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 ELV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,629,165 | 183,191 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $436,415,820 | 1,244,946 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $422,679,087 | 1,308,118 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,110,811,415 | 2,855,850 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,239,276,287 | 2,849,173 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $800,123,809 | 2,168,945 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $470,546,440 | 904,897 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $501,106,166 | 924,789 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $497,359,714 | 959,154 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $425,161,325 | 901,606 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $385,708,534 | 885,831 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $332,956,701 | 749,413 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $316,592,979 | 688,530 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $301,698,688 | 588,141 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $318,272,794 | 700,671 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $372,249,664 | 771,374 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $644,941,894 | 1,312,939 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $712,150,871 | 1,536,331 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $640,488,667 | 1,718,049 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $819,193,897 | 2,145,610 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $885,632,667 | 2,467,287 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $959,036,426 | 2,986,815 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $931,999,509 | 3,469,971 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $885,339,262 | 3,366,565 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $708,859,973 | 3,122,181 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||