Q1 2025 · 13F-HR
Contrarius Group Holdings Ltdholdings as filed
Filed 2025-05-12 · accession 0001999371-25-005829
$1.46B
Reported value
49
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $166.4M | 11.4% | 13,909,438 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $160.4M | 11.0% | 14,950,694 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $158.4M | 10.8% | 611,257 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $76.4M | 5.22% | 704,762 | Common | SOLE |
| 35137L204 | FOX | FOX CORP | $66.2M | 4.52% | 1,255,010 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $60.6M | 4.14% | 2,425,254 | Common | SOLE |
| 067901108 | ABX | BARRICK GOLD CORP | $58.8M | 4.02% | 3,026,132 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $58.7M | 4.01% | 3,596,464 | Common | SOLE |
| 227046109 | CROX | CROCS INC | $54.8M | 3.75% | 516,131 | Common | SOLE |
| 222070203 | COTY | COTY INC | $52.5M | 3.59% | 9,597,842 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $51.7M | 3.53% | 1,749,968 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $50.6M | 3.46% | 1,101,230 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $40.5M | 2.77% | 1,220,900 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $39.5M | 2.70% | 229,559 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $39.1M | 2.67% | 1,994,091 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $31.0M | 2.12% | 234,607 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $29.0M | 1.98% | 705,921 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $23.4M | 1.60% | 656,631 | Common | SOLE |
| 056752108 | BIDU | BAIDU INC | $20.3M | 1.39% | 220,688 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $15.2M | 1.04% | 233,306 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $14.4M | 0.98% | 2,021,040 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $13.6M | 0.93% | 733,135 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $12.7M | 0.87% | 106,987 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $11.3M | 0.77% | 331,972 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $11.2M | 0.76% | 209,347 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $10.3M | 0.71% | 79,083 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $10.2M | 0.70% | 175,588 | Common | SOLE |
| 91531W106 | TIGR | UP FINTECH HLDG LTD | $10.0M | 0.68% | 1,164,183 | Common | SOLE |
| 02319V103 | ABEV | AMBEV SA | $9.8M | 0.67% | 4,206,526 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $8.4M | 0.58% | 155,276 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $8.0M | 0.55% | 592,375 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $8.0M | 0.55% | 1,763,596 | Common | SOLE |
| 74915M100 | QVCAUSD | QVC GROUP INC | $7.1M | 0.48% | 35,138,516 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $7.0M | 0.48% | 601,272 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $6.5M | 0.45% | 210,154 | Common | SOLE |
| 77543R102 | ROKU | ROKU INC | $6.4M | 0.44% | 90,755 | Common | SOLE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $6.2M | 0.42% | 67,509 | Common | SOLE |
| G68707101 | PAGS | PAGSEGURO DIGITAL LTD | $6.1M | 0.42% | 801,828 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $6.0M | 0.41% | 37,928 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $5.3M | 0.36% | 27,830 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.1M | 0.28% | 26,635 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $4.0M | 0.27% | 6,976 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $3.9M | 0.26% | 47,538 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $3.8M | 0.26% | 260,782 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $3.7M | 0.25% | 61,383 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $3.7M | 0.25% | 238,538 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $2.9M | 0.20% | 29,807 | Common | SOLE |
| 00164V103 | AMCX | AMC NETWORKS INC | $2.6M | 0.18% | 379,827 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $2.5M | 0.17% | 126,470 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.