Orbis Allan Gray Ltd
Orbis Allan Gray Ltd reported 97 positions worth $29.10B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CPAY (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CPAY | SH | $1.80B | 6.19% | 5,408,507 | — | — | |
| ▸ 2 | NBIS | SH | $1.79B | 6.16% | 6,494,719 | — | — | |
| ▸ 3 | BKNG | SH | $1.28B | 4.41% | 7,191,572 | — | — | |
| ▸ 4 | QXO | SH | $1.28B | 4.39% | 73,951,325 | — | — | |
| ▸ 5 | BRKR | SH | $1.08B | 3.71% | 17,940,076 | — | — | |
| ▸ 6 | RXO | SH | $1.00B | 3.45% | 36,397,974 | — | — | |
| ▸ 7 | MSI | SH | $992.4M | 3.41% | 2,389,623 | — | — | |
| ▸ 8 | GOOGL | SH | $836.5M | 2.87% | 2,340,624 | — | — | |
| ▸ 9 | EQT | SH | $835.1M | 2.87% | 15,706,047 | — | — | |
| ▸ 10 | XPO | SH | $698.6M | 2.40% | 3,402,819 | — | — |
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Frequently Asked Questions
What stocks does Orbis Allan Gray Ltd hold as of Q2 2026?
Orbis Allan Gray Ltd reported 97 positions worth $29.10B in its Q2 2026 13F filing. Largest positions: CPAY (6.2%), NBIS (6.2%), BKNG (4.4%), QXO (4.4%) and BRKR (3.7%).
What did Orbis Allan Gray Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Orbis Allan Gray Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.