# Contrarius Group Holdings Ltd: Form 13F holdings

An institutional investment manager in Hamilton. SEC CIK 2054801.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $2.17bn
- Positions: 34 (45 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2054801/000199937126017606/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $270.5m | 12.5% | 643,163 |  | Added +84,029 |
| [ECHOSTAR CORP (ECHO)](/companies/echo.md) | CL A | $259.6m | 12.0% | 2,557,855 |  | Added +675,631 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $247.6m | 11.4% | 1,773,028 |  | New +1,773,028 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $147.1m | 6.8% | 860,709 |  | New +860,709 |
| [SONY GROUP CORP (SONY)](/companies/sony.md) | SPONSORED ADR | $138.4m | 6.4% | 6,899,554 |  | New +6,899,554 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $124.5m | 5.7% | 622,243 |  | New +622,243 |
| [KEURIG DR PEPPER INC (KDP)](/companies/kdp.md) | COM | $106.8m | 4.9% | 3,262,484 |  | Added +474,585 |
| [TAIWAN SEMICONDUCTOR MFG LTD (TSM)](/companies/tsm.md) | SPONSORED ADS | $105.6m | 4.9% | 221,093 |  | Added +201,658 |
| ASML HOLDING N V | N Y REGISTRY SHS | $105.1m | 4.8% | 52,827 |  | New +52,827 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $102.0m | 4.7% | 236,463 |  | New +236,463 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $100.2m | 4.6% | 172,552 |  | New +172,552 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $62.5m | 2.9% | 54,113 |  | New +54,113 |
| [BEAM THERAPEUTICS INC (BEAM)](/companies/beam.md) | COM | $55.4m | 2.6% | 1,614,538 |  | Added +1,081,095 |
| [BAIDU INC (BIDU)](/companies/bidu.md) | SPON ADR REP A | $39.2m | 1.8% | 343,344 |  | Added +113,154 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $38.0m | 1.8% | 396,320 |  | Added +216,379 |
| [INTELLIA THERAPEUTICS INC (NTLA)](/companies/ntla.md) | COM | $33.1m | 1.5% | 1,955,228 |  | Added +43,389 |
| [TEMPUS AI INC (TEM)](/companies/tem.md) | CL A | $32.1m | 1.5% | 554,750 |  | New +554,750 |
| [FOX CORP (FOXA)](/companies/foxa.md) | CL B COM | $27.3m | 1.3% | 582,585 |  | New +582,585 |
| [ROBLOX CORP (RBLX)](/companies/rblx.md) | CL A | $22.0m | 1.0% | 404,316 |  | New +404,316 |
| [COINBASE GLOBAL INC (COIN)](/companies/coin.md) | COM CL A | $19.5m | 0.9% | 133,503 |  | Reduced −2,760 |
| [OKTA INC (OKTA)](/companies/okta.md) | CL A | $17.8m | 0.8% | 130,607 |  | New +130,607 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $16.8m | 0.8% | 29,797 |  | New +29,797 |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $15.7m | 0.7% | 327,154 |  | Added +100,203 |
| [ZOOM COMMUNICATIONS INC (ZM)](/companies/zm.md) | CL A | $14.0m | 0.6% | 161,720 |  | New +161,720 |
| [CIRCLE INTERNET GROUP INC (CRCL)](/companies/crcl.md) | COM CL A | $13.5m | 0.6% | 216,104 |  | Added +39,037 |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $12.8m | 0.6% | 206,521 |  | Reduced −2,616,920 |
| [LULULEMON ATHLETICA INC (LULU)](/companies/lulu.md) | COM | $11.0m | 0.5% | 96,214 |  | New +96,214 |
| [PARAMOUNT SKYDANCE CORP (SKYD)](/companies/skyd.md) | COM CL B | $9.7m | 0.4% | 986,733 |  | Reduced −6,939,416 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $8.3m | 0.4% | 23,128 |  | Reduced −277,475 |
| [CONSTELLATION BRANDS INC (STZ)](/companies/stz.md) | CL A | $7.8m | 0.4% | 56,151 |  | Reduced −133,221 |
| [WW INTL INC (WW)](/companies/ww.md) | COM NEW | $4.9m | 0.2% | 307,168 |  | Unchanged |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $1.3m | <0.1% | 32,865 |  | New +32,865 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $27.3k | <0.1% | 186 |  | Reduced −69,003 |
| [HEWLETT PACKARD ENTERPRISE C (HPE)](/companies/hpe.md) | COM | $6.2k | <0.1% | 138 |  | New +138 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHA METALLURGICAL RESOUR I (AMR)](/companies/amr.md) | COM | $0 | 0.0% | 0 |  | Sold out −48,660 |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,275,522 |
| [CENOVUS ENERGY INC (CVE)](/companies/cve.md) | COM | $0 | 0.0% | 0 |  | Sold out −513,537 |
| [CF INDUSTRIES HOLD (CF)](/companies/cf.md) | COM | $0 | 0.0% | 0 |  | Sold out −76,715 |
| [CROCS INC (CROX)](/companies/crox.md) | COM | $0 | 0.0% | 0 |  | Sold out −97,571 |
| [EQT CORP (EQT)](/companies/eqt.md) | COM | $0 | 0.0% | 0 |  | Sold out −102,753 |
| [JD.COM INC (JD)](/companies/jd.md) | SPON ADS CL A | $0 | 0.0% | 0 |  | Sold out −639,327 |
| [KRAFT HEINZ CO (KHC)](/companies/khc.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,242,061 |
| [MOLSON COORS BEVERAGE CO (TAP)](/companies/tap.md) | CL B | $0 | 0.0% | 0 |  | Sold out −1,971,886 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $0 | 0.0% | 0 |  | Sold out −1,480,120 |
| [MOSAIC CO (MOS)](/companies/mos.md) | COM | $0 | 0.0% | 0 |  | Sold out −502,751 |
| NOBLE CORP PLC | ORD SHS A | $0 | 0.0% | 0 |  | Sold out −227,247 |
| [NUTRIEN LTD (NTR)](/companies/ntr.md) | COM | $0 | 0.0% | 0 |  | Sold out −93,641 |
| [OVINTIV INC (OVV)](/companies/ovv.md) | COM | $0 | 0.0% | 0 |  | Sold out −164,559 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $0 | 0.0% | 0 |  | Sold out −220,923 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $0 | 0.0% | 0 |  | Sold out −472,477 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $0 | 0.0% | 0 |  | Sold out −822,766 |
| QVC GROUP INC | COM SER A NEW | $0 | 0.0% | 0 |  | Sold out −702,768 |
| [RANGE RES CORP (RRC)](/companies/rrc.md) | COM | $0 | 0.0% | 0 |  | Sold out −149,945 |
| SEADRILL LTD | COM | $0 | 0.0% | 0 |  | Sold out −318,958 |
| TRANSOCEAN LTD | REGISTERED SHS | $0 | 0.0% | 0 |  | Sold out −2,470,095 |
| WARNER BROS DISCOVERY INC | COM SER A | $0 | 0.0% | 0 |  | Sold out −1,496,154 |

Source: SEC EDGAR, Form 13F-HR, accession 0001999371-26-017606. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.