Contrarius Investment Management Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 42Value: $1.8BLatest: 2024Q3

Contrarius Investment Management Ltd is an institutional investment manager that filed its latest Form 13F for 2024Q3, reporting 42 holdings worth $1.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "GRAB",
  "MTCH",
  "NTR",
  "MOS",
  "ABNB",
  "BABA",
  "GOOGL",
  "APP",
  "BIDU",
  "EXPE",
  "U",
  "META",
  "KGC",
  "DASH",
  "PYPL",
  "HPE",
  "PLTR",
  "PARA",
  "IBM",
  "NTLA",
  null,
  "FOX",
  "AMZN",
  "PDD",
  "DKNG",
  "WBD",
  "JD",
  "TCOM",
  "SNAP",
  "PENN",
  "ZM",
  null,
  null,
  "CZR",
  "COIN",
  "CRSP",
  "DIS",
  "TSLA",
  "PM",
  "MO"
]

Filing Details

13F-HR • 2024-09-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-09-30
Filing Date: 2024-11-08
Total Holdings: 42
Total Value: 1757319
Accession Number: 0001999371-24-014395
Form Type: 13F-HR
CIK: contrarius-investment-management
Manager Name: Contrarius-Investment-Management

Data Enrichment

93% identified

39 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $1.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

Sort by:

Tesla, Inc.

TSLA|88160R101

Shares:697.7K

Value:$182.5M

% of Portfolio:10387.6% ($182.5M/$1.8M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:19.1M

Value:$157.7M

% of Portfolio:8973.4% ($157.7M/$1.8M)

Meta Platforms, Inc.

META|30303M102

Shares:260.5K

Value:$149.1M

% of Portfolio:8485.5% ($149.1M/$1.8M)

Paramount Global

PARA|92556H206

Shares:13.5M

Value:$143.9M

% of Portfolio:8187.6% ($143.9M/$1.8M)

JD.com, Inc.

JD|47215P106

Shares:2.9M

Value:$114.5M

% of Portfolio:6513.6% ($114.5M/$1.8M)

Baidu, Inc.

BIDU|056752108

Shares:828.6K

Value:$87.2M

% of Portfolio:4964.7% ($87.2M/$1.8M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:819.0K

Value:$86.9M

% of Portfolio:4945.4% ($86.9M/$1.8M)

Fox Corp

FOX|35137L204

Shares:2.1M

Value:$80.8M

% of Portfolio:4600.6% ($80.8M/$1.8M)

AMAZON COM INC

AMZN|023135106

Shares:424.0K

Value:$79.0M

% of Portfolio:4495.2% ($79.0M/$1.8M)

DraftKings Inc.

DKNG|26142V105

Shares:1.7M

Value:$68.2M

% of Portfolio:3878.3% ($68.2M/$1.8M)

Airbnb, Inc.

ABNB|009066101

Shares:509.6K

Value:$64.6M

% of Portfolio:3677.6% ($64.6M/$1.8M)

Zoom Communications, Inc.

ZM|98980L101

Shares:903.5K

Value:$63.0M

% of Portfolio:3585.5% ($63.0M/$1.8M)

852234103

Shares:882.1K

Value:$59.2M

% of Portfolio:3369.5% ($59.2M/$1.8M)

067901108

Shares:2.7M

Value:$53.9M

% of Portfolio:3067.2% ($53.9M/$1.8M)

Intellia Therapeutics, Inc.

NTLA|45826J105

Shares:2.0M

Value:$42.1M

% of Portfolio:2394.0% ($42.1M/$1.8M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:212.3K

Value:$37.8M

% of Portfolio:2152.8% ($37.8M/$1.8M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:783.9K

Value:$36.8M

% of Portfolio:2095.7% ($36.8M/$1.8M)

Sea Ltd

SE|81141R100

Shares:387.8K

Value:$36.6M

% of Portfolio:2080.4% ($36.6M/$1.8M)

PDD Holdings Inc.

PDD|722304102

Shares:201.7K

Value:$27.2M

% of Portfolio:1547.5% ($27.2M/$1.8M)

74915M100

Shares:35.1M

Value:$21.4M

% of Portfolio:1219.9% ($21.4M/$1.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	697.7K	QoQ -16.77% (-140.7K) YoY-	All Managers (Combined)	$182.5M	10387.6% ($182.5M/$1.8M)	QoQ +10.03% (-$17) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	19.1M	QoQ +7.39% (+1.3M) YoY-	All Managers (Combined)	$157.7M	8973.4% ($157.7M/$1.8M)	QoQ +19.08% (+$25) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	260.5K	QoQ -7.66% (-21.6K) YoY-	All Managers (Combined)	$149.1M	8485.5% ($149.1M/$1.8M)	QoQ +4.83% (-$7) YoY-
Paramount Global(PARAcusip92556H206)	13.5M	QoQ +5.50% (+706.4K) YoY-	All Managers (Combined)	$143.9M	8187.6% ($143.9M/$1.8M)	QoQ +7.83% (+$10) YoY-
JD.com, Inc.(JDcusip47215P106)	2.9M	QoQ -3.04% (-89.7K) YoY-	All Managers (Combined)	$114.5M	6513.6% ($114.5M/$1.8M)	QoQ +50.09% (-$38) YoY-
Baidu, Inc.(BIDUcusip056752108)	828.6K	QoQ +0.82% (+6.8K) YoY-	All Managers (Combined)	$87.2M	4964.7% ($87.2M/$1.8M)	QoQ +22.75% (+$16) YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	819.0K	QoQ -22.73% (-240.9K) YoY-	All Managers (Combined)	$86.9M	4945.4% ($86.9M/$1.8M)	QoQ +13.88% (-$11) YoY-
Fox Corp(FOXcusip35137L204)	2.1M	QoQ -6.10% (-135.5K) YoY-	All Managers (Combined)	$80.8M	4600.6% ($80.8M/$1.8M)	QoQ +13.77% (-$10) YoY-
AMAZON COM INC(AMZNcusip023135106)	424.0K	QoQ -10.73% (-51.0K) YoY-	All Managers (Combined)	$79.0M	4495.2% ($79.0M/$1.8M)	QoQ -13.93% (-$13) YoY-
DraftKings Inc.(DKNGcusip26142V105)	1.7M	QoQ +37.55% (+474.7K) YoY-	All Managers (Combined)	$68.2M	3878.3% ($68.2M/$1.8M)	QoQ +41.26% (+$20) YoY-
Airbnb, Inc.(ABNBcusip009066101)	509.6K	QoQ +32.98% (+126.4K) YoY-	All Managers (Combined)	$64.6M	3677.6% ($64.6M/$1.8M)	QoQ +11.21% (+$7) YoY-
Zoom Communications, Inc.(ZMcusip98980L101)	903.5K	QoQ +1.53% (+13.7K) YoY-	All Managers (Combined)	$63.0M	3585.5% ($63.0M/$1.8M)	QoQ +19.63% (+$10) YoY-
(cusip852234103)✕	882.1K	QoQ +0.52% (+4.6K) YoY-	All Managers (Combined)	$59.2M	3369.5% ($59.2M/$1.8M)	QoQ +4.64% (+$3) YoY-
(cusip067901108)✕	2.7M	QoQ -3.75% (-105.7K) YoY-	All Managers (Combined)	$53.9M	3067.2% ($53.9M/$1.8M)	QoQ +14.76% (-$7) YoY-
Intellia Therapeutics, Inc.(NTLAcusip45826J105)	2.0M	QoQ +6.88% (-131.8K) YoY-	All Managers (Combined)	$42.1M	2394.0% ($42.1M/$1.8M)	QoQ -1.85% (-$1) YoY-
Coinbase Global, Inc.(COINcusip19260Q107)	212.3K	QoQ -3.49% (-7.7K) YoY-	All Managers (Combined)	$37.8M	2152.8% ($37.8M/$1.8M)	QoQ -22.62% (-$11) YoY-
CRISPR Therapeutics AG(CRSPcusipH17182108)	783.9K	QoQ +14.31% (-98.2K) YoY-	All Managers (Combined)	$36.8M	2095.7% ($36.8M/$1.8M)	QoQ -0.56% (-$0) YoY-
Sea Ltd(SEcusip81141R100)	387.8K	QoQ +17.15% (+56.8K) YoY-	All Managers (Combined)	$36.6M	2080.4% ($36.6M/$1.8M)	QoQ +54.66% (+$13) YoY-
PDD Holdings Inc.(PDDcusip722304102)	201.7K	QoQ +812.54% (+179.6K) YoY-	All Managers (Combined)	$27.2M	1547.5% ($27.2M/$1.8M)	QoQ +825.28% (+$24) YoY-
(cusip74915M100)✕	35.1M	QoQ -0.31% (-112.1K) YoY-	All Managers (Combined)	$21.4M	1219.9% ($21.4M/$1.8M)	QoQ -3.46% (-$1) YoY-