Contrarius Group Holdings Ltd
- SEC CIK
- 0002054801
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 57
- +8 vs. Q1 2025
- Portfolio value
- $1.77B
- +$307.5M (+21.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Paramount Global92556H206 | CL B | 13,909,438 | $179.4M | 10.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 553,875 | $175.9M | 9.9% | −57,382−9.4% | Reduced | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 14,925,370 | $171.0M | 9.7% | −25,324−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 819,451 | $129.5M | 7.3% | +114,689+16.3% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 242,679 | $85.1M | 4.8% | +13,120+5.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 346,865 | $78.6M | 4.4% | +346,865 | New | History |
| CZRCaesars Entertainment, Inc. | COM | 2,583,236 | $73.3M | 4.1% | +157,982+6.5% | Added | History |
| MUMicron Technology Inc | Stock | 565,016 | $69.6M | 3.9% | +565,016 | New | History |
| ELEstee Lauder Companies Inc | CL A | 845,787 | $68.3M | 3.9% | +845,787 | New | History |
| ASMLASML Holding NV | ADR | 85,268 | $68.3M | 3.9% | +85,268 | New | History |
| CROXCrocs, Inc. | COM | 650,355 | $65.9M | 3.7% | +134,224+26.0% | Added | History |
| FOXFox Corp | CL B COM | 1,195,384 | $61.7M | 3.5% | −59,626−4.8% | Reduced | History |
| INTCIntel Corp | Stock | 2,684,349 | $60.1M | 3.4% | +2,684,349 | New | History |
| DELLDell Technologies Inc. | Stock | 465,630 | $57.1M | 3.2% | +398,121+589.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 289,478 | $41.1M | 2.3% | +289,478 | New | History |
| PENNPENN Entertainment, Inc. | COM | 1,857,853 | $33.2M | 1.9% | −1,738,611−48.3% | Reduced | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 374,954 | $18.2M | 1.0% | +42,982+12.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 155,726 | $17.7M | 1.0% | −78,881−33.6% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 513,120 | $16.7M | 0.9% | −192,801−27.3% | Reduced | History |
| ROKURoku, Inc | COM CL A | 176,975 | $15.6M | 0.9% | +86,220+95.0% | Added | History |
| NTLAIntellia Therapeutics, Inc. | COM | 1,552,508 | $14.6M | 0.8% | −468,532−23.2% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 178,307 | $13.3M | 0.7% | −54,999−23.6% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 148,544 | $12.7M | 0.7% | −72,144−32.7% | Reduced | History |
| XYZBlock, Inc. | CL A | 173,516 | $11.8M | 0.7% | +18,240+11.7% | Added | History |
| QXOQXO, Inc. | COM NEW | 524,730 | $11.3M | 0.6% | −67,645−11.4% | Reduced | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 1,129,171 | $10.9M | 0.6% | +327,343+40.8% | Added | History |
| SESea Ltd | SPONSORD ADS | 67,568 | $10.8M | 0.6% | −11,515−14.6% | Reduced | History |
| SOFISoFi Technologies, Inc. | Stock | 589,580 | $10.7M | 0.6% | −11,692−1.9% | Reduced | History |
| VALValaris Ltd | CL A | 235,759 | $9.93M | 0.6% | +235,759 | New | History |
| PINSPinterest, Inc. | CL A | 273,803 | $9.82M | 0.6% | +63,649+30.3% | Added | History |
| EQTEQT Corp | Stock | 166,904 | $9.73M | 0.5% | −42,443−20.3% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 116,610 | $9.03M | 0.5% | +116,610 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 86,025 | $9.00M | 0.5% | −20,962−19.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 40,435 | $8.87M | 0.5% | +12,605+45.3% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 888,445 | $8.63M | 0.5% | +888,445 | New | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 295,395 | $8.44M | 0.5% | +295,395 | New | History |
| PEPPepsiCo Inc | Stock | 63,037 | $8.32M | 0.5% | +63,037 | New | History |
| SDRLSEADRILL Ltd | COM | 316,070 | $8.30M | 0.5% | +316,070 | New | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 431,571 | $7.99M | 0.5% | −301,564−41.1% | Reduced | History |
| NENoble Corp plc | ORD SHS A | 286,730 | $7.61M | 0.4% | +286,730 | New | History |
| APPAppLovin Corp | COM CL A | 20,258 | $7.09M | 0.4% | +20,258 | New | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 698,431 | $6.74M | 0.4% | −465,752−40.0% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,252,287 | $6.30M | 0.4% | −511,309−29.0% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 304,619 | $6.23M | 0.4% | +66,081+27.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 33,561 | $6.11M | 0.3% | −4,367−11.5% | Reduced | History |
| RRCRange Resources Corp | COM | 145,873 | $5.93M | 0.3% | +145,873 | New | History |
| BBarrick Mining Corp | Stock | 282,220 | $5.88M | 0.3% | +282,220 | New | History |
| RIGTransocean Ltd. | REGISTERED SHS | 2,104,832 | $5.45M | 0.3% | +2,104,832 | New | History |
| TMETencent Music Entertainment Group | SPON ADS | 248,768 | $4.85M | 0.3% | −12,014−4.6% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 101,618 | $4.71M | 0.3% | −555,013−84.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 25,991 | $4.58M | 0.3% | −644−2.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,192 | $4.57M | 0.3% | −784−11.2% | Reduced | History |
| WRBYWarby Parker Inc. | CL A COM | 169,220 | $3.71M | 0.2% | +169,220 | New | History |
| DISWalt Disney Co | Stock | 28,823 | $3.57M | 0.2% | −984−3.3% | Reduced | History |
| MOAltria Group, Inc. | Stock | 46,289 | $2.71M | 0.2% | −15,094−24.6% | Reduced | History |
| GESGuess Inc | COM | 178,214 | $2.15M | 0.1% | +178,214 | New | History |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 702,768 | $1.93M | 0.1% | 00.0% | UnchangedConverted for a 1-for-50 split | History |
Sold out since Q1 2025 (11)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 3,026,132 | $58.8M | 4.0% | – |
| COTYCoty Inc. | COM CL A | 9,597,842 | $52.5M | 3.6% | History |
| HIMSHims & Hers Health, Inc. | Stock | 1,749,968 | $51.7M | 3.5% | History |
| PPLIPeople Inc | COM NEW | 1,101,230 | $50.6M | 3.5% | History |
| DKNGDraftKings Inc. | Stock | 1,220,900 | $40.5M | 2.8% | History |
| UUnity Software Inc. | COM | 1,994,091 | $39.1M | 2.7% | History |
| RBLXRoblox Corp | Stock | 175,588 | $10.2M | 0.7% | History |
| ABEVAmbev S.A. | SPONSORED ADR | 4,206,526 | $9.80M | 0.7% | History |
| DOCUDocuSign, Inc. | Stock | 47,538 | $3.87M | 0.3% | History |
| AMCXAMC Global Media Inc. | CL A | 379,827 | $2.61M | 0.2% | History |
| BEAMBeam Therapeutics Inc. | COM | 126,470 | $2.47M | 0.2% | History |