§ 13F · FUND PROFILE
Contrarius Group Holdings Ltd.
AUM · $2.2B (13F)Positions · 45Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.2B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 643K | $270M | 12.5% | +15% |
| 2 | SATS | ECHOSTAR CORP | 2.56M | $260M | 12.0% | +36% |
| 3 | INTC | INTEL CORP | 1.77M | $248M | 11.4% | NEW |
| 4 | SPCX | SPACE EXPLORATION TECHN CORP | 861K | $147M | 6.8% | NEW |
| 5 | SONY | SONY GROUP CORP | 6.90M | $138M | 6.4% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 622K | $124M | 5.7% | NEW |
| 7 | KDP | KEURIG DR PEPPER INC | 3.26M | $107M | 4.9% | +17% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 221K | $106M | 4.9% | +1038% |
| 9 | ASML | ASML HOLDING N V | 53K | $105M | 4.8% | NEW |
| 10 | DELL | DELL TECHNOLOGIES INC | 236K | $102M | 4.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONTRARIUS SIGNAL
AC read
Contrarius Group Holdings Ltd is a Other fund managing $2.2 billion in assets. The fund runs a portfolio of 45 positions.
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