Q3 2026 13F · SEC CIK 1594320

Coronation Fund Managers Ltd.

Asset managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.6B
Reported positions: 49
Top holdings a year, 3 yrs: +7.0%
Average holding period: 6.0 yrs

Coronation Fund Managers Ltd. is an asset manager that reported 49 positions worth $2.6B in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Mercadolibre Inc (MELI, 13.0%), Nu Hldgs Ltd (NU, 12.8%), Sea Ltd (SE, 9.6%). A portfolio copying its top holdings returned 7.0% a year over the last 3 years, against 22.3% for the S&P 500.

Coronation Fund Managers Ltd. holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Coronation Fund Managers Ltd. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MELIMercadolibre Inc	13.0%	13.2%	195,706	-3.9%	$338.3M
NUNu Hldgs Ltd	12.8%	13.2%	26,174,538	+0.9%	$331.4M
SESea Ltd	9.6%	12.0%	2,559,754	-21.7%	$249.2M
GRABGrab Holdings Limited	7.2%	7.6%	60,107,827	+14.1%	$186.9M
CPNGCoupang Inc	6.8%	8.3%	12,643,479	+1.2%	$175.4M
METAMeta Platforms Inc	5.7%	3.1%	202,207	+39.3%	$146.6M
AMZNAmazon Com Inc	3.8%	3.3%	396,896	+9.6%	$98.9M
MSFTMicrosoft Corp	3.0%	2.3%	153,901	-4.8%	$78.9M
KSPIKaspi Kz Jsc	3.0%	2.7%	823,469	+1.1%	$77.5M
GOOGLAlphabet Inc	2.9%	2.0%	221,740	+52.7%	$76.3M
MAMastercard Incorporated	2.8%	2.9%	132,285	-10.0%	$73.0M
LPLALpl Finl Hldgs Inc	2.4%	2.7%	206,509	-17.4%	$63.2M
NVDANvidia Corporation	2.4%	0.1%	268,556	+2160.2%	$61.3M
EMBJEmbraer SA ADR	2.1%	1.5%	739,069	+20.5%	$55.7M
VVisa Inc	1.9%	1.7%	134,185	+0.7%	$48.2M
MMYTMakemytrip Limited Mauritius	1.7%	3.1%	953,799	-38.3%	$45.0M
SPOTSpotify Technology SA	1.6%	1.8%	83,790	-19.3%	$40.8M
ELVElevance Health Inc Formerly	1.4%	1.4%	95,774	-1.1%	$37.2M
SPGIS&p Global Inc	1.4%	1.7%	90,954	-17.2%	$35.9M
DASHDoordash Inc	1.4%	1.4%	193,652	+0.6%	$35.5M
BAPCredicorp Ltd	1.3%	1.3%	91,595	+2.4%	$34.8M
HDBHdfc Bank Ltd	1.2%	0.7%	1,435,182	+101.5%	$32.1M
TMOThermo Fisher Scientific Inc	1.2%	0.7%	45,019	+19.1%	$30.4M
DHRDanaher Corp Del	1.1%	0.5%	129,602	+102.6%	$28.7M
EFXEquifax Inc	1.1%	0.8%	204,539	+48.0%	$28.1M
DISDisney Walt Co	1.0%	0.6%	252,399	+50.4%	$26.5M
CRHCrh PLC	0.9%	0.1%	290,601	+1421.2%	$24.1M
QXOQxo Inc	0.9%	New	1,929,119	—	$22.6M
ETPCEnergy Transfer L P	0.7%	0.7%	948,849	-2.3%	$18.8M
CPTCamden Ppty Tr	0.5%	0.7%	144,313	-9.7%	$14.0M
MAAMid-Amer Apt Cmntys Inc	0.5%	0.5%	109,537	+6.9%	$12.9M
KMIKinder Morgan Inc Del	0.4%	0.4%	357,137	-2.3%	$10.8M
VMCVulcan Matls Co	0.3%	New	36,598	—	$9.0M
MLMMartin Marietta Matls Inc	0.3%	New	17,572	—	$8.4M
MCOMoodys Corp	0.2%	0.3%	14,059	-17.4%	$6.4M
INTUIntuit	0.2%	0.1%	15,798	+66.1%	$4.4M
AVGOBroadcom Inc	0.2%	New	11,295	—	$4.0M
TDGTransdigm Group Inc	0.2%	New	3,619	—	$3.9M
TSMTaiwan Semiconductor Manufac	0.1%	0.1%	8,295	+24.0%	$3.8M
EQRVivmark Residential	0.1%	0.6%	49,210	-79.6%	$3.0M
DPZDominos Pizza Inc	0.1%	New	8,995	—	$2.7M
SCHWCharles Schwab Corp (the)	0.1%	1.4%	25,360	-93.4%	$2.5M
GEHCGe Healthcare Technologies I	0.1%	New	30,403	—	$2.0M
UBERUber Technologies Inc	0.1%	1.0%	27,730	-92.3%	$1.9M
CVNACarvana Co	0.1%	New	27,449	—	$1.7M
IBKRInteractive Brokers Group in	0.1%	0.1%	18,489	-35.9%	$1.6M
MUMicron Technology Inc	0.0%	New	365	—	$389K
IBNIcici Bk Ltd	0.0%	0.0%	13,763	+51.9%	$379K
SKHYVSk Hynix Inc	0.0%	New	1,967	—	$362K

What Coronation Fund Managers Ltd. bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -27.1% /yr; S&P 500 +11.7%
3 years: +7.0% /yr; S&P 500 +22.3%
5 years: -0.8% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.6B	49
Q2 2026	$2.6B	48
Q1 2026	$2.2B	53
Q4 2025	$2.2B	53
Q3 2025	$1.9B	48
Q2 2025	$1.8B	49
Q1 2025	$1.8B	51
Q4 2024	$1.7B	50
Q3 2024	$1.8B	55
Q2 2024	$1.7B	58
Q1 2024	$3.7B	157
Q4 2023	$3.6B	162

Questions about Coronation Fund Managers Ltd.'s portfolio

What stocks does Coronation Fund Managers Ltd. own?

Coronation Fund Managers Ltd.'s latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 49 positions worth $2.6B. The largest are Mercadolibre Inc (MELI) at 13.0%, Nu Hldgs Ltd (NU) at 12.8%, Sea Ltd (SE) at 9.6%, Grab Holdings Limited (GRAB) at 7.2% and Coupang Inc (CPNG) at 6.8%.

What did Coronation Fund Managers Ltd. buy last quarter?

In Q3 2026, Coronation Fund Managers Ltd. added a new position in Qxo Inc (QXO), a new position in Vulcan Matls Co (VMC), a new position in Martin Marietta Matls Inc (MLM), a new position in Broadcom Inc (AVGO), a new position in Transdigm Group Inc (TDG), Nvidia Corporation (NVDA) (+2160.2% shares), Crh PLC (CRH) (+1421.2% shares) and Danaher Corp Del (DHR) (+102.6% shares), compared with its Q2 2026 filing.

What did Coronation Fund Managers Ltd. sell last quarter?

In Q3 2026, Coronation Fund Managers Ltd. sold all of Booking Holdings Inc (BKNG), sold all of Iqvia Hldgs Inc (IQV), sold all of Zillow Group Inc (Z), sold all of Unitedhealth Group Inc (UNH), sold all of Melco Resorts and Entmnt Ltd (MLCO), Charles Schwab Corp (the) (SCHW) (-93.4% shares), Uber Technologies Inc (UBER) (-92.3% shares) and Vivmark Residential (EQR) (-79.6% shares), compared with its Q2 2026 filing.

How has Coronation Fund Managers Ltd.'s portfolio performed?

A portfolio copying Coronation Fund Managers Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -27.1% against +11.7%. Over 5 years: -0.8% a year against +10.6%.

When is Coronation Fund Managers Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Coronation Fund Managers Ltd.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.