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  Name: CALEDONIA (PRIVATE) INVESTMENTS PTY LTD
  City: SYDNEY
  State: C3
  Zip: 2000
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $4,714,768,000
  Total Value Change : $671,568,000
  Securities Held Change : -1
   
All Securities Held : 11
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 1
  Unchanged Positions : 5
  Decreased Positions : 5

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Holdings Found : 12     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (Z)1 Year Chart         Z Zillow Group Inc 1 - $43.67 $2,105,760,000 36,394,056 44.66% 425,810,000 0 16.839    Business Services
   (ZG)1 Year Chart         ZG Zillow Group Inc 2 - $43.13 $896,023,000 15,797,294 19% 188,462,000 0 26.329    N/A
   (FWONK)1 Year Chart         FWONK Liberty Media Corporation 3 - $0.00 $810,886,000 12,844,702 17.2% -57,142,000 -1,088,339 6.171    N/A
   (SGMS)1 Year Chart         SGMS Scientific Games Corp 4 - $91.31 $173,730,000 2,115,817 3.68% 27,502,000 65,802 2.202    Diversified Computer ...
   (WMG)1 Year Chart         WMG Warner Music Group Corp 5 - $32.40 $173,128,000 4,837,336 3.67% -12,265,000 -1,066,890 3.952    Sporting and Park Ent...
   (UDMY)1 Year Chart         UDMY Udemy, Inc. 6 - $10.18 $139,044,000 9,439,495 2.95% 45,858,000 -369,572 6.794    N/A
   (COUR)1 Year Chart         COUR Coursera, Inc. 7 - $0.00 $136,545,000 7,049,299 2.9% -3,819,000 -460,838 5.411    N/A
   (GENI)1 Year Chart         GENI Genius Sports 8 - $5.19 $126,852,000 20,526,210 2.69% 17,447,000 0 10.718    N/A
   (TRUE)1 Year Chart         TRUE Truecar, Inc. 9 - $2.88 $63,544,000 18,365,289 1.35% 25,528,000 0 17.228    Internet Service Prov...
   (RKT)1 Year Chart         RKT Rock-Tenn Co A 10 - $12.35 $63,482,000 4,384,150 1.35% 27,620,000 0 4.368    Paper & Paper Products
   (AMWL)1 Year Chart         AMWL American Well Corp 11 - $0.53 $25,774,000 17,297,672 0.55% 5,529,000 -5,451 8.729    N/A
   (LLYVK)1 Year Chart         LLYVK Liberty Media Corporation 12 Closed $74.10 $0 0 0% -18,962,000 -590,726 0    Entertainment - Diver...

      12 Records Found
  1    
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