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Caledonia (Private) Investments Pty Ltd (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,437,758,648 · 16 positions · top-10 99.2% · SEC filing history →

13FScore 30/100 — cloning their disclosed top holdings over ~4.7y returned -7%/yr vs S&P +10%/yr (alpha -17%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$LYV · LIVE NATION ENTERTAINMENT IN2.6%$87,943,671+18%MedLive Nation Entertainment is a live-events company that promotes and produces concerts, operates venues, sells event tickets through Ticketmaster, and provides artist management and sponsorship services.S&PCitrini
$XOM · EXXON MOBIL CORP0.0%$373,082-13%MedExxon Mobil is an integrated oil and gas company engaged in the exploration, production, refining, and marketing of crude oil, natural gas, petroleum products, and chemicals worldwide.S&PCitriniBitget →

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$RKT · ROCKET COS INC0.4%+57%+2%LowRocket Companies is a fintech and mortgage holding company whose Rocket Mortgage business originates and services home loans, alongside related real estate and personal finance services.Citrini

Top holdings now

Issuer% bookSince entryBusinessTags
$Z · ZILLOW GROUP INC31.2%-70% ≥Q2 '21Zillow Group operates online real-estate marketplaces and software that help consumers and professionals find, buy, sell, rent, and finance homes.NASDAQCitriniSerenity
FLUTTER ENTMT PLC25.3%Flutter Entertainment is a global online sports betting and gaming company whose brands include FanDuel, Paddy Power, Betfair, Sportsbet, and PokerStars.
$ZG · ZILLOW GROUP INC13.7%-71% ≥Q2 '21Zillow Group operates online real-estate marketplaces and software that help consumers and professionals find, buy, sell, rent, and finance homes.
$CCO · CAMECO CORP10.7%+118% Q1 '25Cameco is one of the world's largest uranium producers, mining and milling uranium and providing conversion and nuclear-fuel services for the nuclear-power industry, based in Canada.
$RPRX · ROYALTY PHARMA PLC10.0%+81% Q1 '25Royalty Pharma acquires royalty interests in approved and development-stage prescription drugs, funding biopharmaceutical innovation in exchange for future royalty streams.NASDAQ
$LYV · LIVE NATION ENTERTAINMENT IN2.6%+18% Q1 '26Live Nation Entertainment is a live-events company that promotes and produces concerts, operates venues, sells event tickets through Ticketmaster, and provides artist management and sponsorship services.S&PCitrini
$COUR · COURSERA INC1.9%-87% ≥Q2 '21Runs an online learning platform offering courses, certificates, and degrees from universities and companies to individuals, businesses, and governments.
$7WH · UDEMY INC1.8%Udemy operates an online learning marketplace where instructors publish video courses and enterprises access upskilling and reskilling content for employees.
$APPF · APPFOLIO INC1.5%-22% Q2 '25AppFolio provides cloud-based software for the real estate industry, helping property managers handle leasing, accounting, maintenance, and tenant communications.NASDAQ
$FWONK · LIBERTY MEDIA CORP DEL0.5%+64% Q3 '23Liberty Media is a media and entertainment holding company whose interests include the Formula One racing business and stakes in Live Nation and other media assets.NASDAQCitrini

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker