Caledonia (Private) Investments Pty
Caledonia (Private) Investments Pty
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
16
Market Value
$3.4B
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| Z | 31.2% | 34.1% | 33.3% | 32.3% |
| FLUT | 25.3% | 29.6% | 28.6% | 34.6% |
| ZG | 13.7% | 14.9% | 14.0% | 13.4% |
| CCJ | 10.7% | 9.5% | 7.5% | 6.6% |
| RPRX | 10.0% | 5.5% | 4.3% | 3.7% |
| LYV | 2.6% | - | - | - |
| COUR | 1.9% | 1.7% | 1.8% | 1.0% |
| UDMY | 1.8% | 1.5% | 1.6% | 1.3% |
| APPF | 1.5% | 1.5% | - | - |
| FWONK | 0.5% | 0.4% | 2.8% | 2.8% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
FLUT-0.29%
RPRX+11.94%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Z-22.64%
ZG-22.08%
CCJ-2.71%
Sector Analysis
Energy10.7%
Materials0.1%
Financials0.6%
Healthcare10.0%
Technology1.5%
Industrials0.0%
Consumer Staples3.8%
Communication Services48.0%
Trading Summary
All Holdings
111131415
Z
$Z
31.2%
Decreased 0.73%
2F
$FLUT
25.3%
Increased 18.60%
3Z
$ZG
13.7%
Decreased 0.14%
4C
$CCJ
10.7%
Decreased 37.49%
5R
$RPRX
10.0%
Decreased 2.83%
6L
$LYV
2.6%
New
7C
$COUR
1.9%
Decreased 4.92%
8U
$UDMY
1.8%
Increased 1.51%
9A
$APPF
1.5%
Decreased 1.31%
10F
$FWONK
0.5%
R
$RKT
0.4%
Increased 56.89%
12C
$CME
0.2%
J
$JHX
0.1%
G
$GENI
0.1%
X
$XOM
0.0%
New
16W
$WFC
0.0%