Coronation Fund Managers Ltd. 13F 持仓 · 2026年Q2
Coronation Fund Managers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 26.19 亿美元。前几大持仓：NU（13.23%）、MELI（13.20%）、SE（11.96%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $346.4M | 13.23% | 25.9M | 增持 |
| 2 | MELI | MERCADOLIBRE INC | $345.7M | 13.20% | 203,673 | 增持 |
| 3 | SE | SEA LTD | $313.3M | 11.96% | 3.3M | 增持 |
| 4 | CPNG | COUPANG INC | $217.0M | 8.29% | 12.5M | 增持 |
| 5 | GRAB | GRAB HOLDINGS LIMITED | $198.6M | 7.59% | 52.7M | 增持 |
| 6 | AMZN | AMAZON COM INC | $86.3M | 3.29% | 362,012 | 增持 |
| 7 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $82.4M | 3.15% | 1.5M | 增持 |
| 8 | META | META PLATFORMS INC | $81.8M | 3.12% | 145,195 | 增持 |
| 9 | MA | MASTERCARD INCORPORATED | $75.5M | 2.88% | 147,028 | 增持 |
| 10 | KSPI | KASPI KZ JSC | $70.6M | 2.70% | 814,783 | 减持 |
| 11 | LPLA | LPL FINL HLDGS INC | $70.4M | 2.69% | 249,962 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $60.3M | 2.30% | 161,594 | 增持 |
| 13 | GOOGL | ALPHABET INC | $51.9M | 1.98% | 145,167 | 增持 |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | $47.7M | 1.82% | 103,796 | 增持 |
| 15 | V | VISA INC | $45.7M | 1.75% | 133,316 | 增持 |
| 16 | SPGI | S&P GLOBAL INC | $44.8M | 1.71% | 109,899 | 增持 |
| 17 | EMBJ | EMBRAER S.A. | $39.1M | 1.49% | 613,290 | 增持 |
| 18 | ELV | ELEVANCE HEALTH INC FORMERLY | $37.4M | 1.43% | 96,798 | 增持 |
| 19 | DASH | DOORDASH INC | $35.5M | 1.36% | 192,538 | 减持 |
| 20 | SCHW | SCHWAB CHARLES CORP | $35.6M | 1.36% | 385,511 | 减持 |
| 21 | BAP | CREDICORP LTD | $34.8M | 1.33% | 89,443 | 增持 |
| 22 | UBER | UBER TECHNOLOGIES INC | $26.1M | 1.00% | 362,027 | 减持 |
| 23 | EFX | EQUIFAX INC | $21.9M | 0.84% | 138,211 | 增持 |
| 24 | BKNG | BOOKING HOLDINGS INC | $20.6M | 0.79% | 115,577 | 增持 |
| 25 | IQV | IQVIA HLDGS INC | $19.6M | 0.75% | 101,473 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR