Filed: 11/12/2025ACC: 0001999371-25-017490
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $2.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$2.21B
Total AUM (reported)
52M
Total Shares
Allocation by class
COM$820.41M37.1%
COM SER A$230.52M10.4%
CL A$190.45M8.6%
COM CL B$186.67M8.5%
SPONSORED ADS$178.63M8.1%
CL B COM$135.93M6.2%
SPON ADR REP A$117.51M5.3%
Portfolio Concentration
Top 3$654.10M29.6%
4–10$727.53M32.9%
11–25$617.69M28.0%
Rest$209.68M9.5%
Top 3 weight
29.6%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 52M
Sole
Full voting authority
52M
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
Other52
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
TESLA INC
DFNDShares532.72K
TypeSH
Market value$236.91M
10.72%
Sole
532.72K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares11.80M
TypeSH
Market value$230.52M
10.44%
Sole
11.80M
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
DFNDShares9.87M
TypeSH
Market value$186.67M
8.45%
Sole
9.87M
Shared
0.00
None
0.00
FOX CORP
DFNDShares2.37M
TypeSH
Market value$135.93M
6.15%
Sole
2.37M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares891.75K
TypeSH
Market value$117.51M
5.32%
Sole
891.75K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares5.89M
TypeSH
Market value$101.72M
4.60%
Sole
5.89M
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares1.29M
TypeSH
Market value$98.82M
4.47%
Sole
1.29M
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
DFNDShares654.04K
TypeSH
Market value$92.72M
4.20%
Sole
654.04K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares325.39K
TypeSH
Market value$90.88M
4.11%
Sole
325.39K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares537.64K
TypeSH
Market value$89.96M
4.07%
Sole
537.64K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares442.71K
TypeSH
Market value$82.60M
3.74%
Sole
442.71K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares242.38K
TypeSH
Market value$81.80M
3.70%
Sole
242.38K
Shared
0.00
None
0.00
INTEL CORP
DFNDShares2.21M
TypeSH
Market value$74.07M
3.35%
Sole
2.21M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares365.12K
TypeSH
Market value$65.26M
2.95%
Sole
365.12K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares85.78K
TypeSH
Market value$63.00M
2.85%
Sole
85.78K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares369.88K
TypeSH
Market value$59.84M
2.71%
Sole
369.88K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
DFNDShares1.53M
TypeSH
Market value$37.21M
1.68%
Sole
1.53M
Shared
0.00
None
0.00
JD.COM INC
DFNDShares1.02M
TypeSH
Market value$35.85M
1.62%
Sole
1.02M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares123.47K
TypeSH
Market value$30.02M
1.36%
Sole
123.47K
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares270.35K
TypeSH
Market value$17.52M
0.79%
Sole
270.35K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares510.78K
TypeSH
Market value$16.74M
0.76%
Sole
510.78K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares384K
TypeSH
Market value$15.38M
0.70%
Sole
384K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
DFNDShares158.15K
TypeSH
Market value$13.30M
0.60%
Sole
158.15K
Shared
0.00
None
0.00
ROKU INC
DFNDShares129.51K
TypeSH
Market value$12.97M
0.59%
Sole
129.51K
Shared
0.00
None
0.00
ALPHA METALLURGICAL RESOUR I
DFNDShares74.02K
TypeSH
Market value$12.15M
0.55%
Sole
74.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCDFND | COM | 532.72K | SH | $236.91M 10.72% | 532.72K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 11.80M | SH | $230.52M 10.44% | 11.80M | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPDFND | COM CL B | 9.87M | SH | $186.67M 8.45% | 9.87M | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 2.37M | SH | $135.93M 6.15% | 2.37M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 891.75K | SH | $117.51M 5.32% | 891.75K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 5.89M | SH | $101.72M 4.60% | 5.89M | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 1.29M | SH | $98.82M 4.47% | 1.29M | 0.00 | 0.00 |
DELL TECHNOLOGIES INCDFND | CL C | 654.04K | SH | $92.72M 4.20% | 654.04K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 325.39K | SH | $90.88M 4.11% | 325.39K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 537.64K | SH | $89.96M 4.07% | 537.64K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 442.71K | SH | $82.60M 3.74% | 442.71K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 242.38K | SH | $81.80M 3.70% | 242.38K | 0.00 | 0.00 |
INTEL CORPDFND | COM | 2.21M | SH | $74.07M 3.35% | 2.21M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 365.12K | SH | $65.26M 2.95% | 365.12K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 85.78K | SH | $63.00M 2.85% | 85.78K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 369.88K | SH | $59.84M 2.71% | 369.88K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCDFND | COM | 1.53M | SH | $37.21M 1.68% | 1.53M | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 1.02M | SH | $35.85M 1.62% | 1.02M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 123.47K | SH | $30.02M 1.36% | 123.47K | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 270.35K | SH | $17.52M 0.79% | 270.35K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 510.78K | SH | $16.74M 0.76% | 510.78K | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 384K | SH | $15.38M 0.70% | 384K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCDFND | COM | 158.15K | SH | $13.30M 0.60% | 158.15K | 0.00 | 0.00 |
ROKU INCDFND | COM CL A | 129.51K | SH | $12.97M 0.59% | 129.51K | 0.00 | 0.00 |
ALPHA METALLURGICAL RESOUR IDFND | COM | 74.02K | SH | $12.15M 0.55% | 74.02K | 0.00 | 0.00 |
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