Contrarius Group Holdings Ltd Top Holdings and 13F Report (2026) About Contrarius Group Holdings LtdInvestment ActivityContrarius Group Holdings Ltd has $2.17 billion in total holdings as of June 30, 2026.Contrarius Group Holdings Ltd owns shares of 34 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 67.47% of the portfolio was purchased this quarter.About 51.41% of the portfolio was sold this quarter.This quarter, Contrarius Group Holdings Ltd has purchased 39 new stocks and bought additional shares in 10 stocks.Contrarius Group Holdings Ltd sold shares of 6 stocks and completely divested from 22 stocks this quarter.Largest Holdings Tesla $270,514,358ECHOSTAR CORP $259,622,283Intel $247,567,900SPACE EXPLORATION TECHN CORP $147,060,740Sony $138,405,053 Largest New Holdings this Quarter 458140100 - Intel $247,567,900 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $147,060,740 Holding835699307 - Sony $138,405,053 Holding67066G104 - NVIDIA $124,504,602 HoldingN07059210 - ASML $105,096,147 Holding Largest Purchases this Quarter Intel 1,773,028 shares (about $247.57M)SPACE EXPLORATION TECHN CORP 860,709 shares (about $147.06M)Sony 6,899,554 shares (about $138.41M)NVIDIA 622,243 shares (about $124.50M)ASML 52,827 shares (about $105.10M) Largest Sales this Quarter British American Tobacco 2,616,920 shares (about $161.62M)Alphabet 277,475 shares (about $99.16M)PARAMOUNT SKYDANCE CORP 6,939,416 shares (about $68.42M)Constellation Brands 133,221 shares (about $18.53M)Oracle 69,003 shares (about $10.11M) 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 PortfolioSectorTSLATesla$270,514,358$35,342,597 ▲15.0%643,16312.5%Consumer DiscretionaryECHOSTAR CORP$259,622,283$68,576,547 ▲35.9%2,557,85512.0%CL AINTCIntel$247,567,900$247,567,900 ▲New Holding1,773,02811.4%TechnologySPACE EXPLORATION TECHN CORP$147,060,740$147,060,740 ▲New Holding860,7096.8%CLASS A COM STKSONYSony$138,405,053$138,405,053 ▲New Holding6,899,5546.4%Consumer DiscretionaryNVDANVIDIA$124,504,602$124,504,602 ▲New Holding622,2435.7%TechnologyKDPKeurig Dr Pepper$106,781,101$15,533,167 ▲17.0%3,262,4844.9%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$105,587,384$96,305,811 ▲1,037.6%221,0934.9%TechnologyASMLASML$105,096,147$105,096,147 ▲New Holding52,8274.8%TechnologyDELLDell Technologies$102,024,326$102,024,326 ▲New Holding236,4634.7%TechnologyAMDAdvanced Micro Devices$100,237,182$100,237,182 ▲New Holding172,5524.6%TechnologyMUMicron Technology$62,462,094$62,462,094 ▲New Holding54,1132.9%TechnologyBEAMBeam Therapeutics$55,410,944$37,103,180 ▲202.7%1,614,5382.6%HealthcareBIDUBaidu$39,240,786$12,932,371 ▲49.2%343,3441.8%Communication ServicesBABAAlibaba Group$38,038,794$20,768,057 ▲120.2%396,3201.8%Consumer DiscretionaryNTLAIntellia Therapeutics$33,082,458$734,142 ▲2.3%1,955,2281.5%HealthcareTEMPUS AI INC$32,136,668$32,136,668 ▲New Holding554,7501.5%CL AFOXFOX$27,288,281$27,288,281 ▲New Holding582,5851.3%Communication ServicesRBLXRoblox$21,986,704$21,986,704 ▲New Holding404,3161.0%Communication ServicesCOINCoinbase Global$19,516,804$403,484 ▼-2.0%133,5030.9%FinanceOKTAOkta$17,821,325$17,821,325 ▲New Holding130,6070.8%TechnologyMETAMeta Platforms$16,784,352$16,784,352 ▲New Holding29,7970.8%Communication ServicesNVONovo Nordisk A/S$15,683,763$4,803,732 ▲44.2%327,1540.7%HealthcareZMZoom Communications$13,958,054$13,958,054 ▲New Holding161,7200.6%TechnologyCIRCLE INTERNET GROUP INC$13,534,594$2,444,887 ▲22.0%216,1040.6%COM CL ABTIBritish American Tobacco$12,754,737$161,620,980 ▼-92.7%206,5210.6%Consumer StaplesLULUlululemon athletica$10,985,715$10,985,715 ▲New Holding96,2140.5%Consumer DiscretionaryPARAMOUNT SKYDANCE CORP$9,729,187$68,422,639 ▼-87.6%986,7330.4%COM CL BGOOGLAlphabet$8,265,253$99,161,236 ▼-92.3%23,1280.4%Communication ServicesSTZConstellation Brands$7,810,043$18,529,710 ▼-70.3%56,1510.4%Consumer StaplesWW INTL INC$4,908,5450.0%307,1680.2%COM NEWNKENIKE$1,349,108$1,349,108 ▲New Holding32,8650.1%Consumer DiscretionaryORCLOracle$27,258$10,112,278 ▼-99.7%1860.0%TechnologyHPEHewlett Packard Enterprise$6,225$6,225 ▲New Holding1380.0%TechnologyPMPhilip Morris International$0$136,036,131 ▼-100.0%00.0%Consumer StaplesKHCKraft Heinz$0$95,403,952 ▼-100.0%00.0%Consumer StaplesMDLZMondelez International$0$85,314,117 ▼-100.0%00.0%Consumer StaplesTAPMolson Coors Beverage$0$84,909,411 ▼-100.0%00.0%Consumer StaplesMOAltria Group$0$84,171,697 ▼-100.0%00.0%Consumer StaplesPEPPepsiCo$0$73,370,953 ▼-100.0%00.0%Consumer StaplesWBDWarner Bros. Discovery$0$41,084,389 ▼-100.0%00.0%Communication ServicesJDJD.com$0$18,904,899 ▼-100.0%00.0%Consumer DiscretionaryRIGTransocean$0$16,376,730 ▼-100.0%00.0%EnergySDRLSeadrill$0$14,512,589 ▼-100.0%00.0%EnergyCVECenovus Energy$0$13,582,109 ▼-100.0%00.0%EnergyMOSMosaic$0$12,820,151 ▼-100.0%00.0%MaterialsNENoble$0$11,151,010 ▼-100.0%00.0%EnergyPYPLPayPal$0$9,992,347 ▼-100.0%00.0%FinanceAMRAlpha Metallurgical Resources$0$9,988,438 ▼-100.0%00.0%MaterialsCFCF Industries$0$9,960,676 ▼-100.0%00.0%MaterialsOVVOvintiv$0$9,768,222 ▼-100.0%00.0%EnergyCROXCrocs$0$8,100,344 ▼-100.0%00.0%Consumer DiscretionaryNTRNutrien$0$7,066,150 ▼-100.0%00.0%MaterialsRRCRange Resources$0$6,774,515 ▼-100.0%00.0%EnergyEQTEQT$0$6,539,201 ▼-100.0%00.0%EnergyQVC GROUP INC$0$1,525,007 ▼-100.0%00.0%COM SER A NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
