StockDriftsStockDriftsTop 50 Orbis Allan Gray LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | 6.56% | 5.35M | $1.56B | +7.17%(+357.46K) | $297.18(+18.60%) | 2026-03-31 | |
| QXO | QXO INC | 6.06% | 73.95M | $1.44B | -13.49%(-11.53M) | $43.77(-62.96%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 3.64% | 8.31M | $862.7M | +149.29%(+4.98M) | $70.39(+214.17%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 3.42% | 1.87M | $811.5M | +45.74%(+586.87K) | $399.96(+5.68%) | 2026-03-31 | |
| PRAX | PRAXIS PRECISION MEDICINES I | 3.36% | 2.47M | $796.6M | +96.98%(+1.22M) | $240.14(+32.64%) | 2026-03-31 | |
| EQT | EQT CORP | 3.25% | 12.11M | $770.9M | +248.16%(+8.63M) | $57.30(-8.18%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.05% | 2.51M | $722.7M | -5.65%(-150.51K) | $211.24(+70.38%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 2.94% | 13.42M | $696.1M | +0.00%(+0) | $61.63(-15.70%) | 2026-03-31 | |
| XPO | XPO INC | 2.8% | 3.41M | $663.2M | -6.67%(-243.50K) | $37.42(+451.46%) | 2026-03-31 | |
| BRKR | BRUKER CORP | 2.73% | 17.94M | $648.0M | +20.35%(+3.03M) | $39.03(+57.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.71% | +47.04% |
| Top 20 Holdings Unweighted | +16.02% | +56.19% |
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