CALEDONIA (PRIVATE) INVESTMENTS PTY LTD Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 8
New Positions 1
Increased Positions 5
Decreased Positions 3
Positions with Activity 8
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,480

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 87.4%
Technology 6.02%
Transportation
Utilities

8 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZILLOW INC CL A 739,777 30,605 4.32 6,793,174
TRULIA INC COM 478,458 33,277 7.48 10,162,655
GRUBHUB INC COM 93,430 93,430 New 2,610,509
YELP INC CL A 75,477 -15,977 (17.47) 1,382,613
GOOGLE INC CL A 63,506 1,384 2.23 122,118
GOOGLE INC CL C 25,609 -20,382 (44.32) 49,596
ZHAOPIN LTD SPONSORED ADR 3,894 930 31.40 242,438
QUNAR CAYMAN IS LTD SPNS ADR CL B -2,324 Sold Out 0


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