Coronation Fund Managers Ltd.

Q2 2026 13F-HR Holdings

Location
Cape Town, T3
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$2,618,623
Net value change ($000)
+424,292 (19.3%)
New positions
3
Sold out positions
8
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NU 88,157 34.1%
GRAB HOLDINGS LIMITED 79,310 66.5%
MELI 72,867 26.7%
MA 68,770 1019.7%
SE 55,235 21.4%
MMYT 25,253 44.2%
EFX 20,862 1940.7%
EMBJ 18,878 93.2%
META 17,472 27.2%
AMZN 17,362 25.2%
Top Reduces (Value $000, Stocks/ETFs)
MLCO -53,609 -83.8%
LPLA -16,965 -19.4%
CVNA -15,470 -100.0%
SCHW -14,280 -28.6%
NFLX -14,028 -100.0%
REXR -13,410 -100.0%
AVGO -10,951 -100.0%
BKNG -10,691 -34.2%
CPNG -5,202 -2.3%
UNH -4,058 -25.8%
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