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Contrarius Group Holdings Ltd
gestora de activos · cartera $2.17 mil M · 45 posiciones · informe a 30.06.2026
Posiciones en acciones informe de 30.06.2026, presentado el 11.08.2026; cambio — frente a 31.03.2026 · 56
| Empresa | Acciones | Valor | % de la cartera | Cambio trimestral |
|---|---|---|---|---|
| Tesla, Inc. US:TSLA | 643 163 | $271 M | 12.47% | +84 029 |
| EchoStar Corporation US:ECHO | 2 557 855 | $260 M | 11.96% | +675 631 |
| Intel Corporation US:INTC | 1 773 028 | $248 M | 11.41% | nueva |
| Space Exploration Technologi… US:SPCX | 860 709 | $147 M | 6.78% | nueva |
| Sony Corp US:SONY | 6 899 554 | $138 M | 6.38% | nueva |
| NVIDIA Corporation US:NVDA | 622 243 | $125 M | 5.74% | nueva |
| Keurig Dr Pepper Inc US:KDP | 3 262 484 | $107 M | 4.92% | +474 585 |
| Taiwan Semiconductor Manufac… US:TSM | 221 093 | $106 M | 4.87% | +201 658 |
| ASML HOLDING N V CUSIP N07059210 | 52 827 | $105 M | 4.84% | nueva |
| Dell Technologies Inc. US:DELL | 236 463 | $102 M | 4.70% | nueva |
| Advanced Micro Devices Inc US:AMD | 172 552 | $100 M | 4.62% | nueva |
| Micron Technology Inc US:MU | 54 113 | $62.5 M | 2.88% | nueva |
| Beam Therapeutics Inc. US:BEAM | 1 614 538 | $55.4 M | 2.55% | +1 081 095 |
| BAIDU INC US:BIDU | 343 344 | $39.2 M | 1.81% | +113 154 |
| Alibaba Group Holding Limite… US:BABA | 396 320 | $38.0 M | 1.75% | +216 379 |
| Intellia Therapeutics Inc US:NTLA | 1 955 228 | $33.1 M | 1.52% | +43 389 |
| Tempus AI, Inc. US:TEM | 554 750 | $32.1 M | 1.48% | nueva |
| Fox Corp US:FOX | 582 585 | $27.3 M | 1.26% | nueva |
| Roblox Corp US:RBLX | 404 316 | $22.0 M | 1.01% | nueva |
| Coinbase Global Inc US:COIN | 133 503 | $19.5 M | 0.90% | −2 760 |
| Okta, Inc. US:OKTA | 130 607 | $17.8 M | 0.82% | nueva |
| Meta Platforms, Inc. US:META | 29 797 | $16.8 M | 0.77% | nueva |
| Novo Nordisk A/S US:NVO | 327 154 | $15.7 M | 0.72% | +100 203 |
| Zoom Video Communications In… US:ZM | 161 720 | $14.0 M | 0.64% | nueva |
| Circle Internet Group, Inc. US:CRCL | 216 104 | $13.5 M | 0.62% | +39 037 |
| British American Tobacco p.l… US:BTI | 206 521 | $12.8 M | 0.59% | −2 616 920 |
| Lululemon Athletica Inc. US:LULU | 96 214 | $11.0 M | 0.51% | nueva |
| Skydance Corporation US:PSKY | 986 733 | $9.73 M | 0.45% | −6 939 416 |
| Alphabet Inc. US:GOOGL | 23 128 | $8.27 M | 0.38% | −277 475 |
| Constellation Brands Inc Cla… US:STZ | 56 151 | $7.81 M | 0.36% | −133 221 |
| WW International, Inc US:WW | 307 168 | $4.91 M | 0.23% | — |
| Nike Inc US:NKE | 32 865 | $1.35 M | 0.06% | nueva |
| Oracle Corporation US:ORCL | 186 | $27.3 mil | 0.00% | −69 003 |
| Hewlett Packard Enterprise C… US:HPE | 138 | $6.23 mil | 0.00% | nueva |
| Ovintiv Inc US:OVV | 0 (era 164 559) | — | — | vendida |
| PayPal Holdings Inc US:PYPL | 0 (era 220 923) | — | — | vendida |
| PepsiCo Inc US:PEP | 0 (era 472 477) | — | — | vendida |
| Philip Morris International… US:PM | 0 (era 822 766) | — | — | vendida |
| Alpha Metallurgical Resource… US:AMR | 0 (era 48 660) | — | — | vendida |
| QVC GROUP INC CUSIP 74915M605 | 0 (era 702 768) | — | — | vendida |
| Altria Group US:MO | 0 (era 1 275 522) | — | — | vendida |
| Range Resources Corp US:RRC | 0 (era 149 945) | — | — | vendida |
| CF Industries Holdings Inc US:CF | 0 (era 76 715) | — | — | vendida |
| Warner Bros. Discovery, Inc. US:WBD | 0 (era 1 496 154) | — | — | vendida |
| Cenovus Energy Inc US:CVE | 0 (era 513 537) | — | — | vendida |
| NOBLE CORP PLC CUSIP G65431127 | 0 (era 227 247) | — | — | vendida |
| Crocs, Inc. US:CROX | 0 (era 97 571) | — | — | vendida |
| SEADRILL LTD CUSIP G7997W102 | 0 (era 318 958) | — | — | vendida |
| EQT Corporation US:EQT | 0 (era 102 753) | — | — | vendida |
| TRANSOCEAN LTD CUSIP H8817H100 | 0 (era 2 470 095) | — | — | vendida |
| JD.com, Inc. US:JD | 0 (era 639 327) | — | — | vendida |
| The Kraft Heinz Company US:KHC | 0 (era 4 242 061) | — | — | vendida |
| Molson Coors Brewing Co Clas… US:TAP | 0 (era 1 971 886) | — | — | vendida |
| Mondelez International Inc US:MDLZ | 0 (era 1 480 120) | — | — | vendida |
| MOSAIC CO US:MOS | 0 (era 502 751) | — | — | vendida |
| Nutrien Ltd US:NTR | 0 (era 93 641) | — | — | vendida |
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