Coronation Fund Managers Ltd.

Q1 2026 13F-HR Holdings

Location
Cape Town, T3
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$2,194,331
Net value change ($000)
-35,637 (-1.6%)
New positions
9
Sold out positions
9
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CPNG 82,207 58.7%
GOOGL 39,920 NEW
DASH 29,240 NEW
GRAB HOLDINGS LIMITED 26,096 28.0%
BAP 22,100 NEW
NU 17,172 7.1%
NFLX 14,028 NEW
MAA 12,517 NEW
AVGO 10,951 NEW
META 9,205 16.7%
Top Reduces (Value $000, Stocks/ETFs)
MMYT -45,619 -44.4%
STNE -36,971 -100.0%
ELV -34,051 -61.0%
SE -27,131 -9.5%
GTLB -26,927 -100.0%
TMO -25,658 -86.8%
MNDY -20,376 -100.0%
DIS -15,335 -48.9%
AMZN -14,815 -17.7%
NKE -13,496 -92.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type