Caledonia (Private) Investments Pty Ltd — 13F holdings

Caledonia (Private) Investments Pty Ltd reported 17 holdings worth $2.93B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FLUT FLUTTER ENTMT PLC — $825M (28.2%)
2. Z ZILLOW GROUP INC — $760M (25.9%)
3. ZG ZILLOW GROUP INC — $355M (12.1%)
4. RPRX ROYALTY PHARMA PLC — $324M (11.1%)
5. CCJ CAMECO CORP — $294M (10.0%)
6. COUR COURSERA INC — $115M (3.9%)
7. LYV LIVE NATION ENTERTAINMENT IN — $107M (3.7%)
8. APPF APPFOLIO INC — $46.6M (1.6%)
9. RKT ROCKET COS INC — $46.0M (1.6%)
10. RIG TRANSOCEAN LTD — $27.3M (0.9%)