Coronation Fund Managers Ltd. Q2 2020 Filing
Filed August 6, 2020
Portfolio Value
$2.6T
Holdings
67
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (67 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,319,511 | $284.6B | 10.77% | |
| 2 | JDJD.COM INC | 3,869,380 | $232.9B | 8.81% | |
| 3 | 4I1PHILIP MORRIS INTL INC | 2,489,040 | $174.4B | 6.60% | |
| 4 | FMXFOMENTO ECONOMICO MEXICANO S | 2,567,919 | $159.2B | 6.03% | |
| 5 | NBISYANDEX N V | 2,952,052 | $147.7B | 5.59% | |
| 6 | C1B2COMPANHIA BRASILEIRA DE DIST | 9,504,853 | $124.2B | 4.70% | |
| 7 | EDUNEW ORIENTAL ED & TECHNOLOGY | 931,671 | $121.3B | 4.59% | |
| 8 | HDBHDFC BANK LTD | 2,579,517 | $117.3B | 4.44% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,049,363 | $116.3B | 4.40% | |
| 10 | NTESNETEASE INC | 262,550 | $112.7B | 4.27% | |
| 11 | MLCOMELCO RESORTS AND ENTMNT LTD | 5,688,416 | $88.3B | 3.34% | |
| 12 | CLVTRIP COM GROUP LTD | 3,303,276 | $85.6B | 3.24% | |
| 13 | WUBAUSD58 COM INC | 1,318,186 | $71.1B | 2.69% | |
| 14 | TMETENCENT MUSIC ENTMT GROUP | 5,200,626 | $70.0B | 2.65% | |
| 15 | MLB1MERCADOLIBRE INC | 68,262 | $67.3B | 2.55% | |
| 16 | INFYINFOSYS LTD | 6,470,113 | $62.5B | 2.37% | |
| 17 | STNESTONECO LTD | 1,338,496 | $51.9B | 1.96% | |
| 18 | GOOGLALPHABET INC | 34,029 | $48.3B | 1.83% | |
| 19 | CHTRCHARTER COMMUNICATIONS INC N | 86,450 | $44.1B | 1.67% | |
| 20 | YUMCYUM CHINA HLDGS INC | 868,341 | $41.7B | 1.58% | |
| 21 | SPOTSPOTIFY TECHNOLOGY S A | 127,539 | $32.9B | 1.25% | |
| 22 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 2,125,971 | $32.6B | 1.23% | |
| 23 | NOAHNOAH HLDGS LTD | 1,223,742 | $31.2B | 1.18% | |
| 24 | METAFACEBOOK INC | 112,921 | $25.6B | 0.97% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 84,966 | $25.1B | 0.95% | |
| 26 | CRMSALESFORCE COM INC | 131,413 | $24.6B | 0.93% | |
| 27 | ELVANTHEM INC | 77,211 | $20.3B | 0.77% | |
| 28 | AMZNAMAZON COM INC | 6,492 | $17.9B | 0.68% | |
| 29 | SCHWSCHWAB CHARLES CORP | 529,375 | $17.9B | 0.68% | |
| 30 | MSFTMICROSOFT CORP | 75,783 | $15.4B | 0.58% | |
| 31 | FISVFISERV INC | 156,351 | $15.3B | 0.58% | |
| 32 | UNPUNION PAC CORP | 87,952 | $14.9B | 0.56% | |
| 33 | CP.TOCANADIAN PAC RY LTD | 57,053 | $14.6B | 0.55% | |
| 34 | WWEUSDWORLD WRESTLING ENTMT INC | 245,056 | $10.6B | 0.40% | |
| 35 | VVISA INC | 54,590 | $10.5B | 0.40% | |
| 36 | UNVREURUNIVAR SOLUTIONS INC | 555,050 | $9.4B | 0.35% | |
| 37 | CPRICAPRI HOLDINGS LIMITED | 545,105 | $8.5B | 0.32% | |
| 38 | MCOMOODYS CORP | 29,963 | $8.2B | 0.31% | |
| 39 | ABBVABBVIE INC | 77,985 | $7.7B | 0.29% | |
| 40 | LINLINDE PLC | 34,405 | $7.3B | 0.28% | |
| 41 | NFLXNETFLIX INC | 15,859 | $7.2B | 0.27% | |
| 42 | MDLZMONDELEZ INTL INC | 130,047 | $6.6B | 0.25% | |
| 43 | DWDMORGAN STANLEY | 113,340 | $5.5B | 0.21% | |
| 44 | TRVCCITIGROUP INC | 97,305 | $5.0B | 0.19% | |
| 45 | FWONALIBERTY MEDIA CORP DEL | 145,983 | $4.6B | 0.18% | |
| 46 | AXPAMERICAN EXPRESS CO | 46,878 | $4.5B | 0.17% | |
| 47 | YUMYUM BRANDS INC | 45,818 | $4.0B | 0.15% | |
| 48 | PINSPINTEREST INC | 173,035 | $3.8B | 0.15% | |
| 49 | SPGSIMON PPTY GROUP INC NEW | 46,804 | $3.2B | 0.12% | |
| 50 | CMCSACOMCAST CORP NEW | 81,370 | $3.2B | 0.12% | |
| 51 | LOWLOWES COS INC | 19,894 | $2.7B | 0.10% | |
| 52 | AWNADVANCE AUTO PARTS INC | 17,584 | $2.5B | 0.09% | |
| 53 | WORKSLACK TECHNOLOGIES INC | 78,836 | $2.5B | 0.09% | |
| 54 | —MGM GROWTH PPTYS LLC | 71,430 | $1.9B | 0.07% | |
| 55 | CGCARLYLE GROUP INC | 66,221 | $1.8B | 0.07% | |
| 56 | BXBLACKSTONE GROUP INC | 31,884 | $1.8B | 0.07% | |
| 57 | ELLAUDER ESTEE COS INC | 9,376 | $1.8B | 0.07% | |
| 58 | JOBSUSD51JOB INC | 20,376 | $1.5B | 0.06% | |
| 59 | LUVSOUTHWEST AIRLS CO | 37,564 | $1.3B | 0.05% | |
| 60 | TMOTHERMO FISHER SCIENTIFIC INC | 3,273 | $1.2B | 0.04% | |
| 61 | ABXBARRICK GOLD CORPORATION | 34,440 | $928.0M | 0.04% | |
| 62 | STZCONSTELLATION BRANDS INC | 4,589 | $803.0M | 0.03% | |
| 63 | VCSHVANGUARD SCOTTSDALE FDS | 6,181 | $511.0M | 0.02% | |
| 64 | PAGSPAGSEGURO DIGITAL LTD | 11,189 | $395.0M | 0.01% | |
| 65 | VALEVALE S A | 28,466 | $293.0M | 0.01% | |
| 66 | BZUNBAOZUN INC | 6,318 | $243.0M | 0.01% | |
| 67 | JNJJOHNSON & JOHNSON | 1,469 | $207.0M | 0.01% |