Coronation Fund Managers Ltd. Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$3.4T
Holdings
74
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD COM INC | 8,899,810 | $340.0B | 10.15% | |
| 2 | WUBAUSD58 COM INC | 4,174,403 | $263.6B | 7.87% | |
| 3 | BIDUNBAIDU INC | 916,672 | $227.1B | 6.78% | |
| 4 | TTMCHFTATA MTRS LTD | 6,591,244 | $206.1B | 6.15% | |
| 5 | YUMYUM BRANDS INC | 2,236,924 | $164.7B | 4.91% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,274,542 | $160.5B | 4.79% | |
| 7 | NKENIKE INC | 2,832,797 | $146.9B | 4.38% | |
| 8 | VVISA INC | 1,360,243 | $143.2B | 4.27% | |
| 9 | MLCOMELCO RESORT ENTERTAINMENT L | 4,415,781 | $106.5B | 3.18% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 427,689 | $73.9B | 2.20% | |
| 11 | GOOGLALPHABET INC | 73,603 | $71.7B | 2.14% | |
| 12 | LBEURL BRANDS INC | 1,636,229 | $68.1B | 2.03% | |
| 13 | METAFACEBOOK INC | 393,147 | $67.2B | 2.01% | |
| 14 | BXUSDBLACKSTONE GROUP L P | 2,009,814 | $67.1B | 2.00% | |
| 15 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 879,007 | $63.8B | 1.90% | |
| 16 | CTRPUSDCTRIP COM INTL LTD | 1,183,566 | $62.4B | 1.86% | |
| 17 | YUMCYUM CHINA HLDGS INC | 1,501,156 | $60.0B | 1.79% | |
| 18 | —KKR & CO L P DEL | 2,878,659 | $58.5B | 1.75% | |
| 19 | AMZNAMAZON COM INC | 60,180 | $57.9B | 1.73% | |
| 20 | WBAWALGREENS BOOTS ALLIANCE INC | 744,834 | $57.5B | 1.72% | |
| 21 | LBTYBLIBERTY GLOBAL PLC | 2,312,119 | $53.9B | 1.61% | |
| 22 | CHTRCHARTER COMMUNICATIONS INC N | 136,653 | $49.7B | 1.48% | |
| 23 | BKNGPRICELINE GRP INC | 23,949 | $43.8B | 1.31% | |
| 24 | NOAHNOAH HLDGS LTD | 1,260,678 | $40.5B | 1.21% | |
| 25 | CVSCVS HEALTH CORP | 480,176 | $39.0B | 1.17% | |
| 26 | CMCSACOMCAST CORP NEW | 964,918 | $37.1B | 1.11% | |
| 27 | LBTYBLIBERTY GLOBAL PLC | 1,090,428 | $37.0B | 1.10% | |
| 28 | SPGSIMON PPTY GROUP INC NEW | 205,496 | $33.1B | 0.99% | |
| 29 | —ALLERGAN PLC | 149,585 | $30.7B | 0.92% | |
| 30 | MAMASTERCARD INCORPORATED | 191,542 | $27.0B | 0.81% | |
| 31 | JCIJOHNSON CTLS INTL PLC | 624,503 | $25.2B | 0.75% | |
| 32 | AXPAMERICAN EXPRESS CO | 277,233 | $25.1B | 0.75% | |
| 33 | AAPLAPPLE INC | 156,332 | $24.1B | 0.72% | |
| 34 | FOXATWENTY FIRST CENTY FOX INC | 913,148 | $23.6B | 0.70% | |
| 35 | CGCARLYLE GROUP L P | 913,163 | $21.6B | 0.64% | |
| 36 | APOAPOLLO GLOBAL MGMT LLC | 693,988 | $20.9B | 0.62% | |
| 37 | STSENSATA TECHNOLOGIES HLDG NV | 425,586 | $20.5B | 0.61% | |
| 38 | ORCLORACLE CORP | 373,568 | $18.1B | 0.54% | |
| 39 | ELVANTHEM INC | 94,479 | $17.9B | 0.54% | |
| 40 | TRVCCITIGROUP INC | 237,610 | $17.3B | 0.52% | |
| 41 | AWNADVANCE AUTO PARTS INC | 165,654 | $16.4B | 0.49% | |
| 42 | URBNURBAN OUTFITTERS INC | 668,619 | $16.0B | 0.48% | |
| 43 | MACMACERICH CO | 290,545 | $16.0B | 0.48% | |
| 44 | DLTRDOLLAR TREE INC | 183,307 | $15.9B | 0.48% | |
| 45 | JPMJPMORGAN CHASE & CO | 166,455 | $15.9B | 0.47% | |
| 46 | —TAUBMAN CTRS INC | 317,606 | $15.8B | 0.47% | |
| 47 | AALAMERICAN AIRLS GROUP INC | 327,831 | $15.6B | 0.46% | |
| 48 | —FORTRESS INVESTMENT GROUP LL | 1,919,873 | $15.3B | 0.46% | |
| 49 | BRXBRIXMOR PPTY GROUP INC | 798,106 | $15.0B | 0.45% | |
| 50 | BAPCREDICORP LTD | 62,202 | $12.8B | 0.38% | |
| 51 | DFSEURDISCOVER FINL SVCS | 192,017 | $12.4B | 0.37% | |
| 52 | SAVESPIRIT AIRLS INC | 359,452 | $12.0B | 0.36% | |
| 53 | HDBHDFC BANK LTD | 122,189 | $11.8B | 0.35% | |
| 54 | DISDISNEY WALT CO | 90,834 | $9.0B | 0.27% | |
| 55 | INVHINVITATION HOMES INC | 332,576 | $7.5B | 0.22% | |
| 56 | DALDELTA AIR LINES INC DEL | 151,238 | $7.3B | 0.22% | |
| 57 | COFCAPITAL ONE FINL CORP | 82,433 | $7.0B | 0.21% | |
| 58 | —RITE AID CORP | 3,365,199 | $6.6B | 0.20% | |
| 59 | SPGIS&P GLOBAL INC | 36,599 | $5.7B | 0.17% | |
| 60 | KRGKITE RLTY GROUP TR | 279,618 | $5.7B | 0.17% | |
| 61 | —GGP INC | 252,873 | $5.3B | 0.16% | |
| 62 | KIMKIMCO RLTY CORP | 255,052 | $5.0B | 0.15% | |
| 63 | XRAYDENTSPLY SIRONA INC | 82,289 | $4.9B | 0.15% | |
| 64 | DNKNDUNKIN BRANDS GROUP INC | 86,704 | $4.6B | 0.14% | |
| 65 | TWTRUSDTWITTER INC | 234,209 | $4.0B | 0.12% | |
| 66 | BACBANK AMER CORP | 117,680 | $3.0B | 0.09% | |
| 67 | ARNCCHFARCONIC INC | 117,913 | $2.9B | 0.09% | |
| 68 | TRIPTRIPADVISOR INC | 72,272 | $2.9B | 0.09% | |
| 69 | —TWENTY FIRST CENTY FOX INC | 101,799 | $2.7B | 0.08% | |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,000 | $1.8B | 0.05% | |
| 71 | SPYETFS PALLADIUM TR | 6,669 | $595.0M | 0.02% | |
| 72 | ARCOARCOS DORADOS HOLDINGS INC | 41,477 | $417.0M | 0.01% | |
| 73 | INFYINFOSYS LTD | 28,441 | $415.0M | 0.01% | |
| 74 | AKO/AEMBOTELLADORA ANDINA S A | 8,567 | $209.0M | 0.01% |