Filed: 2/11/2026ACC: 0001999371-26-003037
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $2.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$2.06B
Total AUM (reported)
39.37M
Total Shares
Allocation by class
COM$845.66M41.0%
CL A$291.39M14.1%
COM CL B$202.18M9.8%
COM CL A$139.16M6.7%
SPONSORED ADS$101.47M4.9%
CL B COM$95.50M4.6%
CAP STK CL A$93.15M4.5%
Portfolio Concentration
Top 3$672.37M32.6%
4–10$742.83M36.0%
11–25$489.82M23.8%
Rest$156.66M7.6%
Top 3 weight
32.6%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 39.37M
Sole
Full voting authority
39.37M
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
Other44
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
ECHOSTAR CORP
DFNDShares2.18M
TypeSH
Market value$237.15M
11.50%
Sole
2.18M
Shared
0.00
None
0.00
TESLA INC
DFNDShares518.19K
TypeSH
Market value$233.04M
11.30%
Sole
518.19K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
DFNDShares15.09M
TypeSH
Market value$202.18M
9.81%
Sole
15.09M
Shared
0.00
None
0.00
ORACLE CORP
DFNDShares930.43K
TypeSH
Market value$181.35M
8.80%
Sole
930.43K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares411.60K
TypeSH
Market value$117.47M
5.70%
Sole
411.60K
Shared
0.00
None
0.00
FOX CORP
DFNDShares1.47M
TypeSH
Market value$95.50M
4.63%
Sole
1.47M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares297.60K
TypeSH
Market value$93.15M
4.52%
Sole
297.60K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
DFNDShares692.60K
TypeSH
Market value$87.18M
4.23%
Sole
692.60K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
DFNDShares415.96K
TypeSH
Market value$86.44M
4.19%
Sole
415.96K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares438.21K
TypeSH
Market value$81.73M
3.96%
Sole
438.21K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares323.33K
TypeSH
Market value$73.12M
3.55%
Sole
323.33K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares197.93K
TypeSH
Market value$60.15M
2.92%
Sole
197.93K
Shared
0.00
None
0.00
NOVO-NORDISK A S
DFNDShares930.37K
TypeSH
Market value$47.34M
2.30%
Sole
930.37K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
DFNDShares562.68K
TypeSH
Market value$44.62M
2.16%
Sole
562.68K
Shared
0.00
None
0.00
BAIDU INC
DFNDShares331.12K
TypeSH
Market value$43.26M
2.10%
Sole
331.12K
Shared
0.00
None
0.00
CROCS INC
DFNDShares475.01K
TypeSH
Market value$40.62M
1.97%
Sole
475.01K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
DFNDShares715.21K
TypeSH
Market value$33.39M
1.62%
Sole
715.21K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares212.05K
TypeSH
Market value$31.08M
1.51%
Sole
212.05K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares545.53K
TypeSH
Market value$24.10M
1.17%
Sole
545.53K
Shared
0.00
None
0.00
JD.COM INC
DFNDShares781.69K
TypeSH
Market value$22.43M
1.09%
Sole
781.69K
Shared
0.00
None
0.00
MONDELEZ INTL INC
DFNDShares323.42K
TypeSH
Market value$17.41M
0.84%
Sole
323.42K
Shared
0.00
None
0.00
QXO INC
DFNDShares792.69K
TypeSH
Market value$15.29M
0.74%
Sole
792.69K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares21.04K
TypeSH
Market value$13.89M
0.67%
Sole
21.04K
Shared
0.00
None
0.00
ALPHA METALLURGICAL RESOUR I
DFNDShares58.48K
TypeSH
Market value$11.69M
0.57%
Sole
58.48K
Shared
0.00
None
0.00
BIOGEN INC
DFNDShares64.95K
TypeSH
Market value$11.43M
0.55%
Sole
64.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORPDFND | CL A | 2.18M | SH | $237.15M 11.50% | 2.18M | 0.00 | 0.00 |
TESLA INCDFND | COM | 518.19K | SH | $233.04M 11.30% | 518.19K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPDFND | COM CL B | 15.09M | SH | $202.18M 9.81% | 15.09M | 0.00 | 0.00 |
ORACLE CORPDFND | COM | 930.43K | SH | $181.35M 8.80% | 930.43K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 411.60K | SH | $117.47M 5.70% | 411.60K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 1.47M | SH | $95.50M 4.63% | 1.47M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 297.60K | SH | $93.15M 4.52% | 297.60K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCDFND | CL C | 692.60K | SH | $87.18M 4.23% | 692.60K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCDFND | COM | 415.96K | SH | $86.44M 4.19% | 415.96K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 438.21K | SH | $81.73M 3.96% | 438.21K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 323.33K | SH | $73.12M 3.55% | 323.33K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 197.93K | SH | $60.15M 2.92% | 197.93K | 0.00 | 0.00 |
NOVO-NORDISK A SDFND | ADR | 930.37K | SH | $47.34M 2.30% | 930.37K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCDFND | COM CL A | 562.68K | SH | $44.62M 2.16% | 562.68K | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 331.12K | SH | $43.26M 2.10% | 331.12K | 0.00 | 0.00 |
CROCS INCDFND | COM | 475.01K | SH | $40.62M 1.97% | 475.01K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE CODFND | CL B | 715.21K | SH | $33.39M 1.62% | 715.21K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 212.05K | SH | $31.08M 1.51% | 212.05K | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 545.53K | SH | $24.10M 1.17% | 545.53K | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 781.69K | SH | $22.43M 1.09% | 781.69K | 0.00 | 0.00 |
MONDELEZ INTL INCDFND | CL A | 323.42K | SH | $17.41M 0.84% | 323.42K | 0.00 | 0.00 |
QXO INCDFND | COM NEW | 792.69K | SH | $15.29M 0.74% | 792.69K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 21.04K | SH | $13.89M 0.67% | 21.04K | 0.00 | 0.00 |
ALPHA METALLURGICAL RESOUR IDFND | COM | 58.48K | SH | $11.69M 0.57% | 58.48K | 0.00 | 0.00 |
BIOGEN INCDFND | COM | 64.95K | SH | $11.43M 0.55% | 64.95K | 0.00 | 0.00 |
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