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
Holdings in DAO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,241,656 | 6,738,724 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,994,088 | 6,943,858 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $72,377,195 | 7,281,408 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $64,477,898 | 7,497,430 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $63,629,530 | 8,339,388 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $66,427,276 | 8,976,659 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,969,927 | 9,390,344 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,495,948 | 9,565,293 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,149,298 | 10,236,144 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $40,836,937 | 10,364,705 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $45,583,969 | 11,339,296 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $62,192,676 | 12,903,045 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $116,607,046 | 13,718,476 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $79,666,168 | 14,807,838 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $59,683,011 | 15,186,517 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $72,842,193 | 14,805,324 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $102,655,356 | 14,458,501 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $183,922,501 | 14,737,380 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $170,974,954 | 14,141,849 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $300,313,388 | 13,006,210 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $287,782,854 | 12,081,564 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $272,417,945 | 10,268,298 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $242,611,604 | 9,388,994 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $309,600,525 | 8,256,014 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $167,381,132 | 7,955,377 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||