Universe · entity
Orbis Allan Gray Ltd
Institutional manager (13F) · CIK 1663865
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $21.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CORPAY INC | $1.6B | 5,345,425 |
| 2 | QXO INC | $1.4B | 73,951,325 |
| 3 | NEBIUS GROUP N.V. | $863M | 8,314,766 |
| 4 | MOTOROLA SOLUTIONS INC | $811M | 1,869,937 |
| 5 | PRAXIS PRECISION MEDICINES I | $797M | 2,472,480 |
| 6 | EQT CORP | $771M | 12,112,733 |
| 7 | ALPHABET INC | $723M | 2,513,283 |
| 8 | GXO LOGISTICS INCORPORATED | $696M | 13,424,844 |
| 9 | XPO INC | $663M | 3,409,092 |
| 10 | BRUKER CORP | $648M | 17,940,076 |
| 11 | WESTLAKE CORPORATION | $618M | 5,293,519 |
| 12 | ITAU UNIBANCO HLDG S A | $580M | 69,269,672 |
| 13 | STERIS PLC | $573M | 2,592,912 |
| 14 | NEWMONT CORP | $560M | 5,170,675 |
| 15 | FIRSTSERVICE CORP NEW | $551M | 3,968,227 |
| 16 | SMURFIT WESTROCK PLC | $549M | 13,775,054 |
| 17 | RXO INC | $532M | 36,397,974 |
| 18 | BRITISH AMERN TOB PLC | $451M | 7,705,968 |
| 19 | ALNYLAM PHARMACEUTICALS INC | $442M | 1,334,825 |
| 20 | CINEMARK HLDGS INC | $429M | 15,057,911 |
| 21 | CEMEX SA EURO MTN BE 144A | $425M | 37,142,422 |
| 22 | INTERACTIVE BROKERS GROUP IN | $410M | 6,118,045 |
| 23 | NETEASE COM INC | $401M | 3,584,478 |
| 24 | SHELL PLC | $383M | 4,113,710 |
| 25 | KINDER MORGAN INC DEL | $379M | 11,308,464 |
| 26 | NVIDIA CORPORATION | $364M | 2,089,904 |
| 27 | DISNEY WALT CO | $360M | 3,734,888 |
| 28 | GENMAB A/S | $347M | 12,925,578 |
| 29 | BOOKING HOLDINGS INC | $311M | 73,772 |
| 30 | VALE S A | $308M | 19,372,500 |
| 31 | INSMED INC | $306M | 1,872,824 |
| 32 | CRISPR THERAPEUTICS AG | $290M | 6,106,011 |
| 33 | DIAGEO PLC | $275M | 3,700,094 |
| 34 | FRANCO NEV CORP | $267M | 1,079,439 |
| 35 | BARRICK MNG CORP | $246M | 6,020,532 |
| 36 | ANTERO RESOURCES CORP | $207M | 4,872,046 |
| 37 | SCHOLAR ROCK HLDG CORP | $205M | 4,179,983 |
| 38 | SPDR GOLD TR | $204M | 473,850 |
| 39 | BBB FOODS INC | $200M | 5,646,435 |
| 40 | IMAX CORP | $196M | 5,151,721 |
| 41 | RENAISSANCERE HLDGS LTD | $193M | 648,479 |
| 42 | ROBERT HALF INC. | $192M | 7,545,564 |
| 43 | PDD HOLDINGS INC | $178M | 1,744,048 |
| 44 | AES CORP | $173M | 12,247,581 |
| 45 | SEA LTD | $153M | 1,844,162 |
| 46 | CALIFORNIA RES CORP | $151M | 2,177,565 |
| 47 | RYDER SYS INC | $146M | 711,714 |
| 48 | BRINKER INTL INC | $132M | 927,512 |
| 49 | DYNE THERAPEUTICS INC | $123M | 6,762,231 |
| 50 | RANGE RES CORP | $122M | 2,706,746 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.