Institutions / Orbis Allan Gray Ltd
Orbis Allan Gray Ltd
CIK 1663865 · Institution · as of Dec 31, 2025
Portfolio value
$23.87B
Positions
89
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 89 →
| Company | Value | % of portfolio |
|---|---|---|
| QXO, Inc. | $1.65B | 6.9% |
| Corpay Inc | $1.50B | 6.3% |
| Unitedhealth Group Inc | $852.07M | 3.6% |
| Alphabet Inc. | $833.77M | 3.5% |
| ICON plc | $768.00M | 3.2% |
| Insmed Inc | $727.48M | 3.0% |
| GXO Logistics, Inc. | $706.68M | 3.0% |
| Bruker Corp | $702.26M | 2.9% |
| Alnylam Pharmaceuticals Inc | $643.48M | 2.7% |
| Newmont Corp | $631.33M | 2.6% |
| Interactive Brokers Group Inc | $596.39M | 2.5% |
| Itau Unibanco Holding S.A.ITUB | $584.85M | 2.5% |
| STERIS plc | $570.30M | 2.4% |
| Smurfit Westrock plc | $539.71M | 2.3% |
| British Amern Tob PLC | $526.62M | 2.2% |
| XPO Inc | $496.42M | 2.1% |
| Motorola Solutions, Inc. | $491.82M | 2.1% |
| NetEase, Inc.NTES | $466.46M | 2.0% |
| Genmab A/S | $444.09M | 1.9% |
| RXO, Inc. | $438.33M | 1.8% |
| Elevance Health Inc | $436.42M | 1.8% |
| Iqvia Holdings Inc. | $428.52M | 1.8% |
| Cemex Sab de CvCX | $415.17M | 1.7% |
| Walt Disney Co | $405.37M | 1.7% |
| Praxis Precision Medicines, Inc. | $369.95M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.