Coronation Fund Managers Ltd. Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$2.2B
Holdings
53
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLB1MERCADOLIBRE INC | 141,785 | $285.6M | 12.81% | |
| 2 | SESEA LTD | 2,235,578 | $285.2M | 12.79% | |
| 3 | NUNU HLDGS LTD | 14,403,098 | $241.1M | 10.81% | |
| 4 | CPNGCOUPANG INC | 5,936,214 | $140.0M | 6.28% | |
| 5 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 1,251,279 | $102.8M | 4.61% | |
| 6 | GRABGRAB HOLDINGS LIMITED | 18,682,302 | $93.2M | 4.18% | |
| 7 | AMZNAMAZON COM INC | 362,770 | $83.7M | 3.75% | |
| 8 | LPLALPL FINL HLDGS INC | 228,265 | $81.5M | 3.66% | |
| 9 | KSPIKASPI KZ JSC | 990,623 | $77.4M | 3.47% | |
| 10 | MLCOMELCO RESORTS AND ENTMNT LTD | 8,335,219 | $63.1M | 2.83% | |
| 11 | ELVELEVANCE HEALTH INC FORMERLY | 159,249 | $55.8M | 2.50% | |
| 12 | METAMETA PLATFORMS INC | 83,489 | $55.1M | 2.47% | |
| 13 | SCHWSCHWAB CHARLES CORP | 463,479 | $46.3M | 2.08% | |
| 14 | MSFTMICROSOFT CORP | 92,813 | $44.9M | 2.01% | |
| 15 | VVISA INC | 120,905 | $42.4M | 1.90% | |
| 16 | SPOTSPOTIFY TECHNOLOGY S A | 72,142 | $41.9M | 1.88% | |
| 17 | STNESTONECO LTD | 2,499,733 | $37.0M | 1.66% | |
| 18 | SPGIS&P GLOBAL INC | 66,159 | $34.6M | 1.55% | |
| 19 | BKNGBOOKING HOLDINGS INC | 6,402 | $34.3M | 1.54% | |
| 20 | DISDISNEY WALT CO | 275,817 | $31.4M | 1.41% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 50,995 | $29.5M | 1.33% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 85,185 | $28.1M | 1.26% | |
| 23 | GTLBGITLAB INC | 717,483 | $26.9M | 1.21% | |
| 24 | UBERUBER TECHNOLOGIES INC | 311,488 | $25.4M | 1.14% | |
| 25 | MNDYMONDAY COM LTD | 138,085 | $20.4M | 0.91% | |
| 26 | CVNACARVANA CO | 42,860 | $18.1M | 0.81% | |
| 27 | EMBJEMBRAER S.A. | 279,266 | $18.0M | 0.81% | |
| 28 | HDBHDFC BANK LTD | 483,614 | $17.7M | 0.79% | |
| 29 | CPTCAMDEN PPTY TR | 159,727 | $17.6M | 0.79% | |
| 30 | IQVIQVIA HLDGS INC | 74,783 | $16.9M | 0.76% | |
| 31 | REXRREXFORD INDL RLTY INC | 409,723 | $15.9M | 0.71% | |
| 32 | EQREQUITY RESIDENTIAL | 241,124 | $15.2M | 0.68% | |
| 33 | NKENIKE INC | 230,179 | $14.7M | 0.66% | |
| 34 | DTDYNATRACE INC | 262,572 | $11.4M | 0.51% | |
| 35 | LENLENNAR CORP | 109,220 | $11.2M | 0.50% | |
| 36 | ZZILLOW GROUP INC | 151,555 | $10.3M | 0.46% | |
| 37 | ETENERGY TRANSFER L P | 603,284 | $9.9M | 0.45% | |
| 38 | KMIKINDER MORGAN INC DEL | 247,656 | $6.8M | 0.31% | |
| 39 | DHRDANAHER CORPORATION | 23,396 | $5.4M | 0.24% | |
| 40 | GEHCGE HEALTHCARE TECHNOLOGIES I | 65,097 | $5.3M | 0.24% | |
| 41 | RHCRH PLC | 34,116 | $4.3M | 0.19% | |
| 42 | UNPUNION PAC CORP | 16,150 | $3.7M | 0.17% | |
| 43 | CPCANADIAN PACIFIC KANSAS CITY | 46,057 | $3.4M | 0.15% | |
| 44 | TRUTRANSUNION | 38,898 | $3.3M | 0.15% | |
| 45 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,494 | $2.9M | 0.13% | |
| 46 | HUMHUMANA INC | 10,031 | $2.6M | 0.12% | |
| 47 | CNRCANADIAN NATL RY CO | 19,138 | $1.9M | 0.08% | |
| 48 | IBKRINTERACTIVE BROKERS GROUP IN | 26,862 | $1.7M | 0.08% | |
| 49 | PGRPROGRESSIVE CORP | 7,551 | $1.7M | 0.08% | |
| 50 | AMATAPPLIED MATLS INC | 5,002 | $1.3M | 0.06% | |
| 51 | NLOPNET LEASE OFFICE PROPERTIES | 25,260 | $651K | 0.03% | |
| 52 | JDJD.COM INC | 8,741 | $250K | 0.01% | |
| 53 | IBNICICI BANK LIMITED | 8,075 | $240K | 0.01% |