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 XPO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $663,238,848 | 3,409,092 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $496,423,370 | 3,652,589 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $407,636,009 | 3,153,369 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $397,820,066 | 3,150,052 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $290,160,580 | 2,697,161 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $392,320,929 | 2,991,391 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $412,988,806 | 3,841,399 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $441,868,163 | 4,162,677 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $524,404,277 | 4,297,339 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $494,948,491 | 5,650,742 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $450,582,879 | 6,035,131 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $462,522,830 | 7,839,370 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $311,044,618 | 9,750,615 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $332,642,767 | 9,992,273 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $267,111,670 | 10,097,671 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $291,453,834 | 10,185,138 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $441,161,176 | 10,198,820 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $510,866,196 | 11,104,073 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $518,561,601 | 10,966,818 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $541,749,813 | 11,197,458 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $546,189,336 | 12,808,177 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $576,338,868 | 13,980,053 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $473,709,846 | 16,178,615 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $463,582,319 | 17,351,456 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $301,033,943 | 17,854,496 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||