Filed: 8/12/2025ACC: 0001999371-25-011103
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$1.77B
Total AUM (reported)
57.16M
Total Shares
Allocation by class
COM$766.61M43.3%
CLASS B COM$179.43M10.1%
COM SER A$171.04M9.7%
SPONSORED ADS$131.40M7.4%
COM CL A$118.59M6.7%
CL A$104.44M5.9%
N Y REGISTRY SHS$68.33M3.9%
Portfolio Concentration
Top 3$526.42M29.7%
4–10$572.73M32.3%
11–25$450.92M25.5%
Rest$220.63M12.5%
Top 3 weight
29.7%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 57.16M
Sole
Full voting authority
57.16M
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
Other57
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
PARAMOUNT GLOBAL
DFNDShares13.91M
TypeSH
Market value$179.43M
10.13%
Sole
13.91M
Shared
0.00
None
0.00
TESLA INC
DFNDShares553.88K
TypeSH
Market value$175.94M
9.94%
Sole
553.88K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares14.93M
TypeSH
Market value$171.04M
9.66%
Sole
14.93M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares819.45K
TypeSH
Market value$129.47M
7.31%
Sole
819.45K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares242.68K
TypeSH
Market value$85.06M
4.80%
Sole
242.68K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares346.87K
TypeSH
Market value$78.56M
4.44%
Sole
346.87K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
DFNDShares2.58M
TypeSH
Market value$73.34M
4.14%
Sole
2.58M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares565.02K
TypeSH
Market value$69.64M
3.93%
Sole
565.02K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
DFNDShares845.79K
TypeSH
Market value$68.34M
3.86%
Sole
845.79K
Shared
0.00
None
0.00
ASML HOLDING N V
DFNDShares85.27K
TypeSH
Market value$68.33M
3.86%
Sole
85.27K
Shared
0.00
None
0.00
CROCS INC
DFNDShares650.36K
TypeSH
Market value$65.87M
3.72%
Sole
650.36K
Shared
0.00
None
0.00
FOX CORP
DFNDShares1.20M
TypeSH
Market value$61.72M
3.49%
Sole
1.20M
Shared
0.00
None
0.00
INTEL CORP
DFNDShares2.68M
TypeSH
Market value$60.13M
3.40%
Sole
2.68M
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
DFNDShares465.63K
TypeSH
Market value$57.09M
3.22%
Sole
465.63K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares289.48K
TypeSH
Market value$41.08M
2.32%
Sole
289.48K
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
DFNDShares1.86M
TypeSH
Market value$33.20M
1.87%
Sole
1.86M
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares374.95K
TypeSH
Market value$18.24M
1.03%
Sole
374.95K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares155.73K
TypeSH
Market value$17.66M
1.00%
Sole
155.73K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares513.12K
TypeSH
Market value$16.75M
0.95%
Sole
513.12K
Shared
0.00
None
0.00
ROKU INC
DFNDShares176.97K
TypeSH
Market value$15.55M
0.88%
Sole
176.97K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares1.55M
TypeSH
Market value$14.56M
0.82%
Sole
1.55M
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares178.31K
TypeSH
Market value$13.25M
0.75%
Sole
178.31K
Shared
0.00
None
0.00
BAIDU INC
DFNDShares148.54K
TypeSH
Market value$12.74M
0.72%
Sole
148.54K
Shared
0.00
None
0.00
BLOCK INC
DFNDShares173.52K
TypeSH
Market value$11.79M
0.67%
Sole
173.52K
Shared
0.00
None
0.00
QXO INC
DFNDShares524.73K
TypeSH
Market value$11.30M
0.64%
Sole
524.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PARAMOUNT GLOBALDFND | CLASS B COM | 13.91M | SH | $179.43M 10.13% | 13.91M | 0.00 | 0.00 |
TESLA INCDFND | COM | 553.88K | SH | $175.94M 9.94% | 553.88K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 14.93M | SH | $171.04M 9.66% | 14.93M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 819.45K | SH | $129.47M 7.31% | 819.45K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 242.68K | SH | $85.06M 4.80% | 242.68K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 346.87K | SH | $78.56M 4.44% | 346.87K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEDFND | COM | 2.58M | SH | $73.34M 4.14% | 2.58M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 565.02K | SH | $69.64M 3.93% | 565.02K | 0.00 | 0.00 |
LAUDER ESTEE COS INCDFND | CL A | 845.79K | SH | $68.34M 3.86% | 845.79K | 0.00 | 0.00 |
ASML HOLDING N VDFND | N Y REGISTRY SHS | 85.27K | SH | $68.33M 3.86% | 85.27K | 0.00 | 0.00 |
CROCS INCDFND | COM | 650.36K | SH | $65.87M 3.72% | 650.36K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 1.20M | SH | $61.72M 3.49% | 1.20M | 0.00 | 0.00 |
INTEL CORPDFND | COM | 2.68M | SH | $60.13M 3.40% | 2.68M | 0.00 | 0.00 |
DELL TECHNOLOGIES INCDFND | CL C | 465.63K | SH | $57.09M 3.22% | 465.63K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 289.48K | SH | $41.08M 2.32% | 289.48K | 0.00 | 0.00 |
PENN ENTERTAINMENT INCDFND | COM | 1.86M | SH | $33.20M 1.87% | 1.86M | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 374.95K | SH | $18.24M 1.03% | 374.95K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 155.73K | SH | $17.66M 1.00% | 155.73K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 513.12K | SH | $16.75M 0.95% | 513.12K | 0.00 | 0.00 |
ROKU INCDFND | COM CL A | 176.97K | SH | $15.55M 0.88% | 176.97K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 1.55M | SH | $14.56M 0.82% | 1.55M | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 178.31K | SH | $13.25M 0.75% | 178.31K | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 148.54K | SH | $12.74M 0.72% | 148.54K | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 173.52K | SH | $11.79M 0.67% | 173.52K | 0.00 | 0.00 |
QXO INCDFND | COM NEW | 524.73K | SH | $11.30M 0.64% | 524.73K | 0.00 | 0.00 |
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