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Caledonia (Private) Investments Pty Ltd

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13F filer, CIK 1352924, Sydney Nsw, Australia

Caledonia (Private) Investments Pty Ltd reported $6,289,332,977 across 15 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 98.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003486

Period
2025-06-30
Reported value
$6.29B
Holdings
15
Top 10 weight
98.18%
New
2
Sold out
3

Part of the filer group Caledonia (Private) Investments Pty Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MR COOPER GROUP INCnew+592,151$88.4M
CCJadded+1,070,118$79.4M
APPFnew+238,880$55M
RPRXadded+1,330,162$47.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FLUTreduced-1,281,228-$366M
LNWOreduced-1,885,005-$181M
GENIexited-15,020,277-$150M
Zreduced-2,016,439-$141M
WMGexited-2,147,678-$67.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003486, largest first. % of portfolio is the value over $6,289,332,977, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318,621 shares; 2024Q4: 10,880,998 shares; 2025Q1: 8,887,965 shares; 2025Q2: 7,606,737 shares 7,606,737$2.17B34.56%-1,281,228Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,158,341 shares; 2024Q4: 35,819,209 shares; 2025Q1: 31,034,079 shares; 2025Q2: 29,017,640 shares 29,017,640$2.03B32.32%-2,016,439Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682,604 shares; 2024Q4: 14,286,104 shares; 2025Q1: 12,921,635 shares; 2025Q2: 12,346,225 shares 12,346,225$846M13.44%-575,410Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,529,780 shares; 2025Q2: 5,599,898 shares 5,599,898$416M6.61%+1,070,118Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,114,567 shares; 2025Q2: 6,444,729 shares 6,444,729$232M3.69%+1,330,162Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117,321 shares; 2024Q4: 2,913,686 shares; 2025Q1: 1,959,681 shares; 2025Q2: 1,680,337 shares 1,680,337$176M2.79%-279,344Timeline
MR COOPER GROUP INCMR COOPER GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592,151 shares 592,151$88.4M1.4%new
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712,950 shares; 2024Q4: 11,575,298 shares; 2025Q1: 11,179,565 shares; 2025Q2: 11,155,442 shares 11,155,442$78.4M1.25%-24,123Timeline
LNWOLIGHT & WONDER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627,045 shares; 2024Q4: 2,737,244 shares; 2025Q1: 2,591,796 shares; 2025Q2: 706,791 shares 706,791$68M1.08%-1,885,005Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398,228 shares; 2024Q4: 8,030,962 shares; 2025Q1: 7,924,641 shares; 2025Q2: 7,377,828 shares 7,377,828$64.6M1.03%-546,813Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,880 shares 238,880$55M0.87%newTimeline
TRUETRUECAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,758,146 shares; 2024Q4: 17,758,146 shares; 2025Q1: 17,758,146 shares; 2025Q2: 17,758,146 shares 17,758,146$33.7M0.54%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,160 shares; 2025Q1: 66,160 shares; 2025Q2: 66,160 shares 66,160$18.2M0.29%0Timeline
AMWLAMERICAN WELL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,338 shares; 2024Q4: 841,338 shares; 2025Q1: 810,268 shares; 2025Q2: 808,758 shares 808,758$7.19M0.11%-1,510Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares 3,198$256K<0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GENIGENIUS SPORTS LIMITED15,020,277$150Mshares
WMGWARNER MUSIC GROUP CORP2,147,678$67.3Mshares
RKTROCKET COS INC2,004,152$24.2Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003486 base2025-08-14acceptance time not in the bulk data set