Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fairtree Asset Management (Pty) Ltd (CIK 2059365) reported $217.8M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($16.4M, 7.52%), NVDA ($11.6M, 5.33%), AMZN ($10.5M, 4.81%), KSPI ($10.0M, 4.58%), GOOG ($9.2M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $16.4M | 7.52% | 44,221 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $11.6M | 5.33% | 66,597 | Added |
| 3 | AMZN | AMAZON COM INC | $10.5M | 4.81% | 50,281 | Added |
| 4 | KSPI | KASPI KZ JSC | $10.0M | 4.58% | 134,675 | Trimmed |
| 5 | GOOG | ALPHABET INC | $9.2M | 4.22% | 32,058 | Trimmed |
| 6 | META | META PLATFORMS INC | $9.1M | 4.16% | 15,838 | Added |
| 7 | AAPL | APPLE INC | $6.1M | 2.80% | 24,019 | Added |
| 8 | JD | JD.COM INC | $5.2M | 2.40% | 177,032 | Trimmed |
| 9 | GOVT | ISHARES TR | $4.8M | 2.21% | 209,805 | Trimmed |
| 10 | NU | NU HLDGS LTD | $4.3M | 1.99% | 302,314 | Added |
| 11 | BKNG | BOOKING HOLDINGS INC | $4.1M | 1.87% | 965 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 1.87% | 12,023 | Added |
| 13 | V | VISA INC | $3.6M | 1.64% | 11,813 | Added |
| 14 | MA | MASTERCARD INCORPORATED | $3.1M | 1.44% | 6,262 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.41% | 6,393 | Trimmed |
| 16 | ZTS | ZOETIS INC | $3.0M | 1.39% | 25,592 | Trimmed |
| 17 | AVGO | BROADCOM INC | $3.0M | 1.37% | 9,673 | Added |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $2.9M | 1.33% | 5,903 | Trimmed |
| 19 | FTNT | FORTINET INC | $2.9M | 1.33% | 35,459 | Trimmed |
| 20 | SPGI | S&P GLOBAL INC | $2.7M | 1.26% | 6,428 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.19% | 8,773 | Added |
| 22 | QCOM | QUALCOMM INC | $2.4M | 1.09% | 18,393 | Trimmed |
| 23 | RMD | RESMED INC | $2.4M | 1.09% | 10,548 | Added |
| 24 | EME | EMCOR GROUP INC | $2.3M | 1.05% | 3,083 | Added |
| 25 | NFLX | NETFLIX INC. | $2.2M | 1.00% | 22,675 | Added |
Source: SEC Form 13F filings · as of 2026-03-31