Filer Name: ORBIS ALLAN GRAY LTD
CIK: 1663865
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 84
Portfolio Value: $18.59B

Orbis Allan Gray Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
QXO US QXO INC 109,409,191 $1,740M 9.36% - -
CPAY US CORPAY INC 3,940,836 $1,334M 7.18% -5.5% -
UNH US UNITEDHEALTH GROUP INC 1,888,186 $955M 5.14% -16.4% -
IBKR US INTERACTIVE BROKERS GRO-CL A 5,285,505 $934M 5.02% -18.7% -
ELV US ELEVANCE HEALTH INC 2,168,945 $800M 4.31% 139.7% -
RXO US RXO INC 30,244,861 $721M 3.88% 5.9% -
RNR US RENAISSANCERE HOLDINGS LTD 2,864,105 $713M 3.83% 0.9% -
GOOGL US ALPHABET INC-CL A 3,554,157 $673M 3.62% 65.0% -
GPN US GLOBAL PAYMENTS INC 5,711,047 $640M 3.44% -8.7% -
KMI US KINDER MORGAN INC 22,667,066 $621M 3.34% 24.1% -
GXO US GXO LOGISTICS INC 12,654,819 $550M 2.96% -10.3% -
NBIS US NEBIUS GROUP NV 15,725,682 $436M 2.34% 414.6% -
SHEL US SHELL PLC-ADR 6,662,537 $417M 2.25% -32.2% -
XPO US XPO INC 2,991,391 $392M 2.11% -22.1% -
BTI US BRITISH AMERICAN TOB-SP ADR 9,981,220 $363M 1.95% 21.5% -
NTES US NETEASE INC-ADR 4,031,953 $360M 1.94% 15.8% -
CNK US CINEMARK HOLDINGS INC 11,297,455 $350M 1.88% -14.8% -
ALNY US ALNYLAM PHARMACEUTICALS INC 1,472,802 $347M 1.86% 16.1% -
BIDU US BAIDU INC - SPON ADR 4,060,819 $342M 1.84% 36.5% -
MSI US MOTOROLA SOLUTIONS INC 724,562 $335M 1.80% -10.6% -
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