Contrarius Investment Management Ltd 13F 持仓 · 最近申报 2024年Q3
Contrarius Investment Management 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 17.57 亿美元。前几大持仓：TSLA（10.39%）、WBD（8.97%）、META（8.49%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $182.5M | 10.39% | 697,718 | 减持 |
| 2 | WBD | WARNER BROS DISCOVERY INC | $157.7M | 8.97% | 19.1M | 增持 |
| 3 | META | META PLATFORMS INC | $149.1M | 8.49% | 260,495 | 减持 |
| 4 | PSKY | PARAMOUNT GLOBAL | $143.9M | 8.19% | 13.5M | 增持 |
| 5 | JD | JD.COM INC | $114.5M | 6.51% | 2.9M | 减持 |
| 6 | BIDU | BAIDU INC | $87.2M | 4.96% | 828,626 | 增持 |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $86.9M | 4.95% | 818,953 | 减持 |
| 8 | FOX | FOX CORP | $80.8M | 4.60% | 2.1M | 减持 |
| 9 | AMZN | AMAZON COM INC | $79.0M | 4.50% | 423,954 | 减持 |
| 10 | DKNG | DRAFTKINGS INC NEW | $68.2M | 3.88% | 1.7M | 增持 |
| 11 | ABNB | AIRBNB INC | $64.6M | 3.68% | 509,640 | 增持 |
| 12 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $63.0M | 3.59% | 903,469 | 增持 |
| 13 | XYZ | BLOCK INC | $59.2M | 3.37% | 882,071 | 增持 |
| 14 | B | BARRICK GOLD CORP | $53.9M | 3.07% | 2.7M | 减持 |
| 15 | NTLA | INTELLIA THERAPEUTICS INC | $42.1M | 2.39% | 2.0M | 增持 |
| 16 | COIN | COINBASE GLOBAL INC | $37.8M | 2.15% | 212,335 | 减持 |
| 17 | CRSP | CRISPR THERAPEUTICS AG | $36.8M | 2.10% | 783,898 | 增持 |
| 18 | SE | SEA LTD | $36.6M | 2.08% | 387,768 | 增持 |
| 19 | PDD | PDD HOLDINGS INC | $27.2M | 1.55% | 201,718 | 增持 |
| 20 | QVCGA | QURATE RETAIL INC | $21.4M | 1.22% | 35.1M | 减持 |
| 21 | PINS | PINTEREST INC | $19.5M | 1.11% | 601,426 | 增持 |
| 22 | U | UNITY SOFTWARE INC | $19.2M | 1.09% | 850,525 | 减持 |
| 23 | PYPL | PAYPAL HLDGS INC | $13.0M | 0.74% | 166,831 | 减持 |
| 24 | CZR | CAESARS ENTERTAINMENT INC NE | $11.4M | 0.65% | 272,869 | 减持 |
| 25 | APP | APPLOVIN CORP | $10.7M | 0.61% | 81,756 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR