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Portfolio (Quarterly) Guide ↗

Fairtree Asset Management (Pty) Ltd

· CIK 0002059365
13F Portfolio $218M AUM 96 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 43 Added 26 Reduced 20 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 44,221.0 $16.4M 7.52% +16K +57.7% $370.17 +11.5%
2 NVDA NVIDIA CORPORATION Technology 66,597.0 $11.6M 5.33% +12K +21.1% $174.40 +21.9%
3 AMZN AMAZON COM INC Consumer Cyclical 50,281.0 $10.5M 4.81% +5K +10.3% $208.27 +30.5%
4 META META PLATFORMS INC Communication Services 15,838.0 $9.1M 4.16% +1K +9.2% $572.13 +11.0%
5 AAPL APPLE INC Technology 24,019.0 $6.1M 2.80% +1K +5.9% $253.79 +22.5%
6 NU NU HLDGS LTD Financial Services 302,314.0 $4.3M 2.00% +135K +81.2% $14.37 -9.3%
7 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 12,023.0 $4.1M 1.87% +10K +414.0% $337.95 +25.1%
8 BKNG BOOKING HOLDINGS INC Consumer Cyclical 965.0 $4.1M 1.87% +167.0 +20.9% $4210.32 -96.0%
9 V VISA INC Financial Services 11,813.0 $3.6M 1.64% +550.0 +4.9% $302.24 +8.4%
10 MA MASTERCARD INCORPORATED Financial Services 6,262.0 $3.1M 1.44% +2K +37.4% $499.66 -0.9%
11 AVGO BROADCOM INC Technology 9,673.0 $3.0M 1.38% +488.0 +5.3% $309.51 +36.3%
12 SPGI S&P GLOBAL INC Financial Services 6,428.0 $2.7M 1.25% +725.0 +12.7% $425.34 -2.2%
13 JPM JPMORGAN CHASE & CO Financial Services 8,773.0 $2.6M 1.19% +3K +48.6% $294.16 +1.7%
14 RMD RESMED INC Healthcare 10,548.0 $2.4M 1.09% +2K +25.3% $224.48 -8.2%
15 EME EMCOR GROUP INC Industrials 3,083.0 $2.3M 1.04% +260.0 +9.2% $738.31 +15.8%
16 NFLX NETFLIX INC. Communication Services 22,675.0 $2.2M 1.00% +9K +68.0% $96.15 -9.2%
17 MELI MERCADOLIBRE INC Consumer Cyclical 1,231.0 $2.1M 0.98% +169.0 +15.9% $1729.02 -1.9%
18 EW EDWARDS LIFESCIENCES CORP Healthcare 25,454.0 $2.0M 0.94% +10K +60.0% $80.08 +8.0%
19 PLD PROLOGIS INC. Real Estate 15,234.0 $2.0M 0.93% +7K +75.2% $132.18 +10.8%
20 AXP AMERICAN EXPRESS CO Financial Services 6,494.0 $2.0M 0.90% +2K +39.6% $302.48 +3.3%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.1%
Financial Services 16.3%
Consumer Cyclical 15.5%
Communication Services 11.1%
Healthcare 10.0%
Real Estate 7.6%
Industrials 3.9%
Consumer Defensive 2.7%
Energy 1.1%
Basic Materials 0.8%