Institutional Fund
Orbis Allan Gray Ltd
Hamilton, BermudaCIK 16638655 filings on record
Portfolio Value
$23.71B
Q1 2026
Holdings
91
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.7%
from $23.87B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Corpay Inc6.6%
- Qxo Inc6.1%
- Nebius Group N.V.3.6%
- Motorola Solutions Inc3.4%
- Praxis Precision Medicines I3.4%
- Eqt Corp3.3%
- Other73.7%
Portfolio Holdings
91 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Corpay Inc | 5.35M | $1.56B | 6.6% | +357.5K | Added |
| 2 | Qxo Inc | 73.95M | $1.44B | 6.1% | −11.53M | Reduced |
| 3 | Nebius Group N.V. | 8.31M | $862.74M | 3.6% | +4.98M | Added |
| 4 | Motorola Solutions Inc | 1.87M | $811.50M | 3.4% | +586.9K | Added |
| 5 | Praxis Precision Medicines I | 2.47M | $796.61M | 3.4% | +1.22M | Added |
| 6 | Eqt Corp | 12.11M | $770.85M | 3.3% | +8.63M | Added |
| 7 | Alphabet Inc | 2.51M | $722.72M | 3.0% | −150.5K | Reduced |
| 8 | Gxo Logistics Incorporated | 13.42M | $696.08M | 2.9% | 0 | Held |
| 9 | Xpo Inc | 3.41M | $663.24M | 2.8% | −243.5K | Reduced |
| 10 | Bruker Corp | 17.94M | $648.00M | 2.7% | +3.03M | Added |
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