Caledonia (Private) Investments Pty Ltd

Est. AUM

$3.44B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ZILLOW GROUP INC	CL C CAP STK	$1.07B	25894393	31.17%	DFND
2	FLUTTER ENTMT PLC	SHS	$869.6M	8529573	25.30%	DFND
3	ZILLOW GROUP INC	CL A	$470.6M	11370543	13.69%	DFND
4	CAMECO CORP	COM	$368.7M	3395095	10.73%	DFND
5	ROYALTY PHARMA PLC	SHS CLASS A	$343.9M	7168399	10.00%	DFND
6	LIVE NATION ENTERTAINMENT IN	COM	$87.9M	576642	2.56%	DFND
7	COURSERA INC	COM	$66.7M	11459174	1.94%	DFND
8	UDEMY INC	COM	$63.1M	13668374	1.84%	DFND
9	APPFOLIO INC	COM CL A	$51.8M	328277	1.51%	DFND
10	LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$17.8M	209804	0.52%	DFND
11	ROCKET COS INC	COM CL A	$14.7M	1034131	0.43%	DFND
12	CME GROUP INC	COM	$5.5M	18744	0.16%	DFND
13	JAMES HARDIE INDS PLC	ORD SHS	$3.0M	157326	0.09%	DFND
14	GENIUS SPORTS LIMITED	SHARES CL A	$2.1M	476875	0.06%	DFND
15	EXXON MOBIL CORP	COM	$373K	2199	0.01%	DFND
16	WELLS FARGO & CO	COM	$255K	3198	0.01%	DFND

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.