Orbis Allan Gray
$23.7B Assets Reported
99 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CPAY | CORPAY INC | 5,345,425 | $1.6B | 6.6% |
| QXO | QXO INC | 73,951,325 | $1.4B | 6.1% |
| NBIS | NEBIUS GROUP N.V. | 8,314,766 | $863M | 3.6% |
| MSI | MOTOROLA SOLUTIONS INC | 1,869,937 | $811M | 3.4% |
| PRAX | PRAXIS PRECISION MEDICINES I | 2,472,480 | $797M | 3.4% |
| EQT | EQT CORP | 12,112,733 | $771M | 3.3% |
| GOOGL | ALPHABET INC | 2,513,283 | $723M | 3.0% |
| GXO | GXO LOGISTICS INCORPORATED | 13,424,844 | $696M | 2.9% |
| XPO | XPO INC | 3,409,092 | $663M | 2.8% |
| BRKR | BRUKER CORP | 17,940,076 | $648M | 2.7% |
Track Orbis Allan Gray's 13F portfolio: $23.7B in reported holdings, 99 positions. Top holdings, AUM, and quarterly changes on SentiSense.