Fairtree Asset Management (Pty) Ltd

13F filer · CIK 0002059365

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$261MU.S. long equity reported on 13F

Positions958 new · 8 closed

Net flow last quarter+$26.4MBuys minus sells

Top 10 positions weight40.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202695 positions
MSFTMicrosoft Corp	$17.8M	6.84%	0.00%	+8.2%	Q4 2024
NVDANvidia Corp	$13.3M	5.11%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$13.1M	5.04%	0.00%	+9.7%	Q4 2024
GOOGAlphabet Inc.	$12.5M	4.81%	Not reported	+10.8%	Q4 2024
KSPIJoint Stock Co Kaspi.kz	$11.3M	4.33%	0.07%	-3.3%	Q4 2024
METAMeta Platforms, Inc.	$10.6M	4.05%	Not reported	+18.6%	Q4 2024
AAPLApple Inc.	$7.59M	2.91%	0.00%	+9.2%	Q4 2024
PDDPDD Holdings Inc.	$7.04M	2.70%	0.00%	+1188.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.69M	2.56%	0.00%	+16.5%	Q4 2024
JDJD.com, Inc.	$5.49M	2.10%	0.01%	+21.7%	Q4 2024
NUNu Holdings Ltd.	$4.98M	1.91%	Not reported	+23.3%	Q2 2025
VVisa Inc.	$4.73M	1.81%	0.00%	+16.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.69M	1.80%	Not reported	+46.6%	Q4 2024
BKNGBooking Holdings Inc.	$4.64M	1.78%	0.00%	+8.0%	Q4 2024
FTNTFortinet, Inc.	$4.44M	1.70%	0.00%	-18.5%	Q4 2024
MAMastercard Inc	$4.15M	1.59%	0.00%	+29.2%	Q4 2024
AVGOBroadcom Inc.	$3.65M	1.40%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$3.15M	1.21%	0.00%	+85.0%	Q4 2024
TMOThermo Fisher Scientific Inc.	$2.96M	1.13%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$2.89M	1.11%	0.00%	+59.8%	Q3 2025
SPGIS&P Global Inc.	$2.89M	1.11%	0.00%	+10.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.87M	1.10%	0.00%	Not reported	Q1 2025
RMDResmed Inc	$2.63M	1.01%	0.01%	+28.0%	Q1 2025
MCKMckesson Corp	$2.39M	0.91%	0.00%	+53.8%	Q4 2024
EWEdwards Lifesciences Corp	$2.38M	0.91%	0.00%	+3.5%	Q4 2024
SYKStryker Corp	$2.38M	0.91%	0.00%	+39.3%	Q4 2025
AXPAmerican Express Co	$2.2M	0.84%	0.00%	Not reported	Q1 2025
AZOAutozone Inc	$2.14M	0.82%	0.00%	+52.9%	Q4 2025
ANETArista Networks, Inc.	$2.11M	0.81%	0.00%	+51.3%	Q1 2026
DECKDeckers Outdoor Corp	$2.09M	0.80%	0.02%	+38.4%	Q2 2025
ORCLOracle Corp	$2.08M	0.80%	0.00%	Not reported	Q1 2025
BACBank of America Corp	$2.07M	0.79%	0.00%	Not reported	Q1 2026
PLDPrologis, Inc.	$2.06M	0.79%	0.00%	Not reported	Q4 2024
KLACKla Corp	$2.06M	0.79%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$2.04M	0.78%	0.00%	-4.9%	Q4 2025
EMEEMCOR Group, Inc.	$2.03M	0.78%	0.01%	-20.6%	Q4 2024
PGRProgressive Corp	$2.02M	0.77%	0.00%	Not reported	Q2 2025
ABTAbbott Laboratories	$1.98M	0.76%	0.00%	+18.6%	Q4 2024
ADBEAdobe Inc.	$1.96M	0.75%	0.00%	+30.8%	Q4 2024
WELLWelltower Inc.	$1.94M	0.74%	0.00%	+99.0%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.93M	0.74%	0.00%	-40.0%	Q4 2024
ORLYO Reilly Automotive Inc	$1.9M	0.73%	0.00%	Not reported	Q4 2025
HOODRobinhood Markets, Inc.	$1.88M	0.72%	0.01%	New	Q2 2026
ZTSZoetis Inc.	$1.86M	0.71%	0.01%	+1.4%	Q4 2024
AOSSmith A O Corp	$1.85M	0.71%	0.02%	+51.3%	Q4 2024
MSCIMSCI Inc.	$1.82M	0.70%	0.00%	-18.7%	Q4 2024
EQIXEquinix Inc	$1.8M	0.69%	0.00%	Not reported	Q4 2024
DELLDell Technologies Inc.	$1.79M	0.69%	0.00%	-42.5%	Q4 2025
PMPhilip Morris International Inc.	$1.79M	0.69%	0.00%	+46.7%	Q4 2025
RJFRaymond James Financial Inc	$1.77M	0.68%	0.01%	Not reported	Q1 2025

Q1 2026Reported May 13, 202695 positions
MSFTMicrosoft Corp	$16.4M	7.52%	0.00%	+57.7%	Q4 2024
NVDANvidia Corp	$11.6M	5.33%	0.00%	+21.1%	Q4 2024
AMZNAmazon Com Inc	$10.5M	4.81%	0.00%	+10.3%	Q4 2024
KSPIJoint Stock Co Kaspi.kz	$9.98M	4.58%	0.07%	-12.9%	Q4 2024
GOOGAlphabet Inc.	$9.2M	4.22%	Not reported	-3.8%	Q4 2024
METAMeta Platforms, Inc.	$9.06M	4.16%	Not reported	+9.2%	Q4 2024
AAPLApple Inc.	$6.1M	2.80%	0.00%	+5.9%	Q4 2024
JDJD.com, Inc.	$5.23M	2.40%	0.01%	-0.6%	Q4 2024
NUNu Holdings Ltd.	$4.34M	1.99%	Not reported	+81.2%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.06M	1.87%	0.00%	+414.0%	Q4 2024
BKNGBooking Holdings Inc.	$4.06M	1.87%	0.00%	+20.9%	Q4 2024
VVisa Inc.	$3.57M	1.64%	0.00%	+4.9%	Q4 2024
MAMastercard Inc	$3.13M	1.44%	0.00%	+37.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.06M	1.41%	Not reported	-26.8%	Q4 2024
ZTSZoetis Inc.	$3.03M	1.39%	0.01%	-12.6%	Q4 2024
AVGOBroadcom Inc.	$2.99M	1.37%	0.00%	+5.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$2.9M	1.33%	0.00%	-8.2%	Q4 2024
FTNTFortinet, Inc.	$2.9M	1.33%	0.00%	-8.2%	Q4 2024
SPGIS&P Global Inc.	$2.73M	1.26%	0.00%	+12.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.58M	1.19%	0.00%	+48.6%	Q1 2025
QCOMQualcomm Inc	$2.37M	1.09%	0.00%	-21.8%	Q4 2024
RMDResmed Inc	$2.37M	1.09%	0.01%	+25.3%	Q1 2025
EMEEMCOR Group, Inc.	$2.28M	1.05%	0.01%	+9.2%	Q4 2024
NFLXNetflix Inc	$2.18M	1.00%	0.00%	+68.0%	Q3 2025
MSCIMSCI Inc.	$2.15M	0.99%	0.01%	-25.6%	Q4 2024
MELIMercadolibre Inc	$2.13M	0.98%	0.00%	+15.9%	Q1 2025
ORCLOracle Corp	$2.09M	0.96%	0.00%	Not reported	Q1 2025
EWEdwards Lifesciences Corp	$2.04M	0.94%	0.00%	+60.0%	Q4 2024
CRMSalesforce, Inc.	$2.03M	0.93%	0.00%	-20.2%	Q4 2024
PLDPrologis, Inc.	$2.01M	0.92%	0.00%	+75.2%	Q4 2024
AXPAmerican Express Co	$1.96M	0.90%	0.00%	+39.6%	Q1 2025
ADPAutomatic Data Processing Inc	$1.95M	0.90%	0.00%	+43.9%	Q4 2025
ORLYO Reilly Automotive Inc	$1.91M	0.88%	0.00%	+36.1%	Q4 2025
ABTAbbott Laboratories	$1.89M	0.87%	0.00%	+118.0%	Q4 2024
PGRProgressive Corp	$1.83M	0.84%	0.00%	-25.4%	Q2 2025
UBERUber Technologies, Inc	$1.81M	0.83%	0.00%	+19.7%	Q3 2025
SYKStryker Corp	$1.78M	0.82%	0.00%	+39.0%	Q4 2025
ADBEAdobe Inc.	$1.78M	0.82%	0.00%	-28.4%	Q4 2024
MCKMckesson Corp	$1.78M	0.82%	0.00%	+13.3%	Q4 2024
BACBank of America Corp	$1.77M	0.81%	0.00%	New	Q1 2026
DVNDevon Energy Corp	$1.74M	0.80%	0.01%	New	Q1 2026
RJFRaymond James Financial Inc	$1.69M	0.78%	0.01%	Not reported	Q1 2025
EQIXEquinix Inc	$1.69M	0.78%	0.00%	+51.5%	Q4 2024
FDSFactset Research Systems Inc	$1.65M	0.76%	0.02%	New	Q1 2026
GFIGold Fields Ltd	$1.58M	0.73%	0.00%	-35.2%	Q4 2024
DECKDeckers Outdoor Corp	$1.52M	0.70%	0.01%	-31.1%	Q2 2025
TCOMTrip.com Group Ltd	$1.49M	0.68%	0.00%	+18.8%	Q1 2025
AZOAutozone Inc	$1.48M	0.68%	0.00%	+35.5%	Q4 2025
ACNAccenture plc	$1.41M	0.65%	0.00%	New	Q1 2026
CORCencora, Inc.	$1.41M	0.65%	0.00%	+63.1%	Q1 2025

Q4 2025Reported Feb 6, 202693 positions
MSFTMicrosoft Corp	$13.6M	6.24%	0.00%	+71.7%	Q4 2024
KSPIJoint Stock Co Kaspi.kz	$12.1M	5.56%	0.08%	+37.3%	Q4 2024
AMZNAmazon Com Inc	$10.5M	4.84%	0.00%	+78.2%	Q4 2024
GOOGAlphabet Inc.	$10.5M	4.81%	Not reported	+18.8%	Q4 2024
NVDANvidia Corp	$10.3M	4.72%	0.00%	+107.1%	Q4 2024
METAMeta Platforms, Inc.	$9.58M	4.41%	Not reported	+191.9%	Q4 2024
AAPLApple Inc.	$6.17M	2.84%	0.00%	+13.4%	Q4 2024
JDJD.com, Inc.	$5.11M	2.35%	0.01%	+8.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.39M	2.02%	Not reported	+43.3%	Q4 2024
BKNGBooking Holdings Inc.	$4.27M	1.97%	0.00%	+105.7%	Q4 2024
QCOMQualcomm Inc	$4.02M	1.85%	0.00%	+42.7%	Q4 2024
VVisa Inc.	$3.95M	1.82%	0.00%	+71.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$3.72M	1.71%	0.00%	-19.1%	Q4 2024
ZTSZoetis Inc.	$3.68M	1.69%	0.01%	+82.1%	Q4 2024
CRMSalesforce, Inc.	$3.61M	1.66%	0.00%	+160.5%	Q4 2024
ADBEAdobe Inc.	$3.58M	1.65%	0.00%	+60.2%	Q4 2024
KOCoca Cola Co	$3.26M	1.50%	0.00%	+33.4%	Q4 2024
AVGOBroadcom Inc.	$3.18M	1.46%	0.00%	+82.4%	Q4 2024
MSCIMSCI Inc.	$3.08M	1.42%	0.01%	+66.5%	Q4 2024
FTNTFortinet, Inc.	$3.07M	1.41%	0.01%	+106.2%	Q4 2024
SPGIS&P Global Inc.	$2.98M	1.37%	0.00%	+179.8%	Q4 2024
AMGNAmgen Inc	$2.87M	1.32%	0.00%	Not reported	Q4 2024
PGRProgressive Corp	$2.83M	1.30%	0.00%	+46.8%	Q2 2025
NUNu Holdings Ltd.	$2.79M	1.29%	Not reported	+60.4%	Q2 2025
MAMastercard Inc	$2.6M	1.20%	0.00%	+84.1%	Q4 2024
GFIGold Fields Ltd	$2.34M	1.08%	0.01%	+30.3%	Q4 2024
DECKDeckers Outdoor Corp	$2.29M	1.05%	0.02%	+122.1%	Q2 2025
MELIMercadolibre Inc	$2.14M	0.98%	0.00%	+257.6%	Q1 2025
RMDResmed Inc	$2.03M	0.93%	0.01%	+108.9%	Q1 2025
JPMJPMorgan Chase & Co	$1.9M	0.88%	0.00%	+28.1%	Q1 2025
RJFRaymond James Financial Inc	$1.87M	0.86%	0.01%	+77.3%	Q1 2025
TCOMTrip.com Group Ltd	$1.81M	0.83%	0.00%	+65.3%	Q1 2025
EMEEMCOR Group, Inc.	$1.73M	0.79%	0.01%	+53.3%	Q4 2024
SNPSSynopsys Inc	$1.73M	0.79%	0.00%	+83.6%	Q4 2024
AXPAmerican Express Co	$1.72M	0.79%	0.00%	+49.0%	Q1 2025
ADPAutomatic Data Processing Inc	$1.71M	0.79%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$1.71M	0.79%	0.00%	+145.8%	Q3 2025
WPMWheaton Precious Metals Corp.	$1.63M	0.75%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$1.58M	0.73%	0.00%	New	Q4 2025
MCKMckesson Corp	$1.49M	0.68%	0.00%	Not reported	Q4 2024
GPNGlobal Payments Inc	$1.48M	0.68%	0.01%	+21.4%	Q1 2025
PGPROCTER & GAMBLE Co	$1.39M	0.64%	0.00%	Not reported	Q4 2024
ORLYO Reilly Automotive Inc	$1.38M	0.64%	0.00%	New	Q4 2025
SYKStryker Corp	$1.37M	0.63%	0.00%	New	Q4 2025
EWEdwards Lifesciences Corp	$1.36M	0.62%	0.00%	+21.7%	Q4 2024
AOSSmith A O Corp	$1.34M	0.62%	0.01%	+24.3%	Q4 2024
HCAHCA Healthcare, Inc.	$1.34M	0.62%	0.00%	-3.7%	Q1 2025
BABAAlibaba Group Holding Ltd	$1.28M	0.59%	0.00%	-57.7%	Q4 2024
FISVFiserv Inc	$1.28M	0.59%	0.00%	+68.0%	Q2 2025
NFLXNetflix Inc	$1.27M	0.58%	0.00%	+109.5%	Q3 2025

Q3 2025Reported Nov 12, 202586 positions
KSPIJoint Stock Co Kaspi.kz	$9.2M	6.02%	0.06%	+2.8%	Q4 2024
MSFTMicrosoft Corp	$8.46M	5.54%	0.00%	+1.9%	Q4 2024
GOOGAlphabet Inc.	$6.83M	4.47%	Not reported	-34.9%	Q4 2024
JDJD.com, Inc.	$5.76M	3.77%	0.01%	-12.6%	Q4 2024
AMZNAmazon Com Inc	$5.62M	3.68%	0.00%	+38.4%	Q4 2024
AAPLApple Inc.	$5.09M	3.34%	0.00%	+39.2%	Q4 2024
NVDANvidia Corp	$4.96M	3.25%	0.00%	+12.3%	Q4 2024
TMOThermo Fisher Scientific Inc.	$3.85M	2.52%	0.00%	+43.5%	Q4 2024
BABAAlibaba Group Holding Ltd	$3.7M	2.42%	0.00%	-52.3%	Q4 2024
METAMeta Platforms, Inc.	$3.65M	2.39%	Not reported	+15.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.06M	2.01%	Not reported	+183.7%	Q4 2024
QCOMQualcomm Inc	$2.74M	1.80%	0.00%	+3.6%	Q4 2024
AMATApplied Materials Inc	$2.39M	1.56%	0.00%	-10.3%	Q4 2024
ZTSZoetis Inc.	$2.35M	1.54%	0.00%	+252.3%	Q4 2024
KOCoca Cola Co	$2.32M	1.52%	0.00%	+331.6%	Q4 2024
ADBEAdobe Inc.	$2.25M	1.48%	0.00%	+11.8%	Q4 2024
VVisa Inc.	$2.25M	1.47%	0.00%	+169.6%	Q4 2024
COHRCoherent Corp.	$2.19M	1.44%	0.01%	New	Q3 2025
BKNGBooking Holdings Inc.	$2.09M	1.37%	0.00%	+94.0%	Q4 2024
PGRProgressive Corp	$2.09M	1.37%	0.00%	+123.9%	Q2 2025
PDDPDD Holdings Inc.	$1.91M	1.25%	0.00%	-53.7%	Q4 2024
MSCIMSCI Inc.	$1.83M	1.20%	0.00%	+97.4%	Q4 2024
GFIGold Fields Ltd	$1.73M	1.13%	0.00%	-23.4%	Q4 2024
NUNu Holdings Ltd.	$1.66M	1.09%	Not reported	-6.3%	Q2 2025
AVGOBroadcom Inc.	$1.66M	1.09%	0.00%	-11.4%	Q4 2024
FTNTFortinet, Inc.	$1.57M	1.03%	0.00%	+184.7%	Q4 2024
FISVFiserv Inc	$1.46M	0.95%	0.00%	+147.6%	Q2 2025
JPMJPMorgan Chase & Co	$1.45M	0.95%	0.00%	+40.0%	Q1 2025
MAMastercard Inc	$1.41M	0.92%	0.00%	+37.9%	Q4 2024
MCKMckesson Corp	$1.4M	0.92%	0.00%	+31.3%	Q4 2024
CORCencora, Inc.	$1.33M	0.87%	0.00%	+84.8%	Q1 2025
GPNGlobal Payments Inc	$1.31M	0.86%	0.01%	+133.2%	Q1 2025
HCAHCA Healthcare, Inc.	$1.27M	0.83%	0.00%	+69.6%	Q1 2025
AREAlexandria Real Estate Equities, Inc.	$1.26M	0.83%	0.01%	Not reported	Q2 2025
CRMSalesforce, Inc.	$1.24M	0.81%	0.00%	+35.7%	Q4 2024
EMEEMCOR Group, Inc.	$1.2M	0.78%	0.00%	-6.3%	Q4 2024
AOSSmith A O Corp	$1.19M	0.78%	0.01%	+54.7%	Q4 2024
TCOMTrip.com Group Ltd	$1.15M	0.75%	0.00%	+37.7%	Q1 2025
RJFRaymond James Financial Inc	$1.14M	0.74%	0.00%	+29.8%	Q1 2025
ORealty Income Corp	$1.13M	0.74%	0.00%	+2.7%	Q4 2024
RMDResmed Inc	$1.1M	0.72%	0.00%	+43.5%	Q1 2025
ELVElevance Health, Inc.	$1.05M	0.69%	0.00%	+29.1%	Q4 2024
AXPAmerican Express Co	$1.04M	0.68%	0.00%	+75.1%	Q1 2025
EWEdwards Lifesciences Corp	$1.02M	0.67%	0.00%	+56.1%	Q4 2024
DECKDeckers Outdoor Corp	$1.01M	0.66%	0.01%	+54.4%	Q2 2025
PLDPrologis, Inc.	$996K	0.65%	0.00%	-37.9%	Q4 2024
SPGIS&P Global Inc.	$992K	0.65%	0.00%	+20.1%	Q4 2024
SNPSSynopsys Inc	$988K	0.65%	0.00%	-37.0%	Q4 2024
GLPIGaming & Leisure Properties, Inc.	$969K	0.63%	0.01%	+163.0%	Q4 2024
BUDAnheuser-Busch InBev SA	$963K	0.63%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed