Coronation Fund Managers Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Coronation Fund Managers Ltd. reported 157 stock positions worth $3.7 billion. Its top holding was PDD (PDD) at 4.3% of the portfolio, followed by Amazon.com (AMZN, 3.7%) and Canadian Pacific Kansas City (CP, 3.2%). Compared with Q4 2023, it opened 17 new positions, sold out of 22, added to 47 and reduced 84. The biggest buy was a new position in Alight Class A (ALIT) and the biggest sale an exit from Petroleo Brasil-SP Pref ADR (PBR.A).
- Most Recent 13F
- Q2 2026
- Location
- Cape Town, T3
- CIK
- 0001594320
- Portfolio Value
- $3.7B (Q1 2024)
- SEC Filing
- 0001172661-24-002007 ↗ filed May 3, 2024
Holdings Value
Holdings 157 stocks · $3.7B
| PDD PDD Holdings Inc. | 4.28% | 1,354,291 | $157.4M | Add +91.8% |
| AMZN Amazon.com Inc. | 3.74% | 762,490 | $137.5M | Reduce -16.5% |
| CP Canadian Pacific Kansas City | 3.18% | 1,325,214 | $116.8M | Reduce -4.2% |
| GRAB Grab Holdings Ltd. Class A | 2.99% | 35,042,039 | $110.0M | Add +116.3% |
| IBKR Interactive Brokers Gro Class A | 2.85% | 937,193 | $104.7M | Reduce -21.6% |
| SCHW Schwab (charles) Corp. | 2.69% | 1,365,065 | $98.7M | Reduce -10.4% |
| ELV Elevance Health Inc. | 2.67% | 189,192 | $98.1M | Add +12.0% |
| MLCO Melco Resorts & Entert-ADR | 2.62% | 13,334,341 | $96.1M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 2.57% | 625,854 | $94.5M | Add +44.0% |
| CNI Canadian Natl Railway Co. | 2.44% | 680,146 | $89.6M | Reduce -4.2% |
| MELI MercadoLibre Inc. | 2.44% | 59,179 | $89.5M | Reduce -11.4% |
| ASAIY Sendas Distribuidora SA | 2.42% | 6,019,171 | $89.0M | Reduce -12.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.39% | 7,355,079 | $87.7M | Reduce -43.6% |
| RYAAY Ryanair Holdings PLC-SP ADR | 2.38% | 600,571 | $87.4M | Reduce -13.1% |
| V Visa Inc. Class A | 2.31% | 304,037 | $84.9M | Reduce -9.2% |
| LPLA LPL Financial Holdings Inc. | 2.14% | 298,178 | $78.8M | Add +159.5% |
| META Meta Platforms Inc. Class A | 2.11% | 160,027 | $77.7M | Reduce -10.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.88% | 508,618 | $69.2M | Reduce -9.6% |
| UBER Uber Technologies Inc. | 1.84% | 877,238 | $67.5M | Reduce -23.9% |
| PLAY Dave & Buster's Entertainmen | 1.71% | 1,005,479 | $62.9M | Add +273.6% |
| SPOT Spotify Technology SA | 1.71% | 237,975 | $62.8M | Reduce -17.1% |
| SMAR Smartsheet Inc. Class A | 1.62% | 1,550,203 | $59.7M | Add +44.2% |
| EXPE Expedia Group Inc. | 1.61% | 429,449 | $59.2M | Reduce -27.0% |
| SE Sea Ltd.-ADR | 1.55% | 1,060,426 | $57.0M | Reduce -36.2% |
| ALIT Alight Inc. Class A | 1.50% | 5,608,008 | $55.2M | New |
| GPN Global Payments Inc. | 1.38% | 379,064 | $50.7M | Reduce -2.3% |
| DASH DoorDash Inc. Class A | 1.36% | 362,251 | $49.9M | Reduce -34.0% |
| AU Anglogold Ashanti PLC | 1.33% | 2,201,551 | $48.9M | Add +24.3% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 1.32% | 378,229 | $48.7M | New |
| CPNG Coupang Inc. | 1.30% | 2,688,450 | $47.8M | Add +146.2% |
| IBN Icici Bank Ltd.-Spon ADR | 1.29% | 1,789,133 | $47.3M | Reduce -31.1% |
| UNH Unitedhealth Group Inc. | 1.25% | 93,136 | $46.1M | Add +21.9% |
| TMO Thermo Fisher Scientific Inc. | 1.23% | 77,648 | $45.1M | Reduce -34.3% |
| BKNG Booking Holdings Inc. | 1.18% | 11,924 | $43.3M | Add +43.9% |
| WBD Warner Bros Discovery Inc. | 1.16% | 4,901,506 | $42.8M | Add +42.2% |
| STNE Stoneco Ltd. Class A | 1.11% | 2,448,738 | $40.7M | Reduce -8.5% |
| TME Tencent Music Entertainm-ADR | 0.96% | 3,142,360 | $35.2M | Reduce -37.5% |
| PM Philip Morris International | 0.95% | 380,354 | $34.8M | Add +40.8% |
| MSFT Microsoft Corp. | 0.94% | 82,262 | $34.6M | Reduce -6.4% |
| MMYT Makemytrip Ltd. | 0.80% | 412,064 | $29.3M | Reduce -63.5% |
| RVTY Revvity Inc. | 0.73% | 253,722 | $26.6M | Add +261.3% |
| HDB HDFC Bank Ltd.-ADR | 0.72% | 470,416 | $26.3M | Reduce -38.5% |
| INFY Infosys Ltd.-SP ADR | 0.68% | 1,389,341 | $24.9M | Add +22.6% |
| MA Mastercard Inc. Class A | 0.67% | 51,452 | $24.8M | Reduce -23.0% |
| FMX Fomento Economico Mex-SP ADR | 0.63% | 179,030 | $23.3M | Reduce -14.8% |
| ASH Ashland Inc. | 0.58% | 217,590 | $21.2M | Reduce -9.4% |
| CRM Salesforce Inc. | 0.55% | 67,518 | $20.3M | Add +4.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 157,955 | $19.3M | Add +72.5% |
| TKO Tko Group Holdings Inc. | 0.52% | 221,069 | $19.1M | Add +34.5% |
| WAB Wabtec Corp. | 0.49% | 123,288 | $18.0M | Reduce -1.7% |
| KMI Kinder Morgan Inc. | 0.46% | 926,133 | $17.0M | No change |
| CTVA Corteva Inc. | 0.46% | 293,745 | $16.9M | Add +13.3% |
| GPK Graphic Packaging Holding Co. | 0.45% | 561,171 | $16.4M | Add +3.2% |
| KDP Keurig Dr Pepper Inc. | 0.40% | 480,945 | $14.8M | Reduce -2.0% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.37% | 261,501 | $13.7M | Reduce -18.7% |
| TPR Tapestry Inc. | 0.37% | 286,102 | $13.6M | Reduce -38.8% |
| DKNG Draftkings Inc. Class A | 0.34% | 277,292 | $12.6M | Reduce -20.1% |
| Z Zillow Group Inc. Class C | 0.34% | 255,158 | $12.4M | Add +70.4% |
| TTE Totalenergies SE -Spon ADR | 0.33% | 174,168 | $12.0M | Reduce -1.8% |
| APO Apollo Global Management Inc. | 0.32% | 105,151 | $11.8M | Add +3.8% |
| LPX Louisiana-Pacific Corp. | 0.32% | 139,744 | $11.7M | Reduce -0.5% |
| FWONK Liberty Media Corp. Class C | 0.32% | 178,328 | $11.7M | Add +2.5% |
| OKTA Okta Inc. | 0.32% | 111,522 | $11.7M | Reduce -14.5% |
| WH Wyndham Hotels & Resorts Inc. | 0.32% | 151,510 | $11.6M | Reduce -1.7% |
| FIVN FIVE9 Inc. | 0.30% | 179,638 | $11.2M | Add +13.9% |
| PFGC Performance Food Group Co. | 0.30% | 148,118 | $11.1M | Add +8.8% |
| MORN Morningstar Inc. | 0.30% | 35,811 | $11.0M | Reduce -8.9% |
| CDW CDW Corp. | 0.29% | 41,169 | $10.5M | Add +31.9% |
| VRNS Varonis Systems Inc. | 0.28% | 219,316 | $10.3M | Reduce -0.5% |
| SKX Skechers USA Inc. Class A | 0.28% | 166,932 | $10.2M | Add +10.4% |
| BLMN Bloomin' Brands Inc. | 0.28% | 353,977 | $10.2M | Reduce -10.8% |
| EOG EOG Resources Inc. | 0.27% | 77,901 | $10.0M | Reduce -65.9% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.27% | 118,377 | $9.9M | Reduce -9.4% |
| AVDX Avidxchange Holdings Inc. | 0.27% | 748,459 | $9.8M | Add +7.0% |
| YUMC Yum China Holdings Inc. | 0.25% | 234,866 | $9.3M | Add +31.7% |
| PINS Pinterest Inc. Class A | 0.25% | 265,647 | $9.2M | Reduce -5.9% |
| KKR KKR & Co. Inc. | 0.25% | 90,741 | $9.1M | Reduce -46.5% |
| BERY Berry Global Group Inc. | 0.24% | 147,265 | $8.9M | Add +283.6% |
| GE General Electric | 0.23% | 48,812 | $8.6M | New |
| CHTR Charter Communications Inc. Class A | 0.23% | 29,420 | $8.6M | Reduce -16.5% |
| S Sentinelone Inc. Class A | 0.23% | 365,792 | $8.5M | Reduce -1.5% |
| CCI Crown Castle Inc. | 0.23% | 78,284 | $8.3M | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.22% | 130,712 | $8.2M | New |
| BABA Alibaba Group Holding-SP ADR | 0.22% | 113,028 | $8.2M | Add +6.4% |
| CPRI Capri Holdings Ltd. | 0.22% | 178,623 | $8.1M | New |
| DFS Discover Financial Services | 0.22% | 60,737 | $8.0M | Reduce -9.4% |
| PWR Quanta Services Inc. | 0.19% | 26,999 | $7.0M | Add +17.6% |
| MNDY Monday.com Ltd. | 0.19% | 30,987 | $7.0M | New |
| CBRE CBRE Group Inc. Class A | 0.19% | 70,531 | $6.9M | Add +6.1% |
| CRH CRH PLC | 0.18% | 77,404 | $6.7M | New |
| LEN Lennar Corp. Class A | 0.18% | 37,888 | $6.5M | Reduce -9.4% |
| ABG Asbury Automotive Group | 0.18% | 27,370 | $6.5M | Add +3.0% |
| ST Sensata Technologies Holdplc | 0.17% | 172,093 | $6.3M | Add +102.3% |
| RRR Red Rock Resorts Inc. Class A | 0.17% | 104,513 | $6.3M | Reduce -35.5% |
| FTV Fortive Corp. | 0.17% | 71,703 | $6.2M | Add +143.9% |
| FIVE Five Below | 0.17% | 33,530 | $6.1M | Reduce -27.7% |
| FERG Ferguson Jersey Ltd. | 0.17% | 27,825 | $6.1M | Reduce -9.4% |
| CPT Camden Property Trust | 0.16% | 60,918 | $6.0M | Add +372.7% |
| BEP Brookfield Renewable Partner | 0.16% | 253,174 | $5.9M | Reduce -9.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.15% | 26,615 | $5.7M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| PBR.A Petroleo Brasil-SP Pref ADR | Sold out | 0.00% | −1.43 |
| CNC Centene Corp. | Sold out | 0.00% | −0.95 |
| EXPE Expedia Group Inc. | Reduce -27.0% | 1.61% | −0.88 |
| CSX CSX Corp. | Reduce -95.5% | 0.04% | −0.81 |
| HDB HDFC Bank Ltd.-ADR | Reduce -38.5% | 0.72% | −0.71 |
| MMYT Makemytrip Ltd. | Reduce -63.5% | 0.80% | −0.68 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -43.6% | 2.39% | −0.64 |
| TRU Transunion | Sold out | 0.00% | −0.63 |
| JD Jd.com Inc.-ADR | Reduce -84.5% | 0.10% | −0.58 |
| TMO Thermo Fisher Scientific Inc. | Reduce -34.3% | 1.23% | −0.52 |
| EOG EOG Resources Inc. | Reduce -65.9% | 0.27% | −0.50 |
| MELI MercadoLibre Inc. | Reduce -11.4% | 2.44% | −0.49 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -31.1% | 1.29% | −0.44 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.40 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.39 |
| VAL Valaris Ltd. | Reduce -88.7% | 0.05% | −0.36 |
| DHR Danaher Corp. | Reduce -91.3% | 0.03% | −0.33 |
| RRC Range Resources Corp. | Sold out | 0.00% | −0.33 |
| SE Sea Ltd.-ADR | Reduce -36.2% | 1.55% | −0.33 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.31 |
| TME Tencent Music Entertainm-ADR | Reduce -37.5% | 0.96% | −0.31 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -78.8% | 0.09% | −0.25 |
| APD Air Products & Chemicals Inc. | Reduce -69.2% | 0.09% | −0.24 |
| STNE Stoneco Ltd. Class A | Reduce -8.5% | 1.11% | −0.24 |
| SCHW Schwab (charles) Corp. | Reduce -10.4% | 2.69% | −0.24 |
| ASAIY Sendas Distribuidora SA | Reduce -12.5% | 2.42% | −0.23 |
| MANU Manchester United PLC Class A | Sold out | 0.00% | −0.19 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -13.1% | 2.38% | −0.19 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.18 |
| DASH DoorDash Inc. Class A | Reduce -34.0% | 1.36% | −0.16 |
| CHTR Charter Communications Inc. Class A | Reduce -16.5% | 0.23% | −0.15 |
| KKR KKR & Co. Inc. | Reduce -46.5% | 0.25% | −0.14 |
| UBER Uber Technologies Inc. | Reduce -23.9% | 1.84% | −0.14 |
| FMX Fomento Economico Mex-SP ADR | Reduce -14.8% | 0.63% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -16.5% | 3.74% | −0.13 |
| V Visa Inc. Class A | Reduce -9.2% | 2.31% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -23.0% | 0.67% | −0.12 |
| FIVE Five Below | Reduce -27.7% | 0.17% | −0.11 |
| TPR Tapestry Inc. | Reduce -38.8% | 0.37% | −0.11 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -36.9% | 0.15% | −0.08 |
| AMD Advanced Micro Devices | Reduce -46.5% | 0.13% | −0.07 |
| RRR Red Rock Resorts Inc. Class A | Reduce -35.5% | 0.17% | −0.07 |
| SIG Signet Jewelers Ltd. | Reduce -37.0% | 0.09% | −0.07 |
| TECK Teck Resources Ltd.-CLS B | Reduce -37.5% | 0.12% | −0.06 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.05 |
| KDP Keurig Dr Pepper Inc. | Reduce -2.0% | 0.40% | −0.05 |
| S Sentinelone Inc. Class A | Reduce -1.5% | 0.23% | −0.05 |
| DOCU Docusign Inc. | Reduce -55.7% | 0.04% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| ALIT Alight Inc. Class A | New | 1.50% | +1.50 |
| GRAB Grab Holdings Ltd. Class A | Add +116.3% | 2.99% | +1.47 |
| LPLA LPL Financial Holdings Inc. | Add +159.5% | 2.14% | +1.41 |
| PDD PDD Holdings Inc. | Add +91.8% | 4.28% | +1.40 |
| KSPI JSC Kaspi.kz ADR | New | 1.32% | +1.32 |
| PLAY Dave & Buster's Entertainmen | Add +273.6% | 1.71% | +1.31 |
| GOOGL Alphabet Inc. Class A | Add +44.0% | 2.57% | +0.88 |
| CPNG Coupang Inc. | Add +146.2% | 1.30% | +0.81 |
| RVTY Revvity Inc. | Add +261.3% | 0.73% | +0.51 |
| ELV Elevance Health Inc. | Add +12.0% | 2.67% | +0.45 |
| AU Anglogold Ashanti PLC | Add +24.3% | 1.33% | +0.41 |
| BKNG Booking Holdings Inc. | Add +43.9% | 1.18% | +0.36 |
| DIS The Walt Disney Co. | Add +72.5% | 0.53% | +0.30 |
| PM Philip Morris International | Add +40.8% | 0.95% | +0.24 |
| GE General Electric | New | 0.23% | +0.23 |
| VMRK Vivmark Residential | New | 0.22% | +0.22 |
| CPRI Capri Holdings Ltd. | New | 0.22% | +0.22 |
| SMAR Smartsheet Inc. Class A | Add +44.2% | 1.62% | +0.19 |
| MNDY Monday.com Ltd. | New | 0.19% | +0.19 |
| CRH CRH PLC | New | 0.18% | +0.18 |
| BERY Berry Global Group Inc. | Add +283.6% | 0.24% | +0.17 |
| TKO Tko Group Holdings Inc. | Add +34.5% | 0.52% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +21.9% | 1.25% | +0.13 |
| CPT Camden Property Trust | Add +372.7% | 0.16% | +0.13 |
| LGF.B Lions Gate Entertainment-B | New | 0.13% | +0.13 |
| CTVA Corteva Inc. | Add +13.3% | 0.46% | +0.11 |
| FTV Fortive Corp. | Add +143.9% | 0.17% | +0.11 |
| INFY Infosys Ltd.-SP ADR | Add +22.6% | 0.68% | +0.10 |
| Z Zillow Group Inc. Class C | Add +70.4% | 0.34% | +0.10 |
| LIONS GATE ENTMNT CORP | New | 0.09% | +0.09 |
| J Jacobs Solutions Inc. | New | 0.09% | +0.09 |
| CDW CDW Corp. | Add +31.9% | 0.29% | +0.09 |
| ST Sensata Technologies Holdplc | Add +102.3% | 0.17% | +0.08 |
| CRM Salesforce Inc. | Add +4.8% | 0.55% | +0.08 |
| GPK Graphic Packaging Holding Co. | Add +3.2% | 0.45% | +0.07 |
| WBD Warner Bros Discovery Inc. | Add +42.2% | 1.16% | +0.07 |
| APO Apollo Global Management Inc. | Add +3.8% | 0.32% | +0.06 |
| PWR Quanta Services Inc. | Add +17.6% | 0.19% | +0.05 |
| CWH Camping World Holdings Inc. Class A | Add +64.5% | 0.12% | +0.05 |
| AVB Avalonbay Communities Inc. | New | 0.04% | +0.04 |
| YUMC Yum China Holdings Inc. | Add +31.7% | 0.25% | +0.04 |
| ONON On Holding AG Class A | New | 0.04% | +0.04 |
| VAC Marriott Vacations World | New | 0.04% | +0.04 |
| PFGC Performance Food Group Co. | Add +8.8% | 0.30% | +0.04 |
| AIG American International Group | New | 0.04% | +0.04 |
| TNL Travel + Leisure Co. | Add +5.0% | 0.14% | +0.03 |
| AVDX Avidxchange Holdings Inc. | Add +7.0% | 0.27% | +0.03 |
| USFD US Foods Holding Corp. | New | 0.03% | +0.03 |
| BIP Brookfield Infrastructure Pa | Add +46.4% | 0.08% | +0.02 |
| BRO Brown & Brown Inc. | Add +3.4% | 0.11% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $2.6B | NU, MELI, SE, CPNG, GRAB |
| Q1 2026 | 53 | $2.2B | MELI, NU, SE, CPNG, GRAB |
| Q4 2025 | 53 | $2.2B | MELI, SE, NU, CPNG, MMYT |
| Q3 2025 | 48 | $1.9B | NU, MELI, SE, CPNG, GRAB |
| Q2 2025 | 49 | $1.8B | NU, CPNG, GRAB, SE, MELI |
| Q1 2025 | 51 | $1.8B | CPNG, NU, MELI, GRAB, SE |
| Q4 2024 | 50 | $1.7B | CPNG, GRAB, MELI, SE, NU |
| Q3 2024 | 55 | $1.8B | GRAB, PDD, CPNG, MLCO, SE |
| Q2 2024Amended | 58 | $1.7B | GRAB, PDD, NU, MELI, MLCO |
| Q1 2024 | 157 | $3.7B | PDD, AMZN, CP, GRAB, IBKR |