Filed: 11/8/2024ACC: 0001999371-24-014395
📋 What this filing means
CONTRARIUS INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $1.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$1.76M
Total AUM (reported)
92.94M
Total Shares
Allocation by class
COM$455.5K25.9%
CL A$300.8K17.1%
COM CL A$181.3K10.3%
COM SER A$179.1K10.2%
SPONSORED ADS$150.7K8.6%
CLASS B COM$143.9K8.2%
SPON ADS CL A$114.5K6.5%
Portfolio Concentration
Top 3$489.4K27.8%
4–10$660.5K37.6%
11–25$516.5K29.4%
Rest$91.0K5.2%
Top 3 weight
27.8%
Top 10 weight
65.4%
Voting Authority Distribution
Total shares with voting rights: 92.94M
Sole
Full voting authority
92.94M
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:
TESLA INC
DFNDShares697.72K
TypeSH
Market value$182.5K
10.39%
Sole
697.72K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares19.11M
TypeSH
Market value$157.7K
8.97%
Sole
19.11M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares260.50K
TypeSH
Market value$149.1K
8.49%
Sole
260.50K
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
DFNDShares13.55M
TypeSH
Market value$143.9K
8.19%
Sole
13.55M
Shared
0.00
None
0.00
JD.COM INC
DFNDShares2.86M
TypeSH
Market value$114.5K
6.51%
Sole
2.86M
Shared
0.00
None
0.00
BAIDU INC
DFNDShares828.63K
TypeSH
Market value$87.2K
4.96%
Sole
828.63K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares818.95K
TypeSH
Market value$86.9K
4.95%
Sole
818.95K
Shared
0.00
None
0.00
FOX CORP
DFNDShares2.08M
TypeSH
Market value$80.8K
4.60%
Sole
2.08M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares423.95K
TypeSH
Market value$79.0K
4.50%
Sole
423.95K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
DFNDShares1.74M
TypeSH
Market value$68.2K
3.88%
Sole
1.74M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares509.64K
TypeSH
Market value$64.6K
3.68%
Sole
509.64K
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS IN
DFNDShares903.47K
TypeSH
Market value$63.0K
3.59%
Sole
903.47K
Shared
0.00
None
0.00
BLOCK INC
DFNDShares882.07K
TypeSH
Market value$59.2K
3.37%
Sole
882.07K
Shared
0.00
None
0.00
BARRICK GOLD CORP
DFNDShares2.71M
TypeSH
Market value$53.9K
3.07%
Sole
2.71M
Shared
0.00
None
0.00
INTELLIA THERAPEUTICS INC
DFNDShares2.05M
TypeSH
Market value$42.1K
2.39%
Sole
2.05M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares212.34K
TypeSH
Market value$37.8K
2.15%
Sole
212.34K
Shared
0.00
None
0.00
CRISPR THERAPEUTICS AG
DFNDShares783.90K
TypeSH
Market value$36.8K
2.10%
Sole
783.90K
Shared
0.00
None
0.00
SEA LTD
DFNDShares387.77K
TypeSH
Market value$36.6K
2.08%
Sole
387.77K
Shared
0.00
None
0.00
PDD HOLDINGS INC
DFNDShares201.72K
TypeSH
Market value$27.2K
1.55%
Sole
201.72K
Shared
0.00
None
0.00
QURATE RETAIL INC
DFNDShares35.14M
TypeSH
Market value$21.4K
1.22%
Sole
35.14M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares601.43K
TypeSH
Market value$19.5K
1.11%
Sole
601.43K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares850.52K
TypeSH
Market value$19.2K
1.09%
Sole
850.52K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
DFNDShares166.83K
TypeSH
Market value$13.0K
0.74%
Sole
166.83K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
DFNDShares272.87K
TypeSH
Market value$11.4K
0.65%
Sole
272.87K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares81.76K
TypeSH
Market value$10.7K
0.61%
Sole
81.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCDFND | COM | 697.72K | SH | $182.5K 10.39% | 697.72K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 19.11M | SH | $157.7K 8.97% | 19.11M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 260.50K | SH | $149.1K 8.49% | 260.50K | 0.00 | 0.00 |
PARAMOUNT GLOBALDFND | CLASS B COM | 13.55M | SH | $143.9K 8.19% | 13.55M | 0.00 | 0.00 |
JD.COM INCDFND | SPON ADS CL A | 2.86M | SH | $114.5K 6.51% | 2.86M | 0.00 | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 828.63K | SH | $87.2K 4.96% | 828.63K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 818.95K | SH | $86.9K 4.95% | 818.95K | 0.00 | 0.00 |
FOX CORPDFND | CL B COM | 2.08M | SH | $80.8K 4.60% | 2.08M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 423.95K | SH | $79.0K 4.50% | 423.95K | 0.00 | 0.00 |
DRAFTKINGS INC NEWDFND | COM CL A | 1.74M | SH | $68.2K 3.88% | 1.74M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 509.64K | SH | $64.6K 3.68% | 509.64K | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INDFND | CL A | 903.47K | SH | $63.0K 3.59% | 903.47K | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 882.07K | SH | $59.2K 3.37% | 882.07K | 0.00 | 0.00 |
BARRICK GOLD CORPDFND | COM | 2.71M | SH | $53.9K 3.07% | 2.71M | 0.00 | 0.00 |
INTELLIA THERAPEUTICS INCDFND | COM | 2.05M | SH | $42.1K 2.39% | 2.05M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 212.34K | SH | $37.8K 2.15% | 212.34K | 0.00 | 0.00 |
CRISPR THERAPEUTICS AGDFND | NAMEN AKT | 783.90K | SH | $36.8K 2.10% | 783.90K | 0.00 | 0.00 |
SEA LTDDFND | SPONSORED ADS | 387.77K | SH | $36.6K 2.08% | 387.77K | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 201.72K | SH | $27.2K 1.55% | 201.72K | 0.00 | 0.00 |
QURATE RETAIL INCDFND | COM SER A | 35.14M | SH | $21.4K 1.22% | 35.14M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 601.43K | SH | $19.5K 1.11% | 601.43K | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 850.52K | SH | $19.2K 1.09% | 850.52K | 0.00 | 0.00 |
PAYPAL HLDGS INCDFND | COM | 166.83K | SH | $13.0K 0.74% | 166.83K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NEDFND | COM | 272.87K | SH | $11.4K 0.65% | 272.87K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 81.76K | SH | $10.7K 0.61% | 81.76K | 0.00 | 0.00 |
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