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Disclosery

Orbis Allan Gray Ltd: GMAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orbis Allan Gray Ltd on GMAB, newest first. How the timeline and the estimate are built.

Orbis Allan Gray Ltd held 11,368,161 GMAB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,368,161 shares
    Change vs previous 13F -1,557,417 shares

    1.07% of the 13F portfolio, value $312,283,383.

    13F-HR 0001663865-26-000004 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,925,578 shares
    Change vs previous 13F -1,492,884 shares

    1.46% of the 13F portfolio, value $346,793,258.

    13F-HR 0001663865-26-000003 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,418,462 shares
    Change vs previous 13F +3,340,456 shares

    1.86% of the 13F portfolio, value $444,088,629.

    13F-HR 0001663865-26-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,078,006 shares
    Change vs previous 13F +3,157,606 shares

    1.46% of the 13F portfolio, value $339,762,444.

    13F-HR 0001663865-25-000002 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,920,400 shares
    Change vs previous 13F +2,209,659 shares

    0.8% of the 13F portfolio, value $163,635,464.

    13F-HR 0001085146-25-005183 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,710,741 shares
    Change vs previous 13F +2,895,179 shares

    0.64% of the 13F portfolio, value $111,816,309.

    13F-HR 0001085146-25-003200 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,815,562 shares
    Change vs previous 13F +1,138,769 shares

    0.32% of the 13F portfolio, value $58,760,779.

    13F-HR 0001085146-25-001385 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,676,793 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $40,880,214.

    13F-HR 0001085146-24-005815 filed by Orbis Allan Gray Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).