Coronation Fund Managers Ltd.

Cape Town, T3 · CIK 1594320 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityCoronation Fund Managers Ltd (ZA)

Others nearbyCape Town

$2.6bn reported value +19.3% vs Q1 2026

48positions

69.4%in top 10

3 new 26 added 10 reduced 8 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Coronation International Ltd – reports through this filing
Coronation Investment Management International (Pty) Ltd – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NU HLDGS LTD ORD SHS CL A NU	NU	25,930,925	$346.4m13.23%	13.23%	Added +8.0m	+7,957,376 44.3%
2	MERCADOLIBRE INC COM MELI	MELI	203,673	$345.7m13.20%	13.20%	Added +45.9k	+45,869 29.1%
3	SEA LTD SPONSORD ADS SE	SE	3,269,300	$313.3m11.96%	11.96%	Added +153.0k	+152,981 4.9%
4	COUPANG INC CL A CPNG	CPNG	12,495,101	$217.0m8.29%	8.29%	Added +723.8k	+723,815 6.2%
5	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	52,687,344	$198.6m7.59%	7.59%	Added +20.1m	+20,085,989 61.6%
6	AMAZON COM INC COM AMZN	AMZN	362,012	$86.3m3.29%	3.29%	Added +31.1k	+31,097 9.4%
7	MAKEMYTRIP LIMITED MAURITIUS SHS MMYT	MMYT	1,546,054	$82.4m3.15%	3.15%	Added +13.9k	+13,852 0.9%
8	META PLATFORMS INC CL A META	META	145,195	$81.8m3.12%	3.12%	Added +32.8k	+32,781 29.2%
9	MASTERCARD INCORPORATED CL A MA	MA	147,028	$75.5m2.88%	2.88%	Added +133.5k	+133,531 989.3%
10	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	814,783	$70.6m2.70%	2.70%	Reduced -51.0k	-50,967 -5.9%
11	LPL FINL HLDGS INC COM LPLA	LPLA	249,962	$70.4m2.69%	2.69%	Reduced -40.5k	-40,481 -13.9%
12	MICROSOFT CORP COM MSFT	MSFT	161,594	$60.3m2.30%	2.30%	Added +23.0k	+22,988 16.6%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	145,167	$51.9m1.98%	1.98%	Added +6.3k	+6,343 4.6%
14	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	103,796	$47.7m1.82%	1.82%	Added +4.1k	+4,086 4.1%
15	VISA INC COM CL A V	V	133,316	$45.7m1.75%	1.75%	Added +8.7k	+8,737 7.0%
16	S&P GLOBAL INC COM SPGI	SPGI	109,899	$44.8m1.71%	1.71%	Added +11.7k	+11,652 11.9%
17	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	613,290	$39.1m1.49%	1.49%	Added +272.0k	+272,035 79.7%
18	ELEVANCE HEALTH INC COM ELV	ELV	96,798	$37.4m1.43%	1.43%	Added +22.4k	+22,421 30.1%
19	SCHWAB CHARLES CORP COM SCHW	SCHW	385,511	$35.6m1.36%	1.36%	Reduced -144.9k	-144,928 -27.3%
20	DOORDASH INC CL A DASH	DASH	192,538	$35.5m1.36%	1.36%	Reduced -2.2k	-2,200 -1.1%
21	CREDICORP LTD COM BAP	BAP	89,443	$34.8m1.33%	1.33%	Added +24.3k	+24,287 37.3%
22	UBER TECHNOLOGIES INC COM UBER	UBER	362,027	$26.1m1.00%	1.00%	Reduced -21.4k	-21,371 -5.6%
23	EQUIFAX INC COM EFX	EFX	138,211	$21.9m0.84%	0.84%	Added +132.2k	+132,240 2214.7%
24	BOOKING HOLDINGS INC COM BKNG	BKNG	115,577	$20.6m0.79%	0.79%	Reduced -70.2k	-70,223 -37.8%
25	IQVIA HLDGS INC COM IQV	IQV	101,473	$19.6m0.75%	0.75%	Added +951	+951 0.9%
26	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	37,799	$19.0m0.72%	0.72%	Added +29.9k	+29,882 377.4%
27	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	971,251	$18.6m0.71%	0.71%	Added +229.0k	+228,973 30.9%
28	HDFC BANK LTD SPONSORED ADS HDB	HDB	712,111	$18.4m0.70%	0.70%	Added +157.8k	+157,816 28.5%
29	CAMDEN PPTY TR SH BEN INT CPT	CPT	159,727	$18.3m0.70%	0.70%	Unchanged
30	EQUITY RESIDENTIAL SH BEN INT VMRK	VMRK	241,124	$16.4m0.63%	0.63%	Unchanged
31	DISNEY WALT CO COM DIS	DIS	167,809	$16.2m0.62%	0.62%	Added +1.3k	+1,332 0.8%
32	MID-AMER APT CMNTYS INC COM MAA	MAA	102,498	$14.2m0.54%	0.54%	Unchanged
33	ZILLOW GROUP INC CL C CAP STK Z	Z	436,707	$13.8m0.53%	0.53%	Added +87.2k	+87,204 24.9%
34	DANAHER CORPORATION COM DHR	DHR	63,965	$12.2m0.47%	0.47%	Added +52.8k	+52,847 475.3%
35	UNITEDHEALTH GROUP INC COM UNH	UNH	28,144	$11.7m0.45%	0.45%	Reduced -30.1k	-30,080 -51.7%
36	KINDER MORGAN INC DEL COM KMI	KMI	365,566	$11.7m0.45%	0.45%	Unchanged
37	MELCO RESORTS AND ENTMNT LTD ADR MLCO	MLCO	1,973,640	$10.4m0.40%	0.40%	Reduced -9.3m	-9,295,706 -82.5%
38	MOODYS CORP COM MCO	MCO	17,012	$7.7m0.29%	0.29%	New
39	CANADIAN PACIFIC KANSAS CITY COM CP	CP	45,078	$3.9m0.15%	0.15%	Unchanged
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,692	$3.2m0.12%	0.12%	Reduced -392	-392 -5.5%
41	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	28,844	$2.5m0.10%	0.10%	Unchanged
42	INTUIT COM INTU	INTU	9,514	$2.5m0.09%	0.09%	New
43	NVIDIA CORPORATION COM NVDA	NVDA	11,882	$2.4m0.09%	0.09%	Reduced -14.3k	-14,267 -54.6%
44	PROGRESSIVE CORP COM PGR	PGR	9,884	$2.2m0.08%	0.08%	Unchanged
45	CRH PLC ORD CRH	CRH	19,103	$2.0m0.08%	0.08%	Unchanged
46	LENNAR CORP CL A LEN	LEN	19,327	$1.7m0.07%	0.07%	Unchanged
47	JD.COM INC SPON ADS CL A JD	JD	13,498	$343.9k0.01%	0.01%	Added +1.3k	+1,270 10.4%
48	ICICI BANK LIMITED ADR IBN	IBN	9,061	$263.0k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARVANA CO CVNA	CVNA	246,035	$15.5m246.0k shares
NETFLIX INC NFLX	NFLX	145,897	$14.0m145.9k shares
REXFORD INDL RLTY INC REXR	REXR	409,723	$13.4m409.7k shares
BROADCOM INC AVGO	AVGO	35,382	$11.0m35.4k shares
UNION PAC CORP UNP	UNP	7,801	$1.9m7.8k shares
NIKE INC NKE	NKE	22,131	$1.2m22.1k shares
TRANSUNION TRU	TRU	13,957	$965.7k14.0k shares
NET LEASE OFFICE PROPERTIES NLOP	NLOP	25,260	$291.0k25.3k shares