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Caledonia (Private) Investments Pty Ltd
správce aktiv · portfolio $2.93 mld. · 17 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 18
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| FLUTTER ENTMT PLC CUSIP G3643J108 | 8 079 486 | $825 mil. | 28.18% | −450 087 |
| Zillow Group Inc Class C US:Z | 24 102 956 | $760 mil. | 25.93% | −1 791 437 |
| Zillow Group Inc Class C US:Z | 11 328 301 | $355 mil. | 12.13% | −42 242 |
| ROYALTY PHARMA PLC CUSIP G7709Q104 | 5 775 851 | $324 mil. | 11.06% | −1 392 548 |
| Cameco Corp US:CCJ | 2 889 643 | $294 mil. | 10.05% | −505 452 |
| Coursera, Inc. US:COUR | 20 375 448 | $115 mil. | 3.92% | +8 916 274 |
| Live Nation Entertainment, I… US:LYV | 585 442 | $107 mil. | 3.66% | +8 800 |
| Appfolio Inc US:APPF | 290 462 | $46.6 mil. | 1.59% | −37 815 |
| Rocket Companies Inc US:RKT | 2 921 124 | $46.0 mil. | 1.57% | +1 886 993 |
| TRANSOCEAN LTD CUSIP H8817H100 | 5 582 594 | $27.3 mil. | 0.93% | nová |
| Liberty Media Corporation Se… US:FWONK | 209 804 | $20.0 mil. | 0.68% | — |
| CME GROUP INC. US:CME | 18 744 | $4.14 mil. | 0.14% | — |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 476 875 | $2.89 mil. | 0.10% | — |
| JAMES HARDIE INDS PLC CUSIP G4253H101 | 33 790 | $885 tis. | 0.03% | −123 536 |
| Exxon Mobil Corporation US:XOM | 2 199 | $301 tis. | 0.01% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 3 198 | $264 tis. | 0.01% | — |
| BrightSpring Health Services… US:BTSG | 3 092 | $216 tis. | 0.01% | nová |
| UDEMY INC CUSIP 902685106 | 0 (bylo 13 668 374) | — | — | prodána |
Ve společnostech z naší databáze 2
| Společnost | Podíl | Akcie | Datum Zprávy |
|---|---|---|---|
| Zillow Group Inc Class C | 13.6% | 24 102 956 | 2026-06-30 |
| Flutter Entertainment plc | 4.66% | 8 079 486 | 2026-06-30 |
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