Holders — by stockHoldings — by fund
Contrarius Group Holdings 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 2054801
$2.17B
disclosed book value
34
positions
12.5%
largest position share
Positions, as of 2026-06-30
top 34 of 34 · 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 | TSLATESLA INC | 643,163 | $270.5M | 12.5% |
| 2 | ECHOECHOSTAR CORP | 2.6M | $259.6M | 12% |
| 3 | INTCINTEL CORP | 1.8M | $247.6M | 11.4% |
| 4 | SPCXSPACE EXPLORATION TECHN CORP | 860,709 | $147.1M | 6.8% |
| 5 | SONYSONY GROUP CORP | 6.9M | $138.4M | 6.4% |
| 6 | NVDANVIDIA CORPORATION | 622,243 | $124.5M | 5.7% |
| 7 | KDPKEURIG DR PEPPER INC | 3.3M | $106.8M | 4.9% |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 221,093 | $105.6M | 4.9% |
| 9 | ASML HOLDING N V | 52,827 | $105.1M | 4.8% |
| 10 | DELLDELL TECHNOLOGIES INC | 236,463 | $102.0M | 4.7% |
| 11 | AMDADVANCED MICRO DEVICES INC | 172,552 | $100.2M | 4.6% |
| 12 | MUMICRON TECHNOLOGY INC | 54,113 | $62.5M | 2.9% |
| 13 | BEAMBEAM THERAPEUTICS INC | 1.6M | $55.4M | 2.6% |
| 14 | BIDUBAIDU INC | 343,344 | $39.2M | 1.8% |
| 15 | BABAALIBABA GROUP HLDG LTD | 396,320 | $38.0M | 1.8% |
| 16 | NTLAINTELLIA THERAPEUTICS INC | 2.0M | $33.1M | 1.5% |
| 17 | TEMTEMPUS AI INC | 554,750 | $32.1M | 1.5% |
| 18 | FOXFOX CORP | 582,585 | $27.3M | 1.3% |
| 19 | RBLXROBLOX CORP | 404,316 | $22.0M | 1% |
| 20 | COINCOINBASE GLOBAL INC | 133,503 | $19.5M | 0.9% |
| 21 | OKTAOKTA INC | 130,607 | $17.8M | 0.8% |
| 22 | METAMETA PLATFORMS INC | 29,797 | $16.8M | 0.8% |
| 23 | NVONOVO-NORDISK A S | 327,154 | $15.7M | 0.7% |
| 24 | ZMZOOM COMMUNICATIONS INC | 161,720 | $14.0M | 0.6% |
| 25 | CRCLCIRCLE INTERNET GROUP INC | 216,104 | $13.5M | 0.6% |
| 26 | BTIBRITISH AMERN TOB PLC | 206,521 | $12.8M | 0.6% |
| 27 | LULULULULEMON ATHLETICA INC | 96,214 | $11.0M | 0.5% |
| 28 | PSKYPARAMOUNT SKYDANCE CORP | 986,733 | $9.7M | 0.4% |
| 29 | GOOGLALPHABET INC | 23,128 | $8.3M | 0.4% |
| 30 | STZCONSTELLATION BRANDS INC | 56,151 | $7.8M | 0.4% |
| 31 | WW INTL INC | 307,168 | $4.9M | 0.2% |
| 32 | NKENIKE INC | 32,865 | $1.3M | 0.1% |
| 33 | ORCLORACLE CORP | 186 | $27,258 | 0% |
| 34 | HPEHEWLETT PACKARD ENTERPRISE C | 138 | $6,225 | 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.