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Latest Caledonia (Private) Investments Pty Ltd Stock Portfolio

$3.92Billion– No. of Holdings #11

Caledonia (Private) Investments Pty Ltd Performance:
2024 Q1: -11.27%YTD: -11.27%2023: 42.31%

Performance for 2024 Q1 is -11.27%, and YTD is -11.27%, and 2023 is 42.31%.

About Caledonia (Private) Investments Pty Ltd and 13F Hedge Fund Stock Holdings

Caledonia (Private) Investments Pty Ltd is a hedge fund based in Australia. On 25-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $11 Billions. In it's latest 13F Holdings report, Caledonia (Private) Investments Pty Ltd reported an equity portfolio of $3.9 Billions as of 31 Mar, 2024.

The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, Z, BATRA. The fund has invested 45.3% of it's portfolio in ZILLOW GROUP INC and 19.3% of portfolio in ZILLOW GROUP INC.

They significantly reduced their stock positions in LIGHT & WONDER INC (LNW), LIBERTY MEDIA CORP DEL (BATRA) and WARNER MUSIC GROUP CORP (WMG). The fund showed a lot of confidence in some stocks as they added substantially to UDEMY INC (UDMY).
Caledonia (Private) Investments Pty Ltd Equity Portfolio Value
Last Reported on: 15 May, 2024

Caledonia (Private) Investments Pty Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Caledonia (Private) Investments Pty Ltd made a return of -11.27% in the last quarter. In trailing 12 months, it's portfolio return was 8.11%.

New Buys

No new stocks were added by Caledonia (Private) Investments Pty Ltd

Additions

Ticker% Inc.
udemy inc17.39

Additions to existing portfolio by Caledonia (Private) Investments Pty Ltd

Reductions

Ticker% Reduced
light & wonder inc-38.09
liberty media corp del-21.66
warner music group corp-20.44
coursera inc-8.98
genius sports limited-1.81
american well corp-0.76
truecar inc-0.46

Caledonia (Private) Investments Pty Ltd reduced stake in above stock

Sold off

None of the stocks were completely sold off by Caledonia (Private) Investments Pty Ltd

Sector Distribution

Caledonia (Private) Investments Pty Ltd has about 64.6% of it's holdings in Real Estate sector.

Sector%
Real Estate64.6
Others19.8
Consumer Defensive5.4
Communication Services4.8
Consumer Cyclical3.4
Financial Services1.6

Market Cap. Distribution

Caledonia (Private) Investments Pty Ltd has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP68
UNALLOCATED19.8
SMALL-CAP7
LARGE-CAP3.2
MICRO-CAP1.9

Stocks belong to which Index?

About 27.6% of the stocks held by Caledonia (Private) Investments Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others72.4
RUSSELL 200027.6
Top 5 Winners (%)%
LNW
light & wonder inc
18.6 %
RKT
rocket cos inc
0.5 %
Top 5 Winners ($)$
LNW
light & wonder inc
32.3 M
RKT
rocket cos inc
0.3 M
Top 5 Losers (%)%
AMWL
american well corp
-45.5 %
COUR
coursera inc
-26.3 %
UDMY
udemy inc
-22.8 %
Z
zillow group inc
-15.7 %
Z
zillow group inc
-15.6 %
Top 5 Losers ($)$
Z
zillow group inc
-330.5 M
Z
zillow group inc
-140.0 M
UDMY
udemy inc
-35.9 M
COUR
coursera inc
-35.9 M
AMWL
american well corp
-11.7 M

Caledonia (Private) Investments Pty Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Caledonia (Private) Investments Pty Ltd

Caledonia (Private) Investments Pty Ltd has 11 stocks in it's portfolio. Z proved to be the most loss making stock for the portfolio. LNW was the most profitable stock for Caledonia (Private) Investments Pty Ltd last quarter.

Last Reported on: 15 May, 2024
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