Arkolith/Funds/Coronation Fund Managers Ltd.

Coronation Fund Managers Ltd.

CIK 1594320
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Coronation Fund Managers Ltd. holds a focused book of 48 stocks worth $2.6B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Moody's Corp and trimmed JSC Kaspi.kz ADR. Their largest long position is Nu Holdings Ltd/cayman Isl-A at 13% of the equity book.

Opened
11
bought for the first time
Added to
27
already held, bought more
Trimmed
9
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
69%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
45%
Financials
26%
Consumer Discretionary
13%
Information Technology
8%
Health Care
3%
Real Estate
2%
Communication Services
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Coronation Fund Managers Ltd.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.64 / 48$1.4T
FMR LLC64 / 48$609.1B
MORGAN STANLEY64 / 48$326.0B
JPMORGAN CHASE & CO64 / 48$324.5B
BANK OF AMERICA CORP /DE/64 / 48$181.9B
GOLDMAN SACHS GROUP INC64 / 48$149.6B
ROYAL BANK OF CANADA64 / 48$95.5B
UBS Group AG64 / 48$83.1B

Ranked by the share of each fund's own book sitting in the names it shares with Coronation Fund Managers Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

48 positions
#SecurityValueShares% PortLast moveHistory
1Nu Hldgs Ltd
ORD SHS CL A
$346.4M25.93M
13.2%
+44%
Added · +8.0M sh
2Mercadolibre Inc
COM
$345.7M203.7K
13.2%
+29%
Added · +46K sh
3Sea Ltd
SPONSORD ADS
$313.3M3.27M
12.0%
+4.9%
Added · +153K sh
4Coupang Inc
CL A
$217.0M12.50M
8.3%
+6.1%
Added · +724K sh
5Grab Holdings Limited
CLASS A ORD
$198.6M52.69M
7.6%
+62%
Added · +20.1M sh
6Amazon Com Inc
COM
$86.3M362.0K
3.3%
+9.4%
Added · +31K sh
7Makemytrip Limited Mauritius
SHS
$82.4M1.55M
3.1%
+0.9%
Added · +14K sh
8Meta Platforms Inc
CL A
$81.8M145.2K
3.1%
+29%
Added · +33K sh
9Mastercard Incorporated
CL A
$75.5M147.0K
2.9%
11×
Added · +134K sh
10Kaspi KZ JSC
SPONSORED ADS
$70.6M814.8K
2.7%
−5.9%
Reduced · −51K sh
11LPL Finl Hldgs Inc
COM
$70.4M250.0K
2.7%
−14%
Reduced · −40K sh
12Microsoft Corp
COM
$60.3M161.6K
2.3%
+17%
Added · +23K sh
13Alphabet Inc
CAP STK CL A
$51.9M145.2K
2.0%
+4.6%
Added · +6K sh
14Spotify Technology S A
SHS
$47.7M103.8K
1.8%
+4.1%
Added · +4K sh
15Visa Inc
COM CL A
$45.7M133.3K
1.7%
+7.0%
Added · +9K sh
16S&P Global Inc
COM
$44.8M109.9K
1.7%
+12%
Added · +12K sh
17Embraer S.A.
SPONSORED ADS
$39.1M613.3K
1.5%
+80%
Added · +272K sh
18Elevance Health Inc Formerly
COM
$37.4M96.8K
1.4%
+30%
Added · +22K sh
19Schwab Charles Corp
COM
$35.6M385.5K
1.4%
−27%
Reduced · −145K sh
20Doordash Inc
CL A
$35.5M192.5K
1.4%
−1.1%
Reduced · −2K sh
21Credicorp Ltd
COM
$34.8M89.4K
1.3%
+37%
Added · +24K sh
22Uber Technologies Inc
COM
$26.1M362.0K
1.0%
−5.6%
Reduced · −21K sh
23Equifax Inc
COM
$21.9M138.2K
0.8%
23×
Added · +132K sh
24Booking Holdings Inc
COM
$20.6M115.6K
0.8%
16×
Added · +108K sh
25Iqvia Hldgs Inc
COM
$19.6M101.5K
0.7%
+0.9%
Added · +951 sh
26Thermo Fisher Scientific Inc
COM
$19.0M37.8K
0.7%
+377%
Added · +30K sh
27Energy Transfer L P
COM UT LTD PTN
$18.6M971.3K
0.7%
+31%
Added · +229K sh
28HDFC Bank Ltd
SPONSORED ADS
$18.4M712.1K
0.7%
+28%
Added · +158K sh
29Camden Ppty TR
SH BEN INT
$18.3M159.7K
0.7%
Held
30Equity Residential
SH BEN INT
$16.4M241.1K
0.6%
Held
31Disney Walt Co
COM
$16.2M167.8K
0.6%
+0.8%
Added · +1K sh
32Mid-Amer Apt Cmntys Inc
COM
$14.2M102.5K
0.5%
Held
33Zillow Group Inc
CL C CAP STK
$13.8M436.7K
0.5%
+25%
Added · +87K sh
34Danaher Corp Del
COM
$12.2M64.0K
0.5%
+475%
Added · +53K sh
35Unitedhealth Group Inc
COM
$11.7M28.1K
0.4%
−52%
Reduced · −30K sh
36Kinder Morgan Inc Del
COM
$11.7M365.6K
0.4%
Held
37Melco Resorts And Entmnt Ltd
ADR
$10.4M1.97M
0.4%
−82%
Reduced · −9.3M sh
38Moodys Corp
COM
$7.7M17.0K
0.3%
New
New position
39Canadian Pacific Kansas City
COM
$3.9M45.1K
0.1%
Held
40Taiwan Semiconductor Manufac
SPONSORED ADS
$3.2M6.7K
0.1%
−5.5%
Reduced · −392 sh
41Interactive Brokers Group In
COM CL A
$2.5M28.8K
0.1%
Held
42Intuit
COM
$2.5M9.5K
0.1%
New
New position
43Nvidia Corporation
COM
$2.4M11.9K
0.1%
−55%
Reduced · −14K sh
44Progressive Corp
COM
$2.2M9.9K
0.1%
Held
45CRH PLC
ORD
$2.0M19.1K
0.1%
Held
46Lennar Corp
CL A
$1.7M19.3K
0.1%
Held
47Jd.com Inc
SPON ADS CL A
$344K13.5K
0.0%
+10%
Added · +1K sh
48Icici Bank Limited
ADR
$263K9.1K
0.0%
New
New position
Showing all 48 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202675$2.6B13F-HR
Q1 2026Mar 31, 2026May 13, 202682$2.2B13F-HR
Q4 2025Dec 31, 2025Jan 29, 202684$2.2B13F-HR
Q3 2025Sep 30, 2025Nov 7, 202575$1.9B13F-HR
Q2 2025Jun 30, 2025Jul 30, 202581$1.8B13F-HR
Q1 2025Mar 31, 2025May 12, 202582$1.8B13F-HR
Q4 2024Dec 31, 2024Jan 28, 202581$1.7B13F-HR
Q3 2024Sep 30, 2024Oct 29, 202490$1.8B13F-HR
Q2 2024Jun 30, 2024Sep 4, 202495$1.7B13F-HR/A
Q1 2024Mar 31, 2024May 3, 2024291$3.7B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024304$3.6B13F-HR
Q3 2023Sep 30, 2023Oct 18, 2023329$3.3B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023333$3.7B13F-HR
Q1 2023Mar 31, 2023May 5, 2023346$3.8B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023270$3.6B13F-HR
Q3 2022Sep 30, 2022Oct 20, 2022105$1.9B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022101$1.8B13F-HR
Q1 2022Mar 31, 2022May 3, 202290$2.6B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202278$2.7B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202170$2.7B13F-HR
Q2 2021Jun 30, 2021Jul 27, 202172$3.2B13F-HR
Q1 2021Mar 31, 2021May 13, 202168$3.0B13F-HR
Q4 2020Dec 31, 2020Feb 11, 202172$3.1B13F-HR
Amended / restated
  • Q2 2024 · filed Jul 18, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.