Contrarius Group Holdings Ltd
Net buyer this quarter
$2.17B
34
+$362M
74.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSLA | $271M | 12.47% | 0.02% | +15.0% | Q4 2024 |
 ECHO | $260M | 11.96% | 5.36% | +35.9% | Q3 2025 |
 INTC | $248M | 11.41% | 0.04% | Not reported | Q2 2025 |
 SPCX | $147M | 6.78% | Not reported | New | Q2 2026 |
 SONY | $138M | 6.38% | 0.11% | New | Q2 2026 |
 NVDA | $125M | 5.74% | 0.00% | Not reported | Q1 2025 |
 KDP | $107M | 4.92% | 0.24% | +17.0% | Q1 2026 |
 TSM | $106M | 4.87% | 0.00% | +1037.6% | Q2 2025 |
 ASML | $105M | 4.84% | 0.01% | Not reported | Q2 2025 |
 DELL | $102M | 4.70% | 0.04% | Not reported | Q1 2025 |
 AMD | $100M | 4.62% | 0.01% | Not reported | Q2 2025 |
 MU | $62.5M | 2.88% | 0.00% | Not reported | Q2 2025 |
 BEAM | $55.4M | 2.55% | 1.56% | +202.7% | Q1 2025 |
 BIDU | $39.2M | 1.81% | Not reported | +49.2% | Q4 2024 |
 BABA | $38M | 1.75% | 0.02% | +120.3% | Q4 2024 |
 NTLA | $33.1M | 1.52% | 1.40% | +2.3% | Q4 2024 |
 TEM | $32.1M | 1.48% | Not reported | Not reported | Q4 2025 |
 FOX | $27.3M | 1.26% | Not reported | Not reported | Q4 2024 |
 RBLX | $22M | 1.01% | 0.06% | Not reported | Q4 2024 |
 COIN | $19.5M | 0.90% | 0.05% | -2.0% | Q4 2024 |
 OKTA | $17.8M | 0.82% | Not reported | New | Q2 2026 |
 META | $16.8M | 0.77% | Not reported | Not reported | Q4 2024 |
 NVO | $15.7M | 0.72% | Not reported | +44.2% | Q4 2025 |
 ZM | $14M | 0.64% | Not reported | Not reported | Q4 2024 |
 CRCL | $13.5M | 0.62% | Not reported | +22.1% | Q4 2025 |
 BTI | $12.8M | 0.59% | 0.01% | -92.7% | Q1 2026 |
 LULU | $11M | 0.51% | 0.09% | Not reported | Q4 2025 |
 PSKY | $9.73M | 0.45% | 0.09% | -87.6% | Q3 2025 |
 GOOGL | $8.27M | 0.38% | 0.00% | -92.3% | Q4 2024 |
 STZ | $7.81M | 0.36% | Not reported | -70.4% | Q1 2026 |
 WW | $4.91M | 0.23% | 3.07% | Not reported | Q3 2025 |
 NKE | $1.35M | 0.06% | 0.00% | New | Q2 2026 |
 ORCL | $27.3K | 0.00% | 0.00% | -99.7% | Q4 2025 |
 HPE | $6.23K | 0.00% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| ECHO | $220M | 12.48% | 3.95% | -13.7% | Q3 2025 |
| TSLA | $208M | 11.77% | 0.01% | +7.9% | Q4 2024 |
| BTI | $165M | 9.35% | 0.12% | New | Q1 2026 |
 PM | $136M | 7.70% | 0.05% | +1532.6% | Q4 2024 |
 KHC | $95.4M | 5.40% | 0.36% | New | Q1 2026 |
| GOOGL | $86.4M | 4.90% | 0.00% | +1.0% | Q4 2024 |
 MDLZ | $85.3M | 4.83% | 0.12% | +357.6% | Q4 2025 |
 TAP | $84.9M | 4.81% | Not reported | +175.7% | Q4 2025 |
 MO | $84.2M | 4.77% | 0.08% | Not reported | Q4 2024 |
| KDP | $73.4M | 4.16% | 0.20% | New | Q1 2026 |
 PEP | $73.4M | 4.16% | 0.03% | Not reported | Q2 2025 |
| PSKY | $71.5M | 4.05% | 0.74% | -47.5% | Q3 2025 |
 WBD | $41.1M | 2.33% | 0.06% | Not reported | Q4 2024 |
| STZ | $28.4M | 1.61% | Not reported | New | Q1 2026 |
| BIDU | $25.6M | 1.45% | Not reported | -30.5% | Q4 2024 |
| NTLA | $24.5M | 1.39% | 1.59% | +167.6% | Q4 2024 |
| COIN | $23.8M | 1.35% | 0.05% | -57.9% | Q4 2024 |
| BABA | $22.6M | 1.28% | 0.01% | -15.1% | Q4 2024 |
 JD | $18.9M | 1.07% | 0.04% | -18.2% | Q4 2024 |
| CRCL | $16.9M | 0.96% | Not reported | -68.5% | Q4 2025 |
 RIG | $16.4M | 0.93% | 0.22% | +49.8% | Q2 2025 |
 SDRL | $14.5M | 0.82% | 0.51% | +29.1% | Q2 2025 |
 CVE | $13.6M | 0.77% | 0.03% | New | Q1 2026 |
 MOS | $12.8M | 0.73% | 0.16% | Not reported | Q4 2024 |
| BEAM | $12.7M | 0.72% | 0.52% | Not reported | Q1 2025 |
 NE | $11.2M | 0.63% | 0.14% | +8.2% | Q2 2025 |
| ORCL | $10.2M | 0.58% | 0.00% | -92.6% | Q4 2025 |
 PYPL | $9.99M | 0.57% | 0.02% | Not reported | Q4 2024 |
 AMR | $9.99M | 0.57% | 0.38% | -16.8% | Q3 2025 |
 CF | $9.96M | 0.56% | 0.05% | New | Q1 2026 |
 OVV | $9.77M | 0.55% | 0.06% | New | Q1 2026 |
| NVO | $8.34M | 0.47% | Not reported | -75.6% | Q4 2025 |
 CROX | $8.1M | 0.46% | 0.19% | -79.5% | Q4 2024 |
 NTR | $7.07M | 0.40% | 0.02% | Not reported | Q4 2024 |
 RRC | $6.77M | 0.38% | 0.06% | Not reported | Q2 2025 |
| TSM | $6.57M | 0.37% | 0.00% | -90.2% | Q2 2025 |
 EQT | $6.54M | 0.37% | 0.02% | -7.3% | Q4 2024 |
| WW | $4.22M | 0.24% | 3.07% | -3.0% | Q3 2025 |
| QVCGA | $1.53M | 0.09% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| ECHO | $237M | 11.50% | 4.58% | +68.6% | Q3 2025 |
| TSLA | $233M | 11.30% | 0.01% | -2.7% | Q4 2024 |
| PSKY | $202M | 9.81% | 1.41% | +52.9% | Q3 2025 |
| ORCL | $181M | 8.80% | 0.03% | New | Q4 2025 |
| MU | $117M | 5.70% | 0.04% | -23.4% | Q2 2025 |
| FOX | $95.5M | 4.63% | Not reported | -38.0% | Q4 2024 |
| GOOGL | $93.1M | 4.52% | 0.00% | +141.0% | Q4 2024 |
| DELL | $87.2M | 4.23% | 0.10% | +5.9% | Q1 2025 |
| LULU | $86.4M | 4.19% | 0.37% | New | Q4 2025 |
| NVDA | $81.7M | 3.96% | 0.00% | -1.0% | Q1 2025 |
| COIN | $73.1M | 3.55% | 0.12% | +33.4% | Q4 2024 |
| TSM | $60.1M | 2.92% | 0.00% | -39.2% | Q2 2025 |
| NVO | $47.3M | 2.30% | Not reported | New | Q4 2025 |
| CRCL | $44.6M | 2.16% | Not reported | New | Q4 2025 |
| BIDU | $43.3M | 2.10% | Not reported | -62.9% | Q4 2024 |
| CROX | $40.6M | 1.97% | 0.95% | +324.1% | Q4 2024 |
| TAP | $33.4M | 1.62% | Not reported | New | Q4 2025 |
| BABA | $31.1M | 1.51% | 0.00% | -41.9% | Q4 2024 |
 U | $24.1M | 1.17% | 0.13% | +42.1% | Q1 2025 |
| JD | $22.4M | 1.09% | 0.05% | -23.7% | Q4 2024 |
| MDLZ | $17.4M | 0.84% | 0.03% | New | Q4 2025 |
 QXO | $15.3M | 0.74% | 0.12% | +71.5% | Q1 2025 |
| META | $13.9M | 0.67% | Not reported | -75.5% | Q4 2024 |
| AMR | $11.7M | 0.57% | 0.46% | -21.0% | Q3 2025 |
 BIIB | $11.4M | 0.55% | 0.04% | New | Q4 2025 |
 ROKU | $11.3M | 0.55% | 0.07% | -19.7% | Q1 2025 |
 TIGR | $10.2M | 0.50% | Not reported | Not reported | Q4 2024 |
 CZR | $10.1M | 0.49% | 0.21% | +0.5% | Q4 2024 |
 COTY | $10.1M | 0.49% | 0.38% | Not reported | Q1 2025 |
 SOFI | $9.86M | 0.48% | 0.03% | Not reported | Q1 2025 |
| WW | $9.25M | 0.45% | 3.17% | -15.9% | Q3 2025 |
| AMD | $8.78M | 0.43% | 0.00% | -88.9% | Q2 2025 |
| SDRL | $8.55M | 0.41% | 0.40% | -17.8% | Q2 2025 |
 VAL | $8.51M | 0.41% | 0.24% | -15.4% | Q2 2025 |
 CRSP | $8.21M | 0.40% | 0.16% | -42.1% | Q4 2024 |
| PM | $8.08M | 0.39% | 0.00% | +32.5% | Q4 2024 |
| TEM | $7.97M | 0.39% | Not reported | New | Q4 2025 |
| QVCGA | $7.35M | 0.36% | Not reported | Not reported | Q4 2024 |
| RIG | $6.81M | 0.33% | 0.15% | -16.8% | Q2 2025 |
| ASML | $6.72M | 0.33% | 0.00% | Not reported | Q2 2025 |
 SNAP | $6.46M | 0.31% | 0.05% | -39.9% | Q3 2025 |
| NTLA | $6.42M | 0.31% | 0.61% | -87.9% | Q4 2024 |
| EQT | $5.94M | 0.29% | 0.02% | -34.5% | Q4 2024 |
| NE | $5.93M | 0.29% | 0.13% | -15.7% | Q2 2025 |
| Q3 2025 | |||||
| TSLA | $237M | 10.72% | 0.02% | -3.8% | Q4 2024 |
| WBD | $231M | 10.44% | 0.48% | -20.9% | Q4 2024 |
| PSKY | $187M | 8.45% | 986647.50% | New | Q3 2025 |
| FOX | $136M | 6.15% | Not reported | +98.5% | Q4 2024 |
| BIDU | $118M | 5.32% | Not reported | +500.3% | Q4 2024 |
| NTLA | $102M | 4.60% | 5.09% | +279.4% | Q4 2024 |
| ECHO | $98.8M | 4.47% | 2.71% | New | Q3 2025 |
| DELL | $92.7M | 4.20% | 0.10% | +40.5% | Q1 2025 |
| TSM | $90.9M | 4.11% | 0.00% | -6.2% | Q2 2025 |
| MU | $90M | 4.07% | 0.05% | -4.8% | Q2 2025 |
| NVDA | $82.6M | 3.74% | 0.00% | -46.0% | Q1 2025 |
| COIN | $81.8M | 3.70% | 0.09% | -0.1% | Q4 2024 |
| INTC | $74.1M | 3.35% | 0.05% | -17.8% | Q2 2025 |
| BABA | $65.3M | 2.95% | 0.00% | +134.5% | Q4 2024 |
| META | $63M | 2.85% | Not reported | +1285.4% | Q4 2024 |
| AMD | $59.8M | 2.71% | 0.02% | +27.8% | Q2 2025 |
| BEAM | $37.2M | 1.68% | 1.51% | Not reported | Q1 2025 |
| JD | $35.9M | 1.62% | 0.07% | +99.7% | Q4 2024 |
| GOOGL | $30M | 1.36% | 0.00% | +375.1% | Q4 2024 |
| CRSP | $17.5M | 0.79% | 0.29% | -27.9% | Q4 2024 |
 B | $16.7M | 0.76% | 0.03% | +81.0% | Q2 2025 |
| U | $15.4M | 0.70% | 0.09% | Not reported | Q1 2025 |
 MRVL | $13.3M | 0.60% | 0.02% | +35.6% | Q2 2025 |
| ROKU | $13M | 0.59% | 0.09% | -26.8% | Q1 2025 |
| AMR | $12.1M | 0.55% | 0.57% | New | Q3 2025 |
| CZR | $11.7M | 0.53% | 0.21% | -83.3% | Q4 2024 |
 PDD | $11.3M | 0.51% | 0.00% | -0.8% | Q4 2024 |
 SE | $11.2M | 0.51% | 0.04% | -7.2% | Q4 2024 |
 CLF | $10.9M | 0.49% | 0.18% | New | Q3 2025 |
| PYPL | $10.9M | 0.49% | 0.02% | -9.2% | Q4 2024 |
| WW | $10.3M | 0.47% | 3.77% | New | Q3 2025 |
| SNAP | $10.3M | 0.46% | 0.08% | New | Q3 2025 |
| VAL | $9.73M | 0.44% | 0.29% | -15.4% | Q2 2025 |
| QVCGA | $9.48M | 0.43% | Not reported | Not reported | Q4 2024 |
| CROX | $9.36M | 0.42% | 0.21% | -82.8% | Q4 2024 |
| EQT | $9.21M | 0.42% | 0.03% | +1.4% | Q4 2024 |
| SDRL | $9.08M | 0.41% | 0.48% | -4.9% | Q2 2025 |
| QXO | $8.81M | 0.40% | 0.07% | -11.9% | Q1 2025 |
 XYZ | $8.65M | 0.39% | Not reported | -31.1% | Q4 2024 |
 DOCN | $7.91M | 0.36% | 0.25% | -21.6% | Q2 2025 |
 PENN | $7.39M | 0.33% | 0.26% | -79.4% | Q4 2024 |
| NE | $7.04M | 0.32% | 0.16% | -13.2% | Q2 2025 |
 APP | $7.03M | 0.32% | 0.00% | -51.7% | Q2 2025 |
| RIG | $6.19M | 0.28% | 0.18% | -5.8% | Q2 2025 |
| PM | $6.17M | 0.28% | 0.00% | +13.3% | Q4 2024 |
 AMZN | $5.25M | 0.24% | 0.00% | -40.9% | Q4 2024 |
 GRAB | $4.84M | 0.22% | Not reported | -35.8% | Q4 2024 |
 PAGS | $3.97M | 0.18% | 0.15% | -64.8% | Q4 2024 |
| HPE | $3.69M | 0.17% | 0.01% | -50.7% | Q4 2024 |
 TME | $3.61M | 0.16% | 0.00% | -37.8% | Q4 2024 |