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Fairtree Asset Management (Pty) Ltd 13F holdings

Filed 2026-08-11 · Fairtree Asset Management (Pty) Ltd · 96 positions · $260.9M

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP47.8K$17.8M6.8%
NVDANVIDIA CORPORATION66.6K$13.3M5.1%
AMZNAMAZON COM INC55.2K$13.1M5.0%
GOOGALPHABET INC35.5K$12.5M4.8%
KSPIKASPI KZ JSC130.3K$11.3M4.3%
METAMETA PLATFORMS INC18.8K$10.6M4.1%
AAPLAPPLE INC26.2K$7.6M2.9%
PDDPDD HOLDINGS INC92.4K$7.0M2.7%
TSMTAIWAN SEMICONDUCTOR MANUFAC14.0K$6.7M2.6%
GOVTISHARES TR264.5K$6.0M2.3%
JDJD.COM INC215.4K$5.5M2.1%
NUNU HLDGS LTD372.7K$5.0M1.9%
VVISA INC13.8K$4.7M1.8%
BRK-BBERKSHIRE HATHAWAY INC DEL9.4K$4.7M1.8%
BKNGBOOKING HOLDINGS INC26.0K$4.6M1.8%
FTNTFORTINET INC28.9K$4.4M1.7%
MAMASTERCARD INCORPORATED8.1K$4.2M1.6%
AVGOBROADCOM INC9.7K$3.7M1.4%
CRMSALESFORCE INC20.1K$3.2M1.2%
TMOTHERMO FISHER SCIENTIFIC INC5.9K$3.0M1.1%
UBERUBER TECHNOLOGIES INC40.1K$2.9M1.1%
SPGIS&P GLOBAL INC7.1K$2.9M1.1%
JPMJPMORGAN CHASE & CO8.8K$2.9M1.1%
RMDRESMED INC13.5K$2.6M1.0%
MCKMCKESSON CORP3.2K$2.4M0.9%
EWEDWARDS LIFESCIENCES CORP26.3K$2.4M0.9%
SYKSTRYKER CORPORATION7.6K$2.4M0.9%
AXPAMERICAN EXPRESS CO6.5K$2.2M0.8%
AZOAUTOZONE INC671$2.1M0.8%
ANETARISTA NETWORKS INC12.4K$2.1M0.8%
DECKDECKERS OUTDOOR CORP21.0K$2.1M0.8%
ORCLORACLE CORP14.2K$2.1M0.8%
BACBANK OF AMER CORP36.3K$2.1M0.8%
PLDPROLOGIS INC.15.2K$2.1M0.8%
KLACKLA CORP6.8K$2.1M0.8%
ADPAUTOMATIC DATA PROCESSING IN9.1K$2.0M0.8%
EMEEMCOR GROUP INC2.4K$2.0M0.8%
PGRPROGRESSIVE CORP9.2K$2.0M0.8%
ABTABBOTT LABORATORIES21.9K$2.0M0.8%
ADBEADOBE INC9.6K$2.0M0.8%
WELLWELLTOWER INC8.5K$1.9M0.7%
AMDADVANCED MICRO DEVICES INC3.3K$1.9M0.7%
ORLYOREILLY AUTOMOTIVE INC20.7K$1.9M0.7%
HOODROBINHOOD MKTS INC18.7K$1.9M0.7%
ZTSZOETIS INC25.9K$1.9M0.7%
AOSSMITH A O CORP29.5K$1.9M0.7%
MSCIMSCI INC3.2K$1.8M0.7%
EQIXEQUINIX INC1.7K$1.8M0.7%
DELLDELL TECHNOLOGIES INC4.2K$1.8M0.7%
PMPHILIP MORRIS INTL INC9.9K$1.8M0.7%
RJFRAYMOND JAMES FINL INC11.7K$1.8M0.7%
CORCENCORA INC6.2K$1.8M0.7%
FDSFACTSET RESH SYS INC7.6K$1.7M0.7%
NFLXNETFLIX INC.24.0K$1.7M0.7%
TCOMTRIP COM GROUP LTD41.9K$1.7M0.6%
SCHWSCHWAB CHARLES CORP17.5K$1.6M0.6%
DISDISNEY WALT CO16.5K$1.6M0.6%
IBMINTERNATIONAL BUSINESS MACHS5.6K$1.6M0.6%
MUMICRON TECHNOLOGY INC1.3K$1.5M0.6%
—CREDICORP LTD3.7K$1.4M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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