account_balance
Investment manager · 13F filer · SEC CIK 1663865
Orbis Allan Gray Ltd
Reported value$29.1Bas of Jun 30, 2026
Positions97 12 new, 6 sold out
Top 10 weight40%CPAY alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CPAY
Corpay INC
6.2%
NBIS
Nebius Group N.v.
6.2%Trimmed
BKNG
Booking Holdings INC
4.4%Added
QXO
Qxo INC
4.4%
BRKR
Bruker Corp
3.7%
RXO
Rxo INC
3.5%
MSI
Motorola Solutions INC
3.4%Added
GOOGL
Alphabet INC
2.9%Trimmed
EQT
Eqt Corp
2.9%Added
XPO
Xpo INC
2.4%
87 others
60.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed