Filed: 8/11/2026ACC: 0001999371-26-017606
📋 What this filing means
CONTRARIUS GROUP HOLDINGS LTD filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $2.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$2.17B
Total AUM (reported)
25.92M
Total Shares
Allocation by class
COM$1.01B46.6%
CL A$370.12M17.1%
SPONSORED ADR$151.16M7.0%
CLASS A COM STK$147.06M6.8%
SPONSORED ADS$143.63M6.6%
N Y REGISTRY SHS$105.10M4.8%
CL C$102.02M4.7%
Portfolio Concentration
Top 3$777.70M35.8%
4–10$829.46M38.2%
11–25$507.18M23.4%
Rest$55.84M2.6%
Top 3 weight
35.8%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 25.92M
Sole
Full voting authority
25.92M
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
Other34
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
TESLA INC
DFNDShares643.16K
TypeSH
Market value$270.51M
12.47%
Sole
643.16K
Shared
0.00
None
0.00
ECHOSTAR CORP
DFNDShares2.56M
TypeSH
Market value$259.62M
11.96%
Sole
2.56M
Shared
0.00
None
0.00
INTEL CORP
DFNDShares1.77M
TypeSH
Market value$247.57M
11.41%
Sole
1.77M
Shared
0.00
None
0.00
SPACE EXPLORATION TECHN CORP
DFNDShares860.71K
TypeSH
Market value$147.06M
6.78%
Sole
860.71K
Shared
0.00
None
0.00
SONY GROUP CORP
DFNDShares6.90M
TypeSH
Market value$138.41M
6.38%
Sole
6.90M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares622.24K
TypeSH
Market value$124.50M
5.74%
Sole
622.24K
Shared
0.00
None
0.00
KEURIG DR PEPPER INC
DFNDShares3.26M
TypeSH
Market value$106.78M
4.92%
Sole
3.26M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares221.09K
TypeSH
Market value$105.59M
4.87%
Sole
221.09K
Shared
0.00
None
0.00
ASML HOLDING N V
DFNDShares52.83K
TypeSH
Market value$105.10M
4.84%
Sole
52.83K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
DFNDShares236.46K
TypeSH
Market value$102.02M
4.70%
Sole
236.46K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares172.55K
TypeSH
Market value$100.24M
4.62%
Sole
172.55K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares54.11K
TypeSH
Market value$62.46M
2.88%
Sole
54.11K
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
DFNDShares1.61M
TypeSH
Market value$55.41M
2.55%
Sole
1.61M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares343.34K
TypeSH
Market value$39.24M
1.81%
Sole
343.34K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares396.32K
TypeSH
Market value$38.04M
1.75%
Sole
396.32K
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares1.96M
TypeSH
Market value$33.08M
1.52%
Sole
1.96M
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares554.75K
TypeSH
Market value$32.14M
1.48%
Sole
554.75K
Shared
0.00
None
0.00
FOX CORP
DFNDShares582.59K
TypeSH
Market value$27.29M
1.26%
Sole
582.59K
Shared
0.00
None
0.00
ROBLOX CORP
DFNDShares404.32K
TypeSH
Market value$21.99M
1.01%
Sole
404.32K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares133.50K
TypeSH
Market value$19.52M
0.90%
Sole
133.50K
Shared
0.00
None
0.00
OKTA INC
DFNDShares130.61K
TypeSH
Market value$17.82M
0.82%
Sole
130.61K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares29.80K
TypeSH
Market value$16.78M
0.77%
Sole
29.80K
Shared
0.00
None
0.00
NOVO-NORDISK A S
DFNDShares327.15K
TypeSH
Market value$15.68M
0.72%
Sole
327.15K
Shared
0.00
None
0.00
ZOOM COMMUNICATIONS INC
DFNDShares161.72K
TypeSH
Market value$13.96M
0.64%
Sole
161.72K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
DFNDShares216.10K
TypeSH
Market value$13.53M
0.62%
Sole
216.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCDFND | COM | 643.16K | SH | $270.51M 12.47% | 643.16K | 0.00 | 0.00 |
ECHOSTAR CORPDFND | CL A | 2.56M | SH | $259.62M 11.96% | 2.56M | 0.00 | 0.00 |
INTEL CORPDFND | COM | 1.77M | SH | $247.57M 11.41% | 1.77M | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPDFND | CLASS A COM STK | 860.71K | SH | $147.06M 6.78% | 860.71K | 0.00 | 0.00 |
SONY GROUP CORPDFND | SPONSORED ADR | 6.90M | SH | $138.41M 6.38% | 6.90M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 622.24K | SH | $124.50M 5.74% | 622.24K | 0.00 | 0.00 |
KEURIG DR PEPPER INCDFND | COM | 3.26M | SH | $106.78M 4.92% | 3.26M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 221.09K | SH | $105.59M 4.87% | 221.09K | 0.00 | 0.00 |
ASML HOLDING N VDFND | N Y REGISTRY SHS | 52.83K | SH | $105.10M 4.84% | 52.83K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCDFND | CL C | 236.46K | SH | $102.02M 4.70% | 236.46K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 172.55K | SH | $100.24M 4.62% | 172.55K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 54.11K | SH | $62.46M 2.88% | 54.11K | 0.00 | 0.00 |
BEAM THERAPEUTICS INCDFND | COM | 1.61M | SH | $55.41M 2.55% | 1.61M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 343.34K | SH | $39.24M 1.81% | 343.34K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 396.32K | SH | $38.04M 1.75% | 396.32K | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 1.96M | SH | $33.08M 1.52% | 1.96M | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 554.75K | SH | $32.14M 1.48% | 554.75K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 582.59K | SH | $27.29M 1.26% | 582.59K | 0.00 | 0.00 |
ROBLOX CORPDFND | CL A | 404.32K | SH | $21.99M 1.01% | 404.32K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 133.50K | SH | $19.52M 0.90% | 133.50K | 0.00 | 0.00 |
OKTA INCDFND | CL A | 130.61K | SH | $17.82M 0.82% | 130.61K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 29.80K | SH | $16.78M 0.77% | 29.80K | 0.00 | 0.00 |
NOVO-NORDISK A SDFND | ADR | 327.15K | SH | $15.68M 0.72% | 327.15K | 0.00 | 0.00 |
ZOOM COMMUNICATIONS INCDFND | CL A | 161.72K | SH | $13.96M 0.64% | 161.72K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCDFND | COM CL A | 216.10K | SH | $13.53M 0.62% | 216.10K | 0.00 | 0.00 |
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