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Orbis Allan Gray Ltd

Orbis Allan Gray Ltd is an Investment Adviser institutional filer with the SEC under CIK 1663865, reporting 97 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: D0
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Orbis Allan Gray Ltd's most recent 13F filing, ranked by reported market value.

  1. CORPAY INC (CPAY)
  2. NEBIUS GROUP N.V. (NBIS)
  3. BOOKING HOLDINGS INC (BKNG)
  4. QXO INC (QXO)
  5. BRUKER CORP (BRKR)
  6. RXO INC (RXO)
  7. MOTOROLA SOLUTIONS INC (MSI)
  8. ALPHABET INC (GOOGL)
  9. EQT CORP (EQT)
  10. XPO INC (XPO)
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