Orbis Allan Gray Ltd CRSP — CRISPR THERAPEUTICS AG

Ownership history in Orbis Allan Gray Ltd  ·  6 quarters on record

AI Ownership Summary

Orbis Allan Gray Ltd reported CRISPR THERAPEUTICS AG (CRSP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.39% in 2025 Q3. The latest visible filing shows CRSP at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orbis Allan Gray Ltd's position in CRISPR THERAPEUTICS AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRSP was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRSP stock page Orbis Allan Gray Ltd fund profile Orbis Allan Gray Ltd full holdings
How Orbis Allan Gray Ltd held CRSP — position size vs. price
% of Fund (quarterly)    CRSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,106,011 +155,866 +2.6% 1.23% $290.5M 2026-05-15 $48.41
2025 Q4 ADDED — — — 5,950,145 +968,060 +19.4% 1.31% $312.0M 2026-02-17 $53.17
2025 Q3 ADDED — — — 4,982,085 +2,217,553 +80.2% 1.39% $322.9M 2025-11-14 $52.53
2025 Q2 ADDED — — — 2,764,532 +1,201,600 +76.9% 0.65% $134.5M 2025-08-14 $58.82
2025 Q1 ADDED — — — 1,562,932 +86,813 +5.9% 0.30% $53.2M 2025-05-15 $36.31
2024 Q4 INITIATED — — — 1,476,119 — — 0.31% $58.1M 2025-02-14 $49.72

🏢 Other funds also holding CRSP

As of 2026 Q1 — sorted by position size

GSK plc 25.57% SR ONE CAPITAL MANAGEMENT, LP 3Y 10.59% Versant Venture Management, LLC 3Y 7Y 5.01% ARK Investment Management LLC 3Y 7Y 4.19% NEA Management Company, LLC 3Y 7Y 2.86% EcoR1 Capital, LLC 3Y 7Y 2.8% Green Alpha Advisors, LLC 3Y 2.67% IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3Y 7Y 1.45% Deuterium Capital Management, LLC 3Y 1.38% Monashee Investment Management LLC 3Y 7Y 1.29%

FAQ About Orbis Allan Gray Ltd and CRSP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Orbis Allan Gray Ltd reported owning CRSP?

Orbis Allan Gray Ltd reported CRSP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CRSP position in Orbis Allan Gray Ltd's portfolio?

The largest reported portfolio weight for CRSP was 1.39% in 2025 Q3.

What is the latest reported CRSP position on this page?

The most recent filing on this page is 2026 Q1, when Orbis Allan Gray Ltd reported 6,106,011 shares, equal to 1.23% of portfolio, with an estimated market value of $290.5M.

What does the chart on this CRSP ownership page compare?

The chart compares Orbis Allan Gray Ltd's quarterly CRSP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Orbis Allan Gray Ltd time their CRSP position?

Based on 13F filing dates vs. subsequent CRSP price moves, Orbis Allan Gray Ltd correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CRSP relative to SPY over the holding period was +4.1%.

← Back to Orbis Allan Gray Ltd Holdings