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Orbis Allan Gray Ltd
inštitucionálny investor · portfólio $29.1 mld. · 167 pozícií · správa k 30.06.2026
Akciové Pozície správa za 30.06.2026, podaná 14.08.2026; zmena — oproti 31.03.2026 · 0
| Spoločnosť | Akcie | Hodnota | % portfólia | Zmena za Štvrťrok |
|---|
V Spoločnostiach Našej Databázy 19
| Spoločnosť | Podiel | Akcie | Dátum Správy |
|---|---|---|---|
| Bruker Corporation | 11.77% | 17 940 076 | 2026-06-30 |
| FirstService Corp | 8.99% | 4 044 289 | 2026-06-30 |
| QXO, Inc. | 7.13% | 73 951 325 | 2026-06-30 |
| Burford Capital Ltd | 6.68% | 14 673 240 | 2026-06-30 |
| CRISPR Therapeutics AG | 5.64% | 5 449 161 | 2026-06-30 |
| Nebius Group N.V. | 2.96% | 6 494 719 | 2026-06-30 |
| XPO Logistics Inc | 2.91% | 3 402 819 | 2026-06-30 |
| Insmed Inc | 2.78% | 6 076 487 | 2026-06-30 |
| EQT Corporation | 2.51% | 15 706 047 | 2026-06-30 |
| American Airlines Group | 2.44% | 16 139 385 | 2026-06-30 |
| CEMEX S.A.B. de C.V. | 1.87% | 28 304 697 | 2026-06-30 |
| Genmab A/S | 1.82% | 11 368 161 | 2026-06-30 |
| Westlake Chemical Corporatio… | 1.63% | 2 084 364 | 2026-06-30 |
| Itau Unibanco Banco Holding… | 1.5% | 81 301 690 | 2026-06-30 |
| Motorola Solutions Inc | 1.44% | 2 389 623 | 2026-06-30 |
| New Oriental Education & Tec… | 1.37% | 2 162 403 | 2026-06-30 |
| Diageo PLC ADR | 0.86% | 4 777 636 | 2026-06-30 |
| Glencore PLC | — | 207 778 718 | 2026-02-04 |
| Jardine Matheson Holdings Li… | — | 14 763 204 | 2026-01-16 |
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