Coronation Fund Managers Ltd. Q4 2017 Filing
Filed January 29, 2018
Portfolio Value
$3.2T
Holdings
64
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD COM INC | 9,802,981 | $406.0B | 12.82% | |
| 2 | WUBAUSD58 COM INC | 3,418,149 | $244.6B | 7.73% | |
| 3 | TTMCHFTATA MTRS LTD | 6,987,780 | $231.1B | 7.30% | |
| 4 | BIDUNBAIDU INC | 723,858 | $169.5B | 5.35% | |
| 5 | NKENIKE INC | 2,067,031 | $129.3B | 4.08% | |
| 6 | VVISA INC | 1,108,479 | $126.4B | 3.99% | |
| 7 | YUMYUM BRANDS INC | 1,301,102 | $106.2B | 3.35% | |
| 8 | AABAUSDALTABA INC | 1,455,386 | $101.7B | 3.21% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,445,042 | $96.9B | 3.06% | |
| 10 | CTRPUSDCTRIP COM INTL LTD | 2,157,284 | $95.1B | 3.00% | |
| 11 | NOAHNOAH HLDGS LTD | 1,783,478 | $82.5B | 2.61% | |
| 12 | GOOGLALPHABET INC | 75,426 | $79.5B | 2.51% | |
| 13 | LBEURL BRANDS INC | 1,179,077 | $71.0B | 2.24% | |
| 14 | CHTRCHARTER COMMUNICATIONS INC N | 203,954 | $68.5B | 2.16% | |
| 15 | METAFACEBOOK INC | 378,355 | $66.8B | 2.11% | |
| 16 | BABAALIBABA GROUP HLDG LTD | 381,258 | $65.7B | 2.08% | |
| 17 | BXUSDBLACKSTONE GROUP L P | 1,958,174 | $62.7B | 1.98% | |
| 18 | CMCSACOMCAST CORP NEW | 1,544,004 | $61.8B | 1.95% | |
| 19 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 846,518 | $60.1B | 1.90% | |
| 20 | AMZNAMAZON COM INC | 50,634 | $59.2B | 1.87% | |
| 21 | BKNGPRICELINE GRP INC | 28,525 | $49.6B | 1.57% | |
| 22 | —KKR & CO L P DEL | 2,223,092 | $46.8B | 1.48% | |
| 23 | LBTYBLIBERTY GLOBAL PLC | 1,090,428 | $39.1B | 1.23% | |
| 24 | FMXFOMENTO ECONOMICO MEXICANO S | 405,175 | $38.0B | 1.20% | |
| 25 | SPGSIMON PPTY GROUP INC NEW | 209,818 | $36.0B | 1.14% | |
| 26 | WBAWALGREENS BOOTS ALLIANCE INC | 493,337 | $35.8B | 1.13% | |
| 27 | —ALLERGAN PLC | 203,238 | $33.2B | 1.05% | |
| 28 | JCIJOHNSON CTLS INTL PLC | 771,288 | $29.4B | 0.93% | |
| 29 | CVSCVS HEALTH CORP | 395,024 | $28.6B | 0.90% | |
| 30 | AWNADVANCE AUTO PARTS INC | 285,464 | $28.5B | 0.90% | |
| 31 | —TAUBMAN CTRS INC | 408,152 | $26.7B | 0.84% | |
| 32 | FOXATWENTY FIRST CENTY FOX INC | 712,063 | $24.3B | 0.77% | |
| 33 | ORCLORACLE CORP | 496,957 | $23.5B | 0.74% | |
| 34 | NWLNEWELL BRANDS INC | 732,659 | $22.6B | 0.72% | |
| 35 | MAMASTERCARD INCORPORATED | 140,552 | $21.3B | 0.67% | |
| 36 | AAPLAPPLE INC | 125,475 | $21.2B | 0.67% | |
| 37 | KIMKIMCO RLTY CORP | 1,159,223 | $21.0B | 0.66% | |
| 38 | ELVANTHEM INC | 93,435 | $21.0B | 0.66% | |
| 39 | MACMACERICH CO | 294,782 | $19.4B | 0.61% | |
| 40 | CGCARLYLE GROUP L P | 782,257 | $17.9B | 0.57% | |
| 41 | HDBHDFC BANK LTD | 166,403 | $16.9B | 0.53% | |
| 42 | APOAPOLLO GLOBAL MGMT LLC | 480,114 | $16.1B | 0.51% | |
| 43 | TRVCCITIGROUP INC | 215,091 | $16.0B | 0.51% | |
| 44 | BRXBRIXMOR PPTY GROUP INC | 823,959 | $15.4B | 0.49% | |
| 45 | YUMCYUM CHINA HLDGS INC | 361,944 | $14.5B | 0.46% | |
| 46 | SAVESPIRIT AIRLS INC | 299,970 | $13.5B | 0.42% | |
| 47 | AALAMERICAN AIRLS GROUP INC | 254,838 | $13.3B | 0.42% | |
| 48 | KRGKITE RLTY GROUP TR | 651,208 | $12.8B | 0.40% | |
| 49 | JPMJPMORGAN CHASE & CO | 111,245 | $11.9B | 0.38% | |
| 50 | DFSEURDISCOVER FINL SVCS | 150,958 | $11.6B | 0.37% | |
| 51 | MSFTMICROSOFT CORP | 93,659 | $8.0B | 0.25% | |
| 52 | INVHINVITATION HOMES INC | 332,576 | $7.8B | 0.25% | |
| 53 | DALDELTA AIR LINES INC DEL | 132,590 | $7.4B | 0.23% | |
| 54 | DNKNDUNKIN BRANDS GROUP INC | 86,704 | $5.6B | 0.18% | |
| 55 | SPGIS&P GLOBAL INC | 31,424 | $5.3B | 0.17% | |
| 56 | AXPAMERICAN EXPRESS CO | 53,570 | $5.3B | 0.17% | |
| 57 | ARNCCHFARCONIC INC | 157,206 | $4.3B | 0.14% | |
| 58 | —TWENTY FIRST CENTY FOX INC | 101,799 | $3.5B | 0.11% | |
| 59 | BACBANK AMER CORP | 93,624 | $2.8B | 0.09% | |
| 60 | TRIPTRIPADVISOR INC | 72,272 | $2.5B | 0.08% | |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,000 | $2.0B | 0.06% | |
| 62 | INFYINFOSYS LTD | 28,441 | $461.0M | 0.01% | |
| 63 | ARCOARCOS DORADOS HOLDINGS INC | 31,293 | $324.0M | 0.01% | |
| 64 | AKO/AEMBOTELLADORA ANDINA S A | 8,567 | $227.0M | 0.01% |