Orbis Allan Gray LTD Purchases in Q2 2025

Orbis Allan Gray LTD

  • $15.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITUB
Itau Unibanco Holding S.A.

Financial Services
43.2M
+ 104.26%
$5.24 - $6.81 $226M - $294M
84.5M $574M
PDD
Pinduoduo Inc.

Consumer Cyclical
3.25M
+ 135.59%
$88.35 - $122.19 $287M - $397M
5.65M $591M
BBD
Bank Bradesco

Financial Services
81M
New
$2.02 - $3.09 $164M - $250M
81M $250M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
486K
+ 29.76%
$224.32 - $326.09 $109M - $159M
2.12M $692M
MU
Micron Technology Inc

Technology
1.16M
+ 50.23%
$64.72 - $127.91 $74.8M - $148M
3.46M $426M
BRKR
Bruker Corp

Healthcare
4.68M
New
$35.5 - $42.18 $166M - $197M
4.68M $193M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.48M
+ 20.65%
$39.43 - $49.34 $97.9M - $122M
14.5M $686M
XP
Xp Inc.

Financial Services
8M
New
$12.69 - $20.62 $102M - $165M
8M $162M
STE
Steris PLC

Healthcare
556K
+ 36.02%
$208.55 - $252.55 $116M - $140M
2.1M $504M
INSM
Insmed Inc

Healthcare
1.52M
New
$64.81 - $105.9 $98.8M - $161M
1.52M $153M
NU
Nu Holdings Ltd.

Financial Services
4.15M
+ 28.17%
$9.6 - $13.72 $39.8M - $56.9M
18.9M $259M
XPO
Xpo Logistics, Inc.

Industrials
453K
+ 16.79%
$91.46 - $128.1 $41.4M - $58M
3.15M $398M
CX
Cemex Sab De Cv

Basic Materials
12.5M
+ 90.15%
$5.02 - $7.19 $62.6M - $89.7M
26.3M $182M
CRSP
Crispr Therapeutics Ag

Healthcare
1.2M
+ 76.88%
$31.27 - $48.64 $37.6M - $58.4M
2.76M $134M
DEO
Diageo PLC

Consumer Defensive
814K
+ 236.61%
$99.86 - $115.75 $81.3M - $94.2M
1.16M $117M
SE
Sea LTD

Consumer Cyclical
189K
+ 22.75%
$105.57 - $170.4 $19.9M - $32.1M
1.02M $163M
GMAB
Genmab A/S

Healthcare
2.21M
+ 38.69%
$17.98 - $23.09 $39.7M - $51M
7.92M $164M
ICLR
Icon PLC

Healthcare
336K
New
$126.62 - $168.7 $42.5M - $56.6M
336K $48.8M
SHEL
Shell PLC

Energy
877K
+ 13.59%
$59.75 - $73.05 $52.4M - $64.1M
7.33M $516M
BWXT
Bwx Technologies, Inc.

Industrials
295K
New
$89.24 - $144.06 $26.3M - $42.5M
295K $42.5M
IMAX
Imax Corp

Communication Services
1.23M
+ 31.69%
$21.44 - $29.24 $26.4M - $36M
5.11M $143M
KMI
Kinder Morgan, Inc.

Energy
671K
+ 3.05%
$25.21 - $29.4 $16.9M - $19.7M
22.6M $665M
R
Ryder System Inc

Industrials
134K
+ 15.43%
$130.14 - $160.88 $17.5M - $21.6M
1.01M $160M
PAGS
Pag Seguro Digital Ltd.

Technology
2.09M
New
$7.61 - $10.03 $15.9M - $20.9M
2.09M $20.1M
GNRC
Generac Holdings Inc.

Industrials
103K
+ 50.16%
$101.92 - $143.21 $10.5M - $14.7M
307K $44M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
249K
+ 32.65%
N/A
1.01M $65.6M
BUR
Burford Capital LTD

Financial Services
497K
+ 6.86%
$10.91 - $14.43 $5.42M - $7.17M
7.73M $110M
EME
Emcor Group, Inc.

Industrials
17.8K
+ 61.63%
$342.02 - $534.89 $6.1M - $9.54M
46.8K $25M
MTZ
Mastec Inc

Industrials
11.6K
+ 5.11%
$106.07 - $171.99 $1.24M - $2M
239K $40.8M
FSV
First Service Corp

Real Estate
6.68K
+ 0.47%
$158.93 - $179.74 $1.06M - $1.2M
1.42M $249M
NAVI
Navient Corp

Financial Services
537K
+ 23.23%
$10.76 - $14.33 $5.78M - $7.69M
2.85M $40.2M
KB
Kb Financial Group Inc.

Financial Services
3.34K
+ 0.91%
$46.88 - $82.59 $157K - $276K
370K $30.6M
ATKR
Atkore Inc.

Industrials
113K
+ 45.01%
$52.02 - $71.15 $5.88M - $8.04M
364K $25.7M
ENB
Enbridge Inc

Energy
191K
+ 24.72%
$41.09 - $47.16 $7.85M - $9.01M
964K $43.7M
IQV
Iqvia Holdings Inc.

Healthcare
52.2K
New
$137.0 - $174.37 $7.15M - $9.1M
52.2K $8.23M
PTLO
Portillo'S Inc.

Consumer Cyclical
384K
+ 6.44%
$10.34 - $13.35 $3.98M - $5.13M
6.36M $74.2M
MS
Morgan Stanley

Financial Services
1.17K
+ 1.03%
$99.83 - $140.86 $117K - $165K
115K $16.2M
MCS
Marcus Corp

Communication Services
115K
+ 9.09%
$15.19 - $18.71 $1.74M - $2.14M
1.38M $23.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.41K
New
$141.37 - $228.57 $765K - $1.24M
5.41K $1.23M
Barrick Mng Corp
6.3M
New
N/A
6.3M $0
Smurfit Westrock PLC
8.29M
+ 81.93%
N/A
18.4M $0
Nebius Group N.V.
1.95M
+ 12.42%
N/A
17.7M $0
Corpay Inc
124K
+ 3.33%
N/A
3.86M $0
Noble Corp PLC
741K
New
N/A
741K $0
National Cinemedia Inc
4.2M
New
N/A
4.2M $0
INTC
Intel Corp

Technology
6.44K
+ 1.01%
$18.13 - $22.69 $117K - $146K
643K $14.4M
UNH
Unitedhealth Group Inc

Healthcare
422K
+ 63.38%
$274.35 - $599.47 $116M - $253M
1.09M $339M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.25M
+ 178.82%
$50.53 - $212.53 $316M - $1.33B
9.74M $540M
AES
Aes Corp

Utilities
99.3K
+ 0.36%
$9.63 - $12.55 $956K - $1.25M
27.6M $291M
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Orbis Allan Gray LTD Portfolio

Follow Orbis Allan Gray LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orbis Allan Gray LTD, based on Form 13F filings with the SEC.

News

Stay updated on Orbis Allan Gray LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email