Orbis Allan Gray
$29.1B 13F equity value
103 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Orbis Allan Gray covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CPAY | CORPAY INC | 5,408,507 | $1.8B | 6.2% |
| NBIS | NEBIUS GROUP N.V. | 6,494,719 | $1.8B | 6.2% |
| BKNG | BOOKING HOLDINGS INC | 7,191,572 | $1.3B | 4.4% |
| QXO | QXO INC | 73,951,325 | $1.3B | 4.4% |
| BRKR | BRUKER CORP | 17,940,076 | $1.1B | 3.7% |
| RXO | RXO INC | 36,397,974 | $1.0B | 3.5% |
| MSI | MOTOROLA SOLUTIONS INC | 2,389,623 | $992M | 3.4% |
| GOOGL | ALPHABET INC | 2,340,624 | $836M | 2.9% |
| EQT | EQT CORP | 15,706,047 | $835M | 2.9% |
| XPO | XPO INC | 3,402,819 | $699M | 2.4% |
Track Orbis Allan Gray's 13F portfolio: $29.1B in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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