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Orbis Investment Management LP

Last Updated: 11/23/2020

Orbis Investment Management LP is a Limited Partnership that started in 1989 and is primarily owned and controlled by Allan Gray. Below is a list of the Top 10 Holdings by value as reported to the SEC through their historical 13F Filings. You can drill down to get a full comprehensive list by expanding the date of interest and clicking on the Full List Link. To see a profile of the company, click here.


Historical 13F Holdings - Top 10 By Value By Date

(click date to expand)

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADS 64110W102 1882335 4140003 SH DFND 4140003 0 0
XPO LOGISTICS INC COM 983793100 1357133 16030396 SH DFND 16030396 0 0
ANTHEM INC COM 036752103 923812 3439489 SH DFND 3439489 0 0
ABBVIE INC COM 00287Y109 801920 9155385 SH DFND 9155385 0 0
COMCAST CORP NEW CL A 20030N101 742435 16049183 SH DFND 16049183 0 0
UNITEDHEALTH GROUP INC COM 91324P102 690387 2214410 SH DFND 2214410 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 687907 19029229 SH DFND 19029229 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 629337 6555596 SH DFND 6555596 0 0
HOWMET AEROSPACE INC COM 443201108 524225 31353151 SH DFND 31353151 0 0
FACEBOOK INC CL A 30303M102 513466 1960543 SH DFND 1960543 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADS 64110W102 2514586 5856317 SH DFND 5856317 0 0
XPO LOGISTICS INC COM 983793100 1328318 17195051 SH DFND 17195051 0 0
ABBVIE INC COM 00287Y109 1023598 10425731 SH DFND 10425731 0 0
ANTHEM INC COM 036752103 877435 3336509 SH DFND 3336509 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 671844 17306638 SH DFND 17306638 0 0
COMCAST CORP NEW CL A 20030N101 648976 16648941 SH DFND 16648941 0 0
UNITEDHEALTH GROUP INC COM 91324P102 647224 2194352 SH DFND 2194352 0 0
HOWMET AEROSPACE INC COM 443201108 581285 36674144 SH DFND 36674144 0 0
FACEBOOK INC CL A 30303M102 580713 2557418 SH DFND 2557418 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 546370 7236686 SH DFND 7236686 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADS 64110W102 2148471 6693891 SH DFND 6693891 0 0
ABBVIE INC COM 00287Y109 1020395 13392773 SH DFND 13392773 0 0
XPO LOGISTICS INC COM 983793100 862448 17691249 SH DFND 17691249 0 0
ANTHEM INC COM 036752103 702919 3096012 SH DFND 3096012 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 564828 7953086 SH DFND 7953086 0 0
UNITEDHEALTH GROUP INC COM 91324P102 558561 2239799 SH DFND 2239799 0 0
FACEBOOK INC CL A 30303M102 513363 3077718 SH DFND 3077718 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 510961 14944748 SH DFND 14944748 0 0
HOWMET AEROSPACE INC COM 443201108 399233 24858813 SH DFND 24858813 0 0
COMCAST CORP NEW CL A 20030N101 395881 11514877 SH DFND 11514877 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADS 64110W102 2559198 8345936 SH DFND 8345936 0 0
XPO LOGISTICS INC COM 983793100 1480105 18570951 SH DFND 18570951 0 0
ABBVIE INC COM 00287Y109 1410709 15933016 SH DFND 15933016 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 718224 8976678 SH DFND 8976678 0 0
ANTHEM INC COM 036752103 686949 2274439 SH DFND 2274439 0 0
ALPHABET INC CAP STK CL C 02079K107 684187 511725 SH DFND 511725 0 0
FACEBOOK INC CL A 30303M102 668142 3255258 SH DFND 3255258 0 0
UNITEDHEALTH GROUP INC COM 91324P102 543002 1847071 SH DFND 1847071 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 458028 10787286 SH DFND 10787286 0 0
VALE S A SPONSORED ADS 91912E105 440583 33377499 SH DFND 33377499 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADS 64110W102 2496015 9377168 SH DFND 9377168 0 0
XPO LOGISTICS INC COM 983793100 1473316 20585670 SH DFND 20585670 0 0
ABBVIE INC COM 00287Y109 1291782 17059987 SH DFND 17059987 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 807569 9714527 SH DFND 9714527 0 0
CELGENE CORP COM 151020104 705865 7108407 SH DFND 7108407 0 0
ALPHABET INC CAP STK CL C 02079K107 633737 519883 SH DFND 519883 0 0
FACEBOOK INC CL A 30303M102 630367 3539798 SH DFND 3539798 0 0
ANTHEM INC COM 036752103 543040 2261726 SH DFND 2261726 0 0
UNITEDHEALTH GROUP INC COM 91324P102 401274 1846465 SH DFND 1846465 0 0
VALE S A SPONSORED ADS 91912E105 383841 33377499 SH DFND 33377499 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 2646240 10346172 SH DFND 10346172 0 0
ABBVIE INC COM 00287Y109 1236526 17003939 SH DFND 17003939 0 0
XPO LOGISTICS INC COM 983793100 1226587 21217555 SH DFND 21217555 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 891378 10410859 SH DFND 10410859 0 0
CELGENE CORP COM 151020104 863451 9340667 SH DFND 9340667 0 0
FACEBOOK INC CL A 30303M102 745924 3864892 SH DFND 3864892 0 0
ANTHEM INC COM 036752103 597376 2116777 SH DFND 2116777 0 0
ALPHABET INC CAP STK CL C 02079K107 539652 499257 SH DFND 499257 0 0
VALE S A SPONSORED ADS 91912E105 472981 35192054 SH DFND 35192054 0 0
S&P GLOBAL INC COM 78409V104 463737 2035811 SH DFND 2035811 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 2553311 10574906 SH DFND 10574906 0 0
ABBVIE INC COM 00287Y109 1421650 17640526 SH DFND 17640526 0 0
CELGENE CORP COM 151020104 1297772 13756327 SH DFND 13756327 0 0
XPO LOGISTICS INC COM 983793100 1140317 21219140 SH DFND 21219140 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1029282 9791500 SH DFND 9791500 0 0
FACEBOOK INC CL A 30303M102 735897 4414766 SH DFND 4414766 0 0
ANTHEM INC COM 036752103 561215 1955588 SH DFND 1955588 0 0
VALE S A SPONSORED ADS 91912E105 559182 42816401 SH DFND 42816401 0 0
APACHE CORP COM 037411105 497061 14341042 SH DFND 14341042 0 0
DOLLAR GEN CORP NEW COM 256677105 460040 3856161 SH DFND 3856161 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 2359566 10024922 SH DFND 10024922 0 0
ABBVIE INC COM 00287Y109 1529655 16592421 SH DFND 16592421 0 0
XPO LOGISTICS INC COM 983793100 1160218 20340427 SH DFND 20340427 0 0
CELGENE CORP COM 151020104 931702 14537408 SH DFND 14537408 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 665121 8502124 SH DFND 8502124 0 0
DOLLAR GEN CORP NEW COM 256677105 633514 5861525 SH DFND 5861525 0 0
VALE S A ADR 91912E105 611263 46342889 SH DFND 46342889 0 0
FACEBOOK INC CL A 30303M102 571314 4358185 SH DFND 4358185 0 0
ANTHEM INC COM 036752103 545469 2076948 SH DFND 2076948 0 0
ALPHABET INC CAP STK CL C 02079K107 494240 477245 SH DFND 477245 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 2229350 9767140 SH DFND 9767140 0 0
XPO LOGISTICS INC COM 983793100 2016204 17659666 SH DFND 17659666 0 0
ABBVIE INC COM 00287Y109 1479397 15641755 SH DFND 15641755 0 0
CELGENE CORP COM 151020104 928590 10376471 SH DFND 10376471 0 0
VALE S A ADR 91912E105 872452 58790548 SH DFND 58790548 0 0
FACEBOOK INC CL A 30303M102 805000 4894810 SH DFND 4894810 0 0
ARCONIC INC COM 03965L100 752015 34166950 SH DFND 34166950 0 0
APACHE CORP COM 037411105 748544 15702621 SH DFND 15702621 0 0
ALPHABET INC CAP STK CL C 02079K107 730447 612036 SH DFND 612036 0 0
ANTHEM INC COM 036752103 649207 2368937 SH DFND 2368937 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 2016828 7982065 SH DFND 7982065 0 0
XPO LOGISTICS INC COM 983793100 1847341 18440222 SH DFND 18440222 0 0
ABBVIE INC COM 00287Y109 1359776 14676483 SH DFND 14676483 0 0
FACEBOOK INC CL A 30303M102 1316916 6777050 SH DFND 6777050 0 0
CELGENE CORP COM 151020104 814036 10249763 SH DFND 10249763 0 0
VALE S A ADR 91912E105 777612 60656164 SH DFND 60656164 0 0
SYMANTEC CORP COM 871503108 729784 35340645 SH DFND 35340645 0 0
ALPHABET INC CAP STK CL C 02079K107 701226 628536 SH DFND 628536 0 0
APACHE CORP COM 037411105 681404 14575495 SH DFND 14575495 0 0
NIKE INC CL B 654106103 660146 8284971 SH DFND 8284971 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
XPO LOGISTICS INC COM 983793100 1901715 18679056 SH DFND 18679056 0 0
NETEASE INC SPONSORED ADR 64110W102 1689528 6025634 SH DFND 6025634 0 0
ABBVIE INC COM 00287Y109 1275327 13474132 SH DFND 13474132 0 0
SYMANTEC CORP COM 871503108 1130590 43736575 SH DFND 43736575 0 0
ARCONIC INC COM 03965L100 766123 33251845 SH DFND 33251845 0 0
VALE S A ADR 91912E105 685489 53890615 SH DFND 53890615 0 0
JD COM INC SPON ADR CL A 47215P106 656636 16217249 SH DFND 16217249 0 0
ALPHABET INC CAP STK CL C 02079K107 621919 602757 SH DFND 602757 0 0
NIKE INC CL B 654106103 603245 9079552 SH DFND 9079552 0 0
CELGENE CORP COM 151020104 570601 6396155 SH DFND 6396155 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
XPO LOGISTICS INC COM 983793100 1794442 19592121 SH DFND 19592121 0 0
NETEASE INC SPONSORED ADR 64110W102 1421193 4118565 SH DFND 4118565 0 0
ABBVIE INC COM 00287Y109 1221542 12630976 SH DFND 12630976 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 929960 2768068 SH DFND 2768068 0 0
ARCONIC INC COM 03965L100 851924 31263282 SH DFND 31263282 0 0
JD COM INC SPON ADR CL A 47215P106 822435 19855978 SH DFND 19855978 0 0
SYMANTEC CORP COM 871503108 820918 29255820 SH DFND 29255820 0 0
APACHE CORP COM 037411105 600047 14212396 SH DFND 14212396 0 0
ALPHABET INC CAP STK CL C 02079K107 587501 561450 SH DFND 561450 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 567815 6285307 SH DFND 6285307 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
XPO LOGISTICS INC COM 983793100 1364303 20128403 SH DFND 20128403 0 0
ABBVIE INC COM 00287Y109 1172475 13194629 SH DFND 13194629 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1084360 2983765 SH DFND 2983765 0 0
NETEASE INC SPONSORED ADR 64110W102 822466 3117647 SH DFND 3117647 0 0
JD COM INC SPON ADR CL A 47215P106 808915 21175798 SH DFND 21175798 0 0
BAIDU INC SPON ADR REP A 056752108 741135 2992188 SH DFND 2992188 0 0
ARCONIC INC COM 03965L100 664279 26699300 SH DFND 26699300 0 0
APACHE CORP COM 037411105 633404 13829772 SH DFND 13829772 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 569740 6713088 SH DFND 6713088 0 0
ANTHEM INC COM 036752103 551601 2904999 SH DFND 2904999 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
XPO LOGISTICS INC COM 983793100 1302568 20154233 SH DFND 20154233 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1212611 3599854 SH DFND 3599854 0 0
ABBVIE INC COM 00287Y109 920720 12697840 SH DFND 12697840 0 0
JD COM INC SPON ADR CL A 47215P106 914089 23306715 SH DFND 23306715 0 0
ANTHEM INC COM 036752103 799666 4250601 SH DFND 4250601 0 0
NETEASE INC SPONSORED ADR 64110W102 739161 2458707 SH DFND 2458707 0 0
AMAZON COM INC COM 023135106 667161 689216 SH DFND 689216 0 0
APACHE CORP COM 037411105 641203 13377902 SH DFND 13377902 0 0
BAIDU INC SPON ADR REP A 056752108 606570 3391312 SH DFND 3391312 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 593994 6847980 SH DFND 6847980 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
CHARTER COMMUNICATIONS INC N CL A 16119P108 1190308 3636526 SH DFND 3636526 0 0
XPO LOGISTICS INC COM 983793100 983224 20530885 SH DFND 20530885 0 0
JD COM INC SPON ADR CL A 47215P106 788324 25339880 SH DFND 25339880 0 0
ANTHEM INC COM 036752103 674089 4075998 SH DFND 4075998 0 0
APACHE CORP COM 037411105 616710 12000576 SH DFND 12000576 0 0
ABBVIE INC COM 00287Y109 610216 9364881 SH DFND 9364881 0 0
BAIDU INC SPON ADR REP A 056752108 607194 3519560 SH DFND 3519560 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 596773 6921517 SH DFND 6921517 0 0
NETEASE INC SPONSORED ADR 64110W102 592671 2086871 SH DFND 2086871 0 0
AMAZON COM INC COM 023135106 590239 665778 SH DFND 665778 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
CHARTER COMMUNICATIONS INC N CL A 16119P108 1106563 3843299 SH DFND 3843299 0 0
QUALCOMM INC COM 747525103 999404 15328281 SH DFND 15328281 0 0
XPO LOGISTICS INC COM 983793100 878870 20363076 SH DFND 20363076 0 0
APACHE CORP COM 037411105 761345 11995350 SH DFND 11995350 0 0
NETEASE INC SPONSORED ADR 64110W102 667242 3098551 SH DFND 3098551 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 646714 7802071 SH DFND 7802071 0 0
JD COM INC SPON ADR CL A 47215P106 577727 22709414 SH DFND 22709414 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 535224 3283983 SH DFND 3283983 0 0
BAIDU INC SPON ADR REP A 056752108 450747 2741604 SH DFND 2741604 0 0
ANTHEM INC COM 036752103 447333 3111447 SH DFND 3111447 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
SILVER RUN ACQUISITION CORP CL A 82811P101 8408 533851 SH DFND 533851 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 1401327 7252495 SH DFND 7252495 0 0
QUALCOMM INC COM 747525103 957429 17872476 SH DFND 17872476 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 844304 3692720 SH DFND 3692720 0 0
APACHE CORP COM 037411105 777504 13966308 SH DFND 13966308 0 0
BARRICK GOLD CORP COM 067901108 616876 28893502 SH DFND 28893502 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 596397 9040420 SH DFND 9040420 0 0
XPO LOGISTICS INC COM 983793100 524719 19981686 SH DFND 19981686 0 0
PAYPAL HLDGS INC COM 70450Y103 487614 13355635 SH DFND 13355635 0 0
JD COM INC SPON ADR CL A 47215P106 437607 20612666 SH DFND 20612666 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 346259 2391460 SH DFND 2391460 0 0

Issuer Title of Class CUSIP Value(1000s) Share SH/PRN Put/Call Investment Discretion Other Manager Sole Shared None
NETEASE INC SPONSORED ADR 64110W102 1216050 8469492 SH DFND 8469492 0 0
QUALCOMM INC COM 747525103 861897 16853674 SH DFND 16853674 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 772556 10205494 SH DFND 10205494 0 0
APACHE CORP COM 037411105 743143 15225221 SH DFND 15225221 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 607277 2999935 SH DFND 2999935 0 0
PAYPAL HLDGS INC COM 70450Y103 603669 15639087 SH DFND 15639087 0 0
XPO LOGISTICS INC COM 983793100 549009 17883015 SH DFND 17883015 0 0
TIME WARNER CABLE INC COM 88732J207 492010 2404506 SH DFND 2404506 0 0
JD COM INC SPON ADR CL A 47215P106 461765 17425085 SH DFND 17425085 0 0
BARRICK GOLD CORP COM 067901108 409175 30130697 SH DFND 30130697 0 0

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