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 UNH
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $852,073,989 | 2,581,182 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $682,797,600 | 1,977,404 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $339,023,102 | 1,086,717 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $348,368,122 | 665,142 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $955,157,768 | 1,888,186 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,320,122,660 | 2,257,855 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,198,576,001 | 2,353,564 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $896,326,645 | 1,811,859 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $624,100,701 | 1,185,444 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $463,901,688 | 920,093 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $358,258,001 | 745,377 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $289,914,115 | 613,458 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $374,156,508 | 705,716 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $384,318,267 | 760,966 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $483,857,949 | 942,036 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $851,342,897 | 1,669,398 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $919,124,084 | 1,830,414 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $737,000,111 | 1,886,165 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $729,669,753 | 1,822,170 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $650,524,210 | 1,748,392 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $609,942,281 | 1,739,313 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $697,917,720 | 2,238,566 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $654,348,933 | 2,218,508 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $564,337,712 | 2,262,963 | Shares | Defined | 2020-05-15 | |
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