Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Contrarius Group Holdings Ltd (CIK 2054801) reported $2.17B across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSLA ($270.5M, 12.47%), SATS ($259.6M, 11.96%), INTC ($247.6M, 11.41%), SPCX ($147.1M, 6.78%), SONY ($138.4M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $270.5M | 12.47% | 643,163 | Added |
| 2 | SATS | ECHOSTAR CORP | $259.6M | 11.96% | 2.6M | Added |
| 3 | INTC | INTEL CORP | $247.6M | 11.41% | 1.8M | New |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | $147.1M | 6.78% | 860,709 | New |
| 5 | SONY | SONY GROUP CORP | $138.4M | 6.38% | 6.9M | New |
| 6 | NVDA | NVIDIA CORPORATION | $124.5M | 5.74% | 622,243 | New |
| 7 | KDP | KEURIG DR PEPPER INC | $106.8M | 4.92% | 3.3M | Added |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $105.6M | 4.87% | 221,093 | Added |
| 9 | ASML | ASML HOLDING N V | $105.1M | 4.84% | 52,827 | New |
| 10 | DELL | DELL TECHNOLOGIES INC | $102.0M | 4.70% | 236,463 | New |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $100.2M | 4.62% | 172,552 | New |
| 12 | MU | MICRON TECHNOLOGY INC | $62.5M | 2.88% | 54,113 | New |
| 13 | BEAM | BEAM THERAPEUTICS INC | $55.4M | 2.55% | 1.6M | Added |
| 14 | BIDU | BAIDU INC | $39.2M | 1.81% | 343,344 | Added |
| 15 | BABA | ALIBABA GROUP HLDG LTD | $38.0M | 1.75% | 396,320 | Added |
| 16 | NTLA | INTELLIA THERAPEUTICS INC | $33.1M | 1.52% | 2.0M | Added |
| 17 | TEM | TEMPUS AI INC | $32.1M | 1.48% | 554,750 | New |
| 18 | FOX | FOX CORP | $27.3M | 1.26% | 582,585 | New |
| 19 | RBLX | ROBLOX CORP | $22.0M | 1.01% | 404,316 | New |
| 20 | COIN | COINBASE GLOBAL INC | $19.5M | 0.90% | 133,503 | Trimmed |
| 21 | OKTA | OKTA INC | $17.8M | 0.82% | 130,607 | New |
| 22 | META | META PLATFORMS INC | $16.8M | 0.77% | 29,797 | New |
| 23 | NVO | NOVO-NORDISK A S | $15.7M | 0.72% | 327,154 | Added |
| 24 | ZM | ZOOM COMMUNICATIONS INC | $14.0M | 0.64% | 161,720 | New |
| 25 | CRCL | CIRCLE INTERNET GROUP INC | $13.5M | 0.62% | 216,104 | Added |
Source: SEC Form 13F filings · as of 2026-06-30