CALEDONIA (PRIVATE) INVESTMENTS PTY LTD Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 7
New Positions 3
Increased Positions 5
Decreased Positions 2
Positions with Activity 7
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,458

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 91.34%
Technology 8.35%
Transportation
Utilities

7 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZILLOW INC CL A 755,343 38,389 5.35 6,512,138
TRULIA INC COM 462,391 29,603 6.84 9,455,844
YELP INC CL A 114,338 114,338 New 1,675,289
GOOGLE INC CL A 70,290 70,290 New 119,457
GOOGLE INC CL C 51,425 -3,259 (5.96) 89,069
ZHAOPIN LTD SPONSORED ADR 2,393 2,393 New 184,500
QUNAR CAYMAN IS LTD SPNS ADR CL B 2,232 -2 (0.08) 80,712


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