Q2 2025 · 13F-HR
Caledonia (Private) Investments Pty Ltdholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003486
$6.29B
Reported value
15
Positions
2025-06-30
Period end
The Brief · Caledonia (Private) Investments Pty Ltd · Q2 2025
AI · grounded in 13F
Caledonia (Private) Investments Pty Ltd established a new position in FLUTTER ENTMT PLC valued at $2.17B. The fund also initiated new stakes in Zillow Group Inc via Z for $2.03B and ZG for $845.59M. Additional new positions include CCJ at $415.68M and ROYALTY PHARMA PLC at $232.20M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $2.17B | 34.6% | 7,606,737 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $2.03B | 32.3% | 29,017,640 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $845.6M | 13.4% | 12,346,225 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $415.7M | 6.61% | 5,599,898 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $232.2M | 3.69% | 6,444,729 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $175.6M | 2.79% | 1,680,337 | Common | SOLE |
| 62482R107 | 07WA | MR COOPER GROUP INC | $88.4M | 1.40% | 592,151 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $78.4M | 1.25% | 11,155,442 | Common | SOLE |
| 80874P109 | LNWO | LIGHT & WONDER INC | $68.0M | 1.08% | 706,791 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $64.6M | 1.03% | 7,377,828 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $55.0M | 0.87% | 238,880 | Common | SOLE |
| 89785L107 | 5TC | TRUECAR INC | $33.7M | 0.54% | 17,758,146 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $18.2M | 0.29% | 66,160 | Common | SOLE |
| 03044L204 | AMWL | AMERICAN WELL CORP | $7.2M | 0.11% | 808,758 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $256,224 | 0.00% | 3,198 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.