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 MSI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $811,496,558 | 1,869,937 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $491,824,475 | 1,283,065 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $299,981,782 | 655,999 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $73,817,218 | 175,563 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $322,268,876 | 736,093 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $334,914,292 | 724,562 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $364,303,265 | 810,229 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $381,018,609 | 986,967 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $335,593,831 | 945,388 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $304,950,598 | 974,003 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $290,952,960 | 1,068,737 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $375,334,757 | 1,279,783 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $382,013,592 | 1,335,105 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $306,077,011 | 1,187,680 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $268,370,932 | 1,198,245 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $242,487,916 | 1,156,908 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $224,835,228 | 928,304 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $422,932,295 | 1,556,615 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $484,303,100 | 2,084,638 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $543,623,867 | 2,506,912 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $466,005,952 | 2,478,096 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $384,817,039 | 2,262,831 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $343,022,031 | 2,187,501 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $86,934,830 | 620,387 | Shares | Defined | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||