Funds › Contrarius Group Holdings Ltd
Contrarius Group Holdings Ltd
13F for Q3 2026, filed Nov 10, 2026. 25 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TSLA Tesla, Inc. | 675,248 | $239.6M | 11.7% | +5.0% | 13F ↗ |
| 2 | SPCX Space Exploration Technologies Corp. | 1.40M | $211.8M | 10.3% | +63.1% | 13F ↗ |
| 3 | ECHO EchoStar Corporation | 2.29M | $204.6M | 10.0% | -10.5% | 13F ↗ |
| 4 | INTC Intel Corporation | 1.26M | $151.4M | 7.4% | -29.0% | 13F ↗ |
| 5 | HPE Hewlett Packard Enterprise Company | 1.96M | $125.5M | 6.1% | +1422961% | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 534,534 | $122.1M | 6.0% | -14.1% | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 349,372 | $120.2M | 5.9% | +1411% | 13F ↗ |
| 8 | DELL Dell Technologies Inc. | 221,591 | $119.2M | 5.8% | -6.3% | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 465,457 | $116.0M | 5.7% | New | 13F ↗ |
| 10 | META Meta Platforms, Inc. | 155,799 | $113.0M | 5.5% | +423% | 13F ↗ |
| 11 | MU Micron Technology, Inc. | 105,387 | $112.2M | 5.5% | +94.8% | 13F ↗ |
| 12 | ORCL Oracle Corporation | 769,325 | $105.6M | 5.1% | +413516% | 13F ↗ |
| 13 | SONY Sony Group Corporation | 3.84M | $90.3M | 4.4% | -44.4% | 13F ↗ |
| 14 | TEM Tempus AI, Inc. | 359,921 | $29.5M | 1.4% | -35.1% | 13F ↗ |
| 15 | NTLA Intellia Therapeutics, Inc. | 2.43M | $29.3M | 1.4% | +24.4% | 13F ↗ |
| 16 | BABA Alibaba Group Holding Limited · ADR | 242,414 | $26.1M | 1.3% | -38.8% | 13F ↗ |
| 17 | COIN Coinbase Global, Inc. | 131,822 | $24.6M | 1.2% | -1.3% | 13F ↗ |
| 18 | SMCI Super Micro Computer, Inc. | 566,237 | $23.3M | 1.1% | New | 13F ↗ |
| 19 | BIDU Baidu, Inc. · ADR | 240,756 | $20.9M | 1.0% | -29.9% | 13F ↗ |
| 20 | OKTA Okta, Inc. | 69,852 | $14.6M | 0.7% | -46.5% | 13F ↗ |
| 21 | CRCL Circle Internet Group, Inc. | 172,300 | $14.2M | 0.7% | -20.3% | 13F ↗ |
| 22 | BEAM Beam Therapeutics Inc. | 522,461 | $12.8M | 0.6% | -67.6% | 13F ↗ |
| 23 | AMD Advanced Micro Devices, Inc. | 20,503 | $12.5M | 0.6% | -88.1% | 13F ↗ |
| 24 | RBLX Roblox Corporation | 273,656 | $11.6M | 0.6% | -32.3% | 13F ↗ |
| 25 | WW WW International, Inc. | 53,205 | $822.5K | <0.1% | -82.7% | 13F ↗ |
Changes since Q2 2026
2 new, 8 added to, 15 trimmed, 11 exited, 0 unchanged. By estimated dollars.
New positions (2)
Added to (8)
| HPE Hewlett Packard Enterprise Company | 1.96M | +1422961% | $125.5M |
| GOOGL Alphabet Inc. Class A | 349,372 | +1411% | $112.3M |
| ORCL Oracle Corporation | 769,325 | +413516% | $105.6M |
| META Meta Platforms, Inc. | 155,799 | +423% | $91.4M |
| SPCX Space Exploration Technologies Corp. | 1.40M | +63.1% | $82.0M |
| MU Micron Technology, Inc. | 105,387 | +94.8% | $54.6M |
| TSLA Tesla, Inc. | 675,248 | +5.0% | $11.4M |
| NTLA Intellia Therapeutics, Inc. | 2.43M | +24.4% | $5.8M |
Trimmed (15)
| AMD Advanced Micro Devices, Inc. | 20,503 | -88.1% | -$93.0M |
| SONY Sony Group Corporation | 3.84M | -44.4% | -$72.1M |
| INTC Intel Corporation | 1.26M | -29.0% | -$61.8M |
| BEAM Beam Therapeutics Inc. | 522,461 | -67.6% | -$26.7M |
| ECHO EchoStar Corporation | 2.29M | -10.5% | -$24.1M |
| NVDA NVIDIA Corporation | 534,534 | -14.1% | -$20.0M |
| BABA Alibaba Group Holding Limited · ADR | 242,414 | -38.8% | -$16.6M |
| TEM Tempus AI, Inc. | 359,921 | -35.1% | -$16.0M |
| OKTA Okta, Inc. | 69,852 | -46.5% | -$12.7M |
| BIDU Baidu, Inc. · ADR | 240,756 | -29.9% | -$8.9M |
Exited (11)
| KDP Keurig Dr Pepper Inc. | 3.26M | Exited | -$106.8M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 221,093 | Exited | -$105.6M |
| ASML ASML Holding N.V. · Equities | 52,827 | Exited | -$105.1M |
| FOX Fox Corporation Class B | 582,585 | Exited | -$27.3M |
| NVO Novo Nordisk A/S · ADR | 327,154 | Exited | -$15.7M |
| ZM Zoom Communications, Inc. | 161,720 | Exited | -$14.0M |
| BTI British American Tobacco p.l.c. · ADR | 206,521 | Exited | -$12.8M |
| LULU lululemon athletica inc. | 96,214 | Exited | -$11.0M |
| SKYD Skydance Corporation | 986,733 | Exited | -$9.7M |
| STZ Constellation Brands, Inc. | 56,151 | Exited | -$7.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 25 | $2.1B | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 34 | $2.2B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 39 | $1.8B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 44 | $2.1B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 52 | $2.2B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 57 | $1.8B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 49 | $1.5B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer