Coronation Fund Managers Ltd.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SEA LTD | 989,926 | 2,235,578 | +1,245,652 | 176,929,474 | 285,192,685 | +108,263,211 |
| MERCADOLIBRE INC | 88,433 | 141,785 | +53,352 | 206,662,615 | 285,591,854 | +78,929,239 |
| VISA INC | 0 | 120,905 | +120,905 | 0 | 42,402,592 | +42,402,592 |
| S&P GLOBAL INC | 0 | 66,159 | +66,159 | 0 | 34,574,032 | +34,574,032 |
| BOOKING HOLDINGS INC | 0 | 6,402 | +6,402 | 0 | 34,284,823 | +34,284,823 |
| SPOTIFY TECHNOLOGY S A | 23,209 | 72,142 | +48,933 | 16,199,882 | 41,893,581 | +25,693,699 |
| UBER TECHNOLOGIES INC | 0 | 311,488 | +311,488 | 0 | 25,451,685 | +25,451,685 |
| MAKEMYTRIP LIMITED MAURITIUS | 865,168 | 1,251,279 | +386,111 | 80,979,725 | 102,755,032 | +21,775,307 |
| LPL FINL HLDGS INC | 187,973 | 228,265 | +40,292 | 62,536,738 | 81,529,410 | +18,992,672 |
| CARVANA CO | 0 | 42,860 | +42,860 | 0 | 18,087,777 | +18,087,777 |
| CAMDEN PPTY TR | 0 | 159,727 | +159,727 | 0 | 17,582,748 | +17,582,748 |
| META PLATFORMS INC | 53,080 | 83,489 | +30,409 | 38,980,890 | 55,110,254 | +16,129,364 |
| HDFC BANK LTD | 70,653 | 483,614 | +412,961 | 2,413,507 | 17,671,255 | +15,257,748 |
| EQUITY RESIDENTIAL | 0 | 241,124 | +241,124 | 0 | 15,200,457 | +15,200,457 |
| ELEVANCE HEALTH INC FORMERLY | 127,495 | 159,249 | +31,754 | 41,196,185 | 55,824,737 | +14,628,552 |
| AMAZON COM INC | 316,388 | 362,770 | +46,382 | 69,469,313 | 83,734,572 | +14,265,259 |
| DISNEY WALT CO | 185,165 | 275,817 | +90,652 | 21,201,393 | 31,379,700 | +10,178,307 |
| KASPI KZ JSC | 823,295 | 990,623 | +167,328 | 67,246,736 | 77,397,375 | +10,150,639 |
| ENERGY TRANSFER L P | 0 | 603,284 | +603,284 | 0 | 9,948,153 | +9,948,153 |
| STONECO LTD | 1,456,269 | 2,499,733 | +1,043,464 | 27,538,046 | 36,971,052 | +9,433,006 |
| UNION PAC CORP | 0 | 16,150 | +16,150 | 0 | 3,735,818 | +3,735,818 |
| IQVIA HLDGS INC | 69,434 | 74,783 | +5,349 | 13,188,294 | 16,856,836 | +3,668,542 |
| NU HLDGS LTD | 14,856,027 | 14,403,098 | -452,929 | 237,844,992 | 241,107,861 | +3,262,869 |
| NIKE INC | 171,797 | 230,179 | +58,382 | 11,979,405 | 14,664,704 | +2,685,299 |
| HUMANA INC | 0 | 10,031 | +10,031 | 0 | 2,569,240 | +2,569,240 |
| SCHWAB CHARLES CORP | 460,790 | 463,479 | +2,689 | 43,991,621 | 46,306,187 | +2,314,566 |
| DANAHER CORPORATION | 15,757 | 23,396 | +7,639 | 3,123,983 | 5,355,812 | +2,231,829 |
| MONDAY COM LTD | 96,214 | 138,085 | +41,871 | 18,635,690 | 20,375,823 | +1,740,133 |
| PROGRESSIVE CORP | 0 | 7,551 | +7,551 | 0 | 1,719,514 | +1,719,514 |
| TAIWAN SEMICONDUCTOR MFG LTD | 4,775 | 9,494 | +4,719 | 1,333,610 | 2,885,132 | +1,551,522 |
| UNITEDHEALTH GROUP INC | 78,149 | 85,185 | +7,036 | 26,984,850 | 28,120,420 | +1,135,570 |
| TRANSUNION | 32,839 | 38,898 | +6,059 | 2,751,251 | 3,335,504 | +584,253 |
| CANADIAN PACIFIC KANSAS CITY | 41,179 | 46,057 | +4,878 | 3,067,424 | 3,391,177 | +323,753 |
| NET LEASE OFFICE PROPERTIES | 15,192 | 25,260 | +10,068 | 450,595 | 651,455 | +200,860 |
| KINDER MORGAN INC DEL | 234,297 | 247,656 | +13,359 | 6,632,948 | 6,808,063 | +175,115 |
| CANADIAN NATL RY CO | 19,138 | 19,138 | 0 | 1,804,713 | 1,891,791 | +87,078 |
| ICICI BANK LIMITED | 7,412 | 8,075 | +663 | 224,065 | 240,635 | +16,570 |
| JD.COM INC | 12,777 | 8,741 | -4,036 | 446,940 | 250,867 | -196,073 |
| REXFORD INDL RLTY INC | 390,690 | 409,723 | +19,033 | 16,061,266 | 15,864,475 | -196,791 |
| GITLAB INC | 606,557 | 717,483 | +110,926 | 27,343,590 | 26,927,137 | -416,453 |
| CRH PLC | 42,220 | 34,116 | -8,104 | 5,062,178 | 4,257,677 | -804,501 |
| MICROSOFT CORP | 89,264 | 92,813 | +3,549 | 46,234,289 | 44,886,223 | -1,348,066 |
| EMBRAER S.A. | 321,910 | 279,266 | -42,644 | 19,459,459 | 17,976,353 | -1,483,106 |
| DYNATRACE INC | 272,612 | 262,572 | -10,040 | 13,208,051 | 11,379,870 | -1,828,181 |
| LENNAR CORP | 112,349 | 109,220 | -3,129 | 14,160,468 | 11,227,816 | -2,932,652 |
| THERMO FISHER SCIENTIFIC INC | 74,647 | 50,995 | -23,652 | 36,205,288 | 29,549,053 | -6,656,235 |
| ZILLOW GROUP INC | 235,448 | 151,555 | -83,893 | 18,141,268 | 10,339,082 | -7,802,186 |
| MELCO RESORTS AND ENTMNT LTD | 8,103,914 | 8,335,219 | +231,305 | 74,312,891 | 63,097,608 | -11,215,283 |
| GE HEALTHCARE TECHNOLOGIES I | 329,700 | 65,097 | -264,603 | 24,760,470 | 5,339,256 | -19,421,214 |
| COUPANG INC | 4,975,812 | 5,936,214 | +960,402 | 160,221,146 | 140,035,288 | -20,185,858 |
| INTERACTIVE BROKERS GROUP IN | 379,507 | 26,862 | -352,645 | 26,113,877 | 1,727,495 | -24,386,382 |
| APPLIED MATLS INC | 158,144 | 5,002 | -153,142 | 32,378,403 | 1,285,464 | -31,092,939 |
| GRAB HOLDINGS LIMITED | 24,715,653 | 18,682,302 | -6,033,351 | 148,788,231 | 93,224,687 | -55,563,544 |