Contrarius Group Holdings Ltd
Top Portfolio Positions
41 positions ·
$1,945,942,313 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SATS |
EchoStar CORP
|
2,181,728 | $237,153,833 | 12.19% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
518,188 | $233,039,507 | 11.98% |
| PSKY |
Paramount Skydance Corp
|
15,088,097 | $202,180,499 | 10.39% |
| ORCL |
Oracle Corp
|
930,431 | $181,350,305 | 9.32% |
| MU |
Micron Technology Inc
|
411,597 | $117,473,899 | 6.04% |
| GOOGL |
Alphabet Inc.
|
297,602 | $93,149,426 | 4.79% |
| DELL |
Dell Technologies Inc.
Technology
|
692,598 | $87,184,235 | 4.48% |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
415,963 | $86,441,271 | 4.44% |
| NVDA |
Nvidia Corp
Technology
|
438,214 | $81,726,910 | 4.20% |
| COIN |
Coinbase Global, Inc.
Financial Services
|
323,327 | $73,117,167 | 3.76% |
Portfolio Trend
Holdings in TEM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7,973,285 | 135,026 | Shares | Defined | 2026-02-11 | |
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