Back to Orbis Allan Gray Ltd Orbis Allan Gray Ltd

GMABGMAB
8 quarters

Position history for Orbis Allan Gray LtdOrbis Allan Gray Ltd's holdings in GENMAB A/S SPONSORED ADS

Yes. Orbis Allan Gray holds 11,368,161 shares of GMAB (Genmab), worth $312.3M, as of its Q2 2026 13F filing. It reduced the position by 1,557,417 shares (-12.1%) from Q1 2026. Orbis Allan Gray has held GMAB since Q3 2024, across 8 quarterly 13F filings. GMAB is 1.1% of Orbis Allan Gray's reported 13F portfolio.

Current Value

$312.3M

Current Shares

11.4M

Total Value Change

+$271.4M

Total Shares Change

+9.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11.4M
-12.1%
$312.3M1.1%$27.47
0
2026-Q1
Decreased
12.9M
-10.3%
$346.8M1.5%$26.83
0
2025-Q4
Increased
14.4M
+30.1%
$444.1M1.9%$30.80
62
2025-Q3
Increased
11.1M
+39.9%
$339.8M1.5%$30.67
65
2025-Q2
Increased
7.9M
+38.7%
$163.6M0.8%$20.66
56
2025-Q1
Increased
5.7M
+102.8%
$111.8M0.6%$19.58
68
2024-Q4
Increased
2.8M
+67.9%
$58.8M0.3%$20.87
52
2024-Q3
New
1.7M
-
$40.9M0.2%$24.38
48

Other major holders of GMAB: ALLIANCEBERNSTEIN L.P.

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