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Orbis Allan Gray Ltd 13F holdings

Filed 2026-08-14 · Orbis Allan Gray Ltd · 167 positions · $29.1B

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TickerCompanySharesValue% of portfolio
NBISNEBIUS GROUP N.V.6.5M$1.8B6.2%
CPAYCORPAY INC5.1M$1.7B5.8%
QXOQXO INC72.7M$1.3B4.3%
BRKRBRUKER CORP16.9M$1.0B3.5%
RXORXO INC34.7M$957.0M3.3%
BKNGBOOKING HOLDINGS INC5.3M$945.6M3.2%
MSIMOTOROLA SOLUTIONS INC2.2M$926.2M3.2%
GOOGLALPHABET INC2.3M$836.5M2.9%
EQTEQT CORP15.7M$833.5M2.9%
SHELSHELL PLC8.8M$684.1M2.4%
ITUBITAU UNIBANCO HLDG S A81.2M$663.7M2.3%
GXOGXO LOGISTICS INCORPORATED13.0M$657.2M2.3%
INSMINSMED INC6.1M$647.3M2.2%
XPOXPO INC3.1M$645.9M2.2%
ALNYALNYLAM PHARMACEUTICALS INC2.0M$597.4M2.1%
IBKRINTERACTIVE BROKERS GROUP IN6.1M$528.3M1.8%
NEMNEWMONT CORP5.5M$517.1M1.8%
PRAXPRAXIS PRECISION MEDICINES I1.5M$511.1M1.8%
—STERIS PLC2.4M$508.1M1.7%
NVDANVIDIA CORPORATION2.5M$490.3M1.7%
FSVFIRSTSERVICE CORP NEW3.4M$476.3M1.6%
CNKCINEMARK HLDGS INC15.0M$475.7M1.6%
BTIBRITISH AMERN TOB PLC7.4M$454.9M1.6%
NTESNETEASE COM INC3.5M$448.9M1.5%
PDDPDD HOLDINGS INC5.3M$407.9M1.4%
DEODIAGEO PLC4.8M$384.0M1.3%
KMIKINDER MORGAN INC DEL11.6M$371.4M1.3%
DISDISNEY WALT CO3.7M$359.5M1.2%
BROBROWN & BROWN INC5.3M$342.1M1.2%
CXCEMEX SA EURO MTN BE 144A28.2M$338.9M1.2%
BKNGBOOKING HOLDINGS INC1.9M$336.2M1.2%
SRRKSCHOLAR ROCK HLDG CORP5.9M$326.0M1.1%
GMABGENMAB A/S11.3M$311.4M1.1%
RHIROBERT HALF INC.9.9M$303.2M1.0%
—CRISPR THERAPEUTICS AG5.4M$296.3M1.0%
AALAMERICAN AIRLINES GROUP INC16.1M$291.1M1.0%
TBBBBBB FOODS INC6.7M$280.0M1.0%
—SMURFIT WESTROCK PLC5.9M$272.1M0.9%
FNVFRANCO NEV CORP1.2M$249.4M0.9%
RRCRANGE RES CORP6.7M$248.3M0.9%
HDBHDFC BANK LTD9.4M$243.7M0.8%
BBARRICK MNG CORP6.5M$240.5M0.8%
RYANRYAN SPECIALTY HOLDINGS INC6.3M$237.7M0.8%
ENBENBRIDGE INC4.3M$234.0M0.8%
VALEVALE S A14.3M$214.6M0.7%
IQVIQVIA HLDGS INC1.1M$212.3M0.7%
IMAXIMAX CORP5.1M$204.5M0.7%
SYNASYNAPTICS INC1.4M$176.4M0.6%
GLDSPDR GOLD TR477.2K$175.8M0.6%
—RENAISSANCERE HLDGS LTD542.3K$171.9M0.6%
ARANTERO RESOURCES CORP4.5M$159.2M0.5%
EATBRINKER INTL INC935.8K$157.2M0.5%
DYNDYNE THERAPEUTICS INC7.0M$155.1M0.5%
WLKWESTLAKE CORPORATION2.1M$151.9M0.5%
TRUTRANSUNION2.0M$145.8M0.5%
NUNU HLDGS LTD10.0M$133.2M0.5%
CRCCALIFORNIA RES CORP2.4M$126.4M0.4%
CPAYCORPAY INC352.1K$117.4M0.4%
EDUNEW ORIENTAL ED & TECHNOLOGY2.2M$99.3M0.3%
FSVFIRSTSERVICE CORP NEW692.9K$98.5M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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