13F HOLDINGS REPORT
Caledonia (Private) Investments Pty Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005058
Total Value
$6.15B
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZILLOW GROUP INC | Z | 26,566,269 | $2.05B | 33.27% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 6,927,005 | $1.76B | 28.59% |
| 3 | ZILLOW GROUP INC | Z | 11,603,278 | $863.7M | 14.04% |
| 4 | CAMECO CORP | CCJ | 5,521,756 | $463.1M | 7.53% |
| 5 | ROYALTY PHARMA PLC | RPRX | 7,547,609 | $266.3M | 4.33% |
| 6 | LIBERTY MEDIA CORP DEL | FWONB | 1,654,766 | $172.8M | 2.81% |
| 7 | LIGHT & WONDER INC | LAWIL | 1,915,804 | $160.8M | 2.61% |
| 8 | COURSERA INC | COUR | 9,313,631 | $109.1M | 1.77% |
| 9 | UDEMY INC | UDMY | 13,958,917 | $97.9M | 1.59% |
| 10 | MR COOPER GROUP INC | 62482R107 | 452,188 | $95.3M | 1.55% |
| 11 | APPFOLIO INC | APPF | 228,026 | $62.9M | 1.02% |
| 12 | TRUECAR INC | 89785L107 | 17,758,146 | $32.7M | 0.53% |
| 13 | CME GROUP INC | CME | 66,160 | $17.9M | 0.29% |
| 14 | AMERICAN WELL CORP | AMWL | 640,000 | $3.9M | 0.06% |
| 15 | WELLS FARGO CO NEW | 949746101 | 3,198 | $268,056 | 0.00% |
| 16 | BWX TECHNOLOGIES INC | BWXT | 1,371 | $252,771 | 0.00% |