Contrarius Group Holdings Ltd
CIK 2054801
13F filing for Q2 2026・No. 1,556
- Holdings
- US$2.17B
- Quarter change
- +US$404.35M
- Entries
- 45
- Net bought (estimate)
- +US$348.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 22
- Cut 6
- Added 10
- Corporate actions 0
- Unchanged 1
Largest holdings
34 stocks worth US$2.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSLATeslaCOM | Added | 643,163 | US$270.51M | 12.47% |
| ECHOECHOSTAR CORPCL A | Added | 2,557,855 | US$259.62M | 11.96% |
| INTCINTEL CORPCOM | New | 1,773,028 | US$247.57M | 11.41% |
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 860,709 | US$147.06M | 6.78% |
| SONY GROUP CORPSPONSORED ADR | New | 6,899,554 | US$138.41M | 6.38% |
| NVDANvidiaCOM | New | 622,243 | US$124.5M | 5.74% |
| KDPKEURIG DR PEPPER INCCOM | Added | 3,262,484 | US$106.78M | 4.92% |
| TSMTSMC ADRSPONSORED ADS | Added | 221,093 | US$105.59M | 4.87% |
| ASMLASML HOLDING N VN Y REGISTRY SHS | New | 52,827 | US$105.1M | 4.84% |
| DELLDELL TECHNOLOGIES INCCL C | New | 236,463 | US$102.02M | 4.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.