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CFM

Coronation Fund Managers Portfolio holdings

AUM $2.62B
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
+4.63%
1 Year Est. Return
-17.1%
3 Year Est. Return
+47.53%
5 Year Est. Return
+32.85%
10 Year Est. Return
+183.59%
AUM
$1.84B
AUM Growth
+$141M
Cap. Flow
+$111M
Cap. Flow %
6.05%
Top 10 Hldgs %
57.29%
Holding
59
New
9
Increased
19
Reduced
20
Closed
8

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$77.1M
2
AMAT icon
Applied Materials
AMAT
+$57.2M
3
AU icon
AngloGold Ashanti
AU
+$52.3M
4
XYZ
Block Inc
XYZ
+$35.7M
5
SKX
Skechers
SKX
+$35.2M

Top Sells

Rank Stock Value
1
TPR icon
Tapestry
TPR
+$35.7M
2
IBN icon
ICICI Bank
IBN
+$27.1M
3
SPOT icon
Spotify
SPOT
+$22.3M
4
LPLA icon
LPL Financial
LPLA
+$22.2M
5
META icon
Meta Platforms (Facebook)
META
+$20.1M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 36.39%
2 Technology 19.62%
3 Financials 16.98%
4 Communication Services 13.56%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBUX icon
51
Starbucks
SBUX
$119B
$227K 0.01%
2,313
-28,981
-93% -$3M
BKNG icon
52
Booking.com
BKNG
$156B
– –
-14,850
Closed -$2.95M
CRM icon
53
Salesforce
CRM
$154B
– –
-57,543
Closed -$19.2M
IBN icon
54
ICICI Bank
IBN
$107B
– –
-908,736
Closed -$27.1M
LULU icon
55
lululemon athletica
LULU
$13.5B
– –
-4,323
Closed -$1.65M
LUXE
56
LuxExperience B.V.
LUXE
$1.13B
– –
-17,456
Closed -$124K
NTES icon
57
NetEase
NTES
$83B
– –
-160,793
Closed -$14.3M
PM icon
58
Philip Morris
PM
$309B
– –
-120,247
Closed -$14.5M
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$771B
– –
-933
Closed -$547K
1 2
3

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PCMI
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WCA
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MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
LOAMS
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Coronation Fund Managers's Q1 2025 Portfolio in Review

As of Q1 2025, Coronation Fund Managers held 59 positions worth $1.84B, up 8.3% from $1.7B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Coronation Fund Managers deployed $111M of net new capital in Q1 2025, opening 9 new positions and adding to 19 existing holdings. Its largest new stake was Applied Materials: 340,276 shares worth $49.4M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 36% of assets, down from 38% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tapestry, an estimated $35.7M trimmed.

  • Coronation Fund Managers's largest Q1 2025 buy was Applied Materials: 340,276 shares worth $49.4M.
  • Coronation Fund Managers added most to Nu Holdings in Q1 2025, an estimated $77.1M increase.
  • Coronation Fund Managers's biggest Q1 2025 reduction was Tapestry, cutting an estimated $35.7M.
  • Coronation Fund Managers fully exited ICICI Bank in Q1 2025, selling an estimated $27.1M.
  • Coronation Fund Managers's ten largest holdings make up 57% of its $1.84B portfolio in Q1 2025.
  • Coronation Fund Managers opened 9 new positions and closed 8 in Q1 2025.
  • Coronation Fund Managers's portfolio value rose 8.3% quarter-over-quarter to $1.84B.

Based on Coronation Fund Managers's 13F filing for Q1 2025, filed 12 May 2025.