13F HOLDINGS REPORT
Contrarius Group Holdings Ltd
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001999371-25-011103
Total Value
$1.77B
Positions
65
Other Managers
3
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PARAMOUNT GLOBAL | 92556H206 | 13,905,316 | $179.4M | 10.13% |
| 2 | TESLA INC | TSLA | 553,648 | $175.9M | 9.93% |
| 3 | WARNER BROS DISCOVERY INC | WBD | 14,919,861 | $171.0M | 9.66% |
| 4 | NVIDIA CORPORATION | NVDA | 819,159 | $129.4M | 7.31% |
| 5 | COINBASE GLOBAL INC | COIN | 242,679 | $85.1M | 4.80% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 346,730 | $78.5M | 4.44% |
| 7 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 2,582,865 | $73.3M | 4.14% |
| 8 | MICRON TECHNOLOGY INC | MU | 565,016 | $69.6M | 3.93% |
| 9 | LAUDER ESTEE COS INC | 518439104 | 845,787 | $68.3M | 3.86% |
| 10 | ASML HOLDING N V | ASMLF | 85,268 | $68.3M | 3.86% |
| 11 | CROCS INC | CROX | 650,355 | $65.9M | 3.72% |
| 12 | FOX CORP | FOX | 1,195,081 | $61.7M | 3.48% |
| 13 | INTEL CORP | INTC | 2,684,349 | $60.1M | 3.40% |
| 14 | DELL TECHNOLOGIES INC | DELL | 465,630 | $57.1M | 3.22% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 289,478 | $41.1M | 2.32% |
| 16 | PENN ENTERTAINMENT INC | PENN | 1,857,272 | $33.2M | 1.87% |
| 17 | CRISPR THERAPEUTICS AG | CRSP | 374,954 | $18.2M | 1.03% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 155,726 | $17.7M | 1.00% |
| 19 | JD.COM INC | JDCMF | 513,120 | $16.7M | 0.95% |
| 20 | ROKU INC | ROKU | 176,975 | $15.6M | 0.88% |
| 21 | INTELLIA THERAPEUTICS INC | NTLA | 1,552,508 | $14.6M | 0.82% |
| 22 | PAYPAL HLDGS INC | PYPL | 178,307 | $13.3M | 0.75% |
| 23 | BAIDU INC | BAIDF | 148,544 | $12.7M | 0.72% |
| 24 | BLOCK INC | BSQKZ | 173,516 | $11.8M | 0.67% |
| 25 | QXO INC | QXO-PB | 524,730 | $11.3M | 0.64% |
| 26 | PAGSEGURO DIGITAL LTD | PAGS | 1,129,171 | $10.9M | 0.61% |
| 27 | SEA LTD | SE | 67,568 | $10.8M | 0.61% |
| 28 | SOFI TECHNOLOGIES INC | SOFI | 589,580 | $10.7M | 0.61% |
| 29 | VALARIS LTD | VAL-WT | 235,759 | $9.9M | 0.56% |
| 30 | PINTEREST INC | PINS | 273,803 | $9.8M | 0.55% |
| 31 | EQT CORP | EQT | 166,904 | $9.7M | 0.55% |
| 32 | MARVELL TECHNOLOGY INC | MRVL | 116,610 | $9.0M | 0.51% |
| 33 | PDD HOLDINGS INC | PDD | 86,025 | $9.0M | 0.51% |
| 34 | AMAZON COM INC | AMZN | 40,435 | $8.9M | 0.50% |
| 35 | VALE S A | VALE | 888,445 | $8.6M | 0.49% |
| 36 | DIGITALOCEAN HLDGS INC | DOCN | 295,395 | $8.4M | 0.48% |
| 37 | PEPSICO INC | PEP | 63,037 | $8.3M | 0.47% |
| 38 | SEADRILL LTD | SDRL | 316,070 | $8.3M | 0.47% |
| 39 | VICTORIAS SECRET AND CO | 926400102 | 431,571 | $8.0M | 0.45% |
| 40 | NOBLE CORP PLC | NE-WT | 286,730 | $7.6M | 0.43% |
| 41 | APPLOVIN CORP | APP | 20,258 | $7.1M | 0.40% |
| 42 | UP FINTECH HLDG LTD | TIGR | 698,431 | $6.7M | 0.38% |
| 43 | GRAB HOLDINGS LIMITED | GRABW | 1,252,287 | $6.3M | 0.36% |
| 44 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 304,619 | $6.2M | 0.35% |
| 45 | PHILIP MORRIS INTL INC | 718172109 | 33,561 | $6.1M | 0.35% |
| 46 | RANGE RES CORP | RRC | 145,873 | $5.9M | 0.34% |
| 47 | BARRICK MNG CORP | 06849F108 | 282,220 | $5.9M | 0.33% |
| 48 | TRANSOCEAN LTD | RIG | 2,104,832 | $5.5M | 0.31% |
| 49 | TENCENT MUSIC ENTMT GROUP | XHLD | 248,768 | $4.8M | 0.27% |
| 50 | CELSIUS HLDGS INC | CELH | 101,618 | $4.7M | 0.27% |
| 51 | ALPHABET INC | GOOG | 25,991 | $4.6M | 0.26% |
| 52 | META PLATFORMS INC | META | 6,192 | $4.6M | 0.26% |
| 53 | WARBY PARKER INC | WRBY | 169,220 | $3.7M | 0.21% |
| 54 | DISNEY WALT CO | 254687106 | 28,823 | $3.6M | 0.20% |
| 55 | ALTRIA GROUP INC | MO | 46,289 | $2.7M | 0.15% |
| 56 | GUESS INC | 401617105 | 178,214 | $2.2M | 0.12% |
| 57 | QVC GROUP INC | QVCGP | 702,768 | $1.9M | 0.11% |
| 58 | TESLA INC | TSLA | 227 | $72,109 | 0.00% |
| 59 | WARNER BROS DISCOVERY INC | WBD | 5,509 | $63,133 | 0.00% |
| 60 | PARAMOUNT GLOBAL | 92556H206 | 4,122 | $53,174 | 0.00% |
| 61 | NVIDIA CORPORATION | NVDA | 292 | $46,133 | 0.00% |
| 62 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 135 | $30,576 | 0.00% |
| 63 | FOX CORP | FOX | 303 | $15,644 | 0.00% |
| 64 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 371 | $10,533 | 0.00% |
| 65 | PENN ENTERTAINMENT INC | PENN | 581 | $10,382 | 0.00% |