account_balance
Investment manager · 13F filer · SEC CIK 1663865
Orbis Allan Gray Ltd
Reported value$29.1Bas of Jun 30, 2026
Positions97 12 new, 6 sold out
Top 10 weight39.9%CPAY alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CPAYCorpay Inc
6.2%
NBISNebius Group N.v.
6.2%Trimmed −22%
BKNGBooking Holdings Inc
4.4%Added +9648%
QXOQxo Inc
4.4%
BRKRBruker Corp
3.7%
RXORxo Inc
3.5%
MSIMotorola Solutions Inc
3.4%Added +28%
GOOGLAlphabet Inc
2.9%Trimmed −7%
EQTEqt Corp
2.9%Added +30%
XPOXpo Inc
2.4%
SHELShell PLC
2.4%Added +115%
GXOGxo Logistics Incorporated
2.3%
CPAYCorpay Inc
6.2%
NBISNebius Group N.v.
6.2%Trimmed −22%
BKNGBooking Holdings Inc
4.4%Added +9648%
QXOQxo Inc
4.4%
BRKRBruker Corp
3.7%
RXO3.5%MSI3.4%GOOGL2.9%EQT2.9%XPO2.4%SHEL2.4%GXO2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CPAY Corpay Inc 6.2% HeldNBIS Nebius Group N.v. 6.2% Trimmed −22%BKNG Booking Holdings Inc 4.4% Added +9648%QXO Qxo Inc 4.4% HeldBRKR Bruker Corp 3.7% HeldRXO Rxo Inc 3.5% HeldMSI Motorola Solutions Inc 3.4% Added +28%GOOGL Alphabet Inc 2.9% Trimmed −7%EQT Eqt Corp 2.9% Added +30%XPO Xpo Inc 2.4% HeldSHEL Shell PLC 2.4% Added +115%GXO Gxo Logistics Incorporated 2.3% Held
What changed