Filed: 2/11/2025ACC: 0001839882-25-008208
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$1.63B
Total AUM (reported)
90.44M
Total Shares
Allocation by class
COM$472.14M28.9%
CL A$308.31M18.9%
COM SER A$180.53M11.1%
CLASS B COM$146.23M9.0%
COM CL A$111.62M6.8%
CAP STK CL A$75.84M4.6%
COM NEW$75.53M4.6%
Portfolio Concentration
Top 3$482.98M29.6%
4–10$594.06M36.4%
11–25$451.71M27.7%
Rest$104.31M6.4%
Top 3 weight
29.6%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 90.44M
Sole
Full voting authority
90.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other42
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
WARNER BROS DISCOVERY INC
DFNDShares15.98M
TypeSH
Market value$168.93M
10.34%
Sole
15.98M
Shared
0.00
None
0.00
TESLA INC
DFNDShares415.55K
TypeSH
Market value$167.82M
10.28%
Sole
415.55K
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
DFNDShares13.98M
TypeSH
Market value$146.23M
8.95%
Sole
13.98M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares205.41K
TypeSH
Market value$120.27M
7.36%
Sole
205.41K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares392.67K
TypeSH
Market value$86.15M
5.28%
Sole
392.67K
Shared
0.00
None
0.00
BLOCK INC
DFNDShares965.69K
TypeSH
Market value$82.07M
5.03%
Sole
965.69K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares953.04K
TypeSH
Market value$81.34M
4.98%
Sole
953.04K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares400.63K
TypeSH
Market value$75.84M
4.64%
Sole
400.63K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
DFNDShares2.87M
TypeSH
Market value$75.53M
4.63%
Sole
2.87M
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
DFNDShares892.72K
TypeSH
Market value$72.85M
4.46%
Sole
892.72K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares1.57M
TypeSH
Market value$58.40M
3.58%
Sole
1.57M
Shared
0.00
None
0.00
FOX CORP
DFNDShares1.26M
TypeSH
Market value$57.77M
3.54%
Sole
1.26M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares186.88K
TypeSH
Market value$46.40M
2.84%
Sole
186.88K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares1.03M
TypeSH
Market value$35.84M
2.19%
Sole
1.03M
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
DFNDShares1.77M
TypeSH
Market value$34.99M
2.14%
Sole
1.77M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares398.87K
TypeSH
Market value$33.82M
2.07%
Sole
398.87K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
DFNDShares969.54K
TypeSH
Market value$32.40M
1.98%
Sole
969.54K
Shared
0.00
None
0.00
BAIDU INC
DFNDShares324.14K
TypeSH
Market value$27.33M
1.67%
Sole
324.14K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
DFNDShares357.60K
TypeSH
Market value$24.55M
1.50%
Sole
357.60K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
DFNDShares2.14M
TypeSH
Market value$24.28M
1.49%
Sole
2.14M
Shared
0.00
None
0.00
SEA LTD
DFNDShares169.62K
TypeSH
Market value$18.00M
1.10%
Sole
169.62K
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares303.46K
TypeSH
Market value$17.56M
1.08%
Sole
303.46K
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares368.81K
TypeSH
Market value$14.52M
0.89%
Sole
368.81K
Shared
0.00
None
0.00
EQT CORP
DFNDShares304.86K
TypeSH
Market value$14.06M
0.86%
Sole
304.86K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares1.01M
TypeSH
Market value$11.80M
0.72%
Sole
1.01M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WARNER BROS DISCOVERY INCDFND | COM SER A | 15.98M | SH | $168.93M 10.34% | 15.98M | 0.00 | 0.00 |
TESLA INCDFND | COM | 415.55K | SH | $167.82M 10.28% | 415.55K | 0.00 | 0.00 |
PARAMOUNT GLOBALDFND | CLASS B COM | 13.98M | SH | $146.23M 8.95% | 13.98M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 205.41K | SH | $120.27M 7.36% | 205.41K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 392.67K | SH | $86.15M 5.28% | 392.67K | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 965.69K | SH | $82.07M 5.03% | 965.69K | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 953.04K | SH | $81.34M 4.98% | 953.04K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 400.63K | SH | $75.84M 4.64% | 400.63K | 0.00 | 0.00 |
CELSIUS HLDGS INCDFND | COM NEW | 2.87M | SH | $75.53M 4.63% | 2.87M | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCDFND | CL A | 892.72K | SH | $72.85M 4.46% | 892.72K | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 1.57M | SH | $58.40M 3.58% | 1.57M | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 1.26M | SH | $57.77M 3.54% | 1.26M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 186.88K | SH | $46.40M 2.84% | 186.88K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 1.03M | SH | $35.84M 2.19% | 1.03M | 0.00 | 0.00 |
PENN ENTERTAINMENT INCDFND | COM | 1.77M | SH | $34.99M 2.14% | 1.77M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 398.87K | SH | $33.82M 2.07% | 398.87K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEDFND | COM | 969.54K | SH | $32.40M 1.98% | 969.54K | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 324.14K | SH | $27.33M 1.67% | 324.14K | 0.00 | 0.00 |
TRIP COM GROUP LTDDFND | ADS | 357.60K | SH | $24.55M 1.50% | 357.60K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPDFND | SPON ADS | 2.14M | SH | $24.28M 1.49% | 2.14M | 0.00 | 0.00 |
SEA LTDDFND | SPONSORED ADS | 169.62K | SH | $18.00M 1.10% | 169.62K | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 303.46K | SH | $17.56M 1.08% | 303.46K | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 368.81K | SH | $14.52M 0.89% | 368.81K | 0.00 | 0.00 |
EQT CORPDFND | COM | 304.86K | SH | $14.06M 0.86% | 304.86K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 1.01M | SH | $11.80M 0.72% | 1.01M | 0.00 | 0.00 |
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