Contrarius Group Holdings Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Director Matt de Kock on November 10, 2026, reports the firm holds positions in 38 different equities.
The portfolio is led by a significant position in Tesla Inc., where the firm holds 675,038 shares. The filing also lists a substantial stake in SpaceX Exploration Technologies Corp Class A, with 1,403,622 shares held. Other notable holdings include EchoStar Corp Class A, with 2,287,655 shares, and Intel Corp, with 1,258,881 shares.
The filing details a mix of technology and healthcare companies. Key holdings include Hewlett Packard Enterprise Co, with 1,963,364 shares, and NVIDIA Corporation, with 534,401 shares. In the healthcare sector, the firm holds Intellia Therapeutics Inc, with 2,432,219 shares, and Beam Therapeutics Inc, with 522,461 shares.
Other disclosed positions include Alphabet Inc Class A, Amazon.com Inc, Meta Platforms Inc Class A, Micron Technology Inc, and Oracle Corp. The filing also lists stakes in Sony Group Corp Sponsored ADR, Tempus AI Inc Class A, Alibaba Group Hldg Ltd Sponsored ADS, Coinbase Global Inc Class A, Super Micro Computer Inc, Baidu Inc, Okta Inc Class A, Circle Internet Group Inc Class A, Roblox Corp Class A, and WW International Inc.
