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Livermore
Livermore
ZHEN

Coronation Fund Managers Ltd.

SEC CIK
0001594320
Latest filing
Jul 27, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 3, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
157
−5 vs. Q4 2023
Portfolio value
$3.67B
+$87.8M (+2.4%) vs. Q4 2023
Filed
May 3, 2024
SEC
Holdings of Coronation Fund Managers Ltd. in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PDDPDD Holdings Inc.SPONSORED ADS1,354,291$157.4M4.3%+648,140+91.8%AddedHistory
AMZNAmazon Com IncStock762,490$137.5M3.7%−151,129−16.5%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM1,325,214$116.8M3.2%−57,414−4.2%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD35,042,039$110.0M3.0%+18,839,407+116.3%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock937,193$104.7M2.8%−258,986−21.7%ReducedHistory
SCHWSchwab Charles CorpStock1,365,065$98.7M2.7%−158,742−10.4%ReducedHistory
ELVElevance Health, Inc.Stock189,192$98.1M2.7%+20,290+12.0%AddedHistory
MLCOMelco Resorts & Entertainment LTDADR13,334,341$96.1M2.6%+974,968+7.9%AddedHistory
GOOGLAlphabet Inc.Stock625,854$94.5M2.6%+191,393+44.1%AddedHistory
CNICanadian National Railway CoStock680,146$89.6M2.4%−29,501−4.2%ReducedHistory
MELIMercadolibre IncCOM59,179$89.5M2.4%−7,594−11.4%ReducedHistory
ASAIYSendas Distributor S.A.SPON ADS6,019,171$89.0M2.4%−862,024−12.5%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A7,355,079$87.7M2.4%−5,686,541−43.6%ReducedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR600,571$87.4M2.4%−90,170−13.1%ReducedHistory
VVisa Inc.Stock304,037$84.9M2.3%−30,946−9.2%ReducedHistory
LPLALPL Financial Holdings Inc.COM298,178$78.8M2.1%+183,290+159.5%AddedHistory
METAMeta Platforms, Inc.Stock160,027$77.7M2.1%−19,044−10.6%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR508,618$69.2M1.9%−54,232−9.6%ReducedHistory
UBERUber Technologies, IncStock877,238$67.5M1.8%−274,943−23.9%ReducedHistory
PLAYDave & Buster's Entertainment, Inc.COM1,005,479$62.9M1.7%+736,345+273.6%AddedHistory
SPOTSpotify Technology S.A.Stock237,975$62.8M1.7%−49,192−17.1%ReducedHistory
SMARSmartsheet IncCOM CL A1,550,203$59.7M1.6%+474,898+44.2%AddedHistory
EXPEExpedia Group, Inc.Stock429,449$59.2M1.6%−158,673−27.0%ReducedHistory
SESea LtdSPONSORD ADS1,060,426$57.0M1.6%−601,819−36.2%ReducedHistory
ALITAlight, Inc. / DelawareCOM CL A5,608,008$55.2M1.5%+5,608,008NewHistory
GPNGlobal Payments IncStock379,064$50.7M1.4%−9,079−2.3%ReducedHistory
DASHDoorDash, Inc.Stock362,251$49.9M1.4%−186,574−34.0%ReducedHistory
AUAngloGold Ashanti PLCCOM SHS2,201,551$48.9M1.3%+431,025+24.3%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS378,229$48.7M1.3%+378,229NewHistory
CPNGCoupang, Inc.CL A2,688,450$47.8M1.3%+1,596,486+146.2%AddedHistory
IBNIcici Bank LtdADR1,789,133$47.3M1.3%−809,104−31.1%ReducedHistory
UNHUnitedHealth Group IncStock93,136$46.1M1.3%+16,753+21.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock77,648$45.1M1.2%−40,484−34.3%ReducedHistory
BKNGBooking Holdings Inc.Stock11,924$43.3M1.2%+3,639+43.9%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock4,901,506$42.8M1.2%+1,455,171+42.2%AddedHistory
STNEStoneCo Ltd.COM2,448,738$40.7M1.1%−226,941−8.5%ReducedHistory
TMETencent Music Entertainment GroupSPON ADS3,142,360$35.2M1.0%−1,885,828−37.5%ReducedHistory
PMPhilip Morris International Inc.Stock380,354$34.8M0.9%+110,136+40.8%AddedHistory
MSFTMicrosoft CorpStock82,262$34.6M0.9%−5,597−6.4%ReducedHistory
MMYTMakeMyTrip LtdStock412,064$29.3M0.8%−716,727−63.5%ReducedHistory
RVTYRevvity, Inc.COM253,722$26.6M0.7%+183,490+261.3%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS470,416$26.3M0.7%−294,563−38.5%ReducedHistory
INFYInfosys LtdSPONSORED ADR1,389,341$24.9M0.7%+256,405+22.6%AddedHistory
MAMastercard IncStock51,452$24.8M0.7%−15,348−23.0%ReducedHistory
FMXMexican Economic Development IncSPON ADR UNITS179,030$23.3M0.6%−31,096−14.8%ReducedHistory
ASHAshland Inc.COM217,590$21.2M0.6%−22,472−9.4%ReducedHistory
CRMSalesforce, Inc.Stock67,518$20.3M0.6%+3,093+4.8%AddedHistory
DISWalt Disney CoStock157,955$19.3M0.5%+66,414+72.6%AddedHistory
TKOTKO Group Holdings, Inc.CL A221,069$19.1M0.5%+56,648+34.5%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock123,288$18.0M0.5%−2,126−1.7%ReducedHistory
KMIKinder Morgan, Inc.Stock926,133$17.0M0.5%00.0%UnchangedHistory
CTVACorteva, Inc.Stock293,745$16.9M0.5%+34,496+13.3%AddedHistory
GPKGraphic Packaging Holding CoCOM561,171$16.4M0.4%+17,542+3.2%AddedHistory
KDPKeurig Dr Pepper Inc.COM480,945$14.8M0.4%−9,821−2.0%ReducedHistory
QTWOQ2 Holdings, Inc.COM261,501$13.7M0.4%−60,022−18.7%ReducedHistory
TPRTapestry, Inc.COM286,102$13.6M0.4%−181,225−38.8%ReducedHistory
DKNGDraftKings Inc.Stock277,292$12.6M0.3%−69,648−20.1%ReducedHistory
ZZillow Group, Inc.CL C CAP STK255,158$12.4M0.3%+105,396+70.4%AddedHistory
TTETotalEnergies SESPONSORED ADS174,168$12.0M0.3%−3,211−1.8%ReducedHistory
APOApollo Global Management, Inc.COM105,151$11.8M0.3%+3,816+3.8%AddedHistory
LPXLouisiana-Pacific CorpCOM139,744$11.7M0.3%−699−0.5%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C178,328$11.7M0.3%+4,269+2.5%AddedHistory
OKTAOkta, Inc.CL A111,522$11.7M0.3%−18,934−14.5%ReducedHistory
WHWyndham Hotels & Resorts, Inc.COM151,510$11.6M0.3%−2,666−1.7%ReducedHistory
FIVNFive9, Inc.COM179,638$11.2M0.3%+21,959+13.9%AddedHistory
PFGCPerformance Food Group CoCOM148,118$11.1M0.3%+11,942+8.8%AddedHistory
MORNMorningstar, Inc.COM35,811$11.0M0.3%−3,522−9.0%ReducedHistory
CDWCDW CorpCOM41,169$10.5M0.3%+9,945+31.9%AddedHistory
VRNSVaronis Systems IncCOM219,316$10.3M0.3%−1,159−0.5%ReducedHistory
SKXSkechers USA IncCL A166,932$10.2M0.3%+15,676+10.4%AddedHistory
BLMNBloomin' Brands, Inc.COM353,977$10.2M0.3%−42,687−10.8%ReducedHistory
EOGEOG Resources IncStock77,901$9.96M0.3%−150,517−65.9%ReducedHistory
CFCF Industries Holdings, Inc.COM118,377$9.85M0.3%−12,224−9.4%ReducedHistory
AVDXAvidXchange Holdings, Inc.COM748,459$9.84M0.3%+48,831+7.0%AddedHistory
YUMCYum China Holdings, Inc.COM234,866$9.35M0.3%+56,579+31.7%AddedHistory
PINSPinterest, Inc.CL A265,647$9.21M0.3%−16,749−5.9%ReducedHistory
KKRKKR & Co. Inc.COM90,741$9.13M0.2%−78,840−46.5%ReducedHistory
BERYBerry Global Group, Inc.COM147,265$8.91M0.2%+108,879+283.6%AddedHistory
GEGeneral Electric CoStock48,812$8.57M0.2%+48,812NewHistory
CHTRCharter Communications, Inc.CL A29,420$8.55M0.2%−5,806−16.5%ReducedHistory
SSentinelOne, Inc.CL A365,792$8.53M0.2%−5,473−1.5%ReducedHistory
CCICrown Castle Inc.REIT78,284$8.28M0.2%00.0%UnchangedHistory
VMRKVivmark ResidentialSH BEN INT130,712$8.25M0.2%+130,712NewHistory
BABAAlibaba Group Holding LtdADR113,028$8.18M0.2%+6,785+6.4%AddedHistory
CPRICapri Holdings LtdSHS178,623$8.09M0.2%+178,623NewHistory
DFSDiscover Financial ServicesCOM60,737$7.96M0.2%−6,273−9.4%ReducedHistory
PWRQuanta Services, Inc.COM26,999$7.01M0.2%+4,047+17.6%AddedHistory
MNDYmonday.com Ltd.SHS30,987$7.00M0.2%+30,987NewHistory
CBRECbre Group, Inc.CL A70,531$6.86M0.2%+4,059+6.1%AddedHistory
CRHCRH Public Ltd CoORD77,404$6.68M0.2%+77,404NewHistory
LENLennar CorpCL A37,888$6.52M0.2%−3,911−9.4%ReducedHistory
ABGAsbury Automotive Group IncCOM27,370$6.45M0.2%+809+3.0%AddedHistory
STSensata Technologies Holding plcSHS172,093$6.32M0.2%+87,005+102.3%AddedHistory
RRRRed Rock Resorts, Inc.CL A104,513$6.25M0.2%−57,541−35.5%ReducedHistory
FTVFortive CorpStock71,703$6.17M0.2%+42,308+143.9%AddedHistory
FIVEFive Below, IncCOM33,530$6.08M0.2%−12,863−27.7%ReducedHistory
FERGFerguson Enterprises Inc.SHS27,825$6.08M0.2%−2,895−9.4%ReducedHistory
CPTCamden Property TrustREIT60,918$5.99M0.2%+48,031+372.7%AddedHistory
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT253,174$5.88M0.2%−26,666−9.5%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM26,615$5.68M0.2%00.0%UnchangedHistory

Sold out since Q4 2023 (22)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Coronation Fund Managers Ltd. sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG3,354,140$51.3M1.4%History
CNCCentene CorpStock457,265$33.9M0.9%History
TRUTransUnionCOM328,956$22.6M0.6%History
OVVOvintiv Inc.COM327,034$14.4M0.4%History
PANWPalo Alto Networks IncStock47,513$14.0M0.4%History
RRCRange Resources CorpCOM391,623$11.9M0.3%History
TNDMTandem Diabetes Care IncCOM NEW376,355$11.1M0.3%History
MANUManchester United plcORD CL A340,508$6.94M0.2%History
INTUIntuit Inc.Stock10,202$6.38M0.2%History
TCOMTrip.com Group LtdADS89,973$3.24M0.1%History
SWKSSkyworks Solutions, Inc.Stock17,612$1.98M0.1%History
QCOMQualcomm IncStock13,545$1.96M0.1%History
TYLTyler Technologies IncCOM3,772$1.58M<0.1%History
IDXXIDEXX Laboratories IncCOM2,373$1.32M<0.1%History
NOWServiceNow, Inc.Stock1,854$1.31M<0.1%History
APHAmphenol CorpCL A13,113$1.30M<0.1%History
WYNNWynn Resorts LtdCOM11,314$1.03M<0.1%History
FROGJFrog LtdStock29,368$1.02M<0.1%History
DGDollar General CorpCOM6,135$834.1K<0.1%History
UUnity Software Inc.COM20,236$827.5K<0.1%History
SIXSix Flags Entertainment CorpCOM31,034$778.3K<0.1%History
MTCHMatch Group, Inc.COM16,721$610.3K<0.1%History