Contrarius Group Holdings Ltd
CIK: 0002054801Latest portfolio: $2.1B · Q4 2025
Holdings
44
Total Value
$2.1B
New Positions
12
Closed Positions
20
Top Holdings
View All 44 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SATSECHOSTAR CORP | 2,181,728 | $237.2M | 11.50% | +888K | |
| 2 | TSLATESLA INC | 518,188 | $233.0M | 11.30% | -14,533 | |
| 3 | PSKYPARAMOUNT SKYDANCE CORP | 15,088,097 | $202.2M | 9.81% | +5.2M | |
| 4 | ORCLORACLE CORP | 930,431 | $181.3M | 8.80% | NEW | |
| 5 | MUMICRON TECHNOLOGY INC | 411,597 | $117.5M | 5.70% | -126,048 | |
| 6 | FOXFOX CORP | 1,470,886 | $95.5M | 4.63% | -901,768 | |
| 7 | GOOGLALPHABET INC | 297,602 | $93.1M | 4.52% | +174K | |
| 8 | DELLDELL TECHNOLOGIES INC | 692,598 | $87.2M | 4.23% | +39K | |
| 9 | LULULULULEMON ATHLETICA INC | 415,963 | $86.4M | 4.19% | NEW | |
| 10 | NVDANVIDIA CORPORATION | 438,214 | $81.7M | 3.96% | -4,492 | |
| 11 | COINCOINBASE GLOBAL INC | 323,327 | $73.1M | 3.55% | +81K | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 197,928 | $60.1M | 2.92% | -127,461 | |
| 13 | NVONOVO-NORDISK A S | 930,367 | $47.3M | 2.30% | NEW | |
| 14 | CRCLCIRCLE INTERNET GROUP INC | 562,678 | $44.6M | 2.16% | NEW | |
| 15 | BIDUNBAIDU INC | 331,123 | $43.3M | 2.10% | -560,626 | |
| 16 | CROXCROCS INC | 475,011 | $40.6M | 1.97% | +363K | |
| 17 | TAPMOLSON COORS BEVERAGE CO | 715,210 | $33.4M | 1.62% | NEW | |
| 18 | BABAALIBABA GROUP HLDG LTD | 212,054 | $31.1M | 1.51% | -153,063 | |
| 19 | UUNITY SOFTWARE INC | 545,529 | $24.1M | 1.17% | +162K | |
| 20 | JDJD.COM INC | 781,692 | $22.4M | 1.09% | -243,227 | |
| 21 | MDLZMONDELEZ INTL INC | 323,421 | $17.4M | 0.84% | NEW | |
| 22 | QXOQXO INC | 792,686 | $15.3M | 0.74% | +330K | |
| 23 | METAMETA PLATFORMS INC | 21,039 | $13.9M | 0.67% | -64,745 | |
| 24 | AMRALPHA METALLURGICAL RESOUR I | 58,481 | $11.7M | 0.57% | -15,541 | |
| 25 | BIIBBIOGEN INC | 64,952 | $11.4M | 0.55% | NEW |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Technology0.0% ($2.371521813491175e+36T)
Consumer Cyclical0.0% ($2.330398644140622e+29T)
Communication Services0.0% ($202179955039314903040.0T)
Energy0.0% ($1168985498512681.5T)
Healthcare0.0% ($4733711430821.3T)
Financial Services0.0% ($7311744620.1T)
Consumer Defensive0.0% ($333861.7T)
Unknown0.0% ($432.6B)
Industrials0.0% ($15.3M)
Filing History
Fund Information
Contrarius Group Holdings Ltd is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 44 holdings. The largest position is ECHOSTAR CORP (SATS), representing 11.5% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 20 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.