Coronation Fund Managers Ltd.
Net buyer this quarter
$2.62B
48
+$340M
69.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NU | $346M | 13.23% | Not reported | +44.3% | Q2 2022 |
 MELI | $346M | 13.20% | 0.40% | +29.1% | Q3 2018 |
 SE | $313M | 11.96% | 1.85% | +4.9% | Q3 2020 |
 CPNG | $217M | 8.29% | Not reported | +6.2% | Q3 2021 |
 GRAB | $199M | 7.59% | Not reported | +61.6% | Q4 2022 |
 AMZN | $86.3M | 3.29% | 0.00% | +9.4% | Q2 2016 |
 MMYT | $82.4M | 3.15% | Not reported | +0.9% | Q1 2019 |
 META | $81.8M | 3.12% | Not reported | +29.2% | Q2 2016 |
 MA | $75.5M | 2.88% | 0.01% | +989.3% | Q2 2016 |
 KSPI | $70.6M | 2.70% | 0.43% | -5.9% | Q1 2024 |
 LPLA | $70.4M | 2.69% | 0.31% | -13.9% | Q4 2022 |
 MSFT | $60.3M | 2.30% | 0.00% | +16.6% | Q4 2017 |
 GOOGL | $51.9M | 1.98% | 0.00% | +4.6% | Q2 2016 |
 SPOT | $47.7M | 1.82% | 0.05% | +4.1% | Q2 2018 |
 V | $45.7M | 1.75% | 0.01% | +7.0% | Q2 2016 |
 SPGI | $44.8M | 1.71% | 0.04% | +11.9% | Q3 2016 |
 EMBJ | $39.1M | 1.49% | 0.08% | +79.7% | Q1 2025 |
 ELV | $37.4M | 1.43% | 0.04% | +30.2% | Q2 2017 |
 SCHW | $35.6M | 1.36% | 0.02% | -27.3% | Q1 2019 |
 DASH | $35.5M | 1.36% | Not reported | -1.1% | Q2 2022 |
 BAP | $34.8M | 1.33% | 0.09% | +37.3% | Q2 2016 |
 UBER | $26.1M | 1.00% | 0.02% | -5.6% | Q1 2021 |
 EFX | $21.9M | 0.84% | 0.12% | +2214.7% | Q1 2021 |
 BKNG | $20.6M | 0.79% | 0.01% | -37.8% | Q1 2018 |
 IQV | $19.6M | 0.75% | 0.06% | +1.0% | Q2 2018 |
 TMO | $19M | 0.72% | 0.01% | +377.4% | Q2 2017 |
 ET | $18.6M | 0.71% | 0.03% | +30.9% | Q4 2025 |
 HDB | $18.4M | 0.70% | 0.00% | +28.5% | Q1 2017 |
 CPT | $18.3M | 0.70% | 0.16% | Not reported | Q4 2023 |
 VMRK | $16.4M | 0.63% | 0.06% | Not reported | Q1 2024 |
 DIS | $16.2M | 0.62% | 0.01% | +0.8% | Q3 2016 |
 MAA | $14.2M | 0.54% | 0.09% | Not reported | Q1 2026 |
 Z | $13.8M | 0.53% | Not reported | +25.0% | Q4 2022 |
 DHR | $12.2M | 0.47% | 0.01% | +475.3% | Q4 2022 |
 UNH | $11.7M | 0.45% | 0.00% | -51.7% | Q1 2018 |
 KMI | $11.7M | 0.45% | 0.02% | Not reported | Q1 2019 |
 MLCO | $10.4M | 0.40% | 0.16% | -82.5% | Q2 2016 |
 MCO | $7.71M | 0.29% | 0.01% | Not reported | Q1 2020 |
 CP | $3.91M | 0.15% | 0.01% | Not reported | Q4 2018 |
 TSM | $3.2M | 0.12% | 0.00% | -5.5% | Q2 2016 |
 IBKR | $2.51M | 0.10% | 0.01% | Not reported | Q4 2021 |
 INTU | $2.48M | 0.09% | 0.00% | Not reported | Q4 2022 |
 NVDA | $2.38M | 0.09% | 0.00% | -54.6% | Q2 2022 |
 PGR | $2.16M | 0.08% | 0.00% | Not reported | Q1 2019 |
 CRH | $2.04M | 0.08% | 0.00% | Not reported | Q1 2024 |
 LEN | $1.75M | 0.07% | Not reported | Not reported | Q2 2022 |
 JD | $344K | 0.01% | 0.00% | +10.4% | Q2 2016 |
 IBN | $263K | 0.01% | Not reported | Not reported | Q2 2016 |
| Q1 2026 | |||||
| MELI | $273M | 12.43% | 0.31% | +11.3% | Q3 2018 |
| NU | $258M | 11.77% | Not reported | +24.8% | Q2 2022 |
| SE | $258M | 11.76% | 1.76% | +39.4% | Q3 2020 |
| CPNG | $222M | 10.13% | Not reported | +98.3% | Q3 2021 |
| GRAB | $119M | 5.44% | Not reported | +74.5% | Q4 2022 |
| LPLA | $87.4M | 3.98% | 0.36% | +27.2% | Q4 2022 |
| AMZN | $68.9M | 3.14% | 0.00% | -8.8% | Q2 2016 |
| META | $64.3M | 2.93% | Not reported | +34.7% | Q2 2016 |
| KSPI | $64.1M | 2.92% | 0.46% | -12.6% | Q1 2024 |
| MLCO | $64M | 2.92% | 0.92% | +35.2% | Q2 2016 |
| MMYT | $57.1M | 2.60% | Not reported | +22.5% | Q1 2019 |
| MSFT | $51.3M | 2.34% | 0.00% | +49.3% | Q4 2017 |
| SCHW | $49.9M | 2.27% | 0.03% | +14.5% | Q1 2019 |
| SPOT | $48.4M | 2.20% | 0.05% | +38.2% | Q2 2018 |
| SPGI | $41.8M | 1.90% | 0.03% | +48.5% | Q3 2016 |
| GOOGL | $39.9M | 1.82% | 0.00% | Not reported | Q2 2016 |
| V | $37.7M | 1.72% | 0.01% | +3.0% | Q2 2016 |
| BKNG | $31.3M | 1.43% | 0.02% | +16.1% | Q1 2018 |
| DASH | $29.2M | 1.33% | Not reported | Not reported | Q2 2022 |
| UBER | $27.6M | 1.26% | 0.02% | +23.1% | Q1 2021 |
| BAP | $22.1M | 1.01% | 0.07% | Not reported | Q2 2016 |
| ELV | $21.8M | 0.99% | 0.03% | -53.3% | Q2 2017 |
| EMBJ | $20.3M | 0.92% | 0.05% | +22.2% | Q1 2025 |
| IQV | $17.1M | 0.78% | 0.06% | +34.4% | Q2 2018 |
| DIS | $16M | 0.73% | 0.01% | -39.6% | Q3 2016 |
| UNH | $15.8M | 0.72% | 0.01% | -31.7% | Q1 2018 |
| CPT | $15.6M | 0.71% | 0.16% | Not reported | Q4 2023 |
 CVNA | $15.5M | 0.70% | Not reported | +14.8% | Q1 2022 |
| Z | $14.5M | 0.66% | Not reported | +130.6% | Q4 2022 |
| ET | $14.3M | 0.65% | 0.02% | +23.0% | Q4 2025 |
| VMRK | $14.3M | 0.65% | 0.06% | Not reported | Q1 2024 |
 NFLX | $14M | 0.64% | 0.00% | Not reported | Q3 2019 |
| HDB | $13.8M | 0.63% | 0.00% | +14.6% | Q1 2017 |
 REXR | $13.4M | 0.61% | 0.18% | Not reported | Q2 2025 |
| MAA | $12.5M | 0.57% | 0.09% | New | Q1 2026 |
| KMI | $12.3M | 0.56% | 0.02% | +47.6% | Q1 2019 |
 AVGO | $11M | 0.50% | 0.00% | New | Q1 2026 |
| MA | $6.74M | 0.31% | 0.00% | Not reported | Q2 2016 |
| NVDA | $4.56M | 0.21% | 0.00% | Not reported | Q2 2022 |
| TMO | $3.89M | 0.18% | 0.00% | -84.5% | Q2 2017 |
| CP | $3.55M | 0.16% | 0.01% | -2.1% | Q4 2018 |
| TSM | $2.39M | 0.11% | 0.00% | -25.4% | Q2 2016 |
| DHR | $2.11M | 0.10% | 0.00% | -52.5% | Q4 2022 |
| CRH | $2.01M | 0.09% | 0.00% | -44.0% | Q1 2024 |
| PGR | $1.96M | 0.09% | 0.00% | +30.9% | Q1 2019 |
| IBKR | $1.93M | 0.09% | 0.01% | +7.4% | Q4 2021 |
 UNP | $1.89M | 0.09% | 0.00% | -51.7% | Q2 2016 |
| LEN | $1.68M | 0.08% | Not reported | -82.3% | Q2 2022 |
 NKE | $1.17M | 0.05% | 0.00% | -90.4% | Q4 2016 |
| EFX | $1.08M | 0.05% | 0.01% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| MELI | $286M | 12.81% | 0.28% | +60.3% | Q3 2018 |
| SE | $285M | 12.79% | 1.27% | +125.8% | Q3 2020 |
| NU | $241M | 10.81% | Not reported | -3.1% | Q2 2022 |
| CPNG | $140M | 6.28% | Not reported | +19.3% | Q3 2021 |
| MMYT | $103M | 4.61% | Not reported | +44.6% | Q1 2019 |
| GRAB | $93.2M | 4.18% | Not reported | -24.4% | Q4 2022 |
| AMZN | $83.7M | 3.75% | 0.00% | +14.7% | Q2 2016 |
| LPLA | $81.5M | 3.66% | 0.29% | +21.4% | Q4 2022 |
| KSPI | $77.4M | 3.47% | 0.52% | +20.3% | Q1 2024 |
| MLCO | $63.1M | 2.83% | 0.68% | +2.9% | Q2 2016 |
| ELV | $55.8M | 2.50% | 0.07% | +24.9% | Q2 2017 |
| META | $55.1M | 2.47% | Not reported | +57.3% | Q2 2016 |
| SCHW | $46.3M | 2.08% | 0.03% | +0.6% | Q1 2019 |
| MSFT | $44.9M | 2.01% | 0.00% | +4.0% | Q4 2017 |
| V | $42.4M | 1.90% | 0.01% | Not reported | Q2 2016 |
| SPOT | $41.9M | 1.88% | 0.04% | +210.8% | Q2 2018 |
 STNE | $37M | 1.66% | Not reported | +71.7% | Q2 2019 |
| SPGI | $34.6M | 1.55% | 0.02% | Not reported | Q3 2016 |
| BKNG | $34.3M | 1.54% | 0.02% | Not reported | Q1 2018 |
| DIS | $31.4M | 1.41% | 0.02% | +49.0% | Q3 2016 |
| TMO | $29.5M | 1.33% | 0.01% | -31.7% | Q2 2017 |
| UNH | $28.1M | 1.26% | 0.01% | +9.0% | Q1 2018 |
 GTLB | $26.9M | 1.21% | Not reported | +18.3% | Q2 2025 |
| UBER | $25.5M | 1.14% | 0.02% | Not reported | Q1 2021 |
 MNDY | $20.4M | 0.91% | 0.27% | +43.5% | Q1 2024 |
| CVNA | $18.1M | 0.81% | Not reported | Not reported | Q1 2022 |
| EMBJ | $18M | 0.81% | 0.04% | -13.3% | Q1 2025 |
| HDB | $17.7M | 0.79% | 0.00% | +584.5% | Q1 2017 |
| CPT | $17.6M | 0.79% | 0.15% | Not reported | Q4 2023 |
| IQV | $16.9M | 0.76% | 0.04% | +7.7% | Q2 2018 |
| REXR | $15.9M | 0.71% | 0.18% | +4.9% | Q2 2025 |
| VMRK | $15.2M | 0.68% | 0.06% | Not reported | Q1 2024 |
| NKE | $14.7M | 0.66% | 0.01% | +34.0% | Q4 2016 |
 DT | $11.4M | 0.51% | 0.09% | -3.7% | Q3 2024 |
| LEN | $11.2M | 0.50% | Not reported | -2.8% | Q2 2022 |
| Z | $10.3M | 0.46% | Not reported | -35.6% | Q4 2022 |
| ET | $9.95M | 0.45% | 0.02% | New | Q4 2025 |
| KMI | $6.81M | 0.31% | 0.01% | +5.7% | Q1 2019 |
| DHR | $5.36M | 0.24% | 0.00% | +48.5% | Q4 2022 |
 GEHC | $5.34M | 0.24% | 0.01% | -80.3% | Q4 2024 |
| CRH | $4.26M | 0.19% | 0.01% | -19.2% | Q1 2024 |
| UNP | $3.74M | 0.17% | 0.00% | Not reported | Q2 2016 |
| CP | $3.39M | 0.15% | 0.01% | +11.9% | Q4 2018 |
 TRU | $3.34M | 0.15% | 0.02% | +18.5% | Q4 2022 |
| TSM | $2.89M | 0.13% | 0.00% | +98.8% | Q2 2016 |
 HUM | $2.57M | 0.12% | 0.01% | Not reported | Q2 2019 |
 CNI | $1.89M | 0.08% | 0.00% | Not reported | Q3 2021 |
| IBKR | $1.73M | 0.08% | 0.01% | -92.9% | Q4 2021 |
| PGR | $1.72M | 0.08% | 0.00% | Not reported | Q1 2019 |
 AMAT | $1.29M | 0.06% | 0.00% | -96.8% | Q1 2019 |
| Q3 2025 | |||||
| NU | $238M | 12.41% | Not reported | -7.2% | Q2 2022 |
| MELI | $207M | 10.78% | 0.17% | +64.0% | Q3 2018 |
| SE | $177M | 9.23% | 0.56% | +4.8% | Q3 2020 |
| CPNG | $160M | 8.36% | Not reported | -13.3% | Q3 2021 |
| GRAB | $149M | 7.76% | Not reported | -17.9% | Q4 2022 |
| MMYT | $81M | 4.23% | Not reported | +233.0% | Q1 2019 |
| MLCO | $74.3M | 3.88% | 0.64% | +4.4% | Q2 2016 |
| AMZN | $69.5M | 3.63% | 0.00% | +0.4% | Q2 2016 |
| KSPI | $67.2M | 3.51% | 0.43% | -7.0% | Q1 2024 |
| LPLA | $62.5M | 3.26% | 0.24% | +24.5% | Q4 2022 |
| MSFT | $46.2M | 2.41% | 0.00% | -14.6% | Q4 2017 |
| SCHW | $44M | 2.30% | 0.03% | -4.1% | Q1 2019 |
| ELV | $41.2M | 2.15% | 0.06% | -7.2% | Q2 2017 |
| META | $39M | 2.03% | Not reported | -11.9% | Q2 2016 |
| TMO | $36.2M | 1.89% | 0.02% | -13.8% | Q2 2017 |
| AMAT | $32.4M | 1.69% | 0.02% | -11.7% | Q1 2019 |
 WBD | $31.6M | 1.65% | 0.07% | -66.4% | Q4 2022 |
| STNE | $27.5M | 1.44% | Not reported | -30.1% | Q2 2019 |
| GTLB | $27.3M | 1.43% | Not reported | +18.4% | Q2 2025 |
| UNH | $27M | 1.41% | 0.01% | +96.1% | Q1 2018 |
| IBKR | $26.1M | 1.36% | 0.15% | -42.2% | Q4 2021 |
| GEHC | $24.8M | 1.29% | 0.07% | -3.8% | Q4 2024 |
| DIS | $21.2M | 1.11% | 0.01% | -17.6% | Q3 2016 |
| EMBJ | $19.5M | 1.02% | 0.04% | -37.7% | Q1 2025 |
| MNDY | $18.6M | 0.97% | 0.19% | +22.5% | Q1 2024 |
| Z | $18.1M | 0.95% | Not reported | Not reported | Q4 2022 |
| SPOT | $16.2M | 0.85% | 0.01% | +3.5% | Q2 2018 |
| REXR | $16.1M | 0.84% | 0.17% | +43.5% | Q2 2025 |
| LEN | $14.2M | 0.74% | Not reported | Not reported | Q2 2022 |
| DT | $13.2M | 0.69% | 0.09% | -25.5% | Q3 2024 |
| IQV | $13.2M | 0.69% | 0.04% | +382.5% | Q2 2018 |
| NKE | $12M | 0.63% | 0.01% | -17.2% | Q4 2016 |
| NVDA | $11.2M | 0.59% | 0.00% | -55.4% | Q2 2022 |
 CVS | $8.31M | 0.43% | 0.01% | Not reported | Q2 2016 |
| CFLT | $8.03M | 0.42% | 0.37% | -1.4% | Q2 2025 |
 AU | $7.02M | 0.37% | 0.02% | -59.0% | Q4 2020 |
| KMI | $6.63M | 0.35% | 0.01% | Not reported | Q1 2019 |
| CRH | $5.06M | 0.26% | 0.01% | -14.4% | Q1 2024 |
| GOOGL | $3.74M | 0.20% | 0.00% | -27.6% | Q2 2016 |
| DHR | $3.12M | 0.16% | 0.00% | +64.2% | Q4 2022 |
| CP | $3.07M | 0.16% | 0.00% | -14.2% | Q4 2018 |
| TRU | $2.75M | 0.14% | 0.02% | Not reported | Q4 2022 |
| HDB | $2.41M | 0.13% | 0.00% | +19.9% | Q1 2017 |
| CNI | $1.8M | 0.09% | 0.00% | -16.1% | Q3 2021 |
| TSM | $1.33M | 0.07% | 0.00% | -5.4% | Q2 2016 |
 NLOP | $451K | 0.02% | 0.10% | Not reported | Q1 2025 |
| JD | $447K | 0.02% | 0.00% | +102.3% | Q2 2016 |
| IBN | $224K | 0.01% | Not reported | Not reported | Q2 2016 |