13F 机构持仓

Coronation Fund Managers Ltd.

Cape Town T3 · SEC CIK 0001594320

2026Q22026Q1 更早 9 个季度 🔒
$26.19亿2026Q2 申报市值
48持仓数
69.4%前十大占比 · 第一大 13.2%
2 / 8新建仓 / 清仓
申报市值走势$26.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NU 13.2%
MELI 13.2%
SE 12.0%
CPNG 8.3%
GRAB 7.6%
AMZN 3.3%
MMYT 3.1%
META 3.1%
MA 2.9%
KSPI 2.7%

2026Q2 买入最多 按季末市值估算

NU 加仓+$1.06亿
MELI 加仓+$7,785.76万
GRAB 加仓+$7,572.42万
MA 加仓+$6,858.15万
EFX 加仓+$2,098.91万

2026Q2 卖出最多 按季末市值估算

MLCO 减仓-$4,898.84万
CVNA 清仓-$1,546.97万
NFLX 清仓-$1,402.80万
REXR 清仓-$1,341.02万
SCHW 减仓-$1,337.25万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
NU NU HLDGS LTD $3.46亿13.23%25,930,925 7,957,37644.3% $1.06亿 加仓
MELI MERCADOLIBRE INC $3.46亿13.20%203,673 45,86929.1% $7,785.76万 加仓
SE SEA LTD $3.13亿11.96%3,269,300 152,9814.9% $1,466.02万 加仓
CPNG COUPANG INC $2.17亿8.29%12,495,101 723,8156.1% $1,257.27万 加仓
GRAB GRAB HOLDINGS LIMITED $1.99亿7.59%52,687,344 20,085,98961.6% $7,572.42万 加仓
AMZN AMAZON COM INC $8,628.19万3.29%362,012 31,0979.4% $741.17万 加仓
MMYT MAKEMYTRIP LIMITED MAURITIUS $8,238.92万3.15%1,546,054 13,8520.9% $73.82万 加仓
META META PLATFORMS INC $8,178.69万3.12%145,195 32,78129.2% $1,846.52万 加仓
MA MASTERCARD INCORPORATED $7,551.36万2.88%147,028 133,531989.3% $6,858.15万 加仓
KSPI KASPI KZ JSC $7,059.28万2.70%814,783 -50,967-5.9% -$441.58万 减仓
LPLA LPL FINL HLDGS INC $7,040.93万2.69%249,962 -40,481-13.9% -$1,140.27万 减仓
MSFT MICROSOFT CORP $6,027.78万2.30%161,594 22,98816.6% $857.50万 加仓
GOOGL ALPHABET INC $5,187.83万1.98%145,167 6,3434.6% $226.68万 加仓
SPOT SPOTIFY TECHNOLOGY S A $4,765.59万1.82%103,796 4,0864.1% $187.60万 加仓
V VISA INC $4,573.94万1.75%133,316 8,7377.0% $299.76万 加仓
SPGI S&P GLOBAL INC $4,475.75万1.71%109,899 11,65211.9% $474.54万 加仓
EMBJ EMBRAER S.A. $3,912.79万1.49%613,290 272,03579.7% $1,735.58万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $3,743.47万1.43%96,798 22,42130.1% $867.09万 加仓
SCHW SCHWAB CHARLES CORP $3,557.11万1.36%385,511 -144,928-27.3% -$1,337.25万 减仓
DASH DOORDASH INC $3,552.90万1.36%192,538 -2,200-1.1% -$40.60万 减仓
BAP CREDICORP LTD $3,484.52万1.33%89,443 24,28737.3% $946.17万 加仓
UBER UBER TECHNOLOGIES INC $2,612.39万1.00%362,027 -21,371-5.6% -$154.21万 减仓
EFX EQUIFAX INC $2,193.68万0.84%138,211 132,2402,214.7% $2,098.91万 加仓
BKNG BOOKING HOLDINGS INC $2,060.04万0.79%115,577 -70,223-37.8% -$1,251.65万 减仓
IQV IQVIA HLDGS INC $1,960.66万0.75%101,473 9510.9% $18.38万 加仓
TMO THERMO FISHER SCIENTIFIC INC $1,895.09万0.72%37,799 29,882377.4% $1,498.16万 加仓
ET ENERGY TRANSFER L P $1,857.03万0.71%971,251 228,97330.8% $437.80万 加仓
HDB HDFC BANK LTD $1,839.38万0.70%712,111 157,81628.5% $407.64万 加仓
CPT CAMDEN PPTY TR $1,828.71万0.70%159,727 00.0% — 不变
VMRK EQUITY RESIDENTIAL $1,637.96万0.63%241,124 00.0% — 不变
DIS DISNEY WALT CO $1,615.16万0.62%167,809 1,3320.8% $12.82万 加仓
MAA MID-AMER APT CMNTYS INC $1,424.11万0.54%102,498 00.0% — 不变
Z ZILLOW GROUP INC $1,376.50万0.53%436,707 87,20425.0% $274.87万 加仓
DHR DANAHER CORP DEL $1,218.41万0.47%63,965 52,847475.3% $1,006.63万 加仓
UNH UNITEDHEALTH GROUP INC $1,169.75万0.45%28,144 -30,080-51.7% -$1,250.22万 减仓
KMI KINDER MORGAN INC DEL $1,168.71万0.45%365,566 00.0% — 不变
MLCO MELCO RESORTS AND ENTMNT LTD $1,040.11万0.40%1,973,640 -9,295,706-82.5% -$4,898.84万 减仓
MCO MOODYS CORP $770.51万0.29%17,012 17,012— $770.51万 新建仓
CP CANADIAN PACIFIC KANSAS CITY $390.60万0.15%45,078 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $319.59万0.12%6,692 -392-5.5% -$18.72万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $251.06万0.10%28,844 00.0% — 不变
INTU INTUIT $248.32万0.09%9,514 9,514— $248.32万 新建仓
NVDA NVIDIA CORPORATION $237.75万0.09%11,882 -14,267-54.6% -$285.47万 减仓
PGR PROGRESSIVE CORP $215.92万0.08%9,884 00.0% — 不变
CRH CRH PLC $204.40万0.08%19,103 00.0% — 不变
LEN LENNAR CORP $174.89万0.07%19,327 00.0% — 不变
JD JD.COM INC $34.39万0.01%13,498 1,27010.4% $3.24万 加仓
IBN ICICI BANK LIMITED $26.30万0.01%9,061 98612.2% $2.86万 重新持有
CVNA CARVANA CO $00.00%0 -246,035-100.0% -$1,546.97万 清仓
NFLX NETFLIX INC. $00.00%0 -145,897-100.0% -$1,402.80万 清仓
REXR REXFORD INDL RLTY INC $00.00%0 -409,723-100.0% -$1,341.02万 清仓
AVGO BROADCOM INC $00.00%0 -35,382-100.0% -$1,095.11万 清仓
UNP UNION PAC CORP $00.00%0 -7,801-100.0% -$189.27万 清仓
NKE NIKE INC $00.00%0 -22,131-100.0% -$116.90万 清仓
TRU TRANSUNION $00.00%0 -13,957-100.0% -$96.57万 清仓
— NET LEASE OFFICE PROPERTIES $00.00%0 -25,260-100.0% -$29.10万 清仓