Caledonia (Private) Investments Pty Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LIVE NATION ENTERTAINMENT IN(LYV) | 0 | 576,642 | +576,642 | 0 | 87,943,671 | 2.56% | +87,943,671 |
| ROYALTY PHARMA PLC(RPRX) | 7,377,038 | 7,168,399 | -208,639 | 285,048,748 | 343,868,100 | 10.00% | +58,819,352 |
| ROCKET COS INC(RKT) | 659,131 | 1,034,131 | +375,000 | 12,760,776 | 14,736,367 | 0.43% | +1,975,591 |
| CME GROUP INC(CME) | 18,744 | 18,744 | 0 | 5,118,612 | 5,536,040 | 0.16% | +417,428 |
| EXXON MOBIL CORP | 0 | 2,199 | +2,199 | 0 | 373,082 | 0.01% | +373,082 |
| WELLS FARGO & CO(WFC) | 3,198 | 3,198 | 0 | 298,054 | 254,593 | 0.01% | -43,461 |
| BWX TECHNOLOGIES INC(BWXT) | 1,371 | 0 | -1,371 | 236,964 | 0 | — | -236,964 |
| JAMES HARDIE INDS PLC ORD SHS | 157,326 | 157,326 | 0 | 3,264,515 | 2,979,754 | 0.09% | -284,761 |
| LIBERTY MEDIA CORP DEL(FWONA) | 209,804 | 209,804 | 0 | 20,667,792 | 17,837,536 | 0.52% | -2,830,256 |
| GENIUS SPORTS LIMITED SHARES CL A | 476,875 | 476,875 | 0 | 5,255,163 | 2,112,556 | 0.06% | -3,142,607 |
| UDEMY INC | 13,465,240 | 13,668,374 | +203,134 | 78,771,654 | 63,147,888 | 1.84% | -15,623,766 |
| COURSERA INC(COUR) | 12,052,670 | 11,459,174 | -593,496 | 88,707,651 | 66,692,393 | 1.94% | -22,015,258 |
| APPFOLIO INC(APPF) | 332,635 | 328,277 | -4,358 | 77,387,533 | 51,808,676 | 1.51% | -25,578,857 |
| TRUECAR INC | 17,420,868 | 0 | -17,420,868 | 39,371,162 | 0 | — | -39,371,162 |
| CAMECO CORP(CCJ) | 5,431,296 | 3,395,095 | -2,036,201 | 496,909,271 | 368,741,268 | 10.73% | -128,168,003 |
| ZILLOW GROUP INC(Z) | 11,386,865 | 11,370,543 | -16,322 | 776,925,799 | 470,626,775 | 13.69% | -306,299,024 |
| FLUTTER ENTMT PLC(FLUT) | 7,191,861 | 8,529,573 | +1,337,712 | 1,546,537,789 | 869,589,967 | 25.30% | -676,947,822 |
| ZILLOW GROUP INC(Z) | 26,084,393 | 25,894,393 | -190,000 | 1,779,477,290 | 1,071,509,982 | 31.17% | -707,967,308 |