Caledonia (Private) Investments Pty Ltd Diversified Active

Name: Caledonia (Private) Investments Pty Ltd Q3 2014 13F Filing | 13F Explorer
Creator: Caledonia (Private) Investments Pty Ltd
Published: 2014-10-01

Location: Sydney Nsw, Australia

CIK: 0001352924 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 1, 2014

Total Value: $1.611B (100.0% shares, 0.0% debt)

Holdings (8)

— ZILLOW INC 48.9%

Value $788M Shares 6,793,174 Est. Cost $84.62 Unrealized —

— TRULIA INC 30.8%

Value $497M Shares 10,162,655 Est. Cost $36.01 Unrealized —

YELP YELP INC 5.9%

Value $94.36M Shares 1,382,613 Est. Cost $65.07 Unrealized +14.5%

— GRUBHUB INC 5.5%

Value $89.38M Shares 2,610,509 Est. Cost $34.24 Unrealized —

— GOOGLE INC 4.5%

Value $71.86M Shares 122,118 Est. Cost $584.75 Unrealized —

— MOVE INC 2.4%

Value $39.1M Shares 1,865,317 Est. Cost $20.96 Unrealized —

— GOOGLE INC 1.8%

Value $28.64M Shares 49,596 Est. Cost $556.97 Unrealized —

— ZHAOPIN LTD 0.2%

Value $3.144M Shares 242,438 Est. Cost $14.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	ZILLOW INC	6,793,174	$788M	48.9%	$84.62	—	CLA	98954A107
—	TRULIA INC	10,162,655	$497M	30.8%	$36.01	—	COM	897888103
YELP	YELP INC	1,382,613	$94.36M	5.9%	$65.07	+14.5%	COM	985817105
—	GRUBHUB INC	2,610,509	$89.38M	5.5%	$34.24	—	COM	400110102
—	GOOGLE INC	122,118	$71.86M	4.5%	$584.75	—	CLA	38259P508
—	MOVE INC	1,865,317	$39.1M	2.4%	$20.96	—	COM	62458M207
—	GOOGLE INC	49,596	$28.64M	1.8%	$556.97	—	CLC	38259P706
—	ZHAOPIN LTD	242,438	$3.144M	0.2%	$14.78	—	ADR	98954L103