Orbis Allan Gray LTD Portfolio Holdings
Orbis Allan Gray LTD
- $18 Billion
- Q3 2025
Orbis Allan Gray LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18 Billion distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pinduoduo Inc. with a value of $918M, Alnylam Pharmaceuticals, Inc. with a value of $890M, Icon PLC with a value of $724M, Gxo Logistics, Inc. with a value of $708M, and Unitedhealth Group Inc with a value of $683M.
Examining the 13F form we can see an increase of $2.71B in the current position value, from $15.3B to 18B.
Orbis Allan Gray LTD is based out at Hamilton, D0
Below you can find more details about Orbis Allan Gray LTD portfolio as well as his latest detailed transactions.
Portfolio value
$18 Billion
Healthcare: $5.03 Billion
Consumer Cyclical: $2 Billion
Basic Materials: $1.94 Billion
Financial Services: $1.91 Billion
Communication Services: $1.74 Billion
Industrials: $1.5 Billion
Technology: $866 Million
Energy: $817 Million
Other: $1.66 Billion