Fund Holdings — Caledonia (Private) Investments Pty Ltd

Total Portfolio Value:
$3.92B
Total Bought:
$17.37M
Total Sold:
$308.61M
Net Transaction:
-$291.24M
Notable People:
James William Vicars, Michael John Messara
Securities
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SharesValue
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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Zillow Group, Inc.CL C(Z)36,394,05636,394,0560$2.11B$1.78B45.30%-$330.46M
Zillow Group, Inc.CL A(Z)15,797,29415,797,2940$896.02M$756.06M19.29%-$139.96M
Formula One GroupCOM LBTY ONE S C(FWONA)12,844,70210,062,862-2,781,840$810.89M$660.12M16.85%-$150.76M
Light & Wonder, Inc.(LNWO)2,115,8171,309,869-805,948$173.73M$133.72M3.41%-$40.01M
Warner Music Group Corp.CL A(WMG)4,837,3363,848,388-988,948$173.13M$127.07M3.24%-$46.05M
Udemy Inc9,439,49511,081,447+1,641,952$139.04M$121.67M3.10%-$17.37M
Genius Sports LimitedCL A
SHARES CL A
20,526,21020,153,946-372,264$126.85M$115.08M2.94%-$11.77M
Coursera, Inc.(COUR)7,049,2996,416,404-632,895$136.54M$89.96M2.30%-$46.59M
Rocket Companies, Inc.CL A(RKT)4,384,1504,384,1500$63.48M$63.79M1.63%+$306.9K
Truecar Inc18,365,28918,280,289-85,000$63.54M$61.97M1.58%-$1.57M
American Well CorporationCL A(AMWL)17,297,67217,166,514-131,158$25.77M$13.92M0.36%-$11.86M
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Caledonia (Private) Investments Pty Ltd — 13F Holdings — Q1 2024 | TickerTrail