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 |
|---|---|---|---|---|
| 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 G
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,465,892 | 173,581 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,367,461 | 200,245 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,986,745 | 214,532 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,830,397 | 359,700 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $75,896,311 | 1,506,477 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $77,676,878 | 1,808,542 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $68,188,503 | 1,739,059 | Shares | Defined | 2024-11-14 | |
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