Coronation Fund Managers Ltd. Portfolio Stock Holdings

Coronation Fund Managers Ltd. disclosed 48 stock positions valued at approximately $2.6 billion in its latest SEC 13F filing. The largest holdings include NU HLDGS LTD, MERCADOLIBRE INC, and SEA LTD. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
48
Portfolio Value
$2.6B
Holdings by Sector
Coronation Fund Managers Ltd. Portfolio Holdings in Q2 2026

48 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NU HLDGS LTDG6683N103Other13.23%25,930,925+7,957,376+44.27%$346,437,158
MERCADOLIBRE INCMELIConsumer Cyclical13.20%203,673+45,869+29.07%$345,712,513
SEA LTDSEConsumer Cyclical11.96%3,269,300+152,981+4.91%$313,297,019
COUPANG INCCPNGConsumer Cyclical8.29%12,495,101+723,815+6.15%$217,039,905
GRAB HOLDINGS LIMITEDG4124C109Other7.59%52,687,344+20,085,989+61.61%$198,631,287
AMAZON COM INCAMZNConsumer Cyclical3.29%362,012+31,097+9.40%$86,281,940
MAKEMYTRIP LIMITED MAURITIUSMMYTOther3.15%1,546,054+13,852+0.90%$82,389,218
META PLATFORMS INCMETACommunication Services3.12%145,195+32,781+29.16%$81,786,891
MASTERCARD INCORPORATEDMAFinancial Services2.88%147,028+133,531+989.34%$75,513,581
KASPI KZ JSCKSPITechnology2.70%814,783-50,967-5.89%$70,592,799
LPL FINL HLDGS INCLPLAFinancial Services2.69%249,962-40,481-13.94%$70,409,296
MICROSOFT CORPMSFTTechnology2.30%161,594+22,988+16.59%$60,277,794
ALPHABET INCGOOGLCommunication Services1.98%145,167+6,343+4.57%$51,878,331
SPOTIFY TECHNOLOGY S ASPOTOther1.82%103,796+4,086+4.10%$47,655,857
VISA INCVFinancial Services1.75%133,316+8,737+7.01%$45,739,386
S&P GLOBAL INCSPGIFinancial Services1.71%109,899+11,652+11.86%$44,757,467
EMBRAER S.A.ERJIndustrials1.49%613,290+272,035+79.72%$39,127,902
ELEVANCE HEALTH INC FORMERLYELVHealthcare1.43%96,798+22,421+30.15%$37,434,691
SCHWAB CHARLES CORPSCHWFinancial Services1.36%385,511-144,928-27.32%$35,571,100
DOORDASH INCDASHCommunication Services1.36%192,538-2,200-1.13%$35,529,038
CREDICORP LTDBAPOther1.33%89,443+24,287+37.28%$34,845,204
UBER TECHNOLOGIES INCUBERTechnology1.00%362,027-21,371-5.57%$26,123,868
EQUIFAX INCEFXIndustrials0.84%138,211+132,240+2214.70%$21,936,850
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.79%115,577+108,145+1455.13%$20,600,445
IQVIA HLDGS INCIQVHealthcare0.75%101,473+951+0.95%$19,606,613
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.72%37,799+29,882+377.44%$18,950,907
ENERGY TRANSFER L PETEnergy0.71%971,251+228,973+30.85%$18,570,319
HDFC BANK LTDHDBFinancial Services0.70%712,111+157,816+28.47%$18,393,827
CAMDEN PPTY TRCPTReal Estate0.70%159,727--$18,287,144
EQUITY RESIDENTIALEQRReal Estate0.63%241,124--$16,379,553
DISNEY WALT CODISCommunication Services0.62%167,809+1,332+0.80%$16,151,616
MID-AMER APT CMNTYS INCMAAReal Estate0.54%102,498--$14,241,072
ZILLOW GROUP INCZCommunication Services0.53%436,707+87,204+24.95%$13,765,005
DANAHER CORP DELDHRHealthcare0.47%63,965+52,847+475.33%$12,184,053
UNITEDHEALTH GROUP INCUNHHealthcare0.45%28,144-30,080-51.66%$11,697,491
KINDER MORGAN INC DELKMIEnergy0.45%365,566--$11,687,145
MELCO RESORTS AND ENTMNT LTDMLCOConsumer Cyclical0.40%1,973,640-9,295,706-82.49%$10,401,083
MOODYS CORPMCOFinancial Services0.29%17,012+17,012+100.00%$7,705,075
CANADIAN PACIFIC KANSAS CITYCPIndustrials0.15%45,078--$3,906,009
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.12%6,692-392-5.53%$3,195,898
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.10%28,844--$2,510,582
INTUITINTUTechnology0.09%9,514+9,514+100.00%$2,483,154
NVIDIA CORPORATIONNVDATechnology0.09%11,882-14,267-54.56%$2,377,469
PROGRESSIVE CORPPGRFinancial Services0.08%9,884--$2,159,160
CRH PLCCRHOther0.08%19,103--$2,044,021
LENNAR CORPLENConsumer Cyclical0.07%19,327--$1,748,900
JD.COM INCJDConsumer Cyclical0.01%13,498+1,270+10.39%$343,930
ICICI BANK LIMITEDIBNFinancial Services0.01%9,061+986+12.21%$263,041