Orbis Allan Gray Ltd: summary

Orbis Allan Gray Ltd reported 97 positions with a reported value of $29.10B in its 13F for Q2 2026. Compared with Q1 2026: 12 new positions, 6 exited.

Top positions

• CORPAY INC COM SHS
• NEBIUS GROUP N.V. SHS CLASS A
• BOOKING HOLDINGS INC COM
• QXO INC COM NEW
• Bruker Corp
• RXO Inc
• MOTOROLA SOLUTIONS INC COM NEW
• ALPHABET INC
• EQT CORP COM
• XPO INC COM