Orbis Allan Gray Ltd
Q2 2025 13F Holdings
- Locationhamilton, D0
- Num holdings
78
- Value ($000)
$20,565,983
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001663865
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QXO QXO INC | COM NEW | 82846H405 | $2.07B | 10 % | 96,289,549 | ||
CPAY CORPAY INC | COM SHS | 219948106 | $1.28B | 6 % | 3,855,589 | ||
ELV ELEVANCE HEALTH INC | COM | 036752103 | $1.11B | 5 % | 2,855,850 | ||
NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | $976.68M | 5 % | 17,651,930 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | $793.98M | 4 % | 18,400,418 | ||
ALNY ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | $691.77M | 3 % | 2,121,412 | ||
BMTA BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | $686.47M | 3 % | 14,503,968 | ||
KMI KINDER MORGAN INC DEL | COM | 49456B101 | $665.47M | 3 % | 22,635,179 | ||
GXO GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | $641.55M | 3 % | 13,173,596 | ||
PDD PDD HOLDINGS INC | SPONSORED ADS | 722304102 | $591.09M | 3 % | 5,647,728 |
Rows Per Page
10
- 10
- 50
- 100