Q2 2025 · 13F-HR
Contrarius Group Holdings Ltdholdings as filed
Filed 2025-08-12 · accession 0001999371-25-011103
$1.77B
Reported value
57
Positions
2025-06-30
Period end
The Brief · Contrarius Group Holdings Ltd · Q2 2025
AI · grounded in 13F
Contrarius Group Holdings Ltd established a new position in Paramount Global 0VVB worth $179.4M. The fund also initiated new stakes in Tesla Inc TSLA for $175.9M and Warner Bros Discovery Inc WBD for $171M. Additional new positions include Nvidia Corporation NVDA at $129.5M and Coinbase Global Inc COIN at $85.1M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $179.4M | 10.1% | 13,909,438 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $175.9M | 9.94% | 553,875 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $171.0M | 9.66% | 14,925,370 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $129.5M | 7.31% | 819,451 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $85.1M | 4.80% | 242,679 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $78.6M | 4.44% | 346,865 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $73.3M | 4.14% | 2,583,236 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $69.6M | 3.93% | 565,016 | Common | SOLE |
| 518439104 | EL | LAUDER ESTEE COS INC | $68.3M | 3.86% | 845,787 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $68.3M | 3.86% | 85,268 | Common | SOLE |
| 227046109 | CROX | CROCS INC | $65.9M | 3.72% | 650,355 | Common | SOLE |
| 35137L204 | FOX | FOX CORP | $61.7M | 3.49% | 1,195,384 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $60.1M | 3.40% | 2,684,349 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $57.1M | 3.22% | 465,630 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $41.1M | 2.32% | 289,478 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $33.2M | 1.87% | 1,857,853 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $18.2M | 1.03% | 374,954 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $17.7M | 1.00% | 155,726 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $16.7M | 0.95% | 513,120 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $15.6M | 0.88% | 176,975 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $14.6M | 0.82% | 1,552,508 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $13.3M | 0.75% | 178,307 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $12.7M | 0.72% | 148,544 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $11.8M | 0.67% | 173,516 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $11.3M | 0.64% | 524,730 | Common | SOLE |
| G68707101 | PAGS | PAGSEGURO DIGITAL LTD | $10.9M | 0.61% | 1,129,171 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $10.8M | 0.61% | 67,568 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $10.7M | 0.61% | 589,580 | Common | SOLE |
| G9460G101 | VAL | VALARIS LTD | $9.9M | 0.56% | 235,759 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $9.8M | 0.55% | 273,803 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $9.7M | 0.55% | 166,904 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $9.0M | 0.51% | 116,610 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $9.0M | 0.51% | 86,025 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $8.9M | 0.50% | 40,435 | Common | SOLE |
| 91912E105 | VALE | VALE S A | $8.6M | 0.49% | 888,445 | Common | SOLE |
| 25402D102 | DOCN | DIGITALOCEAN HLDGS INC | $8.4M | 0.48% | 295,395 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $8.3M | 0.47% | 63,037 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL LTD | $8.3M | 0.47% | 316,070 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $8.0M | 0.45% | 431,571 | Common | SOLE |
| G65431127 | NE | NOBLE CORP PLC | $7.6M | 0.43% | 286,730 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $7.1M | 0.40% | 20,258 | Common | SOLE |
| 91531W106 | TIGR | UP FINTECH HLDG LTD | $6.7M | 0.38% | 698,431 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $6.3M | 0.36% | 1,252,287 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $6.2M | 0.35% | 304,619 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $6.1M | 0.35% | 33,561 | Common | SOLE |
| 75281A109 | RRC | RANGE RES CORP | $5.9M | 0.34% | 145,873 | Common | SOLE |
| 06849F108 | B | BARRICK MNG CORP | $5.9M | 0.33% | 282,220 | Common | SOLE |
| H8817H100 | RIG | TRANSOCEAN LTD | $5.5M | 0.31% | 2,104,832 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $4.8M | 0.27% | 248,768 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $4.7M | 0.27% | 101,618 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.6M | 0.26% | 25,991 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $4.6M | 0.26% | 6,192 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $3.7M | 0.21% | 169,220 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $3.6M | 0.20% | 28,823 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $2.7M | 0.15% | 46,289 | Common | SOLE |
| 401617105 | GU9 | GUESS INC | $2.2M | 0.12% | 178,214 | Common | SOLE |
| 74915M605 | QVCAQ | QVC GROUP INC | $1.9M | 0.11% | 702,768 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.