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Coronation Fund Managers Ltd.

SEC Form 13F institutional filer · CIK 0001594320

13F-HR · 31 reported holdings · 2026-03-31

Reported long-US-equity value

$0.62B

Top-10 concentration

71.0%

Coronation Fund Managers Ltd. — $622M AUM allocation strategy

Coronation Fund Managers Ltd. files SEC Form 13F and reports $622M of long US equity value across 31 reported holdings for 2026-03-31.

Its largest sector bet is Consumer Discretionary 23.3%, followed by Communication Services 21.5% and Financials 20.8%.

The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Coronation Fund Managers Ltd. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$622M

total across 31 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

71% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$KMI$UBER$SCHW

+$KMI +118K sh · +$5.45M+$UBER +71.9K sh · +$2.13M+$SCHW +67K sh · +$3.54M

Biggest trims (shares)

$NKE$DIS$LEN

−$NKE −208K sh · −$13.5M−$DIS −109K sh · −$15.3M−$LEN −89.9K sh · −$9.55M

Added from nil (new positions)

$GOOG$DASH$NFLX$MAA$AVGO

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$GEHC$HUM$AMAT

$GEHC ($5.34M last qtr)$HUM ($2.57M last qtr)$AMAT ($1.29M last qtr)

Sector allocation (share of reported value)

Consumer Discretionary 23%Communication Services 22%Financials 21%Information Technology 10%Health Care 9%Real Estate 4%Industrials 4%Energy 2%Other holdings 5%SECTORS
  • $XLYConsumer Discretionary23.3%
  • $XLCCommunication Services21.5%
  • $XLFFinancials20.8%
  • $XLKInformation Technology10.0%
  • $XLVHealth Care8.8%
  • $XLREReal Estate4.5%
  • $XLIIndustrials4.4%
  • $XLEEnergy2.0%
  • Other holdings4.8%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Interactive Media & Services 17%Broadline Retail 11%Systems Software 8%Investment Banking & Brokerage 8%Financial Exchanges & Data 7%Transaction & Payment Processing Services 6%Managed Health Care 6%Hotels, Resorts & Cruise Lines 5%Other holdings 32%INDUSTRIES
  • Interactive Media & Services16.8%
  • Broadline Retail11.1%
  • Systems Software8.2%
  • Investment Banking & Brokerage8.0%
  • Financial Exchanges & Data6.7%
  • Transaction & Payment Processing Services6.0%
  • Managed Health Care6.0%
  • Hotels, Resorts & Cruise Lines5.1%
  • Other holdings32.2%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AMZNAmazon.com Inc331K$68.9M-31.9K11.1%
$METAMeta Platforms Inc112K$64.3M+28.9K10.3%
$MSFTMicrosoft Corporation139K$51.3M+45.8K8.2%
$SCHWCharles Schwab Corporation530K$49.9M+67K8.0%
$SPGIS&P Global Inc98.2K$41.8M+32.1K6.7%
$GOOGAlphabet Inc. Class C Capital Stock139K$39.9M6.4%
$VVisa Inc125K$37.7M+3.67K6.0%
$BKNGBooking Holdings Inc7.43K$31.3M+1.03K5.0%
$DASHDoorDash Inc195K$29.2M4.7%
$UBERUber Technologies Inc383K$27.6M+71.9K4.4%

…and 21 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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