Contrarius Group Holdings Ltd 13F Holdings

CIK 0002054801 · Hamilton, D0

As of Sep 30, 2025, Contrarius Group Holdings Ltd reported 52 positions worth $2.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TESLA INCTSLAConsumer Cyclical532,721$236.9M10.72%
WARNER BROS DISCOVERY INCWBDCommunication Services11,803,203$230.5M10.44%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services9,866,475 86.7M8.45%
FOX CORPFOXCommunication Services2,372,654 35.9M6.15%
BAIDU INCBIDUCommunication Services891,749 17.5M5.32%
INTELLIA THERAPEUTICS INCNTLAHealthcare5,889,936 01.7M4.60%
ECHOSTAR CORPSATSTechnology1,294,117$98.8M4.47%
DELL TECHNOLOGIES INCDELLTechnology654,043$92.7M4.20%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology325,389$90.9M4.11%
MICRON TECHNOLOGY INCMUTechnology537,645$90.0M4.07%
NVIDIA CORPNVDATechnology442,706$82.6M3.74%
COINBASE GLOBAL INCCOINFinancial Services242,376$81.8M3.70%
INTEL CORPINTCTechnology2,207,715$74.1M3.35%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical365,117$65.3M2.95%
META PLATFORMS INCMETACommunication Services85,784$63.0M2.85%
ADVANCED MICRO DEVICES INCAMDEquity369,882$59.8M2.71%
BEAM THERAPEUTICS INCBEAMHealthcare1,533,269$37.2M1.68%
JDCOM INCJDConsumer Cyclical1,024,919$35.9M1.62%
ALPHABET INCGOOGLEquity123,469$30.0M1.36%
CRISPR THERAPEUTICS AGCRSPHealthcare270,350 7.5M0.79%
BARRICK MINING CORPBBasic Materials510,779 6.7M0.76%
UNITY SOFTWARE INCUTechnology384,002 5.4M0.70%
MARVELL TECHNOLOGY INCMRVLTechnology158,147 3.3M0.60%
ROKU INCROKUCommunication Services129,515 3.0M0.59%
ALPHA METALLURGICAL RESOURCES INCAMRBasic Materials74,022 2.1M0.55%