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Bradley Anthony — Institutional Investor Profile | Buyside Digest

Bradley Anthony

Institutional Investor • Fairtree Asset Management (Pty) Ltd

Value

$10.7B

Stocks

50 Stocks

Turnover

0.0%

CIK

0002059365EDGAR ↗

Website ↗

Top Holdings

MSFT(8.38%) NVDA(6.26%) AMZN(6.18%) GOOG(5.90%) KSPI(5.30%)

About Investor

Fairtree Asset Management is led by an experienced team of investment professionals with diverse backgrounds across multiple asset classes and geographic markets. CEO Kobus Nel and CIO Bradley Anthony provide senior leadership, while the portfolio management team includes Jean Pierre Verster (formerly of 36ONE Asset Management) as lead equity portfolio manager, Heinrich Jansen van Rensburg as COO with 18 years at Fairtree, and multiple specialist portfolio managers including Clarissa van der Westhuyzen, Jacobus Lacock, Kurt van der Walt, Danie Pretorius, Will Ridge (ex-BofA Merrill Lynch), Cor Booysen, and Chantelle Baptiste. The firm employs over 150 professionals including more than 65 investment specialists, demonstrating significant operational scale and expertise depth. The management team has built a track record of consistent performance with their flagship Wild Fig Multi-Strategy fund achieving 13 consecutive years of positive returns since inception.

Investor Philosophy

Investment philosophy details pending verification.

Bradley Anthony Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
MSFT	None	Microsoft Corporation	Information Technology	$17.8M	8.4%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$13.3M	6.3%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$13.1M	6.2%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$12.5M	5.9%	No Change
KSPI	None	Kaspi.kz JSC	Information Technology	$11.3M	5.3%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$10.6M	5.0%	No Change
AAPL	None	Apple Inc.	Information Technology	$7.6M	3.6%	No Change
PDD	None	PDD Holdings Inc.	Consumer Discretionary	$7.0M	3.3%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$6.7M	3.1%	No Change
ENZL	None	ISHARES TR	Industrials	$6.0M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
SYKStryker Corporation	$2378.9M	-100.0%	0.0%	Sold Out
STRYStryker Corporation	$2.4M	-99.9%	1.1%	Decreased

13F Sector Breakdown

Information Technology35.8%

Consumer Discretionary17.1%

Financials13.1%

Communication Services10.9%

General7.2%

Sector	Stocks	Value	Exposure
Information Technology	14	$76.1M	35.8%
Consumer Discretionary	7	$36.5M	17.1%
Financials	9	$27.8M	13.1%
Communication Services	2	$23.1M	10.9%
General	4	$15.3M	7.2%
Industrials	4	$12.3M	5.8%
Health Care	5	$11.6M	5.4%
Real Estate	3	$5.8M	2.7%
Healthcare	1	$2.6M	1.2%
Consumer Staples	1	$1.8M	0.8%