Notify me when Orbis Allan Gray Ltd files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 89 | $23,866,116,757 | +$4,567,434,081 | -$3,514,353,239 | +$1,053,080,842 | QXO, CPAY, UNH, GOOGL, ICLR | 13F-HR | 17 Feb 2026, 13:16 |
| Q3 2025 | 86 | $23,299,761,219 | +$4,452,580,411 | -$3,911,055,113 | +$541,525,298 | QXO, NBIS, CPAY, PDD, ALNY | 13F-HR | 14 Nov 2025, 15:16 |
| Q2 2025 | 78 | $20,565,982,804 | +$4,010,433,050 | -$2,723,204,878 | +$1,287,228,172 | QXO, CPAY, ELV, NBIS, SW | 13F-HR | 14 Aug 2025, 12:53 |
| Q1 2025 | 78 | $17,483,397,547 | +$2,739,095,121 | -$3,460,473,520 | -$721,378,399 | QXO, CPAY, ELV, KMI, IBKR | 13F-HR | 15 May 2025, 10:30 |
| Q4 2024 | 84 | $18,585,550,692 | +$3,038,636,360 | -$2,752,904,232 | +$285,732,128 | QXO, CPAY, UNH, IBKR, ELV | 13F-HR | 14 Feb 2025, 06:13 |
| Q3 2024 | 80 | $18,887,460,583 | +$3,900,883,278 | -$2,286,784,625 | +$1,614,098,653 | QXO, UNH, CPAY, IBKR, RXO | 13F-HR | 14 Nov 2024, 12:09 |
| Q2 2024 | 76 | $16,053,605,330 | +$1,333,253,251 | -$1,663,869,643 | -$330,616,392 | UNH, CPAY, IBKR, SHEL, GXO | 13F-HR | 14 Aug 2024, 10:27 |
| Q1 2024 | 71 | $16,692,216,862 | +$3,137,283,199 | -$3,908,941,806 | -$771,658,607 | CPAY, UNH, IBKR, GXO, GPN | 13F-HR | 15 May 2024, 13:48 |
| Q4 2023 | 73 | $15,929,604,630 | +$1,639,326,089 | -$1,034,144,911 | +$605,181,178 | FLT, GXO, GPN, INTC, CEG | 13F-HR | 14 Feb 2024, 12:44 |
| Q3 2023 | 76 | $13,906,891,881 | +$1,111,135,561 | -$1,309,743,319 | -$198,607,758 | FLT, GXO, GPN, IBKR, CEG | 13F-HR | 14 Nov 2023, 13:27 |
| Q2 2023 | 73 | $13,974,360,766 | +$1,604,811,246 | -$1,206,891,467 | +$397,919,779 | FLT, GXO, GPN, IBKR, TSM | 13F-HR | 14 Aug 2023, 10:33 |
| Q1 2023 | 72 | $12,717,560,832 | +$1,560,496,666 | -$2,051,606,717 | -$491,110,051 | FLT, GXO, GPN, TSM, IBKR | 13F-HR | 15 May 2023, 08:22 |
| Q4 2022 | 78 | $12,594,523,227 | +$1,505,195,614 | -$2,257,997,756 | -$752,802,142 | FLT, GXO, GPN, GOOG, AES | 13F-HR | 14 Feb 2023, 10:51 |
| Q3 2022 | 72 | $12,195,214,000 | +$1,505,611,220 | -$777,272,644 | +$728,338,576 | FLT, GPN, SHEL, GXO, PGR | 13F-HR | 14 Nov 2022, 07:51 |
| Q2 2022 | 73 | $12,433,143,000 | +$2,486,374,494 | -$1,878,676,376 | +$607,698,118 | FLT, GPN, BTI, PGR, HWM | 13F-HR | 15 Aug 2022, 13:52 |
| Q1 2022 | 74 | $13,701,569,000 | +$2,389,431,619 | -$2,316,543,148 | +$72,888,471 | UNH, FLT, GPN, XPO, ELV | 13F-HR | 16 May 2022, 11:12 |
| Q4 2021 | 63 | $13,514,962,000 | +$1,443,242,990 | -$3,207,260,778 | -$1,764,017,788 | UNH, GXO, XPO, NTES, ELV | 13F-HR | 14 Feb 2022, 12:43 |
| Q3 2021 | 62 | $14,564,223,000 | +$2,724,163,144 | -$2,200,049,145 | +$524,113,999 | NTES, XPO, GXO, CMCSA, UNH | 13F-HR | 15 Nov 2021, 11:14 |
| Q2 2021 | 65 | $15,815,077,000 | +$1,706,795,690 | -$1,018,040,102 | +$688,755,588 | NTES, XPO, CMCSA, ELV, BTI | 13F-HR | 16 Aug 2021, 11:28 |
| Q1 2021 | 63 | $13,982,958,000 | +$1,004,290,234 | -$1,591,843,759 | -$587,553,525 | NTES, XPO, ELV, CMCSA, HWM | 13F-HR | 17 May 2021, 15:30 |
| Q4 2020 | 61 | $13,805,363,000 | +$2,215,600,313 | -$2,055,939,980 | +$159,660,333 | NTES, XPO, ELV, ABBV, CMCSA | 13F-HR | 16 Feb 2021, 12:00 |
| Q3 2020 | 61 | $12,707,610,000 | +$840,794,471 | -$2,154,793,901 | -$1,313,999,430 | NTES, XPO, ELV, ABBV, CMCSA | 13F-HR | 16 Nov 2020, 10:53 |
| Q2 2020 | 61 | $13,289,094,000 | +$1,442,011,808 | -$1,417,552,572 | +$24,459,236 | NTES, XPO, ABBV, ELV, BTI | 13F-HR | 14 Aug 2020, 14:48 |
| Q1 2020 | 63 | $10,440,686,000 | +$1,868,068,307 | -$2,824,016,340 | -$955,948,033 | NTES, ABBV, XPO, ELV, ATHM | 13F-HR | 15 May 2020, 10:15 |
| Q4 2019 | 63 | $14,323,837,000 | +$1,050,579,654 | -$1,897,906,504 | -$847,326,850 | NTES, XPO, ABBV, ATHM, ELV | 13F-HR | 14 Feb 2020, 12:13 |
| Q3 2019 | 60 | $13,538,026,000 | +$760,069,725 | -$1,261,102,658 | -$501,032,933 | NTES, XPO, ABBV, ATHM, CELG | 13F-HR | 14 Nov 2019, 09:12 |
| Q2 2019 | 57 | $13,892,108,000 | +$1,065,003,872 | -$1,897,199,626 | -$832,195,754 | NTES, ABBV, XPO, ATHM, CELG | 13F-HR | 14 Aug 2019, 10:56 |
| Q1 2019 | 57 | $14,744,946,000 | +$1,299,257,689 | -$1,546,484,319 | -$247,226,630 | NTES, ABBV, CELG, XPO, ATHM | 13F-HR | 15 May 2019, 16:34 |
| Q4 2018 | 54 | $13,888,739,000 | +$1,556,503,893 | -$2,037,387,337 | -$480,883,444 | NTES, ABBV, XPO, CELG, ATHM | 13F-HR | 14 Feb 2019, 10:14 |
| Q3 2018 | 52 | $17,415,576,000 | +$1,611,806,741 | -$2,468,846,717 | -$857,039,976 | NTES, XPO, ABBV, CELG, VALE | 13F-HR | 14 Nov 2018, 16:25 |
| Q2 2018 | 60 | $18,006,601,000 | +$3,331,233,929 | -$2,605,613,830 | +$725,620,099 | NTES, XPO, ABBV, META, CELG | 13F-HR | 14 Aug 2018, 16:28 |
| Q1 2018 | 59 | $17,498,298,000 | +$3,926,308,493 | -$3,001,280,533 | +$925,027,960 | XPO, NTES, ABBV, SYMC, L100PS | 13F-HR | 15 May 2018, 10:47 |
| Q4 2017 | 58 | $17,036,125,000 | +$2,218,635,340 | -$2,753,639,931 | -$535,004,591 | XPO, NTES, ABBV, CHTR, L100PS | 13F-HR | 14 Feb 2018, 12:37 |
| Q3 2017 | 65 | $16,210,195,000 | +$1,928,313,630 | -$2,607,038,177 | -$678,724,547 | XPO, ABBV, CHTR, NTES, JD | 13F-HR | 14 Nov 2017, 14:34 |
| Q2 2017 | 62 | $15,917,503,000 | +$2,168,457,488 | -$1,830,159,384 | +$338,298,104 | XPO, CHTR, ABBV, JD, ELV | 13F-HR | 14 Aug 2017, 14:28 |
| Q1 2017 | 63 | $14,636,892,000 | +$3,126,304,080 | -$3,583,616,548 | -$457,312,468 | CHTR, XPO, JD, ELV, APA | 13F-HR | 15 May 2017, 13:50 |
| Q4 2016 | 65 | $13,943,503,000 | +$1,746,146,759 | -$2,380,198,397 | -$634,051,638 | CHTR, QCOM, XPO, APA, NTES | Restatement | 10 Mar 2017, 17:33 |
| Q3 2016 | 1 | $8,408,000 | $0 | $0 | $0 | SRAQ | New Holdings | 12 Dec 2016, 18:07 |
| Q3 2016 | 75 | $14,289,638,000 | +$1,296,091,148 | -$1,904,678,794 | -$608,587,646 | NTES, QCOM, CHTR, APA, XPO | 13F-HR | 14 Nov 2016, 09:41 |
| Q2 2016 | 77 | $13,139,198,000 | +$2,710,483,908 | -$2,478,601,277 | +$231,882,631 | NTES, QCOM, CHTR, APA, JD | 13F-HR | 15 Aug 2016, 08:25 |
| Q1 2016 | 82 | $12,323,910,000 | $0 | $0 | $0 | NTES, QCOM, MSI, APA, JD | Restatement | 27 May 2016, 11:50 |