Position in SRRK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$326,344,315
+$120,856,352 QoQ
Shares Held
5,933,533
+42.0% QoQ
Ownership
4.87%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#7
of 302 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRRK Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Orbis Allan Gray Ltd holds $2,908,969,206 across 8 Biotechnology names. SRRK ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
|
6,076,487 | $647,875,043 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
1,987,407 | $598,269,128 | |
| 3 | PRAX |
Praxis Precision Medicines, Inc.
|
1,529,788 | $512,157,724 | |
| 4 | SRRK |
Scholar Rock Holding Corp
This page
|
5,933,533 | $326,344,315 | |
| 5 | GMAB |
Genmab A/S
|
11,368,161 | $312,283,381 | |
| 6 | CRSP |
CRISPR Therapeutics AG
|
5,449,161 | $297,197,240 | |
| 7 | DYN |
Dyne Therapeutics, Inc.
|
7,006,542 | $155,615,297 | |
| 8 | NAMS |
NewAmsterdam Pharma Co N.V.
|
1,747,627 | $59,227,078 |
All Filings in SRRK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,344,315 | 5,933,533 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $205,487,963 | 4,179,983 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $151,044,322 | 3,428,929 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,255,864 | 302,252 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||