SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Caledonia (Private) Investments Pty Ltd

CIK 0001352924 · LEVEL 10, 131 MACQUARIE STREET, SYDNEY NSW, C3, 2000 · (61-2) 9255-7600

Reported Value
$5.2B
Q4 2025
Positions
16
Filings on Record
31
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Caledonia (Private) Investments Pty Ltd reported $5.2B in U.S.-listed holdings across 16 positions for Q4 2025.

The portfolio is heavily concentrated: Z alone accounts for 34.1% of reported value.

Compared with Q3 2025, the fund opened 3 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $4.6BQ4 ’18Q1 ’19: $4.7BQ2 ’19: $5.8BQ3 ’19: $4.1BQ4 ’19: $5.6BQ4 ’19Q1 ’20: $4.6BQ2 ’20: $5.5BQ3 ’20: $8.8BQ4 ’20: $10.5BQ4 ’20Q1 ’21: $10.7BQ2 ’21: $9.7BQ3 ’21: $8.0BQ4 ’21: $6.4BQ4 ’21Q1 ’22: $5.4BQ2 ’22: $3.8BQ3 ’22: $3.4BQ4 ’22: $3.73TQ4 ’22Q1 ’23: $4.5BQ2 ’23: $4.6BQ3 ’23: $4.0BQ4 ’23: $4.7BQ4 ’23Q1 ’24: $3.9BQ2 ’24: $5.5BQ3 ’24: $6.9BQ4 ’24: $7.5BQ4 ’24Q1 ’25: $6.1BQ2 ’25: $6.3BQ3 ’25: $6.2BQ4 ’25: $5.2BQ4 ’25Q1 ’26: $3.4Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.4B16May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.2B16Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.2B16Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.3B15Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.1B16May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.5B13Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.9B11Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.5B11Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.9B11May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.7B11Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.0B12Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.6B12Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.5B14May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.73T14Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.4B15Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.8B17Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.4B17May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.4B19Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$8.0B17Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$9.7B16Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$10.7B17May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$10.5B14Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$8.8B17Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$5.5B14Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$4.6B14May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$5.6B12Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$4.1B15Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019REVEALED$5.8B13Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.7B12May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$4.6B18Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Caledonia US, LP028-18919

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.