Contrarius Group Holdings Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Contrarius Group Holdings Ltd reported 42 stock positions worth $1.6 billion. Its top holding was Warner Bros Discovery (WBD) at 10.3% of the portfolio, followed by Tesla (TSLA, 10.3%) and Paramount Global Class B (PARAA, 9.0%).

Most Recent 13F
Q2 2026
Location
Hamilton, D0
CIK
0002054801
Portfolio Value
$1.6B (Q4 2024)
SEC Filing
0001839882-25-008208 ↗ filed Feb 11, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q4 2024: $1.6B $1.6B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.2B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $1.8B Q1 2026 Q2 2026: $2.2B Q2 2026

Holdings 42 stocks · $1.6B

WBD Warner Bros Discovery Inc. 10.34% 15,982,000 $168.9M —
TSLA Tesla Inc. 10.28% 415,550 $167.8M —
PARAA Paramount Global Class B 8.95% 13,979,941 $146.2M —
META Meta Platforms Inc. Class A 7.36% 205,408 $120.3M —
AMZN Amazon.com Inc. 5.28% 392,666 $86.1M —
XYZ Block Inc. 5.03% 965,690 $82.1M —
PYPL PayPal Holdings Inc. 4.98% 953,036 $81.3M —
GOOGL Alphabet Inc. Class A 4.64% 400,625 $75.8M —
CELH Celsius Holdings Inc. 4.63% 2,867,690 $75.5M —
ZM Zoom Communications Inc. 4.46% 892,715 $72.9M —
DKNG Draftkings Inc. Class A 3.58% 1,569,800 $58.4M —
FOX Fox Corp. Class B 3.54% 1,262,911 $57.8M —
COIN Coinbase Global Inc. Class A 2.84% 186,884 $46.4M —
JD Jd.com Inc.-ADR 2.19% 1,033,788 $35.8M —
PENN Penn Entertainment Inc. 2.14% 1,765,598 $35.0M —
BABA Alibaba Group Holding-SP ADR 2.07% 398,865 $33.8M —
CZR Caesars Entertainment Inc. 1.98% 969,543 $32.4M —
BIDU Baidu Inc. - Spon ADR 1.67% 324,141 $27.3M —
TCOM Trip.com Group Ltd.-ADR 1.50% 357,598 $24.6M —
TME Tencent Music Entertainm-ADR 1.49% 2,138,830 $24.3M —
SE Sea Ltd.-ADR 1.10% 169,620 $18.0M —
RBLX Roblox Corp. Class A 1.08% 303,462 $17.6M —
CRSP Crispr Therapeutics AG 0.89% 368,811 $14.5M —
EQT Eqt Corp. 0.86% 304,856 $14.1M —
NTLA Intellia Therapeutics Inc. 0.72% 1,011,863 $11.8M —
ETSY Etsy Inc. 0.72% 222,055 $11.7M —
QVCG QVC Group Inc. filed as QURATE RETAIL INC 0.71% 35,138,516 $11.6M —
PINS Pinterest Inc. Class A 0.62% 351,683 $10.2M —
PDD PDD Holdings Inc. 0.62% 103,714 $10.1M —
GRAB Grab Holdings Ltd. Class A 0.53% 1,819,153 $8.6M —
TIGR Up Fintech Holding Ltd. - ADR 0.50% 1,254,594 $8.1M —
PAGS Pagseguro Digital Ltd. Class A 0.42% 1,089,761 $6.8M —
CROX Crocs Inc. 0.38% 57,143 $6.3M —
AMCX AMC Global Media Inc. filed as AMC NETWORKS INC 0.33% 541,314 $5.4M —
DOCU Docusign Inc. 0.28% 51,411 $4.6M —
PM Philip Morris International 0.27% 37,187 $4.5M —
HPE Hewlett Packard Enterprise 0.25% 187,750 $4.0M —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 30,193 $3.4M —
MO Altria Group Inc. 0.16% 51,251 $2.7M —
B Barrick Gold Corp. 0.15% 153,009 $2.4M —
NTR Nutrien Ltd. 0.13% 47,546 $2.1M —
MOS The Mosaic Co. 0.12% 78,448 $1.9M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 34$2.2BTSLA, ECHO, INTC, SPCX, SONY
Q1 2026 39$1.8BECHO, TSLA, BTI, PM, KHC
Q4 2025 44$2.1BECHO, TSLA, PSKY, ORCL, MU
Q3 2025 52$2.2BTSLA, WBD, PSKY, FOX, BIDU
Q2 2025 57$1.8BPARAA, TSLA, WBD, NVDA, COIN
Q1 2025 49$1.5BPARAA, WBD, TSLA, NVDA, FOX
Q4 2024 42$1.6BWBD, TSLA, PARAA, META, AMZN