Coronation Fund Managers Ltd. Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$3.6T

Holdings

162

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (162 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
913,619$138.8B3.87%
2
MLCOMELCO RESORTS AND ENTMNT LTD
12,359,373$109.6B3.06%
3
CPCANADIAN PACIFIC KANSAS CITY
1,382,628$109.3B3.05%
4
NUNU HLDGS LTD
13,041,620$108.6B3.03%
5
MLB1MERCADOLIBRE INC
66,773$104.9B2.93%
6
SCHWSCHWAB CHARLES CORP
1,523,807$104.8B2.92%
7
PDDPDD HOLDINGS INC
706,151$103.3B2.88%
8
IBKRINTERACTIVE BROKERS GROUP IN
1,196,179$99.2B2.76%
9
ASAIYSENDAS DISTRIBUIDORA S A
6,881,195$95.1B2.65%
10
RYAAYRYANAIR HOLDINGS PLC
690,741$92.1B2.57%
11
EXPEEXPEDIA GROUP INC
588,122$89.3B2.49%
12
CNRCANADIAN NATL RY CO
709,647$89.2B2.49%
13
VVISA INC
334,983$87.2B2.43%
14
ELVELEVANCE HEALTH INC
168,902$79.6B2.22%
15
UBERUBER TECHNOLOGIES INC
1,152,181$70.9B1.98%
16
SESEA LTD
1,662,245$67.3B1.88%
17
METAMETA PLATFORMS INC
179,071$63.4B1.77%
18
TMOTHERMO FISHER SCIENTIFIC INC
118,132$62.7B1.75%
19
IBNICICI BANK LIMITED
2,598,237$61.9B1.73%
20
GOOGLALPHABET INC
434,461$60.7B1.69%
21
TSMTAIWAN SEMICONDUCTOR MFG LTD
562,850$58.5B1.63%
22
GRABGRAB HOLDINGS LIMITED
16,202,632$54.6B1.52%
23
DASHDOORDASH INC
548,825$54.3B1.51%
24
SPOTSPOTIFY TECHNOLOGY S A
287,167$54.0B1.50%
25
MMYTMAKEMYTRIP LIMITED MAURITIUS
1,128,791$53.0B1.48%
26
SMARGBPSMARTSHEET INC
1,075,305$51.4B1.43%
27
HDBHDFC BANK LTD
764,979$51.3B1.43%
28
PJXPETROLEO BRASILEIRO SA PETRO
3,354,140$51.3B1.43%
29
GPNGLOBAL PMTS INC
388,143$49.3B1.37%
30
STNESTONECO LTD
2,675,679$48.2B1.35%
31
TMETENCENT MUSIC ENTMT GROUP
5,028,188$45.3B1.26%
32
UNHUNITEDHEALTH GROUP INC
76,383$40.2B1.12%
33
WBDWARNER BROS DISCOVERY INC
3,446,335$39.2B1.09%
34
CNCCENTENE CORP DEL
457,265$33.9B0.95%
35
AUANGLOGOLD ASHANTI PLC
1,770,526$33.1B0.92%
36
MSFTMICROSOFT CORP
87,859$33.0B0.92%
37
CSXCSX CORP
876,014$30.4B0.85%
38
BKNGBOOKING HOLDINGS INC
8,285$29.4B0.82%
39
MAMASTERCARD INCORPORATED
66,800$28.5B0.79%
40
EOGEOG RES INC
228,418$27.6B0.77%
41
FMXFOMENTO ECONOMICO MEXICANO S
210,126$27.4B0.76%
42
LPLALPL FINL HLDGS INC
114,888$26.2B0.73%
43
4I1PHILIP MORRIS INTL INC
270,218$25.4B0.71%
44
JDJD.COM INC
839,923$24.3B0.68%
45
TRUTRANSUNION
328,956$22.6B0.63%
46
INFYINFOSYS LTD
1,132,936$20.8B0.58%
47
ASHASHLAND INC
240,062$20.2B0.56%
48
CPNGCOUPANG INC
1,091,964$17.7B0.49%
49
TPRTAPESTRY INC
467,327$17.2B0.48%
50
CRMSALESFORCE INC
64,425$17.0B0.47%
51
KDPKEURIG DR PEPPER INC
490,766$16.4B0.46%
52
KMIKINDER MORGAN INC DEL
926,133$16.3B0.46%
53
WABWABTEC
125,414$15.9B0.44%
54
VALVALARIS LTD
211,363$14.5B0.40%
55
PLAYDAVE & BUSTERS ENTMT INC
269,134$14.5B0.40%
56
OVVOVINTIV INC
327,034$14.4B0.40%
57
KKRKKR & CO INC
169,581$14.0B0.39%
58
PANWPALO ALTO NETWORKS INC
47,513$14.0B0.39%
59
QTWOQ2 HLDGS INC
321,523$14.0B0.39%
60
CHTRCHARTER COMMUNICATIONS INC N
35,226$13.7B0.38%
61
TKOTKO GROUP HOLDINGS INC
164,421$13.4B0.37%
62
GPKGRAPHIC PACKAGING HLDG CO
543,629$13.4B0.37%
63
DHRDANAHER CORPORATION
56,866$13.2B0.37%
64
CTVACORTEVA INC
259,249$12.4B0.35%
65
FIVNFIVE9 INC
157,679$12.4B0.35%
66
WHWYNDHAM HOTELS & RESORTS INC
154,176$12.4B0.35%
67
DKNGDRAFTKINGS INC NEW
346,940$12.2B0.34%
68
TTENTOTALENERGIES SE
177,379$12.0B0.33%
69
NVONOVO-NORDISK A S
115,294$11.9B0.33%
70
RRCRANGE RES CORP
391,623$11.9B0.33%
71
OKTAOKTA INC
130,456$11.8B0.33%
72
APDAIR PRODS & CHEMS INC
42,526$11.6B0.32%
73
MORNMORNINGSTAR INC
39,333$11.3B0.31%
74
BLMNBLOOMIN BRANDS INC
396,664$11.2B0.31%
75
TNDMTANDEM DIABETES CARE INC
376,355$11.1B0.31%
76
FWONALIBERTY MEDIA CORP DEL
174,059$11.0B0.31%
77
PINSPINTEREST INC
282,396$10.5B0.29%
78
CFCF INDS HLDGS INC
130,601$10.4B0.29%
79
SSENTINELONE INC
371,265$10.2B0.28%
80
VRNSVARONIS SYS INC
220,475$10.0B0.28%
81
LPXLOUISIANA PAC CORP
140,443$9.9B0.28%
82
FIVEFIVE BELOW INC
46,393$9.9B0.28%
83
APOAPOLLO GLOBAL MGMT INC
101,335$9.4B0.26%
84
SKAASKECHERS U S A INC
151,256$9.4B0.26%
85
PFGCPERFORMANCE FOOD GROUP CO
136,176$9.4B0.26%
86
8CWCROWN CASTLE INC
78,284$9.0B0.25%
87
AVDXAVIDXCHANGE HOLDINGS INC
699,628$8.7B0.24%
88
ZZILLOW GROUP INC
149,762$8.7B0.24%
89
RRRRED ROCK RESORTS INC
162,054$8.6B0.24%
90
GOOGALPHABET INC
58,904$8.3B0.23%
91
DISDISNEY WALT CO
91,541$8.3B0.23%
92
BABAALIBABA GROUP HLDG LTD
106,243$8.2B0.23%
93
PKNREVVITY INC
70,232$7.7B0.21%
94
YUMCYUM CHINA HLDGS INC
178,287$7.6B0.21%
95
DFSEURDISCOVER FINL SVCS
67,010$7.5B0.21%
96
BEPBROOKFIELD RENEWABLE PARTNER
279,840$7.4B0.21%
97
AMDADVANCED MICRO DEVICES INC
48,590$7.2B0.20%
98
CDWCDW CORP
31,224$7.1B0.20%
99
MANUMANCHESTER UTD PLC NEW
340,508$6.9B0.19%
100
INTUINTUIT
10,202$6.4B0.18%
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