Q1 2026 · 13F-HR
Coronation Fund Managers Ltd.holdings as filed
Filed 2026-05-13 · accession 0001172661-26-001800
$2.19B
Reported value
53
Positions
2026-03-31
Period end
The Brief · Coronation Fund Managers Ltd. · Q1 2026
AI · grounded in 13F
Coronation Fund Managers Ltd. closed its position in STNE, reducing exposure by $36.97M. The fund established new positions in GOOGL for $39.92M and DASH for $29.24M. Additionally, the manager increased its holdings in CPNG by 98.3% and GRAB by 74.5%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 58733R102 | MELI | MERCADOLIBRE INC | $272.8M | 12.4% | 157,804 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $258.3M | 11.8% | 17,973,549 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $258.1M | 11.8% | 3,116,319 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $222.2M | 10.1% | 11,771,286 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $119.3M | 5.44% | 32,601,355 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $87.4M | 3.98% | 290,443 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $68.9M | 3.14% | 330,915 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $64.3M | 2.93% | 112,414 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $64.1M | 2.92% | 865,750 | Common | SOLE |
| 585464100 | MLCO | MELCO RESORTS AND ENTMNT LTD | $64.0M | 2.92% | 11,269,346 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $57.1M | 2.60% | 1,532,202 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $51.3M | 2.34% | 138,606 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $49.9M | 2.27% | 530,439 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $48.4M | 2.20% | 99,710 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $41.8M | 1.90% | 98,247 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $39.9M | 1.82% | 138,824 | Common | SOLE |
| 92826C839 | V | VISA INC | $37.7M | 1.72% | 124,579 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $31.3M | 1.43% | 7,432 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $29.2M | 1.33% | 194,738 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $27.6M | 1.26% | 383,398 | Common | SOLE |
| G2519Y108 | BAP | CREDICORP LTD | $22.1M | 1.01% | 65,156 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $21.8M | 0.99% | 74,377 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $20.3M | 0.92% | 341,255 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $17.1M | 0.78% | 100,522 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $16.0M | 0.73% | 166,477 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $15.8M | 0.72% | 58,224 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $15.6M | 0.71% | 159,727 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $15.5M | 0.70% | 49,207 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $14.5M | 0.66% | 349,503 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $14.3M | 0.65% | 742,278 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $14.3M | 0.65% | 241,124 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC. | $14.0M | 0.64% | 145,897 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $13.8M | 0.63% | 554,295 | Common | SOLE |
| 76169C100 | REXR | REXFORD INDL RLTY INC | $13.4M | 0.61% | 409,723 | Common | SOLE |
| 59522J103 | MAA | MID-AMER APT CMNTYS INC | $12.5M | 0.57% | 102,498 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $12.3M | 0.56% | 365,566 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $11.0M | 0.50% | 35,382 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.7M | 0.31% | 13,497 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.6M | 0.21% | 26,149 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $3.9M | 0.18% | 7,917 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $3.5M | 0.16% | 45,078 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.4M | 0.11% | 7,084 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $2.1M | 0.10% | 11,118 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $2.0M | 0.09% | 19,103 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $2.0M | 0.09% | 9,884 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $1.9M | 0.09% | 28,844 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $1.9M | 0.09% | 7,801 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $1.7M | 0.08% | 19,327 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $1.2M | 0.05% | 22,131 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $1.1M | 0.05% | 5,971 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $965,685 | 0.04% | 13,957 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $361,582 | 0.02% | 12,228 | Common | SOLE |
| 64110Y108 | NLOP | NET LEASE OFFICE PROPERTIES | $290,995 | 0.01% | 25,260 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.