Fund Holdings

Caledonia (Private) Investments Pty Ltd

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
LIGHT & WONDER INC(LNWO)706,7911,915,804+1,209,01368,035,702160,812,5882.61%+92,776,886
CAMECO CORP(CCJ)5,599,8985,521,756-78,142415,680,429463,054,4587.53%+47,374,029
COURSERA INC(COUR)7,377,8289,313,631+1,935,80364,629,773109,062,6191.77%+44,432,846
ROYALTY PHARMA PLC(RPRX)6,444,7297,547,609+1,102,880232,203,586266,279,6464.33%+34,076,060
UDEMY INC11,155,44213,958,917+2,803,47578,422,75797,852,0081.59%+19,429,251
ZILLOW GROUP INC(Z)12,346,22511,603,278-742,947845,592,950863,748,01414.04%+18,155,064
ZILLOW GROUP INC(Z)29,017,64026,566,269-2,451,3712,032,685,6822,046,931,02633.27%+14,245,344
APPFOLIO INC(APPF)238,880228,026-10,85455,009,28662,857,6471.02%+7,848,361
MR COOPER GROUP INC592,151452,188-139,96388,354,85195,316,7091.55%+6,961,858
BWX TECHNOLOGIES INC(BWXT)01,371+1,3710252,7710.00%+252,771
WELLS FARGO CO NEW(WFC)3,1983,1980256,224268,0560.00%+11,832
CME GROUP INC(CME)66,16066,160018,235,01917,875,7700.29%-359,249
TRUECAR INC17,758,14617,758,146033,740,47732,674,9890.53%-1,065,488
LIBERTY MEDIA CORP DEL(FWONA)1,680,3371,654,766-25,571175,595,217172,840,3092.81%-2,754,908
AMERICAN WELL CORP808,758640,000-168,7587,189,8593,936,0000.06%-3,253,859
FLUTTER ENTMT PLC(FLUT)7,606,7376,927,005-679,7322,173,701,1651,759,459,27028.59%-414,241,895
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