Caledonia (Private) Investments Pty Ltd
CIK 1352924
13F filing for Q2 2026・No. 1,305
- Holdings
- US$2.93B
- Quarter change
- −US$508.34M
- Entries
- 17
- Net bought (estimate)
- −US$196.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 7
- Added 3
- Corporate actions 0
- Unchanged 5
Largest holdings
17 stocks worth US$2.93B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FLUTFLUTTER ENTMT PLCSHS | Cut | 8,079,486 | US$825.48M | 28.18% |
| ZZILLOW GROUP INCCL C CAP STK | Cut | 24,102,956 | US$759.73M | 25.93% |
| ZILLOW GROUP INCCL A | Cut | 11,328,301 | US$355.37M | 12.13% |
| RPRXROYALTY PHARMA PLCSHS CLASS A | Cut | 5,775,851 | US$323.85M | 11.06% |
| CCJCAMECO CORPCOM | Cut | 2,889,643 | US$294.34M | 10.05% |
| COURCOURSERA INCCOM | Added | 20,375,448 | US$114.92M | 3.92% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Added | 585,442 | US$107.2M | 3.66% |
| APPFAPPFOLIO INCCOM CL A | Cut | 290,462 | US$46.58M | 1.59% |
| RKTROCKET COS INCCOM CL A | Added | 2,921,124 | US$46.01M | 1.57% |
| RIGTRANSOCEAN LTDREGISTERED SHS | New | 5,582,594 | US$27.3M | 0.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.