Filed: 8/14/2025ACC: 0001172661-25-003486
📋 What this filing means
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $6.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$6.29B
Total AUM (reported)
101.40M
Total Shares
Allocation by class
SHS$2.17B34.6%
CL C CAP STK$2.03B32.3%
CL A$845.59M13.4%
COM$767.36M12.2%
SHS CLASS A$232.20M3.7%
COM LBTY ONE S C$175.60M2.8%
COM CL A$55.01M0.9%
Portfolio Concentration
Top 3$5.05B80.3%
4–10$1.12B17.9%
11–25$114.43M1.8%
Top 3 weight
80.3%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 101.40M
Sole
Full voting authority
101.40M
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
Other15
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
FLUTTER ENTMT PLC
DFNDShares7.61M
TypeSH
Market value$2.17B
34.56%
Sole
7.61M
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares29.02M
TypeSH
Market value$2.03B
32.32%
Sole
29.02M
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares12.35M
TypeSH
Market value$845.59M
13.44%
Sole
12.35M
Shared
0.00
None
0.00
CAMECO CORP
DFNDShares5.60M
TypeSH
Market value$415.68M
6.61%
Sole
5.60M
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
DFNDShares6.44M
TypeSH
Market value$232.20M
3.69%
Sole
6.44M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares1.68M
TypeSH
Market value$175.60M
2.79%
Sole
1.68M
Shared
0.00
None
0.00
MR COOPER GROUP INC
DFNDShares592.15K
TypeSH
Market value$88.35M
1.40%
Sole
592.15K
Shared
0.00
None
0.00
UDEMY INC
DFNDShares11.16M
TypeSH
Market value$78.42M
1.25%
Sole
11.16M
Shared
0.00
None
0.00
LIGHT & WONDER INC
DFNDShares706.79K
TypeSH
Market value$68.04M
1.08%
Sole
706.79K
Shared
0.00
None
0.00
COURSERA INC
DFNDShares7.38M
TypeSH
Market value$64.63M
1.03%
Sole
7.38M
Shared
0.00
None
0.00
APPFOLIO INC
DFNDShares238.88K
TypeSH
Market value$55.01M
0.87%
Sole
238.88K
Shared
0.00
None
0.00
TRUECAR INC
DFNDShares17.76M
TypeSH
Market value$33.74M
0.54%
Sole
17.76M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares66.16K
TypeSH
Market value$18.24M
0.29%
Sole
66.16K
Shared
0.00
None
0.00
AMERICAN WELL CORP
DFNDShares808.76K
TypeSH
Market value$7.19M
0.11%
Sole
808.76K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
DFNDShares3.20K
TypeSH
Market value$256.2K
<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 | 7.61M | SH | $2.17B 34.56% | 7.61M | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL C CAP STK | 29.02M | SH | $2.03B 32.32% | 29.02M | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 12.35M | SH | $845.59M 13.44% | 12.35M | 0.00 | 0.00 |
CAMECO CORPDFND | COM | 5.60M | SH | $415.68M 6.61% | 5.60M | 0.00 | 0.00 |
ROYALTY PHARMA PLCDFND | SHS CLASS A | 6.44M | SH | $232.20M 3.69% | 6.44M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 1.68M | SH | $175.60M 2.79% | 1.68M | 0.00 | 0.00 |
MR COOPER GROUP INCDFND | COM | 592.15K | SH | $88.35M 1.40% | 592.15K | 0.00 | 0.00 |
UDEMY INCDFND | COM | 11.16M | SH | $78.42M 1.25% | 11.16M | 0.00 | 0.00 |
LIGHT & WONDER INCDFND | COM | 706.79K | SH | $68.04M 1.08% | 706.79K | 0.00 | 0.00 |
COURSERA INCDFND | COM | 7.38M | SH | $64.63M 1.03% | 7.38M | 0.00 | 0.00 |
APPFOLIO INCDFND | COM CL A | 238.88K | SH | $55.01M 0.87% | 238.88K | 0.00 | 0.00 |
TRUECAR INCDFND | COM | 17.76M | SH | $33.74M 0.54% | 17.76M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 66.16K | SH | $18.24M 0.29% | 66.16K | 0.00 | 0.00 |
AMERICAN WELL CORPDFND | COM CL A NEW | 808.76K | SH | $7.19M 0.11% | 808.76K | 0.00 | 0.00 |
WELLS FARGO CO NEWDFND | COM | 3.20K | SH | $256.2K <0.01% | 3.20K | 0.00 | 0.00 |