Contrarius Group Holdings Ltd Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.8T
Holdings
57
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 0VVBPARAMOUNT GLOBAL | 13,909,438 | $179.4B | 10.13% | |
| 2 | TSLATESLA INC | 553,875 | $175.9B | 9.94% | |
| 3 | WBDWARNER BROS DISCOVERY INC | 14,925,370 | $171.0B | 9.66% | |
| 4 | NVDANVIDIA CORPORATION | 819,451 | $129.5B | 7.31% | |
| 5 | COINCOINBASE GLOBAL INC | 242,679 | $85.1B | 4.80% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 346,865 | $78.6B | 4.44% | |
| 7 | CZRCAESARS ENTERTAINMENT INC NE | 2,583,236 | $73.3B | 4.14% | |
| 8 | MUMICRON TECHNOLOGY INC | 565,016 | $69.6B | 3.93% | |
| 9 | ELLAUDER ESTEE COS INC | 845,787 | $68.3B | 3.86% | |
| 10 | ASMLASML HOLDING N V | 85,268 | $68.3B | 3.86% | |
| 11 | CROXCROCS INC | 650,355 | $65.9B | 3.72% | |
| 12 | FOXFOX CORP | 1,195,384 | $61.7B | 3.49% | |
| 13 | INTCINTEL CORP | 2,684,349 | $60.1B | 3.40% | |
| 14 | DELLDELL TECHNOLOGIES INC | 465,630 | $57.1B | 3.22% | |
| 15 | AMDADVANCED MICRO DEVICES INC | 289,478 | $41.1B | 2.32% | |
| 16 | PENNPENN ENTERTAINMENT INC | 1,857,853 | $33.2B | 1.87% | |
| 17 | CRSPCRISPR THERAPEUTICS AG | 374,954 | $18.2B | 1.03% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 155,726 | $17.7B | 1.00% | |
| 19 | JDJD.COM INC | 513,120 | $16.7B | 0.95% | |
| 20 | ROKUROKU INC | 176,975 | $15.6B | 0.88% | |
| 21 | NTLAINTELLIA THERAPEUTICS INC | 1,552,508 | $14.6B | 0.82% | |
| 22 | PYPLPAYPAL HLDGS INC | 178,307 | $13.3B | 0.75% | |
| 23 | BIDUNBAIDU INC | 148,544 | $12.7B | 0.72% | |
| 24 | XYZBLOCK INC | 173,516 | $11.8B | 0.67% | |
| 25 | QXOQXO INC | 524,730 | $11.3B | 0.64% | |
| 26 | PAGSPAGSEGURO DIGITAL LTD | 1,129,171 | $10.9B | 0.61% | |
| 27 | SESEA LTD | 67,568 | $10.8B | 0.61% | |
| 28 | SOFISOFI TECHNOLOGIES INC | 589,580 | $10.7B | 0.61% | |
| 29 | VALVALARIS LTD | 235,759 | $9.9B | 0.56% | |
| 30 | PINSPINTEREST INC | 273,803 | $9.8B | 0.55% | |
| 31 | EQTEQT CORP | 166,904 | $9.7B | 0.55% | |
| 32 | MRVLMARVELL TECHNOLOGY INC | 116,610 | $9.0B | 0.51% | |
| 33 | PDDPDD HOLDINGS INC | 86,025 | $9.0B | 0.51% | |
| 34 | AMZNAMAZON COM INC | 40,435 | $8.9B | 0.50% | |
| 35 | VALEVALE S A | 888,445 | $8.6B | 0.49% | |
| 36 | DOCNDIGITALOCEAN HLDGS INC | 295,395 | $8.4B | 0.48% | |
| 37 | PEPPEPSICO INC | 63,037 | $8.3B | 0.47% | |
| 38 | SDRLSEADRILL LTD | 316,070 | $8.3B | 0.47% | |
| 39 | VSCOVICTORIAS SECRET AND CO | 431,571 | $8.0B | 0.45% | |
| 40 | NENOBLE CORP PLC | 286,730 | $7.6B | 0.43% | |
| 41 | APPAPPLOVIN CORP | 20,258 | $7.1B | 0.40% | |
| 42 | TIGRUP FINTECH HLDG LTD | 698,431 | $6.7B | 0.38% | |
| 43 | GRABGRAB HOLDINGS LIMITED | 1,252,287 | $6.3B | 0.36% | |
| 44 | HPEHEWLETT PACKARD ENTERPRISE C | 304,619 | $6.2B | 0.35% | |
| 45 | 4I1PHILIP MORRIS INTL INC | 33,561 | $6.1B | 0.35% | |
| 46 | RRCRANGE RES CORP | 145,873 | $5.9B | 0.34% | |
| 47 | BBARRICK MNG CORP | 282,220 | $5.9B | 0.33% | |
| 48 | RIGTRANSOCEAN LTD | 2,104,832 | $5.5B | 0.31% | |
| 49 | TMETENCENT MUSIC ENTMT GROUP | 248,768 | $4.8B | 0.27% | |
| 50 | CELHCELSIUS HLDGS INC | 101,618 | $4.7B | 0.27% | |
| 51 | GOOGLALPHABET INC | 25,991 | $4.6B | 0.26% | |
| 52 | METAMETA PLATFORMS INC | 6,192 | $4.6B | 0.26% | |
| 53 | WRBYWARBY PARKER INC | 169,220 | $3.7B | 0.21% | |
| 54 | DISDISNEY WALT CO | 28,823 | $3.6B | 0.20% | |
| 55 | MOALTRIA GROUP INC | 46,289 | $2.7B | 0.15% | |
| 56 | GU9GUESS INC | 178,214 | $2.2B | 0.12% | |
| 57 | QVCGAQVC GROUP INC | 702,768 | $1.9B | 0.11% |