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Contrarius Group Holdings Ltd

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13F filer, CIK 2054801, Hamilton, Bermuda

Contrarius Group Holdings Ltd reported $2,209,006,419 across 52 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 62.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-25-017490

Period
2025-09-30
Reported value
$2.21B
Holdings
52
Top 10 weight
62.55%
New
8
Sold out
13

Part of the filer group Contrarius Group Holdings Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SKYDnew+9,866,475$187M
ECHOnew+1,294,117$98.8M
BIDUadded+743,205$97.9M
NTLAadded+4,337,428$74.9M
FOXadded+1,177,270$67.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PARAMOUNT GLOBALexited-13,909,438-$179M
NVDAreduced-376,745-$70.3M
ELexited-845,787-$68.3M
ASMLexited-85,268-$68.3M
WBDreduced-3,122,167-$61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001999371-25-017490, largest first. % of portfolio is the value over $2,209,006,419, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 415,550 shares; 2025Q1: 611,257 shares; 2025Q2: 553,875 shares; 2025Q3: 532,721 shares 532,721$237M10.72%-21,154Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,982,000 shares; 2025Q1: 14,950,694 shares; 2025Q2: 14,925,370 shares; 2025Q3: 11,803,203 shares 11,803,203$231M10.44%-3,122,167Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,866,475 shares 9,866,475$187M8.45%newTimeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,262,911 shares; 2025Q1: 1,255,010 shares; 2025Q2: 1,195,384 shares; 2025Q3: 2,372,654 shares 2,372,654$136M6.15%+1,177,270Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 324,141 shares; 2025Q1: 220,688 shares; 2025Q2: 148,544 shares; 2025Q3: 891,749 shares 891,749$118M5.32%+743,205Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,011,863 shares; 2025Q1: 2,021,040 shares; 2025Q2: 1,552,508 shares; 2025Q3: 5,889,936 shares 5,889,936$102M4.6%+4,337,428Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294,117 shares 1,294,117$98.8M4.47%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,509 shares; 2025Q2: 465,630 shares; 2025Q3: 654,043 shares 654,043$92.7M4.2%+188,413Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,865 shares; 2025Q3: 325,389 shares 325,389$90.9M4.11%-21,476Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565,016 shares; 2025Q3: 537,645 shares 537,645$90M4.07%-27,371Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 704,762 shares; 2025Q2: 819,451 shares; 2025Q3: 442,706 shares 442,706$82.6M3.74%-376,745Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,884 shares; 2025Q1: 229,559 shares; 2025Q2: 242,679 shares; 2025Q3: 242,376 shares 242,376$81.8M3.7%-303Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,684,349 shares; 2025Q3: 2,207,715 shares 2,207,715$74.1M3.35%-476,634Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398,865 shares; 2025Q1: 234,607 shares; 2025Q2: 155,726 shares; 2025Q3: 365,117 shares 365,117$65.3M2.95%+209,391Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 205,408 shares; 2025Q1: 6,976 shares; 2025Q2: 6,192 shares; 2025Q3: 85,784 shares 85,784$63M2.85%+79,592Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289,478 shares; 2025Q3: 369,882 shares 369,882$59.8M2.71%+80,404Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,470 shares; 2025Q2: not reported; 2025Q3: 1,533,269 shares 1,533,269$37.2M1.68%newTimeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,033,788 shares; 2025Q1: 705,921 shares; 2025Q2: 513,120 shares; 2025Q3: 1,024,919 shares 1,024,919$35.9M1.62%+511,799Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400,625 shares; 2025Q1: 26,635 shares; 2025Q2: 25,991 shares; 2025Q3: 123,469 shares 123,469$30M1.36%+97,478Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 368,811 shares; 2025Q1: 331,972 shares; 2025Q2: 374,954 shares; 2025Q3: 270,350 shares 270,350$17.5M0.79%-104,604Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,220 shares; 2025Q3: 510,779 shares 510,779$16.7M0.76%+228,559Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,994,091 shares; 2025Q2: not reported; 2025Q3: 384,002 shares 384,002$15.4M0.7%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,610 shares; 2025Q3: 158,147 shares 158,147$13.3M0.6%+41,537Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90,755 shares; 2025Q2: 176,975 shares; 2025Q3: 129,515 shares 129,515$13M0.59%-47,460Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,022 shares 74,022$12.1M0.55%newTimeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 969,543 shares; 2025Q1: 2,425,254 shares; 2025Q2: 2,583,236 shares; 2025Q3: 431,645 shares 431,645$11.7M0.53%-2,151,591Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,714 shares; 2025Q1: 106,987 shares; 2025Q2: 86,025 shares; 2025Q3: 85,372 shares 85,372$11.3M0.51%-653Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 169,620 shares; 2025Q1: 79,083 shares; 2025Q2: 67,568 shares; 2025Q3: 62,728 shares 62,728$11.2M0.51%-4,840Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896,055 shares 896,055$10.9M0.49%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 953,036 shares; 2025Q1: 233,306 shares; 2025Q2: 178,307 shares; 2025Q3: 161,995 shares 161,995$10.9M0.49%-16,312Timeline
WWWW INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376,431 shares 376,431$10.3M0.47%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330,206 shares 1,330,206$10.3M0.46%newTimeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,759 shares; 2025Q3: 199,550 shares 199,550$9.73M0.44%-36,209Timeline
QVCAQQVC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702,768 shares; 2025Q3: 702,768 shares 702,768$9.48M0.43%0Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,143 shares; 2025Q1: 516,131 shares; 2025Q2: 650,355 shares; 2025Q3: 112,001 shares 112,001$9.36M0.42%-538,354Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,856 shares; 2025Q1: 209,347 shares; 2025Q2: 166,904 shares; 2025Q3: 169,172 shares 169,172$9.21M0.42%+2,268Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,070 shares; 2025Q3: 300,622 shares 300,622$9.08M0.41%-15,448Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 592,375 shares; 2025Q2: 524,730 shares; 2025Q3: 462,237 shares 462,237$8.81M0.4%-62,493Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 965,690 shares; 2025Q1: 155,276 shares; 2025Q2: 173,516 shares; 2025Q3: 119,624 shares 119,624$8.65M0.39%-53,892Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295,395 shares; 2025Q3: 231,598 shares 231,598$7.91M0.36%-63,797Timeline
PENNPENN ENTERTAINMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,765,598 shares; 2025Q1: 3,596,464 shares; 2025Q2: 1,857,853 shares; 2025Q3: 383,713 shares 383,713$7.39M0.33%-1,474,140Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,730 shares; 2025Q3: 249,009 shares 249,009$7.04M0.32%-37,721Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,258 shares; 2025Q3: 9,780 shares 9,780$7.03M0.32%-10,478Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,104,832 shares; 2025Q3: 1,983,291 shares 1,983,291$6.19M0.28%-121,541Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,187 shares; 2025Q1: 37,928 shares; 2025Q2: 33,561 shares; 2025Q3: 38,028 shares 38,028$6.17M0.28%+4,467Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 392,666 shares; 2025Q1: 27,830 shares; 2025Q2: 40,435 shares; 2025Q3: 23,909 shares 23,909$5.25M0.24%-16,526Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,819,153 shares; 2025Q1: 1,763,596 shares; 2025Q2: 1,252,287 shares; 2025Q3: 804,111 shares 804,111$4.84M0.22%-448,176Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,089,761 shares; 2025Q1: 801,828 shares; 2025Q2: 1,129,171 shares; 2025Q3: 397,143 shares 397,143$3.97M0.18%-732,028Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,750 shares; 2025Q1: 238,538 shares; 2025Q2: 304,619 shares; 2025Q3: 150,312 shares 150,312$3.69M0.17%-154,307Timeline
TMETENCENT MUSIC ENTMT GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,138,830 shares; 2025Q1: 260,782 shares; 2025Q2: 248,768 shares; 2025Q3: 154,650 shares 154,650$3.61M0.16%-94,118Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,251 shares; 2025Q1: 61,383 shares; 2025Q2: 46,289 shares; 2025Q3: 44,301 shares 44,301$2.93M0.13%-1,988Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,193 shares; 2025Q1: 29,807 shares; 2025Q2: 28,823 shares; 2025Q3: 24,778 shares 24,778$2.84M0.13%-4,045Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PARAMOUNT GLOBALPARAMOUNT GLOBAL13,909,438$179Mshares
ELLAUDER ESTEE COS INC845,787$68.3Mshares
ASMLASML HLDG NV85,268$68.3Mshares
SOFISOFI TECHNOLOGIES INC589,580$10.7Mshares
PINSPINTEREST INC273,803$9.82Mshares
VALEVALE S A888,445$8.63Mshares
PEPPEPSICO INC63,037$8.32Mshares
VSXYVICTORIAS SECRET AND CO431,571$7.99Mshares
TIGRUP FINTECH HLDG LTD698,431$6.74Mshares
RRCRANGE RES CORP145,873$5.93Mshares
CELHCELSIUS HLDGS INC101,618$4.71Mshares
WRBYWARBY PARKER INC169,220$3.71Mshares
GUESS? INCGUESS? INC178,214$2.15Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001999371-25-017490 base2025-11-12acceptance time not in the bulk data set