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Contrarius Group Holdings Ltd

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13F filer, CIK 2054801, Hamilton, Bermuda

Contrarius Group Holdings Ltd reported $2,061,685,597 across 44 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 68.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001999371-26-003037

Period
2025-12-31
Reported value
$2.06B
Holdings
44
Top 10 weight
68.64%
New
12
Sold out
20

Part of the filer group Contrarius Group Holdings Ltd

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ORCLnew+930,431$181M
ECHOadded+887,611$96.5M
LULUnew+415,963$86.4M
SKYDadded+5,221,622$70M
GOOGLadded+174,133$54.5M

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
WBDexited-11,803,203-$231M
INTCexited-2,207,715-$74.1M
BIDUreduced-560,626-$73.3M
AMDreduced-328,895-$70.4M
FOXreduced-901,768-$58.6M

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, Q4 2025

Share positions as resolved from 13F-HR 0001999371-26-003037, largest first. % of portfolio is the value over $2,061,685,597, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,294,117 shares; 2025Q4: 2,181,728 shares 2,181,728$237M11.5%+887,611Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 415,550 shares; 2025Q1: 611,257 shares; 2025Q2: 553,875 shares; 2025Q3: 532,721 shares; 2025Q4: 518,188 shares 518,188$233M11.3%-14,533Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,866,475 shares; 2025Q4: 15,088,097 shares 15,088,097$202M9.81%+5,221,622Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930,431 shares 930,431$181M8.8%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565,016 shares; 2025Q3: 537,645 shares; 2025Q4: 411,597 shares 411,597$117M5.7%-126,048Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,470,886 shares 1,470,886$95.5M4.63%-901,768Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400,625 shares; 2025Q1: 26,635 shares; 2025Q2: 25,991 shares; 2025Q3: 123,469 shares; 2025Q4: 297,602 shares 297,602$93.1M4.52%+174,133Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,509 shares; 2025Q2: 465,630 shares; 2025Q3: 654,043 shares; 2025Q4: 692,598 shares 692,598$87.2M4.23%+38,555Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415,963 shares 415,963$86.4M4.19%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 704,762 shares; 2025Q2: 819,451 shares; 2025Q3: 442,706 shares; 2025Q4: 438,214 shares 438,214$81.7M3.96%-4,492Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,884 shares; 2025Q1: 229,559 shares; 2025Q2: 242,679 shares; 2025Q3: 242,376 shares; 2025Q4: 323,327 shares 323,327$73.1M3.55%+80,951Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,865 shares; 2025Q3: 325,389 shares; 2025Q4: 197,928 shares 197,928$60.1M2.92%-127,461Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930,367 shares 930,367$47.3M2.3%newTimeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562,678 shares 562,678$44.6M2.16%newTimeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 324,141 shares; 2025Q1: 220,688 shares; 2025Q2: 148,544 shares; 2025Q3: 891,749 shares; 2025Q4: 331,123 shares 331,123$43.3M2.1%-560,626Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,143 shares; 2025Q1: 516,131 shares; 2025Q2: 650,355 shares; 2025Q3: 112,001 shares; 2025Q4: 475,011 shares 475,011$40.6M1.97%+363,010Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715,210 shares 715,210$33.4M1.62%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398,865 shares; 2025Q1: 234,607 shares; 2025Q2: 155,726 shares; 2025Q3: 365,117 shares; 2025Q4: 212,054 shares 212,054$31.1M1.51%-153,063Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,994,091 shares; 2025Q2: not reported; 2025Q3: 384,002 shares; 2025Q4: 545,529 shares 545,529$24.1M1.17%+161,527Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 781,692 shares 781,692$22.4M1.09%-243,227Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323,421 shares 323,421$17.4M0.84%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 592,375 shares; 2025Q2: 524,730 shares; 2025Q3: 462,237 shares; 2025Q4: 792,686 shares 792,686$15.3M0.74%+330,449Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 205,408 shares; 2025Q1: 6,976 shares; 2025Q2: 6,192 shares; 2025Q3: 85,784 shares; 2025Q4: 21,039 shares 21,039$13.9M0.67%-64,745Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,022 shares; 2025Q4: 58,481 shares 58,481$11.7M0.57%-15,541Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,952 shares 64,952$11.4M0.55%newTimeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90,755 shares; 2025Q2: 176,975 shares; 2025Q3: 129,515 shares; 2025Q4: 104,002 shares 104,002$11.3M0.55%-25,513Timeline
TIGRUP FINTECH HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,254,594 shares; 2025Q1: 1,164,183 shares; 2025Q2: 698,431 shares; 2025Q3: not reported; 2025Q4: 1,071,425 shares 1,071,425$10.2M0.5%newTimeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 433,832 shares 433,832$10.1M0.49%+2,187Timeline
COTYCOTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,597,842 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,290,733 shares 3,290,733$10.1M0.49%newTimeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 601,272 shares; 2025Q2: 589,580 shares; 2025Q3: not reported; 2025Q4: 376,773 shares 376,773$9.86M0.48%newTimeline
WWWW INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376,431 shares; 2025Q4: 316,597 shares 316,597$9.25M0.45%-59,834Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289,478 shares; 2025Q3: 369,882 shares; 2025Q4: 40,987 shares 40,987$8.78M0.43%-328,895Timeline
SDRLSEADRILL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,070 shares; 2025Q3: 300,622 shares; 2025Q4: 247,094 shares 247,094$8.55M0.41%-53,528Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,759 shares; 2025Q3: 199,550 shares; 2025Q4: 168,899 shares 168,899$8.51M0.41%-30,651Timeline
CRSPCRISPR THERAPEUTICS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 368,811 shares; 2025Q1: 331,972 shares; 2025Q2: 374,954 shares; 2025Q3: 270,350 shares; 2025Q4: 156,605 shares 156,605$8.21M0.4%-113,745Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,187 shares; 2025Q1: 37,928 shares; 2025Q2: 33,561 shares; 2025Q3: 38,028 shares; 2025Q4: 50,395 shares 50,395$8.08M0.39%+12,367Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,026 shares 135,026$7.97M0.39%newTimeline
QVCAQQVC GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702,768 shares; 2025Q3: 702,768 shares; 2025Q4: 702,768 shares 702,768$7.35M0.36%0Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,104,832 shares; 2025Q3: 1,983,291 shares; 2025Q4: 1,649,457 shares 1,649,457$6.81M0.33%-333,834Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,268 shares; 2025Q3: not reported; 2025Q4: 6,280 shares 6,280$6.72M0.33%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330,206 shares; 2025Q4: 799,959 shares 799,959$6.46M0.31%-530,247Timeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 714,480 shares 714,480$6.42M0.31%-5,175,456Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,856 shares; 2025Q1: 209,347 shares; 2025Q2: 166,904 shares; 2025Q3: 169,172 shares; 2025Q4: 110,815 shares 110,815$5.94M0.29%-58,357Timeline
NENOBLE CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,730 shares; 2025Q3: 249,009 shares; 2025Q4: 210,040 shares 210,040$5.93M0.29%-38,969Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
WBDWARNER BROS DISCOVERY INC11,803,203$231Mshares
INTCINTEL CORP2,207,715$74.1Mshares
BEAMBEAM THERAPEUTICS INC1,533,269$37.2Mshares
BBARRICK MNG CORP510,779$16.7Mshares
MRVLMARVELL TECHNOLOGY INC158,147$13.3Mshares
PDDPDD HOLDINGS INC85,372$11.3Mshares
SESEA LTD62,728$11.2Mshares
CLFCLEVELAND-CLIFFS INC NEW896,055$10.9Mshares
PYPLPAYPAL HLDGS INC161,995$10.9Mshares
XYZBLOCK INC119,624$8.65Mshares
DOCNDIGITALOCEAN HLDGS INC231,598$7.91Mshares
PENNPENN ENTERTAINMENT INC383,713$7.39Mshares
APPAPPLOVIN CORP9,780$7.03Mshares
AMZNAMAZON COM INC23,909$5.25Mshares
GRABGRAB HOLDINGS LIMITED804,111$4.84Mshares
PAGSPAGSEGURO DIGITAL LTD397,143$3.97Mshares
HPEHEWLETT PACKARD ENTERPRISE C150,312$3.69Mshares
TMETENCENT MUSIC ENTMT GROUP154,650$3.61Mshares
MOALTRIA GROUP INC44,301$2.93Mshares
DISDISNEY WALT CO24,778$2.84Mshares

How Q4 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 0001999371-26-003037 base2026-02-11acceptance time not in the bulk data set