ORBIS HOLDINGS LTD

data from 31/12/2015

Capitalization

$ 12.774 B 8.65 %

Average holding period

6 ans

Performance

$ 9.799 B 188 540.88 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ORBIS HOLDINGS LTD

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/12/31 NTES NETEASE INC 14.51% 1.854 B $ 10229904 2012/06/30 700.112 M $ 50.91 %
2015/12/31 QCOM QUALCOMM INC 7.52% 960.861 M $ 19222988 2013/09/30 -53.632 M $ -6.96 %
2015/12/31 MSI MOTOROLA SOLUTIONS INC 6.99% 893.373 M $ 13051470 2012/06/30 1.038 M $ 0.10 %
2015/12/31 JD JD COM INC 5.82% 743.489 M $ 23043219 2015/09/30 123.267 M $ 23.83 %
2015/12/31 APA APACHE CORP 4.55% 581.795 M $ 13082865 2013/03/31 71.404 M $ 13.56 %
2015/12/31 CHARTER COMMUNICATIONS INC D 4.32% 551.992 M $ 3014704 2013/03/31 23.200 M $ 4.12 %
2015/12/31 TIME WARNER CABLE INC 3.51% 448.415 M $ 2416163 2014/03/31 15.836 M $ 3.47 %
2015/12/31 PYPL PAYPAL HLDGS INC 3.47% 443.886 M $ 12262024 2015/09/30 75.353 M $ 16.62 %
2015/12/31 XPO XPO LOGISTICS INC 3.41% 435.814 M $ 15993172 2013/09/30 33.138 M $ 14.35 %
2015/12/31 SOHU COM INC 2.95% 376.304 M $ 6579899 2012/06/30 109.859 M $ 38.47 %
2015/12/31 BIDU BAIDU INC 2.81% 358.792 M $ 1897969 2012/09/30 112.413 M $ 37.57 %
2015/12/31 AA ALCOA INC 2.17% 276.596 M $ 28023942 2013/12/31 3.584 M $ 2.02 %
2015/12/31 CDK CDK GLOBAL INC 2.02% 258.138 M $ 5437902 2015/06/30 -1.672 M $ -0.65 %
2015/12/31 ABBV ABBVIE INC 2.01% 256.251 M $ 4325646 2015/03/31 9.176 M $ 8.88 %
2015/12/31 MRK MERCK & CO INC NEW 1.96% 250.475 M $ 4742046 2014/03/31 15.254 M $ 6.96 %
2015/12/31 AIG AMERICAN INTL GROUP INC 1.95% 249.120 M $ 4020014 2012/12/31 28.082 M $ 9.06 %
2015/12/31 PRICELINE GRP INC 1.89% 241.250 M $ 189223 2015/09/30 7.224 M $ 3.08 %
2015/12/31 MSFT MICROSOFT CORP 1.82% 232.144 M $ 4184279 2014/03/31 63.842 M $ 25.35 %
2015/12/31 C CITIGROUP INC 1.78% 227.154 M $ 4389442 2012/12/31 10.861 M $ 4.31 %
2015/12/31 AMGN AMGEN INC 1.45% 185.647 M $ 1143636 2014/03/31 23.254 M $ 17.36 %
2015/12/31 LBTYK LIBERTY GLOBAL PLC 1.41% 180.485 M $ 4426887 2013/06/30 -1.336 M $ -0.33 %
2015/12/31 WEATHERFORD INTL PLC 1.26% 160.782 M $ 19163574 2014/09/30 -1.897 M $ -1.06 %
2015/12/31 CCL CARNIVAL CORP 1.24% 158.191 M $ 2903667 2012/09/30 18.202 M $ 9.62 %
2015/12/31 NEM NEWMONT MINING CORP 1.17% 149.111 M $ 8288515 2014/03/31 14.953 M $ 11.93 %
2015/12/31 GOLD BARRICK GOLD CORP 1.14% 146.150 M $ 19803542 2013/12/31 16.460 M $ 16.04 %
2015/12/31 APD AIR PRODS & CHEMS INC 1.13% 144.343 M $ 1109393 2014/06/30 1.980 M $ 1.98 %
2015/12/31 YNDX YANDEX N V 1.09% 139.252 M $ 8858287 2015/03/31 50.046 M $ 46.51 %
2015/12/31 GOOGL ALPHABET INC 1.07% 136.302 M $ 175194 2015/12/31 0.000 $ 0.00 %
2015/12/31 OWENS ILL INC 0.95% 121.052 M $ 6948996 2015/06/30 -17.643 M $ -15.93 %
2015/12/31 CELG CELGENE CORP 0.88% 112.141 M $ 936381 2014/06/30 5.825 M $ 10.71 %
2015/12/31 CPA COPA HOLDINGS SA 0.85% 107.941 M $ 2236642 2014/09/30 10.902 M $ 15.10 %
2015/12/31 SHPG SHIRE PLC 0.79% 101.447 M $ 494865 2014/12/31 -150.805 K $ -0.11 %
2015/12/31 MELI MERCADOLIBRE INC 0.78% 99.729 M $ 872208 2015/03/31 19.590 M $ 25.57 %
2015/12/31 AMZN AMAZON COM INC 0.78% 99.393 M $ 147055 2014/09/30 44.167 M $ 32.04 %
2015/12/31 ALR ALERE INC 0.68% 86.396 M $ 2210199 2013/09/30 0.000 $ 0.00 %
2015/12/31 FNF FIDELITY NATIONAL FINANCIAL 0.61% 77.622 M $ 2238874 2014/09/30 -1.804 M $ -2.31 %
2015/12/31 AFL AFLAC INC 0.57% 73.347 M $ 1224485 2014/03/31 2.387 M $ 3.03 %
2015/12/31 NLOK SYMANTEC CORP 0.57% 72.829 M $ 3468086 2015/12/31 0.000 $ 0.00 %
2015/12/31 MRO MARATHON OIL CORP 0.56% 71.572 M $ 5684813 2015/06/30 -14.669 M $ -18.25 %
2015/12/31 CNHI CNH INDL N V 0.56% 71.437 M $ 10444006 2015/03/31 3.559 M $ 4.14 %
2015/12/31 GOOG ALPHABET INC 0.55% 70.122 M $ 92402 2015/12/31 0.000 $ 0.00 %
2015/12/31 SKMD.IL SK TELECOM LTD 0.43% 55.107 M $ 2734847 2012/06/30 0.000 $ 0.00 %
2015/12/31 AGN ALLERGAN PLC 0.35% 44.278 M $ 141689 2015/06/30 8.752 M $ 14.97 %
2015/12/31 EDU NEW ORIENTAL ED & TECH GRP I 0.30% 38.682 M $ 1233090 2014/09/30 15.299 M $ 55.22 %
2015/12/31 DG DOLLAR GEN CORP NEW 0.29% 37.002 M $ 514839 2015/12/31 0.000 $ 0.00 %
2015/12/31 VOD VODAFONE GROUP PLC NEW 0.26% 33.132 M $ 1027031 2014/03/31 534.056 K $ 1.64 %
2015/12/31 YELP YELP INC 0.22% 28.484 M $ 989041 2015/03/31 0.000 $ 0.00 %
2015/12/31 CCI CROWN CASTLE INTL CORP NEW 0.22% 28.474 M $ 329368 2014/12/31 2.708 M $ 9.61 %
2015/12/31 RDS-B ROYAL DUTCH SHELL PLC 0.18% 23.466 M $ 509694 2015/06/30 -418.589 K $ -3.03 %
2015/12/31 LMT LOCKHEED MARTIN CORP 0.18% 22.412 M $ 103212 2015/09/30 3.154 M $ 4.75 %
2015/12/31 JPM JPMORGAN CHASE & CO 0.17% 21.411 M $ 324264 2013/03/31 1.641 M $ 8.30 %
2015/12/31 LIBERTY GLOBAL PLC 0.17% 21.383 M $ 497271 2015/09/30 4.356 M $ 25.58 %
2015/12/31 OVASCIENCE INC 0.16% 20.425 M $ 2090530 2015/03/31 2.676 M $ 15.08 %
2015/12/31 SWC STILLWATER MNG CO 0.15% 18.649 M $ 2176035 2015/12/31 0.000 $ 0.00 %
2015/12/31 KEP KOREA ELECTRIC PWR 0.15% 18.581 M $ 877716 2012/12/31 595.624 K $ 3.32 %
2015/12/31 KMI KINDER MORGAN INC DEL 0.12% 15.933 M $ 1067894 2014/09/30 -8.786 M $ -46.10 %
2015/12/31 SAP SAP SE 0.12% 15.500 M $ 195960 2015/03/31 2.657 M $ 22.09 %
2015/12/31 LBTYA LIBERTY GLOBAL PLC 0.11% 14.240 M $ 336185 2013/06/30 -120.800 K $ -0.68 %
2015/12/31 VZ VERIZON COMMUNICATIONS INC 0.11% 13.570 M $ 293596 2014/03/31 959.773 K $ 6.23 %
2015/12/31 CVLT COMMVAULT SYSTEMS INC 0.10% 12.543 M $ 318754 2014/09/30 1.718 M $ 15.87 %
2015/12/31 BTI BRITISH AMERN TOB PLC 0.09% 11.860 M $ 107385 2014/03/31 51.629 K $ 0.35 %
2015/12/31 GILD GILEAD SCIENCES INC 0.09% 10.900 M $ 107723 2012/06/30 323.169 K $ 3.06 %
2015/12/31 META FACEBOOK INC 0.08% 10.696 M $ 102194 2013/09/30 3.138 M $ 16.42 %
2015/12/31 HCA HCA HOLDINGS INC 0.07% 8.830 M $ 130562 2015/06/30 -1.532 M $ -12.58 %
2015/12/31 KB KB FINANCIAL GROUP INC 0.06% 7.863 M $ 282140 2013/06/30 -284.521 K $ -5.17 %
2015/12/31 CAJ CANON INC 0.05% 5.765 M $ 191340 2015/12/31 0.000 $ 0.00 %
2015/12/31 LVS LAS VEGAS SANDS CORP 0.03% 4.358 M $ 99406 2015/06/30 939.164 K $ 15.46 %
2015/12/31 BP BP PLC 0.03% 3.837 M $ 122739 2014/09/30 85.917 K $ 2.29 %
2015/12/31 VALEANT PHARMACEUTICALS INTL 0.03% 3.789 M $ 37274 2013/03/31 -4.193 M $ -43.02 %
2015/12/31 LPL LG DISPLAY CO LTD 0.03% 3.634 M $ 348074 2015/03/31 342.567 K $ 10.36 %
2015/12/31 PBYI PUMA BIOTECHNOLOGY INC 0.03% 3.438 M $ 43854 2014/09/30 157.110 K $ 4.03 %
2015/12/31 SHG SHINHAN FINANCIAL GROUP CO L 0.02% 3.176 M $ 94545 2013/09/30 -114.399 K $ -3.48 %
2015/12/31 SMFG SUMITOMO MITSUI FINL GROUP I 0.02% 2.461 M $ 324252 2015/03/31 -34.041 K $ -0.52 %
2015/12/31 ERIC ERICSSON 0.01% 1.538 M $ 159998 2012/12/31 -27.199 K $ -1.74 %
2015/12/31 LIBERTY GLOBAL PLC 0.01% 854.000 K $ 20647 2015/09/30 157.949 K $ 22.69 %
2015/12/31 EPI WISDOMTREE TR 0.01% 647.000 K $ 32596 2015/12/31 0.000 $ 0.00 %
2015/12/31 ITUB ITAU UNIBANCO HLDG SA 0.00% 495.000 K $ 75984 2014/03/31 -430.093 K $ -1.81 %
2015/12/31 HDB HDFC BANK LTD 0.00% 399.000 K $ 6472 2015/12/31 0.000 $ 0.00 %
2015/12/31 INFY INFOSYS LTD 0.00% 376.000 K $ 22450 2015/12/31 0.000 $ 0.00 %
2015/12/31 GAFISA S A 0.00% 368.000 K $ 325944 2013/12/31 53.317 K $ 16.93 %
2015/12/31 TTM TATA MTRS LTD 0.00% 262.000 K $ 8892 2015/12/31 0.000 $ 0.00 %
2015/12/31 ISHARES 0.00% 189.000 K $ 24392 2015/12/31 0.000 $ 0.00 %
2015/12/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.00% 127.000 K $ 5586 2015/12/31 0.000 $ 0.00 %
2015/12/31 CSCO CISCO SYS INC 0.00% 0.000 $ 0 2012/06/30 0.000 $ 0.00 %
2015/12/31 MCDERMOTT INTL INC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/12/31 SPRINT CORP 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2015/12/31 GLD SPDR GOLD TRUST 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2015/12/31 SINA SINA CORP 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2015/12/31 GOOG GOOGLE INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2015/12/31 DNOW NOW INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2015/12/31 AET AETNA INC NEW 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2015/12/31 GOOGL GOOGLE INC 0.00% 0.000 $ 0 2012/06/30 0.000 $ 0.00 %
2015/12/31 SYNGENTA AG 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2015/12/31 EBAY EBAY INC 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %