Q2 2026 13F · SEC CIK 1352924
Caledonia (Private) Investments Pty Ltd
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.9B
- Reported positions
- 17
- Top holdings a year, 3 yrs
- -9.8%
- Assets under management
- $5.3B
Caledonia (Private) Investments Pty Ltd is a hedge fund that reported 17 positions worth $2.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Flutter Entmt PLC (FLUT, 28.2%), Zillow Group Inc (Z, 25.9%), Zillow Group Inc (ZG, 12.1%). A portfolio copying its top holdings returned -9.8% a year over the last 3 years, against 20.4% for the S&P 500.
Caledonia (Private) Investments Pty Ltd holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| FLUTFlutter Entmt PLC | 28.2% | -5.3% | $825.5M |
| ZZillow Group Inc | 25.9% | -6.9% | $759.7M |
| ZGZillow Group Inc | 12.1% | -0.4% | $355.4M |
| RPRXRoyalty Pharma PLC | 11.1% | -19.4% | $323.9M |
| CCJCameco Corp | 10.0% | -14.9% | $294.3M |
| COURCoursera Inc | 3.9% | +77.8% | $114.9M |
| LYVLive Nation Entertainment in | 3.7% | +1.5% | $107.2M |
| APPFAppfolio Inc | 1.6% | -11.5% | $46.6M |
| RKTRocket Cos Inc | 1.6% | +182.5% | $46.0M |
| RIGTransocean Ltd | 0.9% | — | $27.3M |
| FWONKLiberty Media Corp Del | 0.7% | +0.0% | $20.0M |
| CMECme Group Inc | 0.1% | +0.0% | $4.1M |
| GENIGenius Sports Limited | 0.1% | +0.0% | $2.9M |
| JHXJames Hardie Inds PLC | 0.0% | -78.5% | $885K |
| XOMExxon Mobil Corp | 0.0% | +0.0% | $301K |
| WFCWells Fargo & Co | 0.0% | +0.0% | $264K |
| BTSGBrightspring Health Services I | 0.0% | — | $216K |
What Caledonia (Private) Investments Pty Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
- RIG Transocean Ltd0.9% of 13F
- BTSG Brightspring Health Services I0.0% of 13F
Added to
- RKT Rocket Cos Inc+182.5% shares
- COUR Coursera Inc+77.8% shares
Reduced
- JHX James Hardie Inds PLC-78.5% shares
- RPRX Royalty Pharma PLC-19.4% shares
- CCJ Cameco Corp-14.9% shares
- APPF Appfolio Inc-11.5% shares
- Z Zillow Group Inc-6.9% shares
- FLUT Flutter Entmt PLC-5.3% shares
Sold out
- UDMY Udemy Incwas 1.8%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -50.0% /yr
- S&P 500 +20.1%
- 3 years
- -9.8% /yr
- S&P 500 +20.4%
- 5 years
- -14.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.9B | 17 |
| Q1 2026 | $3.4B | 16 |
| Q4 2025 | $5.2B | 16 |
| Q3 2025 | $6.2B | 16 |
| Q2 2025 | $6.3B | 15 |
| Q1 2025 | $6.1B | 16 |
| Q4 2024 | $7.5B | 13 |
| Q3 2024 | $6.9B | 11 |
| Q2 2024 | $5.5B | 11 |
| Q1 2024 | $3.9B | 11 |
| Q4 2023 | $4.7B | 11 |
| Q3 2023 | $4.0B | 12 |
Questions about Caledonia (Private) Investments Pty Ltd's portfolio
What stocks does Caledonia (Private) Investments Pty Ltd own?
Caledonia (Private) Investments Pty Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 17 positions worth $2.9B. The largest are Flutter Entmt PLC (FLUT) at 28.2%, Zillow Group Inc (Z) at 25.9%, Zillow Group Inc (ZG) at 12.1%, Royalty Pharma PLC (RPRX) at 11.1% and Cameco Corp (CCJ) at 10.0%.
What did Caledonia (Private) Investments Pty Ltd buy last quarter?
In Q2 2026, Caledonia (Private) Investments Pty Ltd added a new position in Transocean Ltd (RIG), a new position in Brightspring Health Services I (BTSG), Rocket Cos Inc (RKT) (+182.5% shares) and Coursera Inc (COUR) (+77.8% shares), compared with its Q1 2026 filing.
What did Caledonia (Private) Investments Pty Ltd sell last quarter?
In Q2 2026, Caledonia (Private) Investments Pty Ltd sold all of Udemy Inc (UDMY), James Hardie Inds PLC (JHX) (-78.5% shares), Royalty Pharma PLC (RPRX) (-19.4% shares) and Cameco Corp (CCJ) (-14.9% shares), compared with its Q1 2026 filing.
How has Caledonia (Private) Investments Pty Ltd's portfolio performed?
A portfolio copying Caledonia (Private) Investments Pty Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned -9.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -50.0% against +20.1%. Over 5 years: -14.9% a year against +11.6%.
When is Caledonia (Private) Investments Pty Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Caledonia (Private) Investments Pty Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Caledonia (Private) Investments Pty Ltd manage?
Caledonia (Private) Investments Pty Ltd reported $5.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.9B.