Latest Caledonia (Private) Investments Pty Ltd Stock Portfolio
Caledonia (Private) Investments Pty Ltd Performance:
2025 Q4: -9.69%YTD: -3.69%2024: 23.01%
Performance for 2025 Q4 is -9.69%, and YTD is -3.69%, and 2024 is 23.01%.
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 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Caledonia (Private) Investments Pty Ltd reported an equity portfolio of $5.2 Billions as of 31 Dec, 2025.
The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 34.1% of it's portfolio in ZILLOW GROUP INC and 29.6% of portfolio in FLUTTER ENTMT PLC.
The fund managers got completely rid off LIGHT & WONDER INC (LNW), MR COOPER GROUP INC (COOP) and AMERICAN WELL CORP (AMWL) stocks. They significantly reduced their stock positions in LIBERTY MEDIA CORP DEL (BATRA), CME GROUP INC (CME) and UDEMY INC (UDMY). Caledonia (Private) Investments Pty Ltd opened new stock positions in ROCKET COS INC (RKT), GENIUS SPORTS LIMITED (GENI) and JAMES HARDIE INDS PLC. The fund showed a lot of confidence in some stocks as they added substantially to APPFOLIO INC (APPF), COURSERA INC (COUR) and FLUTTER ENTMT PLC.
The top stock holdings of Caledonia (Private) Investments Pty Ltd are Z, , Z. The fund has invested 34.1% of it's portfolio in ZILLOW GROUP INC and 29.6% of portfolio in FLUTTER ENTMT PLC.
The fund managers got completely rid off LIGHT & WONDER INC (LNW), MR COOPER GROUP INC (COOP) and AMERICAN WELL CORP (AMWL) stocks. They significantly reduced their stock positions in LIBERTY MEDIA CORP DEL (BATRA), CME GROUP INC (CME) and UDEMY INC (UDMY). Caledonia (Private) Investments Pty Ltd opened new stock positions in ROCKET COS INC (RKT), GENIUS SPORTS LIMITED (GENI) and JAMES HARDIE INDS PLC. The fund showed a lot of confidence in some stocks as they added substantially to APPFOLIO INC (APPF), COURSERA INC (COUR) and FLUTTER ENTMT PLC.
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 -9.69% in the last quarter. In trailing 12 months, it's portfolio return was -3.69%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| rocket cos inc | 12,760,800 |
| genius sports limited | 5,255,160 |
| james hardie inds plc | 3,264,520 |
New stocks bought by Caledonia (Private) Investments Pty Ltd
Additions
| Ticker | % Inc. |
|---|---|
| appfolio inc | 45.88 |
| coursera inc | 29.41 |
| flutter entmt plc | 3.82 |
Additions to existing portfolio by Caledonia (Private) Investments Pty Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| liberty media corp del | -87.32 |
| cme group inc | -71.67 |
| udemy inc | -3.54 |
| royalty pharma plc | -2.26 |
| truecar inc | -1.9 |
| zillow group inc | -1.87 |
| zillow group inc | -1.81 |
| cameco corp | -1.64 |
Caledonia (Private) Investments Pty Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| light & wonder inc | -160,813,000 |
| american well corp | -3,936,000 |
| mr cooper group inc | -95,316,700 |
Caledonia (Private) Investments Pty Ltd got rid off the above stocks
Sector Distribution
Caledonia (Private) Investments Pty Ltd has about 49% of it's holdings in Real Estate sector.
- Real Estate
- Others
- Healthcare
- Consumer Defensive
- Technology
| Sector | % |
|---|---|
| Real Estate | 49 |
| Others | 39.7 |
| Healthcare | 5.5 |
| Consumer Defensive | 3.2 |
| Technology | 1.5 |
Market Cap. Distribution
Caledonia (Private) Investments Pty Ltd has about 54.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- SMALL-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 54.8 |
| UNALLOCATED | 39.7 |
| SMALL-CAP | 3.2 |
| MID-CAP | 1.5 |
Stocks belong to which Index?
About 5.8% of the stocks held by Caledonia (Private) Investments Pty Ltd either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 94.1 |
| RUSSELL 2000 | 5.8 |
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 99.5% 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: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMWL | american well corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APPF | appfolio inc | 1.48 | 332,635 | 77,387,500 | added | 45.88 | ||
| BATRA | liberty media corp del | 0.40 | 209,804 | 20,667,800 | reduced | -87.32 | ||
| BWXT | bwx technologies inc | 0.00 | 1,371 | 236,964 | unchanged | 0.00 | ||
| CCJ | cameco corp | 9.53 | 5,431,300 | 496,909,000 | reduced | -1.64 | ||
| CME | cme group inc | 0.10 | 18,744 | 5,118,610 | reduced | -71.67 | ||
| COOP | mr cooper group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COUR | coursera inc | 1.70 | 12,052,700 | 88,707,600 | added | 29.41 | ||
| GENI | genius sports limited | 0.10 | 476,875 | 5,255,160 | new | |||
| LNW | light & wonder inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| RKT | rocket cos inc | 0.24 | 659,131 | 12,760,800 | new | |||
| RPRX | royalty pharma plc | 5.46 | 7,377,040 | 285,049,000 | reduced | -2.26 | ||
| TRUE | truecar inc | 0.76 | 17,420,900 | 39,371,200 | reduced | -1.9 | ||
| UDMY | udemy inc | 1.51 | 13,465,200 | 78,771,700 | reduced | -3.54 | ||
| WFC | wells fargo co new | 0.01 | 3,198 | 298,054 | unchanged | 0.00 | ||
| Z | zillow group inc | 34.11 | 26,084,400 | 1,779,480,000 | reduced | -1.81 | ||
| Z | zillow group inc | 14.89 | 11,386,900 | 776,926,000 | reduced | -1.87 | ||
| flutter entmt plc | 29.65 | 7,191,860 | 1,546,540,000 | added | 3.82 | |||
| james hardie inds plc | 0.06 | 157,326 | 3,264,520 | new | ||||