Holders — by stockHoldings — by fund
Orbis Allan Gray Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1663865
$29.10B
disclosed book value
97
positions
6.2%
largest position share
Positions, as of 2026-06-30
top 97 of 97 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CPAYCORPAY INC | 5.4M | $1.80B | 6.2% |
| 2 | NEBIUS GROUP N.V. | 6.5M | $1.79B | 6.2% |
| 3 | BKNGBOOKING HOLDINGS INC | 7.2M | $1.28B | 4.4% |
| 4 | QXOQXO INC | 74.0M | $1.28B | 4.4% |
| 5 | BRKRBRUKER CORP | 17.9M | $1.08B | 3.7% |
| 6 | RXORXO INC | 36.4M | $1.00B | 3.5% |
| 7 | MSIMOTOROLA SOLUTIONS INC | 2.4M | $992.4M | 3.4% |
| 8 | GOOGLALPHABET INC | 2.3M | $836.5M | 2.9% |
| 9 | EQTEQT CORP | 15.7M | $835.1M | 2.9% |
| 10 | XPOXPO INC | 3.4M | $698.6M | 2.4% |
| 11 | SHELSHELL PLC | 8.8M | $686.0M | 2.4% |
| 12 | GXOGXO LOGISTICS INCORPORATED | 13.4M | $680.6M | 2.3% |
| 13 | ITUBITAU UNIBANCO HLDG S A | 81.3M | $664.2M | 2.3% |
| 14 | INSMINSMED INC | 6.1M | $647.9M | 2.2% |
| 15 | ALNYALNYLAM PHARMACEUTICALS INC | 2.0M | $598.3M | 2.1% |
| 16 | FSVFIRSTSERVICE CORP NEW | 4.0M | $574.7M | 2% |
| 17 | STERIS PLC | 2.7M | $563.8M | 1.9% |
| 18 | IBKRINTERACTIVE BROKERS GROUP IN | 6.1M | $528.3M | 1.8% |
| 19 | NEMNEWMONT CORP | 5.5M | $517.8M | 1.8% |
| 20 | PRAXPRAXIS PRECISION MEDICINES I | 1.5M | $512.2M | 1.8% |
| 21 | NVDANVIDIA CORPORATION | 2.5M | $490.3M | 1.7% |
| 22 | CNKCINEMARK HLDGS INC | 15.1M | $477.8M | 1.6% |
| 23 | BTIBRITISH AMERN TOB PLC | 7.4M | $456.1M | 1.6% |
| 24 | NTESNETEASE COM INC | 3.5M | $448.9M | 1.5% |
| 25 | PDDPDD HOLDINGS INC | 5.4M | $408.4M | 1.4% |
| 26 | DEODIAGEO PLC | 4.8M | $384.0M | 1.3% |
| 27 | KMIKINDER MORGAN INC DEL | 11.8M | $377.2M | 1.3% |
| 28 | DISDISNEY WALT CO | 3.7M | $359.5M | 1.2% |
| 29 | BROBROWN & BROWN INC | 5.4M | $344.6M | 1.2% |
| 30 | CXCEMEX SA EURO MTN BE 144A | 28.3M | $339.7M | 1.2% |
| 31 | SRRKSCHOLAR ROCK HLDG CORP | 5.9M | $326.3M | 1.1% |
| 32 | GMABGENMAB A/S | 11.4M | $312.3M | 1.1% |
| 33 | RHIROBERT HALF INC. | 9.9M | $303.2M | 1% |
| 34 | CRISPR THERAPEUTICS AG | 5.4M | $297.2M | 1% |
| 35 | AALAMERICAN AIRLINES GROUP INC | 16.1M | $291.6M | 1% |
| 36 | BBB FOODS INC | 6.7M | $280.6M | 1% |
| 37 | SMURFIT WESTROCK PLC | 5.9M | $272.1M | 0.9% |
| 38 | FNVFRANCO NEV CORP | 1.3M | $269.0M | 0.9% |
| 39 | RRCRANGE RES CORP | 6.7M | $249.0M | 0.9% |
| 40 | BBARRICK MNG CORP | 6.7M | $245.6M | 0.8% |
| 41 | HDBHDFC BANK LTD | 9.4M | $244.0M | 0.8% |
| 42 | RYANRYAN SPECIALTY HOLDINGS INC | 6.3M | $238.2M | 0.8% |
| 43 | ENBENBRIDGE INC | 4.3M | $235.4M | 0.8% |
| 44 | VALEVALE S A | 14.3M | $214.6M | 0.7% |
| 45 | IQVIQVIA HLDGS INC | 1.1M | $212.8M | 0.7% |
| 46 | IMAXIMAX CORP | 5.1M | $205.3M | 0.7% |
| 47 | GLDSPDR GOLD TR | 499,941 | $184.2M | 0.6% |
| 48 | SYNASYNAPTICS INC | 1.4M | $176.7M | 0.6% |
| 49 | RENAISSANCERE HLDGS LTD | 542,301 | $171.9M | 0.6% |
| 50 | ARANTERO RESOURCES CORP | 4.5M | $159.8M | 0.5% |
| 51 | EATBRINKER INTL INC | 935,796 | $157.2M | 0.5% |
| 52 | DYNDYNE THERAPEUTICS INC | 7.0M | $155.6M | 0.5% |
| 53 | WLKWESTLAKE CORPORATION | 2.1M | $152.2M | 0.5% |
| 54 | TRUTRANSUNION | 2.0M | $145.8M | 0.5% |
| 55 | NU HLDGS LTD | 10.0M | $133.4M | 0.5% |
| 56 | CRCCALIFORNIA RES CORP | 2.4M | $128.1M | 0.4% |
| 57 | EDUNEW ORIENTAL ED & TECHNOLOGY | 2.2M | $99.3M | 0.3% |
| 58 | CARGCARGURUS INC | 2.4M | $82.1M | 0.3% |
| 59 | RRYDER SYS INC | 307,335 | $81.1M | 0.3% |
| 60 | DAOYOUDAO INC | 6.6M | $80.7M | 0.3% |
| 61 | ELVELEVANCE HEALTH INC FORMERLY | 183,191 | $70.8M | 0.2% |
| 62 | ONON SEMICONDUCTOR CORP | 741,034 | $70.1M | 0.2% |
| 63 | MRVLMARVELL TECHNOLOGY INC | 229,717 | $68.4M | 0.2% |
| 64 | BURFORD CAPITAL LIMITED | 14.7M | $60.2M | 0.2% |
| 65 | NEWAMSTERDAM PHARMA COMPANY | 1.7M | $59.2M | 0.2% |
| 66 | BWXTBWX TECHNOLOGIES INC | 297,329 | $57.9M | 0.2% |
| 67 | UNHUNITEDHEALTH GROUP INC | 134,216 | $55.8M | 0.2% |
| 68 | AMANTERO MIDSTREAM CORP | 2.4M | $55.1M | 0.2% |
| 69 | MAGNUM ICE CREAM CO NV | 3.1M | $54.2M | 0.2% |
| 70 | GNRCGENERAC HLDGS INC | 182,189 | $53.3M | 0.2% |
| 71 | EMEEMCOR GROUP INC | 62,764 | $52.1M | 0.2% |
| 72 | MCSMARCUS CORP DEL | 2.2M | $51.4M | 0.2% |
| 73 | GFIGOLD FIELDS LTD | 1.5M | $49.5M | 0.2% |
| 74 | SESEA LTD | 513,300 | $49.2M | 0.2% |
| 75 | VIPSVIPSHOP HLDGS LTD | 3.6M | $47.7M | 0.2% |
| 76 | WPMWHEATON PRECIOUS METALS CORP | 405,444 | $45.5M | 0.2% |
| 77 | NKENIKE INC | 1.0M | $41.7M | 0.1% |
| 78 | NCMINATIONAL CINEMEDIA INC | 9.3M | $35.4M | 0.1% |
| 79 | BAHBOOZ ALLEN HAMILTON HLDG COR | 569,678 | $34.6M | 0.1% |
| 80 | CNXCNX RES CORP | 886,386 | $30.1M | 0.1% |
| 81 | ANGLOGOLD ASHANTI PLC | 365,003 | $29.5M | 0.1% |
| 82 | HNRGHALLADOR ENERGY COMPANY | 1.7M | $29.5M | 0.1% |
| 83 | QXO 5.5 05/15/28QXO INC | 569,445 | $27.8M | 0.1% |
| 84 | CELLEBRITE DI LTD | 1.7M | $24.9M | 0.1% |
| 85 | GENIUS SPORTS LIMITED | 3.8M | $22.8M | 0.1% |
| 86 | MARMARRIOTT INTL INC NEW | 61,340 | $22.7M | 0.1% |
| 87 | ECHOECHOSTAR CORP | 214,394 | $21.8M | 0.1% |
| 88 | PTLOPORTILLOS INC | 4.2M | $19.8M | 0.1% |
| 89 | LOMALOMA NEGRA C I A S A MTN 14 | 1.5M | $17.6M | 0.1% |
| 90 | HWMHOWMET AEROSPACE INC | 60,402 | $16.2M | 0.1% |
| 91 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,869 | $15.9M | 0.1% |
| 92 | IRSIRSA INVERSIONES Y REP S A | 901,355 | $13.9M | 0% |
| 93 | WISE GROUP PLC | 730,105 | $8.7M | 0% |
| 94 | FUTUFUTU HLDGS LTD | 88,375 | $8.3M | 0% |
| 95 | GENPACT LIMITED | 174,752 | $4.8M | 0% |
| 96 | MNSOMINISO GROUP HLDG LTD | 254,418 | $3.1M | 0% |
| 97 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,916 | $1.4M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.