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Coronation Fund Managers Ltd.

SEC CIK
0001594320
Latest filing
Jul 27, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 7, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
48
−1 vs. Q2 2025
Portfolio value
$1.92B
+$72.2M (+3.9%) vs. Q2 2025
Filed
Nov 7, 2025
SEC
Holdings of Coronation Fund Managers Ltd. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NUNu Holdings Ltd.ORD SHS CL A14,856,027$237.8M12.4%−1,157,730−7.2%ReducedHistory
MELIMercadolibre IncCOM88,433$206.7M10.8%+34,494+64.0%AddedHistory
SESea LtdSPONSORD ADS989,926$176.9M9.2%+45,295+4.8%AddedHistory
CPNGCoupang, Inc.CL A4,975,812$160.2M8.4%−760,307−13.3%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD24,715,653$148.8M7.8%−5,369,101−17.8%ReducedHistory
MMYTMakeMyTrip LtdStock865,168$81.0M4.2%+605,388+233.0%AddedHistory
MLCOMelco Resorts & Entertainment LTDADR8,103,914$74.3M3.9%+341,528+4.4%AddedHistory
AMZNAmazon Com IncStock316,388$69.5M3.6%+1,333+0.4%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS823,295$67.2M3.5%−61,763−7.0%ReducedHistory
LPLALPL Financial Holdings Inc.COM187,973$62.5M3.3%+36,950+24.5%AddedHistory
MSFTMicrosoft CorpStock89,264$46.2M2.4%−15,270−14.6%ReducedHistory
SCHWSchwab Charles CorpStock460,790$44.0M2.3%−19,691−4.1%ReducedHistory
ELVElevance Health, Inc.Stock127,495$41.2M2.1%−9,872−7.2%ReducedHistory
METAMeta Platforms, Inc.Stock53,080$39.0M2.0%−7,190−11.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock74,647$36.2M1.9%−11,911−13.8%ReducedHistory
AMATApplied Materials IncStock158,144$32.4M1.7%−20,866−11.7%ReducedHistory
WBDWarner Bros. Discovery, Inc.Stock1,620,341$31.6M1.7%−3,204,002−66.4%ReducedHistory
STNEStoneCo Ltd.COM1,456,269$27.5M1.4%−626,520−30.1%ReducedHistory
GTLBGitlab Inc.CLASS A COM606,557$27.3M1.4%+94,440+18.4%AddedHistory
UNHUnitedHealth Group IncStock78,149$27.0M1.4%+38,287+96.0%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock379,507$26.1M1.4%−277,218−42.2%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock329,700$24.8M1.3%−12,847−3.8%ReducedHistory
DISWalt Disney CoStock185,165$21.2M1.1%−39,670−17.6%ReducedHistory
EMBJEmbraer S.A.ADR321,910$19.5M1.0%−194,854−37.7%ReducedHistory
MNDYmonday.com Ltd.SHS96,214$18.6M1.0%+17,637+22.4%AddedHistory
ZZillow Group, Inc.CL C CAP STK235,448$18.1M0.9%+235,448NewHistory
SPOTSpotify Technology S.A.Stock23,209$16.2M0.8%+789+3.5%AddedHistory
REXRRexford Industrial Realty, Inc.COM390,690$16.1M0.8%+118,339+43.5%AddedHistory
LENLennar CorpCL A112,349$14.2M0.7%+112,349NewHistory
DTDynatrace, Inc.Stock272,612$13.2M0.7%−93,400−25.5%ReducedHistory
IQVIQVIA Holdings Inc.Stock69,434$13.2M0.7%+55,043+382.5%AddedHistory
NKENIKE, Inc.Stock171,797$12.0M0.6%−35,610−17.2%ReducedHistory
NVDANVIDIA CorpStock60,282$11.2M0.6%−74,715−55.3%ReducedHistory
CVSCVS Health CorpStock110,183$8.31M0.4%+110,183NewHistory
CFLTConfluent, Inc.CLASS A COM405,615$8.03M0.4%−5,538−1.3%ReducedHistory
AUAngloGold Ashanti PLCCOM SHS99,754$7.02M0.4%−143,363−59.0%ReducedHistory
KMIKinder Morgan, Inc.Stock234,297$6.63M0.3%00.0%UnchangedHistory
CRHCRH Public Ltd CoORD42,220$5.06M0.3%−7,101−14.4%ReducedHistory
GOOGLAlphabet Inc.Stock15,386$3.74M0.2%−5,867−27.6%ReducedHistory
DHRDanaher CorpStock15,757$3.12M0.2%+6,161+64.2%AddedHistory
CPCanadian Pacific Kansas City LtdCOM41,179$3.07M0.2%−6,830−14.2%ReducedHistory
TRUTransUnionCOM32,839$2.75M0.1%+32,839NewHistory
HDBHDFC Bank LtdSPONSORED ADS70,653$2.41M0.1%+11,735+19.9%AddedConverted for a 2-for-1 splitHistory
CNICanadian National Railway CoStock19,138$1.80M0.1%−3,673−16.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,775$1.33M0.1%−273−5.4%ReducedHistory
NLOPNet Lease Office PropertiesCOM15,192$450.6K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A12,777$446.9K<0.1%+6,460+102.3%AddedHistory
IBNIcici Bank LtdADR7,412$224.1K<0.1%+7,412NewHistory

Sold out since Q2 2025 (6)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Coronation Fund Managers Ltd. sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
RYAAYRyanair Holdings PLCSPONSORED ADR484,623$27.9M1.5%History
TPRTapestry, Inc.COM198,874$17.5M0.9%History
VMRKVivmark ResidentialSH BEN INT95,478$6.44M0.3%History
CPTCamden Property TrustREIT55,660$6.27M0.3%History
VVisa Inc.Stock12,082$4.29M0.2%History
DKNGDraftKings Inc.Stock12,040$516.4K<0.1%History