Fairtree Asset Management (Pty) Ltd

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Fairtree Asset Management (Pty) Ltd maintained a portfolio of 117 distinct positions. The most significant new addition to the portfolio was AMGEN INC, which now represents 1.32% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 71.7%. Conversely, Fairtree Asset Management (Pty) Ltd completely exited their position in APPLIED MATLS INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
117
Quarter
2025 Q4
Top Holding
MSFT (6.2%)
Top 10 Concentration
40.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 117
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP
Technology 6.24% 5.54% #1 1
Prev: #2
4.7 11,708 71.7%
P
S
28,047 $13,564,090 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KSPI
KASPI KZ JSC
Technology 5.56% 6.02% #2 1
Prev: #1
4.3 41,940 37.2%
P
S
154,534 $12,073,741 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 4.84% 3.68% #3 3
Prev: #6
4.2 20,008 78.2%
P
S
45,590 $10,523,084 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 4.81% 4.47% #4 1
Prev: #3
4.0 5,272 18.8%
P
S
33,317 $10,454,875 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 4.72% 3.25% #5 3
Prev: #8
4.2 28,447 107.1%
P
S
55,012 $10,259,738 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 4.41% 2.39% #6 5
Prev: #11
4.1 9,537 191.9%
P
S
14,507 $9,575,926 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES TR
ETF 3.13% 4.31% #7 3
Prev: #4
3.3 10,954 3.8%
P
S
295,534 $6,804,670 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.84% 3.34% #8 1
Prev: #7
3.2 2,678 13.4%
P
S
22,687 $6,167,688 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC
Consumer Cyclical 2.35% 3.77% #9 4
Prev: #5
3.0 13,598 8.3%
P
S
178,173 $5,113,565 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 2.02% 2.01% #10 2
Prev: #12
2.9 2,638 43.3%
P
S
8,730 $4,388,135 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 1.97% 1.37% #11 9
Prev: #20
3.1 410 105.7%
P
S
798 $4,273,553 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QCOM
QUALCOMM INC
Technology 1.85% 1.80% #12 1
Prev: #13
2.9 7,039 42.7%
P
S
23,525 $4,023,951 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.82% 1.47% #13 5
Prev: #18
2.9 4,679 71.1%
P
S
11,263 $3,950,047 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 1.71% 2.52% #14 5
Prev: #9
0.7 -1,516 -19.1%
P
S
6,428 $3,724,705 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTS
ZOETIS INC
Healthcare 1.69% 1.54% #15
Prev: #15
2.9 13,194 82.1%
P
S
29,265 $3,682,122 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRM
SALESFORCE INC
Technology 1.66% 0.81% #16 20
Prev: #36
3.0 8,395 160.5%
P
S
13,627 $3,609,929 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 1.65% 1.48% #17
Prev: #17
2.8 3,841 60.2%
P
S
10,225 $3,578,648 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO
Consumer Defensive 1.50% 1.52% #18 2
Prev: #16
2.7 11,694 33.4%
P
S
46,691 $3,264,168 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.46% 1.09% #19 7
Prev: #26
2.8 4,150 82.4%
P
S
9,185 $3,178,929 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSCI
MSCI INC
Financial Services 1.42% 1.20% #20 3
Prev: #23
2.8 2,147 66.5%
P
S
5,374 $3,083,225 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTNT
FORTINET INC
Technology 1.41% 1.03% #21 6
Prev: #27
2.9 19,891 106.2%
P
S
38,622 $3,066,973 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 1.37% 0.65% #22 26
Prev: #48
2.8 3,665 179.8%
P
S
5,703 $2,980,331 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMGN
AMGEN INC
Healthcare 1.32% #23
Prev: #—
2.5 8,763 no change
NEW
8,763 $2,868,218 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 1.30% 1.37% #24 3
Prev: #21
2.7 3,952 46.7%
P
S
12,406 $2,825,094 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NU
NU HLDGS LTD
Financial Services 1.29% 1.09% #25
Prev: #25
2.7 62,851 60.4%
P
S
166,845 $2,792,985 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 0.00% 1.56%
Sold All 😨
(Was: #14)
0.3 -11,656 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COHR
COHERENT CORP
Technology 0.00% 1.44%
Sold All 😨
(Was: #19)
0.3 -20,349 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 0.00% 0.69%
Sold All 😨
(Was: #43)
0.3 -3,242 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUD
ANHEUSER BUSCH ...
Consumer Defensive 0.00% 0.63%
Sold All 😨
(Was: #51)
0.3 -16,161 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 0.62%
Sold All 😨
(Was: #52)
0.3 -5,080 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNC
CENTENE CORP DE...
Healthcare 0.00% 0.62%
Sold All 😨
(Was: #53)
0.3 -26,340 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TOL
TOLL BROTHERS I...
Consumer Cyclical 0.00% 0.61%
Sold All 😨
(Was: #54)
0.3 -6,787 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABNB
AIRBNB INC
Consumer Cyclical 0.00% 0.61%
Sold All 😨
(Was: #55)
0.3 -7,715 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.00% 0.60%
Sold All 😨
(Was: #57)
0.3 -10,842 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BP
BP PLC
Energy 0.00% 0.57%
Sold All 😨
(Was: #59)
0.3 -25,405 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CPT
CAMDEN PPTY TR
Bond/Debt 0.00% 0.53%
Sold All 😨
(Was: #62)
0.3 -7,637 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 0.00% 0.43%
Sold All 😨
(Was: #75)
0.3 -3,962 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENSG
ENSIGN GROUP IN...
Healthcare 0.00% 0.41%
Sold All 😨
(Was: #77)
0.3 -3,632 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQV
IQVIA HLDGS INC
Healthcare 0.00% 0.38%
Sold All 😨
(Was: #78)
0.3 -3,045 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EPAM
EPAM SYS INC
Technology 0.00% 0.36%
Sold All 😨
(Was: #81)
0.3 -3,643 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HDB
HDFC BANK LTD
Financial Services 0.00% 0.18%
Sold All 😨
(Was: #90)
0.3 -8,172 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 117 holdings

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