Contrarius Group Holdings Ltd holds a focused book of 34 stocks worth $2.2B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Intel Corp and trimmed Coinbase Global Inc -Class A. Their largest long position is Tesla Inc at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Contrarius Group Holdings Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 66 / 34 | $865.1B |
| JPMORGAN CHASE & CO | 66 / 34 | $194.2B |
| MORGAN STANLEY | 66 / 34 | $185.2B |
| NORTHERN TRUST CORP | 66 / 34 | $113.8B |
| GOLDMAN SACHS GROUP INC | 66 / 34 | $98.8B |
| UBS Group AG | 66 / 34 | $52.6B |
| ROYAL BANK OF CANADA | 66 / 34 | $49.7B |
| WELLS FARGO & COMPANY/MN | 66 / 34 | $36.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Contrarius Group Holdings Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc COM | $270.5M | 643.2K | 12.5% | ▲+15% Added · +84K sh | |
| 2 | Echostar Corp CL A | $259.6M | 2.56M | 12.0% | ▲+36% Added · +676K sh | |
| 3 | Intel Corp COM | $247.6M | 1.77M | 11.4% | ▲New New position | |
| 4 | Space Exploration Techn Corp CLASS A COM STK | $147.1M | 860.7K | 6.8% | ▲New New position | |
| 5 | Sony Group Corp SPONSORED ADR | $138.4M | 6.90M | 6.4% | ▲New New position | |
| 6 | Nvidia Corporation COM | $124.5M | 622.2K | 5.7% | ▲New New position | |
| 7 | Keurig DR Pepper Inc COM | $106.8M | 3.26M | 4.9% | ▲+17% Added · +475K sh | |
| 8 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $105.6M | 221.1K | 4.9% | ▲11× Added · +202K sh | |
| 9 | ASML Holding N V N Y REGISTRY SHS | $105.1M | 52.8K | 4.8% | ▲New New position | |
| 10 | Dell Technologies Inc CL C | $102.0M | 236.5K | 4.7% | ▲New New position | |
| 11 | Advanced Micro Devices Inc COM | $100.2M | 172.6K | 4.6% | ▲New New position | |
| 12 | Micron Technology Inc COM | $62.5M | 54.1K | 2.9% | ▲New New position | |
| 13 | Beam Therapeutics Inc COM | $55.4M | 1.61M | 2.6% | ▲+203% Added · +1.1M sh | |
| 14 | Baidu Inc SPON ADR REP A | $39.2M | 343.3K | 1.8% | ▲+49% Added · +113K sh | |
| 15 | Alibaba Group Hldg Ltd SPONSORED ADS | $38.0M | 396.3K | 1.8% | ▲+120% Added · +216K sh | |
| 16 | Intellia Therapeutics Inc COM | $33.1M | 1.96M | 1.5% | ▲+2.3% Added · +43K sh | |
| 17 | Tempus AI Inc CL A | $32.1M | 554.8K | 1.5% | ▲New New position | |
| 18 | Fox Corp CL B COM | $27.3M | 582.6K | 1.3% | ▲New New position | |
| 19 | Roblox Corp CL A | $22.0M | 404.3K | 1.0% | ▲New New position | |
| 20 | Coinbase Global Inc COM CL A | $19.5M | 133.5K | 0.9% | ▼−2.0% Reduced · −3K sh | |
| 21 | Okta Inc CL A | $17.8M | 130.6K | 0.8% | ▲New New position | |
| 22 | Meta Platforms Inc CL A | $16.8M | 29.8K | 0.8% | ▲New New position | |
| 23 | Novo-Nordisk A S ADR | $15.7M | 327.2K | 0.7% | ▲+44% Added · +100K sh | |
| 24 | Zoom Communications Inc CL A | $14.0M | 161.7K | 0.6% | ▲New New position | |
| 25 | Circle Internet Group Inc COM CL A | $13.5M | 216.1K | 0.6% | ▲+22% Added · +39K sh | |
| 26 | British Amern Tob PLC SPONSORED ADR | $12.8M | 206.5K | 0.6% | ▼−93% Reduced · −2.6M sh | |
| 27 | Lululemon Athletica Inc COM | $11.0M | 96.2K | 0.5% | ▲New New position | |
| 28 | Paramount Skydance Corp COM CL B | $9.7M | 986.7K | 0.4% | ▼−88% Reduced · −6.9M sh | |
| 29 | Alphabet Inc CAP STK CL A | $8.3M | 23.1K | 0.4% | ▼−92% Reduced · −277K sh | |
| 30 | Constellation Brands Inc CL A | $7.8M | 56.2K | 0.4% | ▼−70% Reduced · −133K sh | |
| 31 | WW Intl Inc COM NEW | $4.9M | 307.2K | 0.2% | —Held | |
| 32 | Nike Inc CL B | $1.3M | 32.9K | 0.1% | ▲New New position | |
| 33 | Oracle Corp COM | $27K | 186 | 0.0% | ▼−100% Reduced · −69K sh | |
| 34 | Hewlett Packard Enterprise C COM | $6K | 138 | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054801/holdings"
Use Arkolith to show Contrarius Group Holdings Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 45 | $2.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 47 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 55 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 60 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 65 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 56 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 48 | $1.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.