Contrarius Group Holdings Ltd
- SEC CIK
- 0002054801
- Latest filing
- Aug 11, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 52
- −5 vs. Q2 2025
- Portfolio value
- $2.21B
- +$438.3M (+24.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 532,721 | $236.9M | 10.7% | −21,154−3.8% | Reduced | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 11,803,203 | $230.5M | 10.4% | −3,122,167−20.9% | Reduced | History |
| PSKYParamount Skydance Corp | COM CL B | 9,866,475 | $186.7M | 8.5% | +9,866,475 | New | History |
| FOXFox Corp | CL B COM | 2,372,654 | $135.9M | 6.2% | +1,177,270+98.5% | Added | History |
| BIDUBaidu, Inc. | ADR | 891,749 | $117.5M | 5.3% | +743,205+500.3% | Added | History |
| NTLAIntellia Therapeutics, Inc. | COM | 5,889,936 | $101.7M | 4.6% | +4,337,428+279.4% | Added | History |
| ECHOEchoStar CORP | CL A | 1,294,117 | $98.8M | 4.5% | +1,294,117 | New | History |
| DELLDell Technologies Inc. | Stock | 654,043 | $92.7M | 4.2% | +188,413+40.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 325,389 | $90.9M | 4.1% | −21,476−6.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 537,645 | $90.0M | 4.1% | −27,371−4.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 442,706 | $82.6M | 3.7% | −376,745−46.0% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 242,376 | $81.8M | 3.7% | −303−0.1% | Reduced | History |
| INTCIntel Corp | Stock | 2,207,715 | $74.1M | 3.4% | −476,634−17.8% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 365,117 | $65.3M | 3.0% | +209,391+134.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 85,784 | $63.0M | 2.9% | +79,592+1,285.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 369,882 | $59.8M | 2.7% | +80,404+27.8% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 1,533,269 | $37.2M | 1.7% | +1,533,269 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,024,919 | $35.9M | 1.6% | +511,799+99.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 123,469 | $30.0M | 1.4% | +97,478+375.0% | Added | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 270,350 | $17.5M | 0.8% | −104,604−27.9% | Reduced | History |
| BBarrick Mining Corp | Stock | 510,779 | $16.7M | 0.8% | +228,559+81.0% | Added | History |
| UUnity Software Inc. | COM | 384,002 | $15.4M | 0.7% | +384,002 | New | History |
| MRVLMarvell Technology, Inc. | COM | 158,147 | $13.3M | 0.6% | +41,537+35.6% | Added | History |
| ROKURoku, Inc | COM CL A | 129,515 | $13.0M | 0.6% | −47,460−26.8% | Reduced | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 74,022 | $12.1M | 0.5% | +74,022 | New | History |
| CZRCaesars Entertainment, Inc. | COM | 431,645 | $11.7M | 0.5% | −2,151,591−83.3% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 85,372 | $11.3M | 0.5% | −653−0.8% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 62,728 | $11.2M | 0.5% | −4,840−7.2% | Reduced | History |
| CLFCleveland-Cliffs Inc. | COM | 896,055 | $10.9M | 0.5% | +896,055 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 161,995 | $10.9M | 0.5% | −16,312−9.1% | Reduced | History |
| WWWW International, Inc. | COM NEW | 376,431 | $10.3M | 0.5% | +376,431 | New | History |
| SNAPSnap Inc | Stock | 1,330,206 | $10.3M | 0.5% | +1,330,206 | New | History |
| VALValaris Ltd | CL A | 199,550 | $9.73M | 0.4% | −36,209−15.4% | Reduced | History |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 702,768 | $9.48M | 0.4% | 00.0% | Unchanged | History |
| CROXCrocs, Inc. | COM | 112,001 | $9.36M | 0.4% | −538,354−82.8% | Reduced | History |
| EQTEQT Corp | Stock | 169,172 | $9.21M | 0.4% | +2,268+1.4% | Added | History |
| SDRLSEADRILL Ltd | COM | 300,622 | $9.08M | 0.4% | −15,448−4.9% | Reduced | History |
| QXOQXO, Inc. | COM NEW | 462,237 | $8.81M | 0.4% | −62,493−11.9% | Reduced | History |
| XYZBlock, Inc. | CL A | 119,624 | $8.65M | 0.4% | −53,892−31.1% | Reduced | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 231,598 | $7.91M | 0.4% | −63,797−21.6% | Reduced | History |
| PENNPENN Entertainment, Inc. | COM | 383,713 | $7.39M | 0.3% | −1,474,140−79.3% | Reduced | History |
| NENoble Corp plc | ORD SHS A | 249,009 | $7.04M | 0.3% | −37,721−13.2% | Reduced | History |
| APPAppLovin Corp | COM CL A | 9,780 | $7.03M | 0.3% | −10,478−51.7% | Reduced | History |
| RIGTransocean Ltd. | REGISTERED SHS | 1,983,291 | $6.19M | 0.3% | −121,541−5.8% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 38,028 | $6.17M | 0.3% | +4,467+13.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 23,909 | $5.25M | 0.2% | −16,526−40.9% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 804,111 | $4.84M | 0.2% | −448,176−35.8% | Reduced | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 397,143 | $3.97M | 0.2% | −732,028−64.8% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 150,312 | $3.69M | 0.2% | −154,307−50.7% | Reduced | History |
| TMETencent Music Entertainment Group | SPON ADS | 154,650 | $3.61M | 0.2% | −94,118−37.8% | Reduced | History |
| MOAltria Group, Inc. | Stock | 44,301 | $2.93M | 0.1% | −1,988−4.3% | Reduced | History |
| DISWalt Disney Co | Stock | 24,778 | $2.84M | 0.1% | −4,045−14.0% | Reduced | History |
Sold out since Q2 2025 (13)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Paramount Global92556H206 | CL B | 13,909,438 | $179.4M | 10.1% | – |
| ELEstee Lauder Companies Inc | CL A | 845,787 | $68.3M | 3.9% | History |
| ASMLASML Holding NV | ADR | 85,268 | $68.3M | 3.9% | History |
| SOFISoFi Technologies, Inc. | Stock | 589,580 | $10.7M | 0.6% | History |
| PINSPinterest, Inc. | CL A | 273,803 | $9.82M | 0.6% | History |
| VALEVale S.A. | SPONSORED ADS | 888,445 | $8.63M | 0.5% | History |
| PEPPepsiCo Inc | Stock | 63,037 | $8.32M | 0.5% | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 431,571 | $7.99M | 0.5% | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 698,431 | $6.74M | 0.4% | History |
| RRCRange Resources Corp | COM | 145,873 | $5.93M | 0.3% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 101,618 | $4.71M | 0.3% | History |
| WRBYWarby Parker Inc. | CL A COM | 169,220 | $3.71M | 0.2% | History |
| GESGuess Inc | COM | 178,214 | $2.15M | 0.1% | History |