Contrarius Group Holdings Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Contrarius Group Holdings Ltd reported 49 stock positions worth $1.5 billion. Its top holding was Paramount Global Class B (PARAA) at 11.4% of the portfolio, followed by Warner Bros Discovery (WBD, 11.0%) and Tesla (TSLA, 10.8%). Compared with Q4 2024, it opened 12 new positions, sold out of 5, added to 11 and reduced 25. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Meta Platforms Class A (META, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0002054801
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001999371-25-005829 ↗ filed May 12, 2025
Holdings Value
Holdings 49 stocks · $1.5B
| PARAA Paramount Global Class B | 11.37% | 13,909,438 | $166.4M | Reduce -0.5% |
| WBD Warner Bros Discovery Inc. | 10.96% | 14,950,694 | $160.4M | Reduce -6.5% |
| TSLA Tesla Inc. | 10.83% | 611,257 | $158.4M | Add +47.1% |
| NVDA Nvidia Corp. | 5.22% | 704,762 | $76.4M | New |
| FOX Fox Corp. Class B | 4.52% | 1,255,010 | $66.2M | Reduce -0.6% |
| CZR Caesars Entertainment Inc. | 4.14% | 2,425,254 | $60.6M | Add +150.1% |
| B Barrick Gold Corp. | 4.02% | 3,026,132 | $58.8M | Add +1877.8% |
| PENN Penn Entertainment Inc. | 4.01% | 3,596,464 | $58.7M | Add +103.7% |
| CROX Crocs Inc. | 3.75% | 516,131 | $54.8M | Add +803.2% |
| COTY Coty Inc. Class A | 3.59% | 9,597,842 | $52.5M | New |
| HIMS Hims & Hers Health Inc. | 3.53% | 1,749,968 | $51.7M | New |
| PPLI People Inc. filed as IAC INC | 3.46% | 1,101,230 | $50.6M | New |
| DKNG Draftkings Inc. Class A | 2.77% | 1,220,900 | $40.5M | Reduce -22.2% |
| COIN Coinbase Global Inc. Class A | 2.70% | 229,559 | $39.5M | Add +22.8% |
| U Unity Software Inc. | 2.67% | 1,994,091 | $39.1M | New |
| BABA Alibaba Group Holding-SP ADR | 2.12% | 234,607 | $31.0M | Reduce -41.2% |
| JD Jd.com Inc.-ADR | 1.98% | 705,921 | $29.0M | Reduce -31.7% |
| CELH Celsius Holdings Inc. | 1.60% | 656,631 | $23.4M | Reduce -77.1% |
| BIDU Baidu Inc. - Spon ADR | 1.39% | 220,688 | $20.3M | Reduce -31.9% |
| PYPL PayPal Holdings Inc. | 1.04% | 233,306 | $15.2M | Reduce -75.5% |
| NTLA Intellia Therapeutics Inc. | 0.98% | 2,021,040 | $14.4M | Add +99.7% |
| VSXY Victoria's Secret & Co. | 0.93% | 733,135 | $13.6M | New |
| PDD PDD Holdings Inc. | 0.87% | 106,987 | $12.7M | Add +3.2% |
| CRSP Crispr Therapeutics AG | 0.77% | 331,972 | $11.3M | Reduce -10.0% |
| EQT Eqt Corp. | 0.76% | 209,347 | $11.2M | Reduce -31.3% |
| SE Sea Ltd.-ADR | 0.71% | 79,083 | $10.3M | Reduce -53.4% |
| RBLX Roblox Corp. Class A | 0.70% | 175,588 | $10.2M | Reduce -42.1% |
| TIGR Up Fintech Holding Ltd. - ADR | 0.68% | 1,164,183 | $10.0M | Reduce -7.2% |
| ABEV Ambev SA-ADR | 0.67% | 4,206,526 | $9.8M | New |
| XYZ Block Inc. | 0.58% | 155,276 | $8.4M | Reduce -83.9% |
| QXO Qxo Inc. | 0.55% | 592,375 | $8.0M | New |
| GRAB Grab Holdings Ltd. Class A | 0.55% | 1,763,596 | $8.0M | Reduce -3.0% |
| QVCG QVC Group Inc. | 0.48% | 35,138,516 | $7.1M | No change |
| SOFI Sofi Technologies Inc. | 0.48% | 601,272 | $7.0M | New |
| PINS Pinterest Inc. Class A | 0.45% | 210,154 | $6.5M | Reduce -40.2% |
| ROKU Roku Inc. | 0.44% | 90,755 | $6.4M | New |
| DELL Dell Technologies -C | 0.42% | 67,509 | $6.2M | New |
| PAGS Pagseguro Digital Ltd. Class A | 0.42% | 801,828 | $6.1M | Reduce -26.4% |
| PM Philip Morris International | 0.41% | 37,928 | $6.0M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.36% | 27,830 | $5.3M | Reduce -92.9% |
| GOOGL Alphabet Inc. Class A | 0.28% | 26,635 | $4.1M | Reduce -93.3% |
| META Meta Platforms Inc. Class A | 0.27% | 6,976 | $4.0M | Reduce -96.6% |
| DOCU Docusign Inc. | 0.26% | 47,538 | $3.9M | Reduce -7.5% |
| TME Tencent Music Entertainm-ADR | 0.26% | 260,782 | $3.8M | Reduce -87.8% |
| MO Altria Group Inc. | 0.25% | 61,383 | $3.7M | Add +19.8% |
| HPE Hewlett Packard Enterprise | 0.25% | 238,538 | $3.7M | Add +27.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 29,807 | $2.9M | Reduce -1.3% |
| AMCX AMC Global Media Inc. filed as AMC NETWORKS INC | 0.18% | 379,827 | $2.6M | Reduce -29.8% |
| BEAM Beam Therapeutics Inc. | 0.17% | 126,470 | $2.5M | New |
Portfolio Sells Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | Reduce -96.6% | 0.27% | −7.09 |
| AMZN Amazon.com Inc. | Reduce -92.9% | 0.36% | −4.91 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −4.46 |
| XYZ Block Inc. | Reduce -83.9% | 0.58% | −4.45 |
| GOOGL Alphabet Inc. Class A | Reduce -93.3% | 0.28% | −4.36 |
| PYPL PayPal Holdings Inc. | Reduce -75.5% | 1.04% | −3.94 |
| CELH Celsius Holdings Inc. | Reduce -77.1% | 1.60% | −3.03 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −1.50 |
| TME Tencent Music Entertainm-ADR | Reduce -87.8% | 0.26% | −1.23 |
| DKNG Draftkings Inc. Class A | Reduce -22.2% | 2.77% | −0.80 |
| ETSY Etsy Inc. | Sold out | 0.00% | −0.72 |
| SE Sea Ltd.-ADR | Reduce -53.4% | 0.71% | −0.40 |
| RBLX Roblox Corp. Class A | Reduce -42.1% | 0.70% | −0.38 |
| BIDU Baidu Inc. - Spon ADR | Reduce -31.9% | 1.39% | −0.29 |
| JD Jd.com Inc.-ADR | Reduce -31.7% | 1.98% | −0.21 |
| PINS Pinterest Inc. Class A | Reduce -40.2% | 0.45% | −0.18 |
| AMCX AMC Global Media Inc. | Reduce -29.8% | 0.18% | −0.15 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.13 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.12 |
| CRSP Crispr Therapeutics AG | Reduce -10.0% | 0.77% | −0.12 |
| EQT Eqt Corp. | Reduce -31.3% | 0.76% | −0.10 |
| DOCU Docusign Inc. | Reduce -7.5% | 0.26% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.20% | −0.00 |
| PAGS Pagseguro Digital Ltd. Class A | Reduce -26.4% | 0.42% | +0.00 |
| GRAB Grab Holdings Ltd. Class A | Reduce -3.0% | 0.55% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -41.2% | 2.12% | +0.05 |
| TIGR Up Fintech Holding Ltd. - ADR | Reduce -7.2% | 0.68% | +0.19 |
| WBD Warner Bros Discovery Inc. | Reduce -6.5% | 10.96% | +0.62 |
| FOX Fox Corp. Class B | Reduce -0.6% | 4.52% | +0.98 |
| PARAA Paramount Global Class B | Reduce -0.5% | 11.37% | +2.41 |
Portfolio Buys Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | New | 5.22% | +5.22 |
| B Barrick Gold Corp. | Add +1877.8% | 4.02% | +3.88 |
| COTY Coty Inc. Class A | New | 3.59% | +3.59 |
| HIMS Hims & Hers Health Inc. | New | 3.53% | +3.53 |
| PPLI People Inc. | New | 3.46% | +3.46 |
| CROX Crocs Inc. | Add +803.2% | 3.75% | +3.36 |
| U Unity Software Inc. | New | 2.67% | +2.67 |
| CZR Caesars Entertainment Inc. | Add +150.1% | 4.14% | +2.16 |
| PENN Penn Entertainment Inc. | Add +103.7% | 4.01% | +1.87 |
| VSXY Victoria's Secret & Co. | New | 0.93% | +0.93 |
| ABEV Ambev SA-ADR | New | 0.67% | +0.67 |
| TSLA Tesla Inc. | Add +47.1% | 10.83% | +0.55 |
| QXO Qxo Inc. | New | 0.55% | +0.55 |
| SOFI Sofi Technologies Inc. | New | 0.48% | +0.48 |
| ROKU Roku Inc. | New | 0.44% | +0.44 |
| DELL Dell Technologies -C | New | 0.42% | +0.42 |
| NTLA Intellia Therapeutics Inc. | Add +99.7% | 0.98% | +0.26 |
| PDD PDD Holdings Inc. | Add +3.2% | 0.87% | +0.25 |
| BEAM Beam Therapeutics Inc. | New | 0.17% | +0.17 |
| PM Philip Morris International | Add +2.0% | 0.41% | +0.14 |
| MO Altria Group Inc. | Add +19.8% | 0.25% | +0.09 |
| HPE Hewlett Packard Enterprise | Add +27.1% | 0.25% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +22.8% | 2.70% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $2.2B | TSLA, ECHO, INTC, SPCX, SONY |
| Q1 2026 | 39 | $1.8B | ECHO, TSLA, BTI, PM, KHC |
| Q4 2025 | 44 | $2.1B | ECHO, TSLA, PSKY, ORCL, MU |
| Q3 2025 | 52 | $2.2B | TSLA, WBD, PSKY, FOX, BIDU |
| Q2 2025 | 57 | $1.8B | PARAA, TSLA, WBD, NVDA, COIN |
| Q1 2025 | 49 | $1.5B | PARAA, WBD, TSLA, NVDA, FOX |
| Q4 2024 | 42 | $1.6B | WBD, TSLA, PARAA, META, AMZN |