Orbis Allan Gray Ltd: 13F holdings
CIK 16638652026Q2
| Positions | 97 |
|---|
| Reported value | $29.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 97 (+6 vs prior quarter) |
|---|
| Reported value | $29.1bn (+22.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CPAY CORPAY INC | 5,408,507 | $1.8bn | 6.2% |
| NBIS NEBIUS GROUP N.V. | 6,494,719 | $1.8bn | 6.2% |
| BKNG BOOKING HOLDINGS INC | 7,191,572 | $1.3bn | 4.4% |
| QXO QXO INC | 73,951,325 | $1.3bn | 4.4% |
| BRKR BRUKER CORP | 17,940,076 | $1.1bn | 3.7% |
| RXO RXO INC | 36,397,974 | $1.0bn | 3.5% |
| MSI MOTOROLA SOLUTIONS INC | 2,389,623 | $992.4m | 3.4% |
| GOOGL ALPHABET INC | 2,340,624 | $836.5m | 2.9% |
| EQT EQT CORP | 15,706,047 | $835.1m | 2.9% |
| XPO XPO INC | 3,402,819 | $698.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1663865")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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