Orbis Allan Gray Ltd

Q3 2025 13F Holdings

  • Location
    hamilton, D0
  • Num holdings

    86

  • Value ($000)

    $23,299,761

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001663865
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QXO

QXO INC

COM NEW
82846H405
$1.65B
7 %

86,492,986

---

NEBIUS GROUP N.V.

SHS CLASS A
N97284108
$1.44B
6 %

12,796,543

C
CPAY

CORPAY INC

COM SHS
219948106
$1.19B
5 %

4,128,114

P
PDD

PDD HOLDINGS INC

SPONSORED ADS
722304102
$917.57M
4 %

6,942,339

A
ALNY

ALNYLAM PHARMACEUTICALS INC

COM
02043Q107
$889.64M
4 %

1,950,962

---

SMURFIT WESTROCK PLC

SHS
G8267P108
$806.65M
4 %

18,948,827

I
ICLR

ICON PLC

SHS
G4705A100
$724.29M
3 %

4,138,818

G
GXO

GXO LOGISTICS INCORPORATED

COMMON STOCK
36262G101
$708.08M
3 %

13,387,809

U
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$682.80M
3 %

1,977,404

I
IBKR

INTERACTIVE BROKERS GROUP IN

COM CL A
45841N107
$656.71M
3 %

9,543,872

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 86