Orbis Allan Gray Ltd
Top Portfolio Positions
91 positions ·
$23,706,333,854 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CPAY |
Corpay, Inc.
Technology
|
5,345,425 | $1,555,465,219 | 6.56% | |
| QXO |
QXO, Inc.
Industrials
|
73,951,325 | $1,436,134,731 | 6.06% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
8,314,766 | $862,740,120 | 3.64% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
1,869,937 | $811,496,558 | 3.42% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
2,472,480 | $796,608,330 | 3.36% | |
| EQT |
EQT Corp
Energy
|
12,112,733 | $770,854,327 | 3.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,513,283 | $722,719,659 | 3.05% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
13,424,844 | $696,078,160 | 2.94% | |
| XPO |
XPO, Inc.
Industrials
|
3,409,092 | $663,238,848 | 2.80% | |
| BRKR |
Bruker Corp
Healthcare
|
17,940,076 | $647,995,544 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AES
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,568,416 | 12,247,581 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $305,690,569 | 21,317,334 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $341,291,005 | 25,933,967 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $290,544,011 | 27,618,252 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $341,785,383 | 27,518,952 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $290,716,567 | 22,588,700 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $473,145,068 | 23,586,494 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $411,137,875 | 23,399,993 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $415,327,614 | 23,163,838 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $431,562,573 | 22,418,835 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $302,408,119 | 19,895,271 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $373,223,997 | 18,004,052 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $432,984,790 | 17,981,096 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $516,053,017 | 17,943,429 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $399,310,223 | 17,668,594 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $369,505,054 | 17,587,104 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $437,314,746 | 16,996,298 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $347,040,861 | 14,281,517 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $316,035,665 | 13,842,999 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $320,132,508 | 12,279,728 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $207,635,539 | 7,744,705 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,431,999 | 912,000 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,259,528 | 179,985 | Shares | Defined | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||