Stock Taper 
ORBIS ALLAN GRAY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Genius Sports Limited | GENI | 3.77M | $22.83M |
 The Walt Disney Company | DIS | 3.73M | $359.48M |
 Vipshop Holdings Limited | VIPS | 3.59M | $47.67M |
 NetEase, Inc. | NTES | 3.5M | $448.94M |
 XPO Logistics, Inc. | XPO | 3.4M | $698.56M |
 The Magnum Ice Cream Company N.V. | MICC | 3.11M | $54.19M |
 STERIS plc | STE | 2.68M | $563.85M |
 NVIDIA Corporation | NVDA | 2.45M | $490.32M |
 California Resources Corp | CRC | 2.42M | $128.06M |
 Antero Midstream Corporation | AM | 2.42M | $55.06M |
 CarGurus, Inc. | CARG | 2.41M | $82.07M |
 Motorola Solutions, Inc. | MSI | 2.39M | $992.39M |
 Alphabet Inc. | GOOGL | 2.34M | $836.47M |
 The Marcus Corporation | MCS | 2.19M | $51.36M |
 Westlake Corporation | WLK | 2.08M | $152.16M |
 TransUnion | TRU | 2.02M | $145.84M |
 Alnylam Pharmaceuticals, Inc. | ALNY | 1.99M | $598.27M |
 NewAmsterdam Pharma Company N.V. | NAMS | 1.75M | $59.23M |
 Cellebrite DI Ltd. | CLBT | 1.71M | $24.93M |
 Hallador Energy Company | HNRG | 1.7M | $29.49M |