account_balance
Investment manager · 13F filer · SEC CIK 2059365
Fairtree Asset Management (Pty) Ltd
Reported value$274Mas of Sep 30, 2026
Positions95 8 new, 9 sold out
Top 10 weight45.0%MSFT alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
7.2%Trimmed −20%
NVDANVIDIA Corp
6.5%Added +16%
GOOGAlphabet Inc.
6.2%Added +39%
AMZNAmazon.com Inc
5.6%Added +11%
METAMeta Platforms, Inc.
4.7%Trimmed −5%
KSPIJoint Stock Co Kaspi.kz
3.9%Trimmed −13%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.1%Added +34%
AAPLApple Inc.
2.9%Trimmed −9%
NUNu Holdings Ltd.
2.6%Added +51%
AVGOBroadcom Inc.
2.4%Added +92%
JDJD.com, Inc.
2.3%Added +12%
GOVTiShares Tr
2.3%Added +9%
MSFTMicrosoft Corp
7.2%Trimmed −20%
NVDANVIDIA Corp
6.5%Added +16%
GOOGAlphabet Inc.
6.2%
AMZNAmazon.com Inc
5.6%
METAMeta Platforms, Inc.
4.7%−5%
KSPIJoint Stock Co Kaspi.kz
3.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.1%
AAPLApple Inc.
2.9%
NU2.6%AVGOJD2.3%GOVT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 7.2% Trimmed −20%NVDA NVIDIA Corp 6.5% Added +16%GOOG Alphabet Inc. 6.2% Added +39%AMZN Amazon.com Inc 5.6% Added +11%META Meta Platforms, Inc. 4.7% Trimmed −5%KSPI Joint Stock Co Kaspi.kz 3.9% Trimmed −13%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.1% Added +34%AAPL Apple Inc. 2.9% Trimmed −9%NU Nu Holdings Ltd. 2.6% Added +51%AVGO Broadcom Inc. 2.4% Added +92%JD JD.com, Inc. 2.3% Added +12%
GOVT iShares Tr 2.3% Added +9%
What changed
Biggest moves since Jun 30, 2026
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