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) 1,550

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 87.87%
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 781,351 32,325 4.32 6,793,174
TRULIA INC COM 500,409 34,803 7.48 10,162,655
GRUBHUB INC COM 91,107 91,107 New 2,610,509
YELP INC CL A 80,316 -17,002 (17.47) 1,382,613
GOOGLE INC CL A 66,663 1,453 2.23 122,118
GOOGLE INC CL C 26,658 -21,217 (44.32) 49,596
ZHAOPIN LTD SPONSORED ADR 3,637 869 31.40 242,438
QUNAR CAYMAN IS LTD SPNS ADR CL B -2,132 Sold Out 0


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