Arkolith/Funds/Fairtree Asset Management (Pty) Ltd

Fairtree Asset Management (Pty) Ltd

CIK 2059365
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Fairtree Asset Management (Pty) Ltd holds a diversified book of 96 reported positions worth $260.9M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Robinhood Markets Inc - A and trimmed JSC Kaspi.kz ADR. Their largest long position is Microsoft Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.9%
+14.3%/yr · since Mar '25
Their reported book
+27.7%
held from quarter-end
S&P 500
+37.4%
same window
$9K$10K$11K$13K$14KMar '25Jul '25Oct '25Feb '26May '26Sep '26
Fairtree Asset Management (Pty) Ltd (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +27.7%, a 5.7-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Fairtree Asset Management (Pty) Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
41%
Top 20 holdings
57%

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

Where the money is, by sector

98% mapped to company sectors

Information Technology
40%
Financials
17%
Industrials
14%
Consumer Discretionary
10%
Real Estate
7%
Health Care
5%
ETFs / funds
2%
Consumer Staples
2%

+3 sectors below the cut, 3% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Fairtree Asset Management (Pty) Ltd

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC28 / 80$2.4B
BlueSpruce Investments, LP10 / 80$587.1M
Explore Capital Management, LLC9 / 80$100.8M
H&H International Investment, LLC8 / 80$16.8B
Ketron Financial15 / 80$257.9M
Hoey Investments, Inc46 / 80$602.9M
Headwater Capital Co Ltd8 / 80$388.7M
Prospect Hill Management, LLC10 / 80$198.0M

Ranked by the share of each fund's own book sitting in the names it shares with Fairtree Asset Management (Pty) 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 position's share of the portfolio. Click a row for its position history.

96 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$17.8M47.8K
6.8%
+8.2%
Added · +4K sh
2Nvidia Corporation
COM
$13.3M66.6K
5.1%
Held
3Amazon Com Inc
COM
$13.1M55.2K
5.0%
+9.7%
Added · +5K sh
4Alphabet Inc
CAP STK CL C
$12.5M35.5K
4.8%
+11%
Added · +3K sh
5Kaspi KZ JSC
SPONSORED ADS
$11.3M130.3K
4.3%
−3.3%
Reduced · −4K sh
6Meta Platforms Inc
CL A
$10.6M18.8K
4.1%
+19%
Added · +3K sh
7Apple Inc
COM
$7.6M26.2K
2.9%
+9.2%
Added · +2K sh
8PDD Holdings Inc
SPONSORED ADS
$7.0M92.4K
2.7%
13×
Added · +85K sh
9Taiwan Semiconductor Manufac
SPONSORED ADS
$6.7M14.0K
2.6%
+16%
Added · +2K sh
10Ishares TR
US TREAS BD ETF
$6.0M264.5K
2.3%
+26%
Added · +55K sh
11Jd.com Inc
SPON ADS CL A
$5.5M215.4K
2.1%
+22%
Added · +38K sh
12Nu Hldgs Ltd
ORD SHS CL A
$5.0M372.7K
1.9%
+23%
Added · +70K sh
13Visa Inc
COM CL A
$4.7M13.8K
1.8%
+17%
Added · +2K sh
14Berkshire Hathaway Inc Del
CL B NEW
$4.7M9.4K
1.8%
+47%
Added · +3K sh
15Booking Holdings Inc
COM
$4.6M26.0K
1.8%
27×
Added · +25K sh
16Fortinet Inc
COM
$4.4M28.9K
1.7%
−19%
Reduced · −7K sh
17Mastercard Incorporated
CL A
$4.2M8.1K
1.6%
+29%
Added · +2K sh
18Broadcom Inc
COM
$3.7M9.7K
1.4%
Held
19Salesforce Inc
COM
$3.2M20.1K
1.2%
+85%
Added · +9K sh
20Thermo Fisher Scientific Inc
COM
$3.0M5.9K
1.1%
Held
21Uber Technologies Inc
COM
$2.9M40.1K
1.1%
+60%
Added · +15K sh
22S&P Global Inc
COM
$2.9M7.1K
1.1%
+10%
Added · +662 sh
23JPMorgan Chase & Co
COM
$2.9M8.8K
1.1%
Held
24Resmed Inc
COM
$2.6M13.5K
1.0%
+28%
Added · +3K sh
25McKesson Corp
COM
$2.4M3.2K
0.9%
+54%
Added · +1K sh
26Edwards Lifesciences Corp
COM
$2.4M26.3K
0.9%
+3.5%
Added · +885 sh
27Stryker Corporation
COM
$2.4M7.6K
0.9%
+39%
Added · +2K sh
28American Express Co
COM
$2.2M6.5K
0.8%
Held
29Autozone Inc
COM
$2.1M671
0.8%
+53%
Added · +232 sh
30Arista Networks Inc
COM SHS
$2.1M12.4K
0.8%
+51%
Added · +4K sh
31Deckers Outdoor Corp
COM
$2.1M21.0K
0.8%
+38%
Added · +6K sh
32Oracle Corp
COM
$2.1M14.2K
0.8%
Held
33Bank Of Amer Corp
COM
$2.1M36.3K
0.8%
Held
34Prologis Inc.
COM
$2.1M15.2K
0.8%
Held
35Kla Corp
COM NEW
$2.1M6.8K
0.8%
10×
Added · +6K sh
36Automatic Data Processing In
COM
$2.0M9.1K
0.8%
−4.9%
Reduced · −473 sh
37Emcor Group Inc
COM
$2.0M2.4K
0.8%
−21%
Reduced · −634 sh
38Progressive Corp
COM
$2.0M9.3K
0.8%
Held
39Abbott Laboratories
COM
$2.0M21.9K
0.8%
+19%
Added · +3K sh
40Adobe Inc
COM
$2.0M9.6K
0.8%
+31%
Added · +2K sh
41Welltower Inc
COM
$1.9M8.5K
0.7%
+99%
Added · +4K sh
42Advanced Micro Devices Inc
COM
$1.9M3.3K
0.7%
−40%
Reduced · −2K sh
43Oreilly Automotive Inc
COM
$1.9M20.7K
0.7%
Held
44Robinhood MKTS Inc
COM CL A
$1.9M18.7K
0.7%
New
New position
45Zoetis Inc
CL A
$1.9M25.9K
0.7%
+1.4%
Added · +352 sh
46Smith A O Corp
COM
$1.9M29.5K
0.7%
+51%
Added · +10K sh
47Msci Inc
COM
$1.8M3.3K
0.7%
−19%
Reduced · −747 sh
48Equinix Inc
COM
$1.8M1.7K
0.7%
Held
49Dell Technologies Inc
CL C
$1.8M4.2K
0.7%
−43%
Reduced · −3K sh
50Philip Morris Intl Inc
COM
$1.8M9.9K
0.7%
+47%
Added · +3K sh
Showing 50 of 96 positions
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Filing history

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

$260.9M · Q2 2026Q4 2024 · $104.5MQ2 2026 · $260.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d96$260.9M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d96$217.8M13F-HR
Q4 2025Dec 31, 2025Feb 6, 202637d101$217.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d94$152.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d93$132.6M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d103$124.3M13F-HR
Q4 2024Dec 31, 2024Mar 24, 202583d96$104.5M13F-HR/A
Amended / restated
  • Q4 2024 · filed Mar 21, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.