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Coronation Fund Managers Ltd.

CIK 1594320 · latest 13F filed 27 July 2026 · Read the filing on EDGAR

Coronation Fund Managers Ltd. reported 48 US-listed holdings worth $2.62 billion in its 13F for the quarter ended 30 June 2026, filed 27 July 2026. Its largest: Nu Holdings Ltd. (13.2%), MercadoLibre, Inc. (13.2%) and Sea Limited (12.0%). Against the quarter before, it opened 3 positions, added to 27, trimmed 9 and sold out of 8.

Reported holdings$2.62B+19.3% on Q1 2026
Positions48-5 on Q1 2026
The largest ten69.4%of its reported holdings
Latest 13FQ2 2026filed 27 July 2026
Where the money is
Added toTrimmed
NU13.2%MELI13.2%SE12.0%CPNG8.3%GRAB7.6%AMZN3.3%MMYT3.1%META3.1%MA2.9%KSPI2.7%LPLA2.7%MSFT2.3%GOOGL2.0%SPOT1.8%34 more21.8%

The 14 largest of its 48 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.80 billion in 55 positions$1.80BQ3 24Q4 2024: $1.70 billion in 50 positions$1.70BQ4 24Q1 2025: $1.84 billion in 51 positions$1.84BQ1 25Q2 2025: $1.84 billion in 49 positions$1.84BQ2 25Q3 2025: $1.92 billion in 48 positions$1.92BQ3 25Q4 2025: $2.23 billion in 53 positions$2.23BQ4 25Q1 2026: $2.19 billion in 53 positions$2.19BQ1 26Q2 2026: $2.62 billion in 48 positions$2.62BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 27Held 9Trimmed 9Sold out 8
Opened: 3Added: 27Held: 9Trimmed: 9Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Moody's Corp. MCO$7.7 million
  2. Intuit Inc. INTU$2.5 million
  3. Icici Bank ADR IBN$263,041

Added to 27

  1. Nu Holdings Ltd. NU+8.0 million shares · +44%
  2. MercadoLibre, Inc. MELI+45,869 shares · +29%
  3. Grab Holdings Limited GRAB+20.1 million shares · +62%
  4. Mastercard Inc. MA+133,531 shares · +989%
  5. Equifax Inc. EFX+132,240 shares · +2215%
  6. Booking Holdings Inc. BKNG+108,145 shares · +1455%
  7. Meta Platforms, Inc. META+32,781 shares · +29%
  8. Embraer S.a. EMBJ+272,035 shares · +80%

and 19 more in the table below

Trimmed 9

  1. Melco Resorts and Entmnt Ltd MLCO-9.3 million shares · -82%
  2. Charles Schwab Corp. SCHW-144,928 shares · -27%
  3. UnitedHealth Group Inc. UNH-30,080 shares · -52%
  4. LPL Finl Hldgs Inc. LPLA-40,481 shares · -14%
  5. Kaspi KZ JSC KSPI-50,967 shares · -6%
  6. NVIDIA Corp. NVDA-14,267 shares · -55%
  7. Uber Technologies, Inc. UBER-21,371 shares · -6%
  8. DoorDash, Inc. DASH-2,200 shares · -1%

and 1 more in the table below

Sold out of 8

  1. Carvana Co. CVNA$15.5 million last quarter
  2. Netflix Inc. NFLX$14.0 million last quarter
  3. Rexford Industrial Realty, Inc. REXR$13.4 million last quarter
  4. Broadcom Inc. AVGO$11.0 million last quarter
  5. Union Pacific Corp. UNP$1.9 million last quarter
  6. Nike, Inc. NKE$1.2 million last quarter
  7. TransUnion TRU$965,685 last quarter
  8. NET Lease Office Properties NLOP$290,995 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Nu Holdings Ltd. NU25,930,925$346.4 million13.23%+7,957,376
MercadoLibre, Inc. MELI203,673$345.7 million13.20%+45,869
Sea Limited SE3,269,300$313.3 million11.96%+152,981
Coupang Inc. Class A CPNG12,495,101$217.0 million8.29%+723,815
Grab Holdings Limited GRAB52,687,344$198.6 million7.59%+20,085,989
Amazon.com Inc. AMZN362,012$86.3 million3.29%+31,097
Makemytrip Limited Mauritius MMYT1,546,054$82.4 million3.15%+13,852
Meta Platforms, Inc. META145,195$81.8 million3.12%+32,781
Mastercard Inc. MA147,028$75.5 million2.88%+133,531
Kaspi KZ JSC KSPI814,783$70.6 million2.70%-50,967
LPL Finl Hldgs Inc. LPLA249,962$70.4 million2.69%-40,481
Microsoft Corp. MSFT161,594$60.3 million2.30%+22,988
Alphabet Inc. GOOGL145,167$51.9 million1.98%+6,343
Spotify Technology S.A. SPOT103,796$47.7 million1.82%+4,086
Visa Inc. V133,316$45.7 million1.75%+8,737
S&P Global Inc. SPGI109,899$44.8 million1.71%+11,652
Embraer S.a. EMBJ613,290$39.1 million1.49%+272,035
Elevance Health, Inc. ELV96,798$37.4 million1.43%+22,421
Charles Schwab Corp. SCHW385,511$35.6 million1.36%-144,928
DoorDash, Inc. DASH192,538$35.5 million1.36%-2,200
Credicorp Ltd BAP89,443$34.8 million1.33%+24,287
Uber Technologies, Inc. UBER362,027$26.1 million1.00%-21,371
Equifax Inc. EFX138,211$21.9 million0.84%+132,240
Booking Holdings Inc. BKNG115,577$20.6 million0.79%+108,145
IQVIA Holdings Inc. IQV101,473$19.6 million0.75%+951
Thermo Fisher Scientific Inc. TMO37,799$19.0 million0.72%+29,882
Energy Transfer LP ET971,251$18.6 million0.71%+228,973
HDFC Bank Limited HDB712,111$18.4 million0.70%+157,816
Camden Property Trust CPT159,727$18.3 million0.70%no change
Vivmark Residential VMRK241,124$16.4 million0.63%no change
Walt Disney Co. DIS167,809$16.2 million0.62%+1,332
Mid-America Apartment Communities, Inc. MAA102,498$14.2 million0.54%no change
Zillow Group Inc. Z436,707$13.8 million0.53%+87,204
Danaher Corp. DHR63,965$12.2 million0.47%+52,847
UnitedHealth Group Inc. UNH28,144$11.7 million0.45%-30,080
Kinder Morgan, Inc. KMI365,566$11.7 million0.45%no change
Melco Resorts and Entmnt Ltd MLCO1,973,640$10.4 million0.40%-9,295,706
Moody's Corp. MCO17,012$7.7 million0.29%new
Canadian Pacific Kansas City LT CP45,078$3.9 million0.15%no change
Taiwan Semiconductor Manufacturing Company Limited TSM6,692$3.2 million0.12%-392
Interactive Brokers Group, Inc. IBKR28,844$2.5 million0.10%no change
Intuit Inc. INTU9,514$2.5 million0.09%new
NVIDIA Corp. NVDA11,882$2.4 million0.09%-14,267
Progressive Corp. PGR9,884$2.2 million0.08%no change
CRH Public Ltd. Co. CRH19,103$2.0 million0.08%no change
Lennar Corp. LEN19,327$1.7 million0.07%no change
JD.com, Inc. JD13,498$343,9300.01%+1,270
Icici Bank ADR IBN9,061$263,0410.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.