13F HOLDINGS REPORT
Contrarius Group Holdings Ltd
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001999371-25-005829
Total Value
$1.46B
Positions
56
Other Managers
3
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PARAMOUNT GLOBAL | 92556H206 | 13,905,316 | $166.3M | 11.37% |
| 2 | WARNER BROS DISCOVERY INC | WBD | 14,945,185 | $160.4M | 10.96% |
| 3 | TESLA INC | TSLA | 611,030 | $158.4M | 10.82% |
| 4 | NVIDIA CORPORATION | NVDA | 704,762 | $76.4M | 5.22% |
| 5 | FOX CORP | FOX | 1,254,374 | $66.1M | 4.52% |
| 6 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,425,254 | $60.6M | 4.14% |
| 7 | BARRICK GOLD CORP | 067901108 | 3,026,132 | $58.8M | 4.02% |
| 8 | PENN ENTERTAINMENT INC | PENN | 3,596,464 | $58.7M | 4.01% |
| 9 | CROCS INC | CROX | 516,131 | $54.8M | 3.75% |
| 10 | COTY INC | COTY | 9,597,842 | $52.5M | 3.59% |
| 11 | HIMS & HERS HEALTH INC | HIMS | 1,749,968 | $51.7M | 3.53% |
| 12 | IAC INC | IAC | 1,101,230 | $50.6M | 3.46% |
| 13 | DRAFTKINGS INC NEW | DKNG | 1,220,900 | $40.5M | 2.77% |
| 14 | COINBASE GLOBAL INC | COIN | 229,559 | $39.5M | 2.70% |
| 15 | UNITY SOFTWARE INC | U | 1,994,091 | $39.1M | 2.67% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 234,492 | $31.0M | 2.12% |
| 17 | JD.COM INC | JDCMF | 705,921 | $29.0M | 1.98% |
| 18 | CELSIUS HLDGS INC | CELH | 656,631 | $23.4M | 1.60% |
| 19 | BAIDU INC | BAIDF | 220,688 | $20.3M | 1.39% |
| 20 | PAYPAL HLDGS INC | PYPL | 233,306 | $15.2M | 1.04% |
| 21 | INTELLIA THERAPEUTICS INC | NTLA | 2,021,040 | $14.4M | 0.98% |
| 22 | VICTORIAS SECRET AND CO | 926400102 | 733,135 | $13.6M | 0.93% |
| 23 | PDD HOLDINGS INC | PDD | 106,987 | $12.7M | 0.87% |
| 24 | CRISPR THERAPEUTICS AG | CRSP | 331,972 | $11.3M | 0.77% |
| 25 | EQT CORP | EQT | 209,347 | $11.2M | 0.76% |
| 26 | SEA LTD | SE | 79,083 | $10.3M | 0.71% |
| 27 | ROBLOX CORP | RBLX | 175,588 | $10.2M | 0.70% |
| 28 | UP FINTECH HLDG LTD | TIGR | 1,164,183 | $10.0M | 0.68% |
| 29 | AMBEV SA | ABEV | 4,206,526 | $9.8M | 0.67% |
| 30 | BLOCK INC | BSQKZ | 155,116 | $8.4M | 0.58% |
| 31 | QXO INC | QXO-PB | 592,375 | $8.0M | 0.55% |
| 32 | GRAB HOLDINGS LIMITED | GRABW | 1,763,596 | $8.0M | 0.55% |
| 33 | QVC GROUP INC | 74915M100 | 35,138,516 | $7.1M | 0.48% |
| 34 | SOFI TECHNOLOGIES INC | SOFI | 601,272 | $7.0M | 0.48% |
| 35 | PINTEREST INC | PINS | 210,154 | $6.5M | 0.45% |
| 36 | ROKU INC | ROKU | 90,755 | $6.4M | 0.44% |
| 37 | DELL TECHNOLOGIES INC | DELL | 67,509 | $6.2M | 0.42% |
| 38 | PAGSEGURO DIGITAL LTD | PAGS | 801,828 | $6.1M | 0.42% |
| 39 | PHILIP MORRIS INTL INC | 718172109 | 37,928 | $6.0M | 0.41% |
| 40 | AMAZON COM INC | AMZN | 27,830 | $5.3M | 0.36% |
| 41 | ALPHABET INC | GOOG | 26,635 | $4.1M | 0.28% |
| 42 | META PLATFORMS INC | META | 6,901 | $4.0M | 0.27% |
| 43 | DOCUSIGN INC | DOCU | 47,538 | $3.9M | 0.26% |
| 44 | TENCENT MUSIC ENTMT GROUP | XHLD | 260,782 | $3.8M | 0.26% |
| 45 | ALTRIA GROUP INC | MO | 61,383 | $3.7M | 0.25% |
| 46 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 238,538 | $3.7M | 0.25% |
| 47 | DISNEY WALT CO | 254687106 | 29,807 | $2.9M | 0.20% |
| 48 | AMC NETWORKS INC | AMCX | 379,827 | $2.6M | 0.18% |
| 49 | BEAM THERAPEUTICS INC | BEAM | 126,470 | $2.5M | 0.17% |
| 50 | WARNER BROS DISCOVERY INC | WBD | 5,509 | $59,112 | 0.00% |
| 51 | TESLA INC | TSLA | 227 | $58,829 | 0.00% |
| 52 | PARAMOUNT GLOBAL | 92556H206 | 4,122 | $49,299 | 0.00% |
| 53 | META PLATFORMS INC | META | 75 | $43,227 | 0.00% |
| 54 | FOX CORP | FOX | 636 | $33,524 | 0.00% |
| 55 | ALIBABA GROUP HLDG LTD | BBAAY | 115 | $15,206 | 0.00% |
| 56 | BLOCK INC | BSQKZ | 160 | $8,693 | 0.00% |