Contrarius Group Holdings Ltd
- SEC CIK
- 0002054801
- 最新申報
- 2026/8/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 52
- 較 2025 年第 2 季 −5
- 總值
- $22.1 億
- 較 2025 年第 2 季 +$4.38 億 (+24.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 532,721 | $2.37 億 | 10.7% | −21,154−3.8% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 11,803,203 | $2.31 億 | 10.4% | −3,122,167−20.9% | 減碼 | 歷史 |
| PSKYParamount Skydance Corp | COM CL B | 9,866,475 | $1.87 億 | 8.5% | +9,866,475 | 新進 | 歷史 |
| FOXFox Corp | CL B COM | 2,372,654 | $1.36 億 | 6.2% | +1,177,270+98.5% | 加碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 891,749 | $1.18 億 | 5.3% | +743,205+500.3% | 加碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 5,889,936 | $1.02 億 | 4.6% | +4,337,428+279.4% | 加碼 | 歷史 |
| ECHOEchoStar CORP | CL A | 1,294,117 | $9,882 萬 | 4.5% | +1,294,117 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 654,043 | $9,272 萬 | 4.2% | +188,413+40.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 325,389 | $9,088 萬 | 4.1% | −21,476−6.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 537,645 | $8,996 萬 | 4.1% | −27,371−4.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 442,706 | $8,260 萬 | 3.7% | −376,745−46.0% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 242,376 | $8,180 萬 | 3.7% | −303−0.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 2,207,715 | $7,407 萬 | 3.4% | −476,634−17.8% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 365,117 | $6,526 萬 | 3.0% | +209,391+134.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 85,784 | $6,300 萬 | 2.9% | +79,592+1,285.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 369,882 | $5,984 萬 | 2.7% | +80,404+27.8% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 1,533,269 | $3,721 萬 | 1.7% | +1,533,269 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 1,024,919 | $3,585 萬 | 1.6% | +511,799+99.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 123,469 | $3,002 萬 | 1.4% | +97,478+375.0% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 270,350 | $1,752 萬 | 0.8% | −104,604−27.9% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 510,779 | $1,674 萬 | 0.8% | +228,559+81.0% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 384,002 | $1,538 萬 | 0.7% | +384,002 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 158,147 | $1,330 萬 | 0.6% | +41,537+35.6% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 129,515 | $1,297 萬 | 0.6% | −47,460−26.8% | 減碼 | 歷史 |
| AMRAlpha Metallurgical Resources, Inc. | COM | 74,022 | $1,215 萬 | 0.5% | +74,022 | 新進 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 431,645 | $1,167 萬 | 0.5% | −2,151,591−83.3% | 減碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 85,372 | $1,128 萬 | 0.5% | −653−0.8% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 62,728 | $1,121 萬 | 0.5% | −4,840−7.2% | 減碼 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 896,055 | $1,093 萬 | 0.5% | +896,055 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 161,995 | $1,086 萬 | 0.5% | −16,312−9.1% | 減碼 | 歷史 |
| WWWW International, Inc. | COM NEW | 376,431 | $1,030 萬 | 0.5% | +376,431 | 新進 | 歷史 |
| SNAPSnap Inc | Stock | 1,330,206 | $1,026 萬 | 0.5% | +1,330,206 | 新進 | 歷史 |
| VALValaris Ltd | CL A | 199,550 | $973.2 萬 | 0.4% | −36,209−15.4% | 減碼 | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A NEW | 702,768 | $948.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CROXCrocs, Inc. | COM | 112,001 | $935.8 萬 | 0.4% | −538,354−82.8% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 169,172 | $920.8 萬 | 0.4% | +2,268+1.4% | 加碼 | 歷史 |
| SDRLSEADRILL Ltd | COM | 300,622 | $908.2 萬 | 0.4% | −15,448−4.9% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 462,237 | $881.0 萬 | 0.4% | −62,493−11.9% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 119,624 | $864.5 萬 | 0.4% | −53,892−31.1% | 減碼 | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 231,598 | $791.1 萬 | 0.4% | −63,797−21.6% | 減碼 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 383,713 | $739.0 萬 | 0.3% | −1,474,140−79.3% | 減碼 | 歷史 |
| NENoble Corp plc | ORD SHS A | 249,009 | $704.2 萬 | 0.3% | −37,721−13.2% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 9,780 | $702.7 萬 | 0.3% | −10,478−51.7% | 減碼 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 1,983,291 | $618.8 萬 | 0.3% | −121,541−5.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 38,028 | $616.8 萬 | 0.3% | +4,467+13.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 23,909 | $525.0 萬 | 0.2% | −16,526−40.9% | 減碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 804,111 | $484.1 萬 | 0.2% | −448,176−35.8% | 減碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 397,143 | $397.1 萬 | 0.2% | −732,028−64.8% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 150,312 | $369.2 萬 | 0.2% | −154,307−50.7% | 減碼 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 154,650 | $361.0 萬 | 0.2% | −94,118−37.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 44,301 | $292.7 萬 | 0.1% | −1,988−4.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 24,778 | $283.7 萬 | 0.1% | −4,045−14.0% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（13 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Paramount Global92556H206 | CL B | 13,909,438 | $1.79 億 | 10.1% | – |
| ELEstee Lauder Companies Inc | CL A | 845,787 | $6,834 萬 | 3.9% | 歷史 |
| ASMLASML Holding NV | ADR | 85,268 | $6,833 萬 | 3.9% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 589,580 | $1,074 萬 | 0.6% | 歷史 |
| PINSPinterest, Inc. | CL A | 273,803 | $981.9 萬 | 0.6% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 888,445 | $862.7 萬 | 0.5% | 歷史 |
| PEPPepsiCo Inc | Stock | 63,037 | $832.3 萬 | 0.5% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 431,571 | $799.3 萬 | 0.5% | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 698,431 | $674.0 萬 | 0.4% | 歷史 |
| RRCRange Resources Corp | COM | 145,873 | $593.3 萬 | 0.3% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 101,618 | $471.4 萬 | 0.3% | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 169,220 | $371.1 萬 | 0.2% | 歷史 |
| GESGuess Inc | COM | 178,214 | $215.5 萬 | 0.1% | 歷史 |