Stock Taper 
ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Smurfit Westrock plc | SW | 5.88M | $272.08M |
 Scholar Rock Holding Corporation | SRRK | 5.93M | $326.34M |
 Interactive Brokers Group, Inc. | IBKR | 6.07M | $528.27M |
 Insmed Incorporated | INSM | 6.08M | $647.88M |
 Ryan Specialty Holdings, Inc. | RYAN | 6.31M | $238.18M |
 Nebius Group N.V. | NBIS | 6.49M | $1.79B |
 Youdao, Inc. | DAO | 6.56M | $80.73M |
 Barrick Mining Corporation | B | 6.69M | $245.61M |
 Range Resources Corporation | RRC | 6.69M | $248.98M |
 Dyne Therapeutics, Inc. | DYN | 7.01M | $155.62M |
 Booking Holdings Inc. | BKNG | 7.19M | $1.28B |
 British American Tobacco p.l.c. | BTI | 7.39M | $456.12M |
 Shell plc | SHEL | 8.85M | $686.03M |
 HDFC Bank Limited | HDB | 9.45M | $244.01M |
 Robert Half Inc. | RHI | 9.88M | $303.25M |
 Nu Holdings Ltd. | NU | 9.99M | $133.44M |
 Genmab A/S | GMAB | 11.37M | $312.28M |
 Kinder Morgan, Inc. | KMI | 11.8M | $377.18M |
 GXO Logistics, Inc. | GXO | 13.42M | $680.64M |
 Vale S.A. | VALE | 14.27M | $214.59M |