Fairtree Asset Management (Pty) Ltd
Top Portfolio Positions
94 positions ·
$203,767,588 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
44,221 | $16,369,287 | 8.03% | |
| NVDA |
Nvidia Corp
Technology
|
66,597 | $11,614,516 | 5.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,281 | $10,472,023 | 5.14% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
134,675 | $9,975,377 | 4.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,838 | $9,061,394 | 4.45% | |
| AAPL |
Apple Inc.
Technology
|
24,019 | $6,095,782 | 2.99% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
177,032 | $5,234,836 | 2.57% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
302,314 | $4,344,252 | 2.13% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
12,023 | $4,063,172 | 1.99% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
965 | $4,062,958 | 1.99% |
Portfolio Trend
6 quarters · across all stocks
Holdings in KSPI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,975,377 | 134,675 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,073,741 | 154,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,196,677 | 112,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,295,964 | 109,506 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,051,018 | 97,480 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,672,835 | 81,014 | Shares | Sole | 2025-03-24 | |
| No 13F history on record for this holder in this stock. | ||||||