Fairtree Asset Management (Pty) Ltd — 13F holdings

Fairtree Asset Management (Pty) Ltd reported 96 holdings worth $261M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $17.8M (6.8%)
2. NVDA NVIDIA CORPORATION — $13.3M (5.1%)
3. AMZN AMAZON COM INC — $13.1M (5.0%)
4. GOOG ALPHABET INC — $12.5M (4.8%)
5. KSPI KASPI KZ JSC — $11.3M (4.3%)
6. META META PLATFORMS INC — $10.6M (4.1%)
7. AAPL APPLE INC — $7.59M (2.9%)
8. PDD PDD HOLDINGS INC — $7.04M (2.7%)
9. TSM TAIWAN SEMICONDUCTOR MFG LTD — $6.69M (2.6%)
10. GOVT ISHARES TR — $6.03M (2.3%)