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Caledonia (Private) Investments Pty Ltd (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,437,758,648 · 16 positions · top-10 99.2% · SEC filing history →

13FScore 25/100 — cloning their disclosed top holdings over ~4.6y returned -10%/yr vs S&P +11%/yr (alpha -20%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
$LYV · LIVE NATION ENTERTAINMENT IN2.6%$87,943,671MedConcert promotion and Ticketmaster ticketing
$XOM · EXXON MOBIL CORP0.0%$373,082Med

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$RKT · ROCKET COS INC0.4%+57%LowOnline mortgage lender (Rocket Mortgage)

Top holdings now

Issuer% bookBusiness
$Z · ZILLOW GROUP INC31.2%Online real-estate listings and marketplace
FLUTTER ENTMT PLC25.3%Online sports betting (FanDuel, Paddy Power)
$ZG · ZILLOW GROUP INC13.7%Online real-estate listings and marketplace
$CCO · CAMECO CORP10.7%Uranium mining and nuclear fuel (Canada)
ROYALTY PHARMA PLC10.0%Pharmaceutical royalty acquisition company
$LYV · LIVE NATION ENTERTAINMENT IN2.6%Concert promotion and Ticketmaster ticketing
$COUR · COURSERA INC1.9%Online higher-education and courses platform
$7WH · UDEMY INC1.8%Online learning and skills marketplace
$APPF · APPFOLIO INC1.5%Property management software platform
$FWONK · LIBERTY MEDIA CORP DEL0.5%Media holding company (Formula 1, SiriusXM stakes)

Generated 2026-06-27 · Alpha-Investor tracker