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
Holdings in PTLO
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,390,904 | 7,068,224 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,756,591 | 6,994,844 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,115,670 | 6,839,639 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $74,198,944 | 6,358,093 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $71,026,554 | 5,973,638 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $53,948,132 | 5,739,163 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $77,216,626 | 5,732,489 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $52,979,540 | 5,450,570 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $76,634,745 | 5,404,425 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $83,240,063 | 5,225,365 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $78,065,666 | 5,072,493 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $115,558,464 | 5,129,093 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $105,666,122 | 4,944,601 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $75,911,124 | 4,651,417 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $59,833,380 | 3,038,770 | Shares | Defined | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||