Contrarius Group Holdings Ltd

Contrarius Group Holdings Ltd reported 45 holdings worth US$2.17B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Contrarius Group Holdings Ltd reported 45 holdings worth US$2.17B as of Jun 30, 2026. Largest: Tesla, Inc., Echostar Corporation and Intel Corporation. Filed Aug 11, 2026 (Form 13F).

Holdings
45
Value as reported
US$2.17B

The filing in full

CompanySharesValue as reported% of portfolio
Tesla, Inc.643KUS$271M12.5%
Echostar Corporation2.56MUS$260M12.0%
Intel Corporation1.77MUS$248M11.4%
Space Exploration Technologies Corp861KUS$147M6.8%
Sony Group Corporation6.9MUS$138M6.4%
Nvidia Corporation622KUS$125M5.7%
Keurig Dr Pepper Inc.3.26MUS$107M4.9%
Taiwan Semiconductor Manufacturing Co., Ltd.221KUS$106M4.9%
Asml Holding Nv52,827US$105M4.8%
Dell Technologies Inc.236KUS$102M4.7%
Advanced Micro Devices Inc173KUS$100M4.6%
Micron Technology, Inc.54,113US$62.5M2.9%
Beam Therapeutics Inc.1.61MUS$55.4M2.6%
Intellia Therapeutics, Inc.1.96MUS$33.1M1.5%
Tempus Ai, Inc.555KUS$32.1M1.5%
Fox Corporation523KUS$27.3M1.3%
Roblox Corporation404KUS$22M1.0%
Coinbase Global, Inc.134KUS$19.5M0.90%
Okta, Inc.131KUS$17.8M0.82%
Meta Platforms, Inc.29,797US$16.8M0.77%
Novo Nordisk A/s Class B327KUS$15.7M0.72%
Zoom Communications, Inc.162KUS$14M0.64%
Circle Internet Group, Inc.216KUS$13.5M0.62%
British American Tobacco P.l.c.207KUS$12.8M0.59%
Lululemon Athletica Inc.96,214US$11M0.51%
Paramount Skydance Corporation987KUS$9.73M0.45%
Alphabet Inc (google) Class C23,128US$8.27M0.38%
Constellation Brands, Inc.56,151US$7.81M0.36%
Ww International, Inc.307KUS$4.91M0.23%
Nike, Inc.32,865US$1.35M0.06%
Oracle Corporation186US$27,258<0.01%
Hewlett Packard Enterprise Company138US$6,225<0.01%
Philip Morris International Inc0US$00.00%
The Kraft Heinz Company0US$00.00%
Mondelez International, Inc.0US$00.00%
Molson Coors Beverage Company0US$00.00%
Altria Group, Inc.0US$00.00%
Pepsico, Inc.0US$00.00%
Warner Bros. Discovery, Inc. - Series A0US$00.00%
Seadrill Limited0US$00.00%
Cenovus Energy Inc.0US$00.00%
Mosaic Company (the)0US$00.00%
Paypal Holdings, Inc.0US$00.00%
Alpha Metallurgical Resources, Inc.0US$00.00%
Cf Industries Holdings, Inc.0US$00.00%
Ovintiv Inc. (de)0US$00.00%
Crocs, Inc.0US$00.00%
Nutrien Ltd.0US$00.00%
Range Resources Corporation0US$00.00%
Eqt Corporation0US$00.00%

Source

View original at SEC

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