Orbis Allan Gray’s Genmab GMAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$164M	Buy	7,920,400 +2,209,659	+39%	+$45.7M	0.8%	36
2025 Q1	$112M	Buy	5,710,741 +2,895,179	+103%	+$56.7M	0.64%	38
2024 Q4	$58.8M	Buy	2,815,562 +1,138,769	+68%	+$23.8M	0.32%	50
2024 Q3	$40.9M	Buy	+1,676,793	New	+$40.9M	0.22%	56