Caledonia (Private) Investments Pty Ltd Diversified Active

Name: Caledonia (Private) Investments Pty Ltd Q4 2025 13F Filing | 13F Explorer
Creator: Caledonia (Private) Investments Pty Ltd
Published: 2026-02-17

Location: Sydney Nsw, Australia

CIK: 0001352924 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $5.217B (100.0% shares, 0.0% debt)

Holdings (16)

Z ZILLOW GROUP INC 34.1%

Value $1.779B Shares 26,084,393 Est. Cost $32.87 Unrealized +120.3%

FLUT FLUTTER ENTMT PLC 29.6%

Value $1.547B Shares 7,191,861 Est. Cost $193.59 Unrealized +16.2%

ZG ZILLOW GROUP INC 14.9%

Value $777M Shares 11,386,865 Est. Cost $29.74 Unrealized +136.5%

CCJ CAMECO CORP 9.5%

Value $497M Shares 5,431,296 Est. Cost $48.18 Unrealized +86.7%

RPRX ROYALTY PHARMA PLC 5.5%

Value $285M Shares 7,377,038 Est. Cost $32.61 Unrealized +16.9%

COUR COURSERA INC 1.7%

Value $88.71M Shares 12,052,670 Est. Cost $16.25 Unrealized -46.4%

UDMY UDEMY INC 1.5%

Value $78.77M Shares 13,465,240 Est. Cost $13.03 Unrealized -55.3%

APPF APPFOLIO INC 1.5%

Value $77.39M Shares 332,635 Est. Cost $224.16 Unrealized +6.0%

— TRUECAR INC 0.8%

Value $39.37M Shares 17,420,868 Est. Cost $13.80 Unrealized —

FWONK LIBERTY MEDIA CORP DEL 0.4%

Value $20.67M Shares 209,804 Est. Cost $62.30 Unrealized —

RKT ROCKET COS INC 0.2%

Value $12.76M Shares 659,131 Est. Cost $17.88 Unrealized 0.0%

GENI GENIUS SPORTS LIMITED 0.1%

Value $5.255M Shares 476,875 Est. Cost $10.90 Unrealized 0.0%

CME CME GROUP INC 0.1%

Value $5.119M Shares 18,744 Est. Cost $219.66 Unrealized +23.3%

JHX JAMES HARDIE INDS PLC 0.1%

Value $3.265M Shares 157,326 Est. Cost $20.06 Unrealized 0.0%

WFC WELLS FARGO CO NEW 0.0%

Value $298K Shares 3,198 Est. Cost $66.67 Unrealized +29.9%

BWXT BWX TECHNOLOGIES INC 0.0%

Value $237K Shares 1,371 Est. Cost $160.55 Unrealized +16.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
Z	ZILLOW GROUP INC	26,084,393	$1.779B	34.1%	$32.87	+120.3%	CL C CAP STK	98954M200
FLUT	FLUTTER ENTMT PLC	7,191,861	$1.547B	29.6%	$193.59	+16.2%	SHS	G3643J108
ZG	ZILLOW GROUP INC	11,386,865	$777M	14.9%	$29.74	+136.5%	CL A	98954M101
CCJ	CAMECO CORP	5,431,296	$497M	9.5%	$48.18	+86.7%	COM	13321L108
RPRX	ROYALTY PHARMA PLC	7,377,038	$285M	5.5%	$32.61	+16.9%	SHS CLASS A	G7709Q104
COUR	COURSERA INC	12,052,670	$88.71M	1.7%	$16.25	-46.4%	COM	22266M104
UDMY	UDEMY INC	13,465,240	$78.77M	1.5%	$13.03	-55.3%	COM	902685106
APPF	APPFOLIO INC	332,635	$77.39M	1.5%	$224.16	+6.0%	COM CL A	03783C100
—	TRUECAR INC	17,420,868	$39.37M	0.8%	$13.80	—	COM	89785L107
FWONK	LIBERTY MEDIA CORP DEL	209,804	$20.67M	0.4%	$62.30	—	COM LBTY ONE S C	531229755
RKT	ROCKET COS INC	659,131	$12.76M	0.2%	$17.88	0.0%	COM CL A	77311W101
GENI	GENIUS SPORTS LIMITED	476,875	$5.255M	0.1%	$10.90	0.0%	SHARES CL A	G3934V109
CME	CME GROUP INC	18,744	$5.119M	0.1%	$219.66	+23.3%	COM	12572Q105
JHX	JAMES HARDIE INDS PLC	157,326	$3.265M	0.1%	$20.06	0.0%	ORD SHS	G4253H101
WFC	WELLS FARGO CO NEW	3,198	$298K	0.0%	$66.67	+29.9%	COM	949746101
BWXT	BWX TECHNOLOGIES INC	1,371	$237K	0.0%	$160.55	+16.7%	COM	05605H100