CALEDONIA (PRIVATE) INVESTMENTS PTY LTD Information

LEVEL 7, GOLD FIELDS HOUSE,, SYDNEY NSW 2000, , 2000, (129) 255-7600

Report Date: 03/31/2015

Position Statistics

Total Positions 5
New Positions 0
Increased Positions 1
Decreased Positions 4
Positions with Activity 5
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,200

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 84.77%
Technology 0%
Transportation
Utilities

5 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZILLOW GROUP INC CL A 1,017,400 -49,725 (4.66) 10,865,017
GRUBHUB INC COM 182,833 8,550 4.91 4,516,625
GOOGLE INC CL C -26,600 Sold Out 0
GOOGLE INC CL A -69,370 Sold Out 0
YELP INC CL A -96,378 Sold Out 0