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 CRC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,731,049 | 2,177,565 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $86,145,841 | 1,926,769 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $73,950,990 | 1,390,579 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $51,217,397 | 1,121,467 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $52,713,037 | 1,198,841 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $60,412,827 | 1,164,248 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $60,128,888 | 1,145,967 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $42,643,855 | 801,275 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $43,258,624 | 785,093 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $42,928,884 | 785,093 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $44,946,344 | 802,470 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $39,990,843 | 882,995 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $51,409,050 | 1,335,300 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $127,355,248 | 2,927,034 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $111,921,571 | 2,912,349 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $108,762,576 | 2,825,002 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $75,134,948 | 1,679,744 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $53,989,112 | 1,264,086 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,274,485 | 1,031,085 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,978,373 | 1,027,816 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,792,981 | 988,902 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,626,101 | 831,967 | Shares | Defined | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||