Contrarius Group Holdings Ltd Top Holdings and 13F Report (2026)

About Contrarius Group Holdings Ltd

Investment Activity

Contrarius 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: $270,514,358
ECHOSTAR CORP: $259,622,283
Intel: $247,567,900
SPACE EXPLORATION TECHN CORP: $147,060,740
Sony: $138,405,053

Largest New Holdings this Quarter

458140100 - Intel: $247,567,900 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $147,060,740 Holding
835699307 - Sony: $138,405,053 Holding
67066G104 - NVIDIA: $124,504,602 Holding
N07059210 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSLA Tesla	$270,514,358	$35,342,597 â–²	15.0%	643,163	12.5%	Consumer Discretionary
ECHOSTAR CORP	$259,622,283	$68,576,547 â–²	35.9%	2,557,855	12.0%	CL A
INTC Intel	$247,567,900	$247,567,900 â–²	New Holding	1,773,028	11.4%	Technology
SPACE EXPLORATION TECHN CORP	$147,060,740	$147,060,740 â–²	New Holding	860,709	6.8%	CLASS A COM STK
SONY Sony	$138,405,053	$138,405,053 â–²	New Holding	6,899,554	6.4%	Consumer Discretionary
NVDA NVIDIA	$124,504,602	$124,504,602 â–²	New Holding	622,243	5.7%	Technology
KDP Keurig Dr Pepper	$106,781,101	$15,533,167 â–²	17.0%	3,262,484	4.9%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$105,587,384	$96,305,811 â–²	1,037.6%	221,093	4.9%	Technology
ASML ASML	$105,096,147	$105,096,147 â–²	New Holding	52,827	4.8%	Technology
DELL Dell Technologies	$102,024,326	$102,024,326 â–²	New Holding	236,463	4.7%	Technology
AMD Advanced Micro Devices	$100,237,182	$100,237,182 â–²	New Holding	172,552	4.6%	Technology
MU Micron Technology	$62,462,094	$62,462,094 â–²	New Holding	54,113	2.9%	Technology
BEAM Beam Therapeutics	$55,410,944	$37,103,180 â–²	202.7%	1,614,538	2.6%	Healthcare
BIDU Baidu	$39,240,786	$12,932,371 â–²	49.2%	343,344	1.8%	Communication Services
BABA Alibaba Group	$38,038,794	$20,768,057 â–²	120.2%	396,320	1.8%	Consumer Discretionary
NTLA Intellia Therapeutics	$33,082,458	$734,142 â–²	2.3%	1,955,228	1.5%	Healthcare
TEMPUS AI INC	$32,136,668	$32,136,668 â–²	New Holding	554,750	1.5%	CL A
FOX FOX	$27,288,281	$27,288,281 â–²	New Holding	582,585	1.3%	Communication Services
RBLX Roblox	$21,986,704	$21,986,704 â–²	New Holding	404,316	1.0%	Communication Services
COIN Coinbase Global	$19,516,804	$403,484 â–¼	-2.0%	133,503	0.9%	Finance
OKTA Okta	$17,821,325	$17,821,325 â–²	New Holding	130,607	0.8%	Technology
META Meta Platforms	$16,784,352	$16,784,352 â–²	New Holding	29,797	0.8%	Communication Services
NVO Novo Nordisk A/S	$15,683,763	$4,803,732 â–²	44.2%	327,154	0.7%	Healthcare
ZM Zoom Communications	$13,958,054	$13,958,054 â–²	New Holding	161,720	0.6%	Technology
CIRCLE INTERNET GROUP INC	$13,534,594	$2,444,887 â–²	22.0%	216,104	0.6%	COM CL A
BTI British American Tobacco	$12,754,737	$161,620,980 â–¼	-92.7%	206,521	0.6%	Consumer Staples
LULU lululemon athletica	$10,985,715	$10,985,715 â–²	New Holding	96,214	0.5%	Consumer Discretionary
PARAMOUNT SKYDANCE CORP	$9,729,187	$68,422,639 â–¼	-87.6%	986,733	0.4%	COM CL B
GOOGL Alphabet	$8,265,253	$99,161,236 â–¼	-92.3%	23,128	0.4%	Communication Services
STZ Constellation Brands	$7,810,043	$18,529,710 â–¼	-70.3%	56,151	0.4%	Consumer Staples
WW INTL INC	$4,908,545		0.0%	307,168	0.2%	COM NEW
NKE NIKE	$1,349,108	$1,349,108 â–²	New Holding	32,865	0.1%	Consumer Discretionary
ORCL Oracle	$27,258	$10,112,278 â–¼	-99.7%	186	0.0%	Technology
HPE Hewlett Packard Enterprise	$6,225	$6,225 â–²	New Holding	138	0.0%	Technology
PM Philip Morris International	$0	$136,036,131 â–¼	-100.0%	0	0.0%	Consumer Staples
KHC Kraft Heinz	$0	$95,403,952 â–¼	-100.0%	0	0.0%	Consumer Staples
MDLZ Mondelez International	$0	$85,314,117 â–¼	-100.0%	0	0.0%	Consumer Staples
TAP Molson Coors Beverage	$0	$84,909,411 â–¼	-100.0%	0	0.0%	Consumer Staples
MO Altria Group	$0	$84,171,697 â–¼	-100.0%	0	0.0%	Consumer Staples
PEP PepsiCo	$0	$73,370,953 â–¼	-100.0%	0	0.0%	Consumer Staples
WBD Warner Bros. Discovery	$0	$41,084,389 â–¼	-100.0%	0	0.0%	Communication Services
JD JD.com	$0	$18,904,899 â–¼	-100.0%	0	0.0%	Consumer Discretionary
RIG Transocean	$0	$16,376,730 â–¼	-100.0%	0	0.0%	Energy
SDRL Seadrill	$0	$14,512,589 â–¼	-100.0%	0	0.0%	Energy
CVE Cenovus Energy	$0	$13,582,109 â–¼	-100.0%	0	0.0%	Energy
MOS Mosaic	$0	$12,820,151 â–¼	-100.0%	0	0.0%	Materials
NE Noble	$0	$11,151,010 â–¼	-100.0%	0	0.0%	Energy
PYPL PayPal	$0	$9,992,347 â–¼	-100.0%	0	0.0%	Finance
AMR Alpha Metallurgical Resources	$0	$9,988,438 â–¼	-100.0%	0	0.0%	Materials
CF CF Industries	$0	$9,960,676 â–¼	-100.0%	0	0.0%	Materials
OVV Ovintiv	$0	$9,768,222 â–¼	-100.0%	0	0.0%	Energy
CROX Crocs	$0	$8,100,344 â–¼	-100.0%	0	0.0%	Consumer Discretionary
NTR Nutrien	$0	$7,066,150 â–¼	-100.0%	0	0.0%	Materials
RRC Range Resources	$0	$6,774,515 â–¼	-100.0%	0	0.0%	Energy
EQT EQT	$0	$6,539,201 â–¼	-100.0%	0	0.0%	Energy
QVC GROUP INC	$0	$1,525,007 â–¼	-100.0%	0	0.0%	COM SER A NEW

Showing largest 100 holdings. View all holdings.

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Contrarius Group Holdings Ltd Top Holdings and 13F Report (2026)

About Contrarius Group Holdings Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Contrarius Group Holdings Ltd Top Holdings and 13F Report (2026)

About Contrarius Group Holdings Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofContrarius Group Holdings Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools