Orbis Allan Gray Ltd 13F Holdings

CIK 0001663865 · HamiltoN, D0

As of Sep 30, 2025, Orbis Allan Gray Ltd reported 86 positions worth $23.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
QXO INCQXOTechnology86,492,986 .6B7.08%
NEBIUS GROUP NVNBISCommunication Services12,796,543 .4B6.17%
CORPAY INCCPAYTechnology4,128,114 .2B5.10%
PDD HOLDINGS INCPDDConsumer Cyclical6,942,339$917.6M3.94%
ALNYLAM PHARMACEUTICALS INCALNYHealthcare1,950,962$889.6M3.82%
SMURFIT WESTROCK PLCSWConsumer Cyclical18,948,827$806.7M3.46%
ICON PLCICLRHealthcare4,138,818$724.3M3.11%
GXO LOGISTICS INCGXOIndustrials13,387,809$708.1M3.04%
UNITEDHEALTH GROUP INCUNHHealthcare1,977,404$682.8M2.93%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services9,543,872$656.7M2.82%
NETEASE INCNTESCommunication Services4,157,480$631.9M2.71%
ITAU UNIBANCO HOLDING SAITUBFinancial Services83,327,177$611.6M2.63%
SEA LTDSEConsumer Cyclical3,105,766$555.1M2.38%
STERIS PLCSTEHealthcare2,129,311$526.9M2.26%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive9,521,130$505.4M2.17%
RXO INCRXOIndustrials32,573,158$501.0M2.15%
NEWMONT CORPNEMBasic Materials5,637,872$475.3M2.04%
INSMED INCINSMHealthcare3,250,868$468.2M2.01%
BRUKER CORPBRKRHealthcare14,145,472$459.6M1.97%
NU HOLDINGS LTDNUFinancial Services27,296,532$437.0M1.88%
ELEVANCE HEALTH INCELVHealthcare1,308,118$422.7M1.81%
KINDER MORGAN INCKMIEnergy14,884,536$421.4M1.81%
WALT DISNEY CODISCommunication Services3,671,374$420.4M1.80%
XPO INCXPOIndustrials3,153,369$407.6M1.75%
MICRON TECHNOLOGY INCMUTechnology2,166,539$362.5M1.56%