Contrarius Group Holdings as of June 30, 2026
Portfolio Holdings for Contrarius Group Holdings
Contrarius Group Holdings holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 12.5 | $271M | 643k | 420.60 | |
| Echostar Corp Cl A | 12.0 | $260M | 2.6M | 101.50 | |
| Intel Corporation (INTC) | 11.4 | $248M | 1.8M | 139.63 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 6.8 | $147M | 861k | 170.86 | |
| Sony Group Corp Sponsored Adr (SONY) | 6.4 | $138M | 6.9M | 20.06 | |
| NVIDIA Corporation (NVDA) | 5.7 | $125M | 622k | 200.09 | |
| Keurig Dr Pepper (KDP) | 4.9 | $107M | 3.3M | 32.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $106M | 221k | 477.57 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.8 | $105M | 53k | 1989.44 | |
| Dell Technologies CL C (DELL) | 4.7 | $102M | 237k | 431.46 | |
| Advanced Micro Devices (AMD) | 4.6 | $100M | 173k | 580.91 | |
| Micron Technology (MU) | 2.9 | $63M | 54k | 1154.29 | |
| Beam Therapeutics (BEAM) | 2.6 | $55M | 1.6M | 34.32 | |
| Baidu Spon Adr Rep A (BIDU) | 1.8 | $39M | 343k | 114.29 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.8 | $38M | 396k | 95.98 | |
| Intellia Therapeutics (NTLA) | 1.5 | $33M | 2.0M | 16.92 | |
| Tempus Ai Cl A (TEM) | 1.5 | $32M | 555k | 57.93 | |
| Fox Corp Cl B Com (FOX) | 1.3 | $27M | 583k | 46.84 | |
| Roblox Corp Cl A (RBLX) | 1.0 | $22M | 404k | 54.38 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $20M | 134k | 146.19 | |
| Okta Cl A (OKTA) | 0.8 | $18M | 131k | 136.45 | |
| Meta Platforms Cl A (META) | 0.8 | $17M | 30k | 563.29 | |
| Novo-nordisk A S Adr (NVO) | 0.7 | $16M | 327k | 47.94 | |
| Zoom Communications Cl A (ZM) | 0.6 | $14M | 162k | 86.31 | |
| Circle Internet Group Com Cl A (CRCL) | 0.6 | $14M | 216k | 62.63 | |
| British Amern Tob Sponsored Adr (BTI) | 0.6 | $13M | 207k | 61.76 | |
| Lululemon Athletica (LULU) | 0.5 | $11M | 96k | 114.18 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.4 | $9.7M | 987k | 9.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $8.3M | 23k | 357.37 | |
| Constellation Brands Cl A (STZ) | 0.4 | $7.8M | 56k | 139.09 | |
| Ww Intl Com New (WW) | 0.2 | $4.9M | 307k | 15.98 | |
| Nike CL B (NKE) | 0.1 | $1.3M | 33k | 41.05 | |
| Oracle Corporation (ORCL) | 0.0 | $27k | 186.00 | 146.55 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.2k | 138.00 | 45.11 |
