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 NEM
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,725,568 | 5,170,675 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $631,328,483 | 6,322,769 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $475,328,987 | 5,637,872 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $291,854,692 | 5,009,521 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $273,877,134 | 5,672,683 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $207,698,617 | 5,580,296 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $491,743,100 | 9,200,058 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $247,060,717 | 5,900,662 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,982,374 | 418,035 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,536,810 | 37,130 | Shares | Defined | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||