Contrarius Group Holdings Ltd Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$2.1T
Holdings
44
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SATSECHOSTAR CORP | 2,181,728 | $237.2B | 11.50% | |
| 2 | TSLATESLA INC | 518,188 | $233.0B | 11.30% | |
| 3 | PSKYPARAMOUNT SKYDANCE CORP | 15,088,097 | $202.2B | 9.81% | |
| 4 | ORCLORACLE CORP | 930,431 | $181.3B | 8.80% | |
| 5 | MUMICRON TECHNOLOGY INC | 411,597 | $117.5B | 5.70% | |
| 6 | FOXFOX CORP | 1,470,886 | $95.5B | 4.63% | |
| 7 | GOOGLALPHABET INC | 297,602 | $93.1B | 4.52% | |
| 8 | DELLDELL TECHNOLOGIES INC | 692,598 | $87.2B | 4.23% | |
| 9 | LULULULULEMON ATHLETICA INC | 415,963 | $86.4B | 4.19% | |
| 10 | NVDANVIDIA CORPORATION | 438,214 | $81.7B | 3.96% | |
| 11 | COINCOINBASE GLOBAL INC | 323,327 | $73.1B | 3.55% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 197,928 | $60.1B | 2.92% | |
| 13 | NVONOVO-NORDISK A S | 930,367 | $47.3B | 2.30% | |
| 14 | CRCLCIRCLE INTERNET GROUP INC | 562,678 | $44.6B | 2.16% | |
| 15 | BIDUNBAIDU INC | 331,123 | $43.3B | 2.10% | |
| 16 | CROXCROCS INC | 475,011 | $40.6B | 1.97% | |
| 17 | TAPMOLSON COORS BEVERAGE CO | 715,210 | $33.4B | 1.62% | |
| 18 | BABAALIBABA GROUP HLDG LTD | 212,054 | $31.1B | 1.51% | |
| 19 | UUNITY SOFTWARE INC | 545,529 | $24.1B | 1.17% | |
| 20 | JDJD.COM INC | 781,692 | $22.4B | 1.09% | |
| 21 | MDLZMONDELEZ INTL INC | 323,421 | $17.4B | 0.84% | |
| 22 | QXOQXO INC | 792,686 | $15.3B | 0.74% | |
| 23 | METAMETA PLATFORMS INC | 21,039 | $13.9B | 0.67% | |
| 24 | AMRALPHA METALLURGICAL RESOUR I | 58,481 | $11.7B | 0.57% | |
| 25 | BIIBBIOGEN INC | 64,952 | $11.4B | 0.55% | |
| 26 | ROKUROKU INC | 104,002 | $11.3B | 0.55% | |
| 27 | TIGRUP FINTECH HLDG LTD | 1,071,425 | $10.2B | 0.50% | |
| 28 | CZRCAESARS ENTERTAINMENT INC NE | 433,832 | $10.1B | 0.49% | |
| 29 | COTYCOTY INC | 3,290,733 | $10.1B | 0.49% | |
| 30 | SOFISOFI TECHNOLOGIES INC | 376,773 | $9.9B | 0.48% | |
| 31 | WWWW INTL INC | 316,597 | $9.2B | 0.45% | |
| 32 | AMDADVANCED MICRO DEVICES INC | 40,987 | $8.8B | 0.43% | |
| 33 | SDRLSEADRILL LTD | 247,094 | $8.5B | 0.41% | |
| 34 | VALVALARIS LTD | 168,899 | $8.5B | 0.41% | |
| 35 | CRSPCRISPR THERAPEUTICS AG | 156,605 | $8.2B | 0.40% | |
| 36 | 4I1PHILIP MORRIS INTL INC | 50,395 | $8.1B | 0.39% | |
| 37 | TEMTEMPUS AI INC | 135,026 | $8.0B | 0.39% | |
| 38 | QVCGAQVC GROUP INC | 702,768 | $7.3B | 0.36% | |
| 39 | RIGTRANSOCEAN LTD | 1,649,457 | $6.8B | 0.33% | |
| 40 | ASMLASML HOLDING N V | 6,280 | $6.7B | 0.33% | |
| 41 | SNAPSNAP INC | 799,959 | $6.5B | 0.31% | |
| 42 | NTLAINTELLIA THERAPEUTICS INC | 714,480 | $6.4B | 0.31% | |
| 43 | EQTEQT CORP | 110,815 | $5.9B | 0.29% | |
| 44 | NENOBLE CORP PLC | 210,040 | $5.9B | 0.29% |