Caledonia (Private) Investments Pty Ltd 13F holdings
Caledonia (Private) Investments Pty Ltd reported 16 positions with a total reported value of $2.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ZG ZILLOW GROUP INC (38.1%), FLUTTER ENTMT PLC (28.2%), RPRX ROYALTY PHARMA PLC (11.1%), CCJ CAMECO CORP (10.0%), COUR COURSERA INC (3.9%). Against 2026-03-31 it opened 2 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
16 largest of 16 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ZG ZILLOW GROUP INC | 35,431,257 | $1.1B | 38.1% |
| FLUTTER ENTMT PLC | 8,079,486 | $825.5M | 28.2% |
| RPRX ROYALTY PHARMA PLC | 5,775,851 | $323.9M | 11.1% |
| CCJ CAMECO CORP | 2,889,643 | $294.3M | 10.0% |
| COUR COURSERA INC | 20,375,448 | $114.9M | 3.9% |
| LYV LIVE NATION ENTERTAINMENT IN | 585,442 | $107.2M | 3.7% |
| APPF APPFOLIO INC | 290,462 | $46.6M | 1.6% |
| ROCKET COS INC | 2,921,124 | $46.0M | 1.6% |
| RIG TRANSOCEAN LTD | 5,582,594 | $27.3M | 0.9% |
| FWONA LIBERTY MEDIA CORP DEL | 209,804 | $20.0M | 0.7% |
| CME CME GROUP INC | 18,744 | $4.1M | 0.1% |
| GENI GENIUS SPORTS LIMITED | 476,875 | $2.9M | <0.1% |
| JHX JAMES HARDIE INDS PLC | 33,790 | $884.6K | <0.1% |
| XOM EXXON MOBIL CORP | 2,199 | $300.6K | <0.1% |
| WFC WELLS FARGO & CO | 3,198 | $264.3K | <0.1% |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 3,092 | $215.6K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| UDEMY INC | 13,668,374 | $63.1M | 1.8% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| COUR COURSERA INC | 11,459,174 | 20,375,448 | +77.8% | $114.9M |
| ROCKET COS INC | 1,034,131 | 2,921,124 | +182.5% | $46.0M |
| LYV LIVE NATION ENTERTAINMENT IN | 576,642 | 585,442 | +1.5% | $107.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RPRX ROYALTY PHARMA PLC | 7,168,399 | 5,775,851 | -19.4% | $323.9M |
| ZG ZILLOW GROUP INC | 37,264,936 | 35,431,257 | -4.9% | $1.1B |
| CCJ CAMECO CORP | 3,395,095 | 2,889,643 | -14.9% | $294.3M |
| FLUTTER ENTMT PLC | 8,529,573 | 8,079,486 | -5.3% | $825.5M |
| APPF APPFOLIO INC | 328,277 | 290,462 | -11.5% | $46.6M |
| JHX JAMES HARDIE INDS PLC | 157,326 | 33,790 | -78.5% | $884.6K |
CIK 1352924 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
