Caledonia (Private) Investments Pty Limited
- Regulatory AUM
- $10.2B
- Discretionary
- $9.3B
- Clients
- 42
- Avg AUM / client
- $244M
- Accounts
- 42
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Sep 26, 2025
Investments (13F portfolio — 16 positions, $3,437,758,648)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Zillow Group Inc | CL C CAP STK | $1,071,509,982 | 25,894,393 | 31.2% | 10.5% |
| 2 | Flutter Entmt Plc | SHS | $869,589,967 | 8,529,573 | 25.3% | 8.5% |
| 3 | Zillow Group Inc | CL A | $470,626,775 | 11,370,543 | 13.7% | 4.6% |
| 4 | Cameco Corp | COM | $368,741,268 | 3,395,095 | 10.7% | 3.6% |
| 5 | Royalty Pharma Plc | SHS CLASS A | $343,868,100 | 7,168,399 | 10.0% | 3.36% |
| 6 | Live Nation Entertainment In | COM | $87,943,671 | 576,642 | 2.56% | 0.86% |
| 7 | Coursera Inc | COM | $66,692,393 | 11,459,174 | 1.94% | 0.65% |
| 8 | Udemy Inc | COM | $63,147,888 | 13,668,374 | 1.84% | 0.62% |
| 9 | Appfolio Inc | COM CL A | $51,808,676 | 328,277 | 1.51% | 0.51% |
| 10 | Liberty Media Corp Del | COM LBTY ONE S C | $17,837,536 | 209,804 | 0.52% | 0.17% |
| 11 | Rocket Cos Inc | COM CL A | $14,736,367 | 1,034,131 | 0.43% | 0.14% |
| 12 | Cme Group Inc | COM | $5,536,040 | 18,744 | 0.16% | 0.05% |
| 13 | James Hardie Inds Plc | ORD SHS | $2,979,754 | 157,326 | 0.09% | 0.03% |
| 14 | Genius Sports Limited | SHARES CL A | $2,112,556 | 476,875 | 0.06% | 0.02% |
| 15 | Exxon Mobil Corp | COM | $373,082 | 2,199 | 0.01% | 0.0% |
| 16 | Wells Fargo & Co | COM | $254,593 | 3,198 | 0.01% | 0.0% |
Top 25 of 16 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 29 | $2.6B | 25.8% |
| Pooled investment vehicles (non-investment companies) | 12 | $7.5B | 73.0% |
| Other investment advisers | Fewer than 5 clients | $0 | — |
| Other | 1 | $124M | 1.21% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Messara, Michael, John | Co Chief Investment Officer | Sep 2011 (15y) | Less than 5% | |
| Moses, Matthew, Nmn | General Counsel/Chief Compliance Officer | Jul 2015 (11y) | Less than 5% | |
| Vicars, James, William | Co Chief Investment Officer | Jan 2016 (11y) | Less than 5% | |
| Scully, David, Brinton | Vice Chairman | Oct 2016 (10y) | Less than 5% | |
| Easter, Nathan, Edward | Chief Financial Officer | Aug 2019 (7y) | Less than 5% | |
| Silverstein, Robert, Jason | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Caledonia Holdings Co Pty Limited | Sole Owner | Jul 2020 | A | 75% or more |
| Manderrah Pty Limited As Trustee For Gjj Family Trust | Shareholder Of Class A Shares | Jul 2020 | B | ≈ 56.25% – 100% via Caledonia Holdings Co Pty Limited |
| Alfred Global Holdings Pty Limited As Trustee Of The Messara Family Trust | Shareholder Of Class B Shares | Jul 2020 | B | ≈ 56.25% – 100% via Caledonia Holdings Co Pty Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Manderrah Pty Limited As Trustee For Gjj Family Trust: 75% – 100% of Caledonia Holdings Co Pty Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Alfred Global Holdings Pty Limited As Trustee Of The Messara Family Trust: 75% – 100% of Caledonia Holdings Co Pty Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/26/2025 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $682M (7% of AUM) Sep 2025
- UBS $666M (7% of AUM) Sep 2025
- J.P. Morgan $615M (6% of AUM) Sep 2025
- Citigroup Global Markets Inc. $321M (3% of AUM) Sep 2025
- Jefferies Llc $317M (3% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 26, 2025.
View current Form ADV (SEC/IAPD) ↗