13F HOLDINGS REPORT
Contrarius Group Holdings Ltd
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001999371-26-003037
Total Value
$2.06B
Positions
55
Other Managers
3
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ECHOSTAR CORP | SATS | 2,180,983 | $237.1M | 11.50% |
| 2 | TESLA INC | TSLA | 517,978 | $232.9M | 11.30% |
| 3 | PARAMOUNT SKYDANCE CORP | PSKY | 15,085,518 | $202.1M | 9.80% |
| 4 | ORACLE CORP | ORCL-PD | 930,242 | $181.3M | 8.79% |
| 5 | MICRON TECHNOLOGY INC | MU | 411,318 | $117.4M | 5.69% |
| 6 | FOX CORP | FOX | 1,470,532 | $95.5M | 4.63% |
| 7 | ALPHABET INC | GOOG | 297,522 | $93.1M | 4.52% |
| 8 | DELL TECHNOLOGIES INC | DELL | 692,436 | $87.2M | 4.23% |
| 9 | LULULEMON ATHLETICA INC | LULU | 415,963 | $86.4M | 4.19% |
| 10 | NVIDIA CORPORATION | NVDA | 438,145 | $81.7M | 3.96% |
| 11 | COINBASE GLOBAL INC | COIN | 323,327 | $73.1M | 3.55% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 197,885 | $60.1M | 2.92% |
| 13 | NOVO-NORDISK A S | NONOF | 930,367 | $47.3M | 2.30% |
| 14 | CIRCLE INTERNET GROUP INC | CRCL | 562,678 | $44.6M | 2.16% |
| 15 | BAIDU INC | BAIDF | 330,967 | $43.2M | 2.10% |
| 16 | CROCS INC | CROX | 475,011 | $40.6M | 1.97% |
| 17 | MOLSON COORS BEVERAGE CO | TAP-A | 715,210 | $33.4M | 1.62% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 212,054 | $31.1M | 1.51% |
| 19 | UNITY SOFTWARE INC | U | 545,529 | $24.1M | 1.17% |
| 20 | JD.COM INC | JDCMF | 781,692 | $22.4M | 1.09% |
| 21 | MONDELEZ INTL INC | 609207105 | 323,421 | $17.4M | 0.84% |
| 22 | QXO INC | QXO-PB | 792,686 | $15.3M | 0.74% |
| 23 | META PLATFORMS INC | META | 21,039 | $13.9M | 0.67% |
| 24 | ALPHA METALLURGICAL RESOUR I | 020764106 | 58,481 | $11.7M | 0.57% |
| 25 | BIOGEN INC | BIIB | 64,952 | $11.4M | 0.55% |
| 26 | ROKU INC | ROKU | 104,002 | $11.3M | 0.55% |
| 27 | UP FINTECH HLDG LTD | TIGR | 1,071,425 | $10.2M | 0.50% |
| 28 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 433,832 | $10.1M | 0.49% |
| 29 | COTY INC | COTY | 3,290,733 | $10.1M | 0.49% |
| 30 | SOFI TECHNOLOGIES INC | SOFI | 376,773 | $9.9M | 0.48% |
| 31 | WW INTL INC | 98262P200 | 316,597 | $9.2M | 0.45% |
| 32 | ADVANCED MICRO DEVICES INC | AMD | 40,987 | $8.8M | 0.43% |
| 33 | SEADRILL LTD | SDRL | 247,094 | $8.5M | 0.41% |
| 34 | VALARIS LTD | VAL-WT | 168,899 | $8.5M | 0.41% |
| 35 | CRISPR THERAPEUTICS AG | CRSP | 156,605 | $8.2M | 0.40% |
| 36 | PHILIP MORRIS INTL INC | 718172109 | 50,395 | $8.1M | 0.39% |
| 37 | TEMPUS AI INC | TEM | 135,026 | $8.0M | 0.39% |
| 38 | QVC GROUP INC | QVCGP | 702,768 | $7.4M | 0.36% |
| 39 | TRANSOCEAN LTD | RIG | 1,649,457 | $6.8M | 0.33% |
| 40 | ASML HOLDING N V | ASMLF | 6,280 | $6.7M | 0.33% |
| 41 | SNAP INC | SNAP | 799,959 | $6.5M | 0.31% |
| 42 | INTELLIA THERAPEUTICS INC | NTLA | 714,480 | $6.4M | 0.31% |
| 43 | EQT CORP | EQT | 110,815 | $5.9M | 0.29% |
| 44 | NOBLE CORP PLC | NE-WT | 210,040 | $5.9M | 0.29% |
| 45 | TESLA INC | TSLA | 210 | $94,441 | 0.00% |
| 46 | ECHOSTAR CORP | SATS | 745 | $80,982 | 0.00% |
| 47 | MICRON TECHNOLOGY INC | MU | 279 | $79,629 | 0.00% |
| 48 | ORACLE CORP | ORCL-PD | 189 | $36,838 | 0.00% |
| 49 | PARAMOUNT SKYDANCE CORP | PSKY | 2,579 | $34,559 | 0.00% |
| 50 | ALPHABET INC | GOOG | 80 | $25,040 | 0.00% |
| 51 | FOX CORP | FOX | 354 | $22,985 | 0.00% |
| 52 | DELL TECHNOLOGIES INC | DELL | 162 | $20,393 | 0.00% |
| 53 | BAIDU INC | BAIDF | 156 | $20,383 | 0.00% |
| 54 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 43 | $13,067 | 0.00% |
| 55 | NVIDIA CORPORATION | NVDA | 69 | $12,869 | 0.00% |