Holders — by stockHoldings — by fund
Caledonia (Private) Investments Pty Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001352924
$2.93B
disclosed book value
17
positions
28.2%
largest position share
Positions, as of 2026-06-30
top 17 of 17 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FLUTFLUTTER ENTMT PLC | 8.1M | $825.5M | 28.2% |
| 2 | ZZILLOW GROUP INC | 24.1M | $759.7M | 25.9% |
| 3 | ZGZILLOW GROUP INC | 11.3M | $355.4M | 12.1% |
| 4 | RPRXROYALTY PHARMA PLC | 5.8M | $323.9M | 11.1% |
| 5 | CCJCAMECO CORP | 2.9M | $294.3M | 10% |
| 6 | COURCOURSERA INC | 20.4M | $114.9M | 3.9% |
| 7 | LYVLIVE NATION ENTERTAINMENT IN | 585,442 | $107.2M | 3.7% |
| 8 | APPFAPPFOLIO INC | 290,462 | $46.6M | 1.6% |
| 9 | RKTROCKET COS INC | 2.9M | $46.0M | 1.6% |
| 10 | RIGTRANSOCEAN LTD | 5.6M | $27.3M | 0.9% |
| 11 | FWONKLIBERTY MEDIA CORP DEL | 209,804 | $20.0M | 0.7% |
| 12 | CMECME GROUP INC | 18,744 | $4.1M | 0.1% |
| 13 | GENIGENIUS SPORTS LIMITED | 476,875 | $2.9M | 0.1% |
| 14 | JHXJAMES HARDIE INDS PLC | 33,790 | $884,622 | 0% |
| 15 | XOMEXXON MOBIL CORP | 2,199 | $300,647 | 0% |
| 16 | WFCWELLS FARGO & CO | 3,198 | $264,283 | 0% |
| 17 | BTSGBRIGHTSPRING HEALTH SVCS INC | 3,092 | $215,636 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.