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Orbis Allan Gray Ltd

SEC Form 13F institutional filer · CIK 0001663865

13F-HR · 22 reported holdings · 2026-03-31

Asset manager.

Reported long-US-equity value

$7.91B

Top-10 concentration

84.6%

Orbis Allan Gray Ltd — $7.91B AUM allocation strategy

Orbis Allan Gray Ltd files SEC Form 13F and reports $7.91B of long US equity value across 22 reported holdings for 2026-03-31.

Its largest sector bet is Financials 24.9%, followed by Information Technology 15.6% and Energy 14.5%.

The top 10 holdings account for 85% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Orbis Allan Gray Ltd — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$7.91B

total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

85% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$EQT$KMI$MSI

+$EQT +8.63M sh · +$584M+$KMI +758K sh · +$89.1M+$MSI +587K sh · +$320M

Biggest trims (shares)

$AES$IBKR$IQV

−$AES −9.07M sh · −$133M−$IBKR −3.16M sh · −$186M−$IQV −1.68M sh · −$391M

Added from nil (new positions)

$NVDA

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$UNH$LULU$INTC

$UNH ($852M last qtr)$LULU ($19.4M last qtr)$INTC ($18.3M last qtr)

Sector allocation (share of reported value)

Financials 25%Information Technology 16%Energy 15%Materials 14%Communication Services 14%Health Care 8%Consumer Discretionary 5%Utilities 2%Other holdings 2%SECTORS
  • $XLFFinancials24.9%
  • $XLKInformation Technology15.6%
  • $XLEEnergy14.5%
  • $XLBMaterials14.0%
  • $XLCCommunication Services13.6%
  • $XLVHealth Care8.4%
  • $XLYConsumer Discretionary5.2%
  • $XLUUtilities2.2%
  • Other holdings1.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Transaction & Payment Processing Services 20%Communications Equipment 10%Oil & Gas Exploration & Production 10%Interactive Media & Services 9%Health Care Equipment 7%Gold 7%Paper & Plastic Packaging Products & Materials 7%Semiconductors 5%Other holdings 24%INDUSTRIES
  • Transaction & Payment Processing Services19.7%
  • Communications Equipment10.2%
  • Oil & Gas Exploration & Production9.8%
  • Interactive Media & Services9.2%
  • Health Care Equipment7.3%
  • Gold7.1%
  • Paper & Plastic Packaging Products & Materials7.0%
  • Semiconductors5.4%
  • Other holdings24.5%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$CPAYCorpay Inc5.35M$1.56B+357K19.7%
$MSIMotorola Solutions Inc1.87M$811M+587K10.3%
$EQTEQT Corporation12.1M$771M+8.63M9.7%
$GOOGAlphabet Inc. Class C Capital Stock2.51M$723M-151K9.1%
$STESTERIS plc2.59M$573M+343K7.2%
$NEMNewmont Corporation5.17M$560M-1.15M7.1%
$SWSmurfit WestRock plc13.8M$549M-182K6.9%
$IBKRInteractive Brokers Group Inc6.12M$410M-3.16M5.2%
$KMIKinder Morgan Inc11.3M$379M+758K4.8%
$NVDANVIDIA Corporation2.09M$364M4.6%

…and 12 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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