# Caledonia (Private) Investments Pty Ltd: Form 13F holdings

An institutional investment manager in Sydney Nsw. SEC CIK 1352924.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.93bn
- Positions: 17 (17 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1352924/000117266126003659/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| FLUTTER ENTMT PLC | SHS | $825.5m | 28.2% | 8,079,486 |  | Reduced −450,087 |
| [ZILLOW GROUP INC (ZG)](/companies/zg.md) | CL C CAP STK | $759.7m | 25.9% | 24,102,956 |  | Reduced −1,791,437 |
| [ZILLOW GROUP INC (ZG)](/companies/zg.md) | CL A | $355.4m | 12.1% | 11,328,301 |  | Reduced −42,242 |
| ROYALTY PHARMA PLC | SHS CLASS A | $323.9m | 11.1% | 5,775,851 |  | Reduced −1,392,548 |
| [CAMECO CORP (CCJ)](/companies/ccj.md) | COM | $294.3m | 10.0% | 2,889,643 |  | Reduced −505,452 |
| [COURSERA INC (COUR)](/companies/cour.md) | COM | $114.9m | 3.9% | 20,375,448 |  | Added +8,916,274 |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $107.2m | 3.7% | 585,442 |  | Added +8,800 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $46.6m | 1.6% | 290,462 |  | Reduced −37,815 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $46.0m | 1.6% | 2,921,124 |  | Added +1,886,993 |
| TRANSOCEAN LTD | REGISTERED SHS | $27.3m | 0.9% | 5,582,594 |  | New +5,582,594 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $20.0m | 0.7% | 209,804 |  | Unchanged |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $4.1m | 0.1% | 18,744 |  | Unchanged |
| GENIUS SPORTS LIMITED | SHARES CL A | $2.9m | <0.1% | 476,875 |  | Unchanged |
| JAMES HARDIE INDS PLC | ORD SHS | $884.6k | <0.1% | 33,790 |  | Reduced −123,536 |
| EXXON MOBIL CORP | COM | $300.6k | <0.1% | 2,199 |  | Unchanged |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $264.3k | <0.1% | 3,198 |  | Unchanged |
| [BRIGHTSPRING HEALTH SVCS INC (BTSG)](/companies/btsg.md) | COM | $215.6k | <0.1% | 3,092 |  | New +3,092 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| UDEMY INC | COM | $0 | 0.0% | 0 |  | Sold out −13,668,374 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003659. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.