Managed by
Hedge FundAUM Tracked
$23.7B
AI Exposure
5.9%
AI & Tech holdings for Orbis Allan Gray Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGLAI | Alphabet Inc. | 2,513,283 | $722.7M | 3% | Reduced by 6% |
| $NVDAAI | NVIDIA Corporation | 2,089,904 | $364.5M | 1.5% | New Position |
| $PDDAI | PDD Holdings Inc. | 1,741,210 | $177.9M | 0.8% | Increased by 49% |
| $ONAI | ON Semiconductor | 939,694 | $58.2M | 0.2% | Increased by 11% |
| $MRVLAI | Marvell Technology | 227,391 | $22.5M | 0.1% | Reduced by 75% |
| $BIDUAI | Baidu, Inc. | 190,705 | $21.2M | 0.1% | Reduced by 25% |
| $MSFTAI | Microsoft Corporation | 45,512 | $16.8M | 0.1% | No change |
| $TSMAI | Taiwan Semiconductor | 5,044 | $1.7M | 0% | No change |
| $ONAI | ON Semiconductor | 11,752 | $727.7K | 0% | Reduced by 99% |
| $PDDAI | PDD Holdings Inc. | 2,838 | $290.0K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 2,727 | $270.1K | 0% | Reduced by 100% |