Filed: 11/14/2025ACC: 0001172661-25-005058
📋 What this filing means
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $6.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$6.15B
Total AUM (reported)
104.16M
Total Shares
Allocation by class
CL C CAP STK$2.05B33.3%
SHS$1.76B28.6%
COM$977.17M15.9%
CL A$863.75M14.0%
SHS CLASS A$266.28M4.3%
COM LBTY ONE S C$172.84M2.8%
COM CL A$62.86M1.0%
Portfolio Concentration
Top 3$4.67B75.9%
4–10$1.37B22.2%
11–25$117.87M1.9%
Top 3 weight
75.9%
Top 10 weight
98.1%
Voting Authority Distribution
Total shares with voting rights: 104.16M
Sole
Full voting authority
104.16M
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
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
ZILLOW GROUP INC
DFNDShares26.57M
TypeSH
Market value$2.05B
33.27%
Sole
26.57M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares6.93M
TypeSH
Market value$1.76B
28.59%
Sole
6.93M
Shared
0.00
None
0.00
ZILLOW GROUP INC
DFNDShares11.60M
TypeSH
Market value$863.75M
14.04%
Sole
11.60M
Shared
0.00
None
0.00
CAMECO CORP
DFNDShares5.52M
TypeSH
Market value$463.05M
7.53%
Sole
5.52M
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
DFNDShares7.55M
TypeSH
Market value$266.28M
4.33%
Sole
7.55M
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
DFNDShares1.65M
TypeSH
Market value$172.84M
2.81%
Sole
1.65M
Shared
0.00
None
0.00
LIGHT & WONDER INC
DFNDShares1.92M
TypeSH
Market value$160.81M
2.61%
Sole
1.92M
Shared
0.00
None
0.00
COURSERA INC
DFNDShares9.31M
TypeSH
Market value$109.06M
1.77%
Sole
9.31M
Shared
0.00
None
0.00
UDEMY INC
DFNDShares13.96M
TypeSH
Market value$97.85M
1.59%
Sole
13.96M
Shared
0.00
None
0.00
MR COOPER GROUP INC
DFNDShares452.19K
TypeSH
Market value$95.32M
1.55%
Sole
452.19K
Shared
0.00
None
0.00
APPFOLIO INC
DFNDShares228.03K
TypeSH
Market value$62.86M
1.02%
Sole
228.03K
Shared
0.00
None
0.00
TRUECAR INC
DFNDShares17.76M
TypeSH
Market value$32.67M
0.53%
Sole
17.76M
Shared
0.00
None
0.00
CME GROUP INC
DFNDShares66.16K
TypeSH
Market value$17.88M
0.29%
Sole
66.16K
Shared
0.00
None
0.00
AMERICAN WELL CORP
DFNDShares640K
TypeSH
Market value$3.94M
0.06%
Sole
640K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
DFNDShares3.20K
TypeSH
Market value$268.1K
<0.01%
Sole
3.20K
Shared
0.00
None
0.00
BWX TECHNOLOGIES INC
DFNDShares1.37K
TypeSH
Market value$252.8K
<0.01%
Sole
1.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ZILLOW GROUP INCDFND | CL C CAP STK | 26.57M | SH | $2.05B 33.27% | 26.57M | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 6.93M | SH | $1.76B 28.59% | 6.93M | 0.00 | 0.00 |
ZILLOW GROUP INCDFND | CL A | 11.60M | SH | $863.75M 14.04% | 11.60M | 0.00 | 0.00 |
CAMECO CORPDFND | COM | 5.52M | SH | $463.05M 7.53% | 5.52M | 0.00 | 0.00 |
ROYALTY PHARMA PLCDFND | SHS CLASS A | 7.55M | SH | $266.28M 4.33% | 7.55M | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELDFND | COM LBTY ONE S C | 1.65M | SH | $172.84M 2.81% | 1.65M | 0.00 | 0.00 |
LIGHT & WONDER INCDFND | COM | 1.92M | SH | $160.81M 2.61% | 1.92M | 0.00 | 0.00 |
COURSERA INCDFND | COM | 9.31M | SH | $109.06M 1.77% | 9.31M | 0.00 | 0.00 |
UDEMY INCDFND | COM | 13.96M | SH | $97.85M 1.59% | 13.96M | 0.00 | 0.00 |
MR COOPER GROUP INCDFND | COM | 452.19K | SH | $95.32M 1.55% | 452.19K | 0.00 | 0.00 |
APPFOLIO INCDFND | COM CL A | 228.03K | SH | $62.86M 1.02% | 228.03K | 0.00 | 0.00 |
TRUECAR INCDFND | COM | 17.76M | SH | $32.67M 0.53% | 17.76M | 0.00 | 0.00 |
CME GROUP INCDFND | COM | 66.16K | SH | $17.88M 0.29% | 66.16K | 0.00 | 0.00 |
AMERICAN WELL CORPDFND | COM CL A NEW | 640K | SH | $3.94M 0.06% | 640K | 0.00 | 0.00 |
WELLS FARGO CO NEWDFND | COM | 3.20K | SH | $268.1K <0.01% | 3.20K | 0.00 | 0.00 |
BWX TECHNOLOGIES INCDFND | COM | 1.37K | SH | $252.8K <0.01% | 1.37K | 0.00 | 0.00 |