Contrarius Group Holdings Ltd Top Holdings and 13F Report (2025) About Contrarius Group Holdings LtdInvestment ActivityContrarius Group Holdings Ltd has $1.77 billion in total holdings as of June 30, 2025.Contrarius Group Holdings Ltd owns shares of 57 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 33.24% of the portfolio was purchased this quarter.About 26.04% of the portfolio was sold this quarter.This quarter, Contrarius Group Holdings Ltd has purchased 49 new stocks and bought additional shares in 12 stocks.Contrarius Group Holdings Ltd sold shares of 24 stocks and completely divested from 12 stocks this quarter.Largest Holdings Paramount Global $179,431,750Tesla $175,943,933Warner Bros. Discovery $171,044,740NVIDIA $129,465,063Coinbase Global $85,056,563 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $78,561,454 Holding595112103 - Micron Technology $69,638,222 Holding518439104 - Estee Lauder Companies $68,339,590 HoldingN07059210 - ASML $68,332,923 Holding458140100 - Intel $60,129,418 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 346,865 shares (about $78.56M)Micron Technology 565,016 shares (about $69.64M)Estee Lauder Companies 845,787 shares (about $68.34M)ASML 85,268 shares (about $68.33M)Intel 2,684,349 shares (about $60.13M) Largest Sales this Quarter PENN Entertainment 1,738,611 shares (about $31.07M)Celsius 555,013 shares (about $25.75M)Tesla 57,382 shares (about $18.23M)Alibaba Group 78,881 shares (about $8.95M)JD.com 192,801 shares (about $6.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofContrarius Group Holdings Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPARAParamount Global$179,431,7500.0%13,909,43810.1%Consumer DiscretionaryTSLATesla$175,943,933$18,227,966 ▼-9.4%553,8759.9%Auto/Tires/TrucksWBDWarner Bros. Discovery$171,044,740$290,213 ▼-0.2%14,925,3709.7%Consumer DiscretionaryNVDANVIDIA$129,465,063$18,119,715 ▲16.3%819,4517.3%Computer and TechnologyCOINCoinbase Global$85,056,563$4,598,429 ▲5.7%242,6794.8%FinanceTSMTaiwan Semiconductor Manufacturing$78,561,454$78,561,454 ▲New Holding346,8654.4%Computer and TechnologyCZRCaesars Entertainment$73,338,070$4,485,109 ▲6.5%2,583,2364.1%Consumer DiscretionaryMUMicron Technology$69,638,222$69,638,222 ▲New Holding565,0163.9%Computer and TechnologyELEstee Lauder Companies$68,339,590$68,339,590 ▲New Holding845,7873.9%Consumer StaplesASMLASML$68,332,923$68,332,923 ▲New Holding85,2683.9%Computer and TechnologyCROXCrocs$65,867,954$13,594,207 ▲26.0%650,3553.7%Consumer DiscretionaryFOXFOX$61,717,676$3,078,490 ▼-4.8%1,195,3843.5%Consumer DiscretionaryINTCIntel$60,129,418$60,129,418 ▲New Holding2,684,3493.4%Computer and TechnologyDELLDell Technologies$57,086,238$48,809,635 ▲589.7%465,6303.2%Computer and TechnologyAMDAdvanced Micro Devices$41,076,928$41,076,928 ▲New Holding289,4782.3%Computer and TechnologyPENNPENN Entertainment$33,199,833$31,068,978 ▼-48.3%1,857,8531.9%Consumer DiscretionaryCRSPCRISPR Therapeutics$18,237,763$2,090,645 ▲12.9%374,9541.0%MedicalBABAAlibaba Group$17,660,886$8,945,894 ▼-33.6%155,7261.0%Retail/WholesaleJDJD.com$16,748,237$6,293,025 ▼-27.3%513,1200.9%Retail/WholesaleROKURoku$15,554,333$7,577,876 ▲95.0%176,9750.9%Consumer DiscretionaryNTLAIntellia Therapeutics$14,562,525$4,394,830 ▼-23.2%1,552,5080.8%MedicalPYPLPayPal$13,251,776$4,087,526 ▼-23.6%178,3070.7%Business ServicesBIDUBaidu$12,739,133$6,187,069 ▼-32.7%148,5440.7%Computer and TechnologyBLOCK INC$11,786,942$1,239,043 ▲11.7%173,5160.7%CL AQXO INC$11,302,684$1,457,073 ▼-11.4%524,7300.6%COM NEWPAGSPagSeguro Digital$10,885,208$3,155,586 ▲40.8%1,129,1710.6%Business ServicesSESEA$10,806,826$1,841,709 ▼-14.6%67,5680.6%Computer and TechnologySOFISoFi Technologies$10,736,252$212,911 ▼-1.9%589,5800.6%FinanceVALValaris$9,927,811$9,927,811 ▲New Holding235,7590.6%EnergyPINSPinterest$9,818,576$2,282,453 ▲30.3%273,8030.6%Computer and TechnologyEQTEQT$9,733,841$2,475,276 ▼-20.3%166,9040.5%EnergyMRVLMarvell Technology$9,025,614$9,025,614 ▲New Holding116,6100.5%Computer and TechnologyPDDPDD$9,003,377$2,193,883 ▼-19.6%86,0250.5%Retail/WholesaleAMZNAmazon.com$8,871,035$2,765,411 ▲45.3%40,4350.5%Retail/WholesaleVALEVale$8,626,801$8,626,801 ▲New Holding888,4450.5%Basic MaterialsDIGITALOCEAN HLDGS INC$8,436,481$8,436,481 ▲New Holding295,3950.5%COMPEPPepsiCo$8,323,405$8,323,405 ▲New Holding63,0370.5%Consumer StaplesSDRLSeadrill$8,296,838$8,296,838 ▲New Holding316,0700.5%EnergyVSCOVictoria's Secret & Co.$7,992,695$5,584,965 ▼-41.1%431,5710.5%Retail/WholesaleNENoble$7,612,682$7,612,682 ▲New Holding286,7300.4%EnergyAPPLOVIN CORP$7,091,921$7,091,921 ▲New Holding20,2580.4%COM CL ATIGRUP Fintech$6,739,859$4,494,507 ▼-40.0%698,4310.4%FinanceGRABGrab$6,299,004$2,571,884 ▼-29.0%1,252,2870.4%Computer and TechnologyHPEHewlett Packard Enterprise$6,229,459$1,351,357 ▲27.7%304,6190.4%Computer and TechnologyPMPhilip Morris International$6,112,465$795,362 ▼-11.5%33,5610.3%Consumer StaplesRRCRange Resources$5,932,655$5,932,655 ▲New Holding145,8730.3%EnergyBARRICK MNG CORP$5,875,820$5,875,820 ▲New Holding282,2200.3%COM SHSRIGTransocean$5,451,515$5,451,515 ▲New Holding2,104,8320.3%EnergyTMETencent Music Entertainment Group$4,848,488$234,153 ▼-4.6%248,7680.3%Consumer DiscretionaryCELHCelsius$4,714,059$25,747,053 ▼-84.5%101,6180.3%Consumer StaplesGOOGLAlphabet$4,580,394$113,492 ▼-2.4%25,9910.3%Computer and TechnologyMETAMeta Platforms$4,570,253$578,663 ▼-11.2%6,1920.3%Computer and TechnologyWRBYWarby Parker$3,710,995$3,710,995 ▲New Holding169,2200.2%Consumer StaplesDISWalt Disney$3,574,340$122,026 ▼-3.3%28,8230.2%Consumer DiscretionaryMOAltria Group$2,713,924$884,961 ▼-24.6%46,2890.2%Consumer StaplesGESGuess?$2,154,607$2,154,607 ▲New Holding178,2140.1%Consumer DiscretionaryQVC GROUP INC$1,932,612$1,932,612 ▲New Holding702,7680.1%COM SER A NEWBARRICK GOLD CORP$0$58,828,006 ▼-100.0%00.0%COMCOTYCoty$0$52,500,196 ▼-100.0%00.0%Consumer StaplesHIMSHims & Hers Health$0$51,711,554 ▼-100.0%00.0%MedicalIACIAC$0$50,590,506 ▼-100.0%00.0%Multi-Sector ConglomeratesDKNGDraftKings$0$40,546,089 ▼-100.0%00.0%Consumer DiscretionaryUUnity Software$0$39,064,243 ▼-100.0%00.0%Computer and TechnologyRBLXRoblox$0$10,235,025 ▼-100.0%00.0%Consumer DiscretionaryABEVAmbev$0$9,801,206 ▼-100.0%00.0%Consumer StaplesQVC GROUP INC$0$7,066,356 ▼-100.0%00.0%COM SER ADOCUDocusign$0$3,869,593 ▼-100.0%00.0%Computer and TechnologyAMCXAMC Networks$0$2,613,210 ▼-100.0%00.0%Consumer DiscretionaryBEAMBeam Therapeutics$0$2,469,959 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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