Caledonia (Private) Investments Pty Ltd

Q4 2024 13F-HR Holdings

Location
Sydney Nsw, C3
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
13
Total value ($000)
$7,492,921
Net value change ($000)
+612,642 (8.9%)
New positions
2
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ZG 343,702 14.9%
FLUT 126,512 4.7%
ZG 102,876 11.3%
FWONA 28,608 11.9%
CME 15,364 NEW
UDMY 8,121 9.3%
TRUE 4,972 8.1%
COUR 1,581 2.4%
GENI 864 0.5%
WFC 225 NEW
Top Reduces (Value $000, Stocks/ETFs)
WMG -16,398 -14.2%
LAWIL -1,909 -0.8%
AMWL -1,876 -23.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type