Latest Caledonia (Private) Investments Pty Ltd Stock Portfolio
$3.44Billion– No. of Holdings #16
Caledonia (Private) Investments Pty Ltd Performance:
2026 Q1: -33.15%YTD: -33.15%2025: -3.69%
Performance for 2026 Q1 is -33.15%, and YTD is -33.15%, and 2025 is -3.69%.
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 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Caledonia (Private) Investments Pty Ltd reported an equity portfolio of $3.4 Billions as of 31 Mar, 2026.
The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 31.2% of it's portfolio in ZILLOW GROUP INC and 25.3% of portfolio in FLUTTER ENTMT PLC.
The fund managers got completely rid off TRUECAR INC (TRUE) and BWX TECHNOLOGIES INC (BWXT) stocks. They significantly reduced their stock positions in CAMECO CORP (CCJ), COURSERA INC (COUR) and ROYALTY PHARMA PLC (RPRX). Caledonia (Private) Investments Pty Ltd opened new stock positions in LIVE NATION ENTERTAINMENT IN (LYV) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET COS INC (RKT), FLUTTER ENTMT PLC and UDEMY INC (UDMY).
The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 31.2% of it's portfolio in ZILLOW GROUP INC and 25.3% of portfolio in FLUTTER ENTMT PLC.
The fund managers got completely rid off TRUECAR INC (TRUE) and BWX TECHNOLOGIES INC (BWXT) stocks. They significantly reduced their stock positions in CAMECO CORP (CCJ), COURSERA INC (COUR) and ROYALTY PHARMA PLC (RPRX). Caledonia (Private) Investments Pty Ltd opened new stock positions in LIVE NATION ENTERTAINMENT IN (LYV) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET COS INC (RKT), FLUTTER ENTMT PLC and UDEMY INC (UDMY).
Caledonia (Private) Investments Pty Ltd Equity Portfolio Value
Last Reported on: 15 May, 2026
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 -33.15% in the last quarter. In trailing 12 months, it's portfolio return was -29.91%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| live nation entertainment in | 87,943,700 |
| exxon mobil corp | 373,082 |
New stocks bought by Caledonia (Private) Investments Pty Ltd
Additions
| Ticker | % Inc. |
|---|---|
| rocket cos inc | 56.89 |
| flutter entmt plc | 18.6 |
| udemy inc | 1.51 |
Additions to existing portfolio by Caledonia (Private) Investments Pty Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| cameco corp | -37.49 |
| coursera inc | -4.92 |
| royalty pharma plc | -2.83 |
| appfolio inc | -1.31 |
| zillow group inc | -0.73 |
| zillow group inc | -0.14 |
Caledonia (Private) Investments Pty Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| truecar inc | -39,371,200 |
| bwx technologies inc | -236,964 |
Caledonia (Private) Investments Pty Ltd got rid off the above stocks
Sector Distribution
Caledonia (Private) Investments Pty Ltd has about 44.9% of it's holdings in Real Estate sector.
- Real Estate
- Others
- Healthcare
- Consumer Defensive
- Communication Services
- Technology
| Sector | % |
|---|---|
| Real Estate | 44.9 |
| Others | 36.7 |
| Healthcare | 10 |
| Consumer Defensive | 3.8 |
| Communication Services | 2.6 |
| Technology | 1.5 |
Market Cap. Distribution
Caledonia (Private) Investments Pty Ltd has about 58% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- SMALL-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 58 |
| UNALLOCATED | 36.7 |
| SMALL-CAP | 3.8 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 8.5% of the stocks held by Caledonia (Private) Investments Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 91.5 |
| RUSSELL 2000 | 5.8 |
| S&P 500 | 2.7 |
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 16 stocks in it's portfolio. About 99.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. CCJ was the most profitable stock for Caledonia (Private) Investments Pty Ltd last quarter.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| APPF | appfolio inc | 1.51 | 328,277 | 51,808,700 | reduced | -1.31 | ||
| BATRA | liberty media corp del | 0.52 | 209,804 | 17,837,500 | unchanged | 0.00 | ||
| BWXT | bwx technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CCJ | cameco corp | 10.73 | 3,395,100 | 368,741,000 | reduced | -37.49 | ||
| CME | cme group inc | 0.16 | 18,744 | 5,536,040 | unchanged | 0.00 | ||
| COUR | coursera inc | 1.94 | 11,459,200 | 66,692,400 | reduced | -4.92 | ||
| GENI | genius sports limited | 0.06 | 476,875 | 2,112,560 | unchanged | 0.00 | ||
| LYV | live nation entertainment in | 2.56 | 576,642 | 87,943,700 | new | |||
| RKT | rocket cos inc | 0.43 | 1,034,130 | 14,736,400 | added | 56.89 | ||
| RPRX | royalty pharma plc | 10.00 | 7,168,400 | 343,868,000 | reduced | -2.83 | ||
| TRUE | truecar inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| UDMY | udemy inc | 1.84 | 13,668,400 | 63,147,900 | added | 1.51 | ||
| WFC | wells fargo & co | 0.01 | 3,198 | 254,593 | unchanged | 0.00 | ||
| XOM | exxon mobil corp | 0.01 | 2,199 | 373,082 | new | |||
| Z | zillow group inc | 31.17 | 25,894,400 | 1,071,510,000 | reduced | -0.73 | ||
| Z | zillow group inc | 13.69 | 11,370,500 | 470,627,000 | reduced | -0.14 | ||
| flutter entmt plc | 25.30 | 8,529,570 | 869,590,000 | added | 18.6 | |||
| james hardie inds plc | 0.09 | 157,326 | 2,979,750 | unchanged | 0.00 | |||