Contrarius Investment Management Ltd 13F Holdings · last filed Q3 2024
Contrarius Investment Management Ltd reported 42 securities worth $1.76B in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: TSLA (10.39%), WBD (8.97%), META (8.49%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $182.5M | 10.39% | 697,718 | Trimmed |
| 2 | WBD | WARNER BROS DISCOVERY INC | $157.7M | 8.97% | 19.1M | Added |
| 3 | META | META PLATFORMS INC | $149.1M | 8.49% | 260,495 | Trimmed |
| 4 | PSKY | PARAMOUNT GLOBAL | $143.9M | 8.19% | 13.5M | Added |
| 5 | JD | JD.COM INC | $114.5M | 6.51% | 2.9M | Trimmed |
| 6 | BIDU | BAIDU INC | $87.2M | 4.96% | 828,626 | Added |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $86.9M | 4.95% | 818,953 | Trimmed |
| 8 | FOX | FOX CORP | $80.8M | 4.60% | 2.1M | Trimmed |
| 9 | AMZN | AMAZON COM INC | $79.0M | 4.50% | 423,954 | Trimmed |
| 10 | DKNG | DRAFTKINGS INC NEW | $68.2M | 3.88% | 1.7M | Added |
| 11 | ABNB | AIRBNB INC | $64.6M | 3.68% | 509,640 | Added |
| 12 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $63.0M | 3.59% | 903,469 | Added |
| 13 | XYZ | BLOCK INC | $59.2M | 3.37% | 882,071 | Added |
| 14 | B | BARRICK GOLD CORP | $53.9M | 3.07% | 2.7M | Trimmed |
| 15 | NTLA | INTELLIA THERAPEUTICS INC | $42.1M | 2.39% | 2.0M | Added |
| 16 | COIN | COINBASE GLOBAL INC | $37.8M | 2.15% | 212,335 | Trimmed |
| 17 | CRSP | CRISPR THERAPEUTICS AG | $36.8M | 2.10% | 783,898 | Added |
| 18 | SE | SEA LTD | $36.6M | 2.08% | 387,768 | Added |
| 19 | PDD | PDD HOLDINGS INC | $27.2M | 1.55% | 201,718 | Added |
| 20 | QVCGA | QURATE RETAIL INC | $21.4M | 1.22% | 35.1M | Trimmed |
| 21 | PINS | PINTEREST INC | $19.5M | 1.11% | 601,426 | Added |
| 22 | U | UNITY SOFTWARE INC | $19.2M | 1.09% | 850,525 | Trimmed |
| 23 | PYPL | PAYPAL HLDGS INC | $13.0M | 0.74% | 166,831 | Trimmed |
| 24 | CZR | CAESARS ENTERTAINMENT INC NE | $11.4M | 0.65% | 272,869 | Trimmed |
| 25 | APP | APPLOVIN CORP | $10.7M | 0.61% | 81,756 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR