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 KB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,963,735 | 360,611 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,590,661 | 378,785 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,191,510 | 364,148 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,583,572 | 370,306 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,856,313 | 366,962 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,450,310 | 412,132 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $43,265,384 | 700,654 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $47,405,044 | 837,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,256,362 | 792,325 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $35,168,057 | 850,086 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $34,947,035 | 850,086 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,943,130 | 850,086 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,166,050 | 855,740 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,319,475 | 706,660 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,691,094 | 586,964 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,625,763 | 554,456 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,703,459 | 178,240 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,227,558 | 178,240 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,463,745 | 182,369 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,990,791 | 182,369 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,665,071 | 276,453 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,799,076 | 323,209 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,381,472 | 323,209 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,998,545 | 323,456 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,736,446 | 321,311 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||