | 34.56% |
| 2 | ZILLOW GROUP INC | Z | 29,017,640 | $2.03B | 32.32% |
| 3 | ZILLOW GROUP INC | Z | 12,346,225 | $845.6M | 13.44% |
| 4 | CAMECO CORP | CCJ | 5,599,898 | $415.7M | 6.61% |
| 5 | ROYALTY PHARMA PLC | RPRX | 6,444,729 | $232.2M | 3.69% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 1,680,337 | $175.6M | 2.79% |
| 7 | MR COOPER GROUP INC | 62482R107 | 592,151 | $88.4M | 1.40% |
| 8 | UDEMY INC | UDMY | 11,155,442 | $78.4M | 1.25% |
| 9 | LIGHT & WONDER INC | LAWIL | 706,791 | $68.0M | 1.08% |
| 10 | COURSERA INC | COUR | 7,377,828 | $64.6M | 1.03% |
| 11 | APPFOLIO INC | APPF | 238,880 | $55.0M | 0.87% |
| 12 | TRUECAR INC | 89785L107 | 17,758,146 | $33.7M | 0.54% |
| 13 | CME GROUP INC | CME | 66,160 | $18.2M | 0.29% |
| 14 | AMERICAN WELL CORP | AMWL | 808,758 | $7.2M | 0.11% |
| 15 | WELLS FARGO CO NEW | 949746101 | 3,198 | $256,224 | 0.00% |