Filed: 2/14/2025ACC: 0001172661-25-001132
📋 What this filing means
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $7.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$7.49B
Total AUM (reported)
126.49M
Total Shares
Allocation by class
SHS$2.81B37.5%
CL C CAP STK$2.65B35.4%
CL A$1.01B13.5%
COM$481.80M6.4%
COM LBTY ONE S C$269.98M3.6%
SHARES CL A$158.87M2.1%
COM CL A$99.39M1.3%
Portfolio Concentration
Top 3$6.48B86.4%
4–10$994.46M13.3%
11–25$21.69M0.3%
Top 3 weight
86.4%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 126.49M
Sole
Full voting authority
126.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other13
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
FLUTTER ENTMT PLC
DFNDShares10.88M
TypeSH
Market value$2.81B
37.53%
Sole
10.88M
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares35.82M
TypeSH
Market value$2.65B
35.40%
Sole
35.82M
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares14.29M
TypeSH
Market value$1.01B
13.51%
Sole
14.29M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares2.91M
TypeSH
Market value$269.98M
3.60%
Sole
2.91M
Shared
0.00
None
0.00
LIGHT & WONDER INC
DFNDShares2.74M
TypeSH
Market value$236.44M
3.16%
Sole
2.74M
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares18.37M
TypeSH
Market value$158.87M
2.12%
Sole
18.37M
Shared
0.00
None
0.00
WARNER MUSIC GROUP CORP
DFNDShares3.21M
TypeSH
Market value$99.39M
1.33%
Sole
3.21M
Shared
0.00
None
0.00
UDEMY INC
DFNDShares11.58M
TypeSH
Market value$95.26M
1.27%
Sole
11.58M
Shared
0.00
None
0.00
COURSERA INC
DFNDShares8.03M
TypeSH
Market value$68.26M
0.91%
Sole
8.03M
Shared
0.00
None
0.00
TRUECAR INC
DFNDShares17.76M
TypeSH
Market value$66.24M
0.88%
Sole
17.76M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares66.16K
TypeSH
Market value$15.36M
0.21%
Sole
66.16K
Shared
0.00
None
0.00
AMERICAN WELL CORP
DFNDShares841.34K
TypeSH
Market value$6.10M
0.08%
Sole
841.34K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
DFNDShares3.20K
TypeSH
Market value$224.6K
<0.01%
Sole
3.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLUTTER ENTMT PLCDFND | SHS | 10.88M | SH | $2.81B 37.53% | 10.88M | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL C CAP STK | 35.82M | SH | $2.65B 35.40% | 35.82M | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 14.29M | SH | $1.01B 13.51% | 14.29M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 2.91M | SH | $269.98M 3.60% | 2.91M | 0.00 | 0.00 |
LIGHT & WONDER INCDFND | COM | 2.74M | SH | $236.44M 3.16% | 2.74M | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 18.37M | SH | $158.87M 2.12% | 18.37M | 0.00 | 0.00 |
WARNER MUSIC GROUP CORPDFND | COM CL A | 3.21M | SH | $99.39M 1.33% | 3.21M | 0.00 | 0.00 |
UDEMY INCDFND | COM | 11.58M | SH | $95.26M 1.27% | 11.58M | 0.00 | 0.00 |
COURSERA INCDFND | COM | 8.03M | SH | $68.26M 0.91% | 8.03M | 0.00 | 0.00 |
TRUECAR INCDFND | COM | 17.76M | SH | $66.24M 0.88% | 17.76M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 66.16K | SH | $15.36M 0.21% | 66.16K | 0.00 | 0.00 |
AMERICAN WELL CORPDFND | COM CL A NEW | 841.34K | SH | $6.10M 0.08% | 841.34K | 0.00 | 0.00 |
WELLS FARGO CO NEWDFND | COM | 3.20K | SH | $224.6K <0.01% | 3.20K | 0.00 | 0.00 |