Q3 2025 · 13F-HR
Caledonia (Private) Investments Pty Ltdholdings as filed
Filed 2025-11-14 · accession 0001172661-25-005058
$6.15B
Reported value
16
Positions
2025-09-30
Period end
The Brief · Caledonia (Private) Investments Pty Ltd · Q3 2025
AI · grounded in 13F
Caledonia (Private) Investments Pty Ltd increased its position in LNWO by 171.06%. The fund also accumulated shares in COUR by 26.24% and 7WH by 25.13%. Conversely, the fund trimmed its holding in AMWL by 20.87%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98954M200 | Z | ZILLOW GROUP INC | $2.05B | 33.3% | 26,566,269 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $1.76B | 28.6% | 6,927,005 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $863.7M | 14.0% | 11,603,278 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $463.1M | 7.53% | 5,521,756 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $266.3M | 4.33% | 7,547,609 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $172.8M | 2.81% | 1,654,766 | Common | SOLE |
| 80874P109 | LNWO | LIGHT & WONDER INC | $160.8M | 2.61% | 1,915,804 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $109.1M | 1.77% | 9,313,631 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $97.9M | 1.59% | 13,958,917 | Common | SOLE |
| 62482R107 | 07WA | MR COOPER GROUP INC | $95.3M | 1.55% | 452,188 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $62.9M | 1.02% | 228,026 | Common | SOLE |
| 89785L107 | 5TC | TRUECAR INC | $32.7M | 0.53% | 17,758,146 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $17.9M | 0.29% | 66,160 | Common | SOLE |
| 03044L204 | AMWL | AMERICAN WELL CORP | $3.9M | 0.06% | 640,000 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $268,056 | 0.00% | 3,198 | Common | SOLE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $252,771 | 0.00% | 1,371 | 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.