Contrarius Group Holdings Ltd
- SEC CIK
- 0002054801
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 12, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 49
- +7 vs. Q4 2024
- Portfolio value
- $1.46B
- −$169.8M (−10.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Paramount Global92556H206 | CL B | 13,909,438 | $166.4M | 11.4% | −70,503−0.5% | Reduced | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 14,950,694 | $160.4M | 11.0% | −1,031,306−6.5% | Reduced | History |
| TSLATesla, Inc. | Stock | 611,257 | $158.4M | 10.8% | +195,707+47.1% | Added | History |
| NVDANVIDIA Corp | Stock | 704,762 | $76.4M | 5.2% | +704,762 | New | History |
| FOXFox Corp | CL B COM | 1,255,010 | $66.2M | 4.5% | −7,901−0.6% | Reduced | History |
| CZRCaesars Entertainment, Inc. | COM | 2,425,254 | $60.6M | 4.1% | +1,455,711+150.1% | Added | History |
| Barrick Gold Corp067901108 | COM | 3,026,132 | $58.8M | 4.0% | +2,873,123+1,877.7% | Added | – |
| PENNPENN Entertainment, Inc. | COM | 3,596,464 | $58.7M | 4.0% | +1,830,866+103.7% | Added | History |
| CROXCrocs, Inc. | COM | 516,131 | $54.8M | 3.7% | +458,988+803.2% | Added | History |
| COTYCoty Inc. | COM CL A | 9,597,842 | $52.5M | 3.6% | +9,597,842 | New | History |
| HIMSHims & Hers Health, Inc. | Stock | 1,749,968 | $51.7M | 3.5% | +1,749,968 | New | History |
| PPLIPeople Inc | COM NEW | 1,101,230 | $50.6M | 3.5% | +1,101,230 | New | History |
| DKNGDraftKings Inc. | Stock | 1,220,900 | $40.5M | 2.8% | −348,900−22.2% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 229,559 | $39.5M | 2.7% | +42,675+22.8% | Added | History |
| UUnity Software Inc. | COM | 1,994,091 | $39.1M | 2.7% | +1,994,091 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 234,607 | $31.0M | 2.1% | −164,258−41.2% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 705,921 | $29.0M | 2.0% | −327,867−31.7% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 656,631 | $23.4M | 1.6% | −2,211,059−77.1% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 220,688 | $20.3M | 1.4% | −103,453−31.9% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 233,306 | $15.2M | 1.0% | −719,730−75.5% | Reduced | History |
| NTLAIntellia Therapeutics, Inc. | COM | 2,021,040 | $14.4M | 1.0% | +1,009,177+99.7% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 733,135 | $13.6M | 0.9% | +733,135 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 106,987 | $12.7M | 0.9% | +3,273+3.2% | Added | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 331,972 | $11.3M | 0.8% | −36,839−10.0% | Reduced | History |
| EQTEQT Corp | Stock | 209,347 | $11.2M | 0.8% | −95,509−31.3% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 79,083 | $10.3M | 0.7% | −90,537−53.4% | Reduced | History |
| RBLXRoblox Corp | Stock | 175,588 | $10.2M | 0.7% | −127,874−42.1% | Reduced | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 1,164,183 | $10.0M | 0.7% | −90,411−7.2% | Reduced | History |
| ABEVAmbev S.A. | SPONSORED ADR | 4,206,526 | $9.80M | 0.7% | +4,206,526 | New | History |
| XYZBlock, Inc. | CL A | 155,276 | $8.44M | 0.6% | −810,414−83.9% | Reduced | History |
| QXOQXO, Inc. | COM NEW | 592,375 | $8.02M | 0.5% | +592,375 | New | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,763,596 | $7.99M | 0.5% | −55,557−3.1% | Reduced | History |
| QVCGAOld QVC Group, Inc. | COM SER A | 35,138,516 | $7.07M | 0.5% | 00.0% | Unchanged | History |
| SOFISoFi Technologies, Inc. | Stock | 601,272 | $6.99M | 0.5% | +601,272 | New | History |
| PINSPinterest, Inc. | CL A | 210,154 | $6.51M | 0.4% | −141,529−40.2% | Reduced | History |
| ROKURoku, Inc | COM CL A | 90,755 | $6.39M | 0.4% | +90,755 | New | History |
| DELLDell Technologies Inc. | Stock | 67,509 | $6.15M | 0.4% | +67,509 | New | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 801,828 | $6.12M | 0.4% | −287,933−26.4% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 37,928 | $6.02M | 0.4% | +741+2.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 27,830 | $5.29M | 0.4% | −364,836−92.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 26,635 | $4.12M | 0.3% | −373,990−93.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,976 | $4.02M | 0.3% | −198,432−96.6% | Reduced | History |
| DOCUDocuSign, Inc. | Stock | 47,538 | $3.87M | 0.3% | −3,873−7.5% | Reduced | History |
| TMETencent Music Entertainment Group | SPON ADS | 260,782 | $3.76M | 0.3% | −1,878,048−87.8% | Reduced | History |
| MOAltria Group, Inc. | Stock | 61,383 | $3.68M | 0.3% | +10,132+19.8% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 238,538 | $3.68M | 0.3% | +50,788+27.1% | Added | History |
| DISWalt Disney Co | Stock | 29,807 | $2.94M | 0.2% | −386−1.3% | Reduced | History |
| AMCXAMC Global Media Inc. | CL A | 379,827 | $2.61M | 0.2% | −161,487−29.8% | Reduced | History |
| BEAMBeam Therapeutics Inc. | COM | 126,470 | $2.47M | 0.2% | +126,470 | New | History |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 892,715 | $72.9M | 4.5% | History |
| TCOMTrip.com Group Ltd | ADS | 357,598 | $24.6M | 1.5% | History |
| ETSYEtsy Inc | COM | 222,055 | $11.7M | 0.7% | History |
| NTRNutrien Ltd. | COM | 47,546 | $2.13M | 0.1% | History |
| MOSMosaic Co | COM | 78,448 | $1.93M | 0.1% | History |