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Ninety One SA (Pty) Ltd Portfolio
$2B across 103 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| Anglogold Ashanti Plc | $1.1B | 53.5% | 11,398,551 |
| MSFTMicrosoft Corp | $76.6M | 3.8% | 148,389 |
| NVDANVIDIA Corp | $74.2M | 3.7% | 323,159 |
| GOOGLAlphabet Inc | $67.7M | 3.4% | 195,421 |
| AAPLApple Inc | $42.1M | 2.1% | 125,440 |
| JNJJohnson & Johnson | $38.1M | 1.9% | 142,803 |
| BBarrick Mining Corporation Common Shares | $31.6M | 1.6% | 772,894 |
| AMZNAmazon.com Inc | $24.9M | 1.2% | 99,360 |
| VVisa Inc | $23M | 1.1% | 63,511 |
| EWEdwards Lifesciences Corp | $23M | 1.1% | 265,013 |
| JPMJPMorgan Chase & Co | $21.8M | 1.1% | 65,567 |
| BKNGBooking Holdings Inc | $20.4M | 1.0% | 124,461 |
| CVXChevron Corp | $19.7M | 1.0% | 96,263 |
| NEMNewmont Corporation | $18.8M | 0.9% | 161,528 |
| IGViShares Expanded Tech-Software Sector ETF | $17.7M | 0.9% | 165,865 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $17.5M | 0.9% | 38,156 |
| SLBSLB NV | $17.3M | 0.9% | 351,314 |
| TMOThermo Fisher Scientific Inc | $16.3M | 0.8% | 24,050 |
| AVGOBroadcom Inc | $15.5M | 0.8% | 43,949 |
| JJacobs Solutions Inc | $15.4M | 0.8% | 113,094 |
| COPConocoPhillips | $15.1M | 0.8% | 120,514 |
| LLYEli Lilly and Co | $15.1M | 0.8% | 12,866 |
| SNXTD Synnex Corp | $14.7M | 0.7% | 57,140 |
| METAMeta Platforms Inc | $14.5M | 0.7% | 19,939 |
| MAMastercard Inc | $13.9M | 0.7% | 24,976 |
| CRH PLC | $12.8M | 0.6% | 153,358 |
| Kinross Gold Corp | $12.6M | 0.6% | 521,026 |
| TKOTKO Group Holdings Inc | $11.6M | 0.6% | 64,732 |
| DELLDell Technologies Inc | $11.5M | 0.6% | 21,194 |
| BABoeing Co | $11.1M | 0.6% | 59,388 |
| IYHiShares U.S. Healthcare ETF | $11M | 0.6% | 152,155 |
| CFGCitizens Financial Group Inc | $10.4M | 0.5% | 163,472 |
| GMGeneral Motors Co | $10.4M | 0.5% | 133,434 |
| UNHUnitedHealth Group Inc | $10.1M | 0.5% | 27,529 |
| DALDelta Air Lines Inc | $10.1M | 0.5% | 120,993 |
| AerCap Holdings NV | $9.8M | 0.5% | 68,442 |
| SPGIS&P Global Inc | $9.5M | 0.5% | 23,921 |
| MCOMoody's Corp | $9M | 0.4% | 19,739 |
| Ferrari NV | $8.9M | 0.4% | 22,644 |
| INTUIntuit Inc | $8.6M | 0.4% | 31,118 |
| VRSKVerisk Analytics Inc | $8.5M | 0.4% | 50,979 |
| PMPhilip Morris International Inc | $8.1M | 0.4% | 42,298 |
| PLDPrologis Inc | $7.6M | 0.4% | 58,430 |
| NTESNetEase Inc | $7.6M | 0.4% | 62,595 |
| TTWOTake-Two Interactive Software Inc | $7.1M | 0.4% | 34,509 |
| EEMiShares MSCI Emerging Index Fund | $6.9M | 0.3% | 102,768 |
| ADSKAutodesk Inc | $6.7M | 0.3% | 32,023 |
| IBKRInteractive Brokers Group Inc | $6.4M | 0.3% | 74,241 |
| TSLATesla Inc | $6.3M | 0.3% | 17,834 |
| GNRCGenerac Holdings Inc | $5.8M | 0.3% | 28,092 |
| FDXFedEx Corp | $5.2M | 0.3% | 18,156 |
| IWMiShares Russell 2000 Index Fund | $4M | 0.2% | 14,357 |
| ELVElevance Health Inc | $3.9M | 0.2% | 9,865 |
| COSTCostco Wholesale Corp | $3.6M | 0.2% | 3,957 |
| Check Point Software Technologies Ltd | $3.3M | 0.2% | 25,275 |
| MUMicron Technology Inc | $2.8M | 0.1% | 2,640 |
| GOOGAlphabet Inc | $2.7M | 0.1% | 7,915 |
| MNSTMonster Beverage Corp | $1.5M | 0.1% | 36,629 |
| EIXEdison International | $1.5M | 0.1% | 27,294 |
| ICEIntercontinental Exchange Inc | $1.2M | 0.1% | 7,924 |
| CMECME Group Inc | $901K | 0.0% | 3,412 |
| CNCCentene Corp | $860.1K | 0.0% | 13,841 |
| Aon PLC | $766.4K | 0.0% | 2,785 |
| AXPAmerican Express Co | $762.4K | 0.0% | 2,486 |
| HLTHilton Worldwide Holdings Inc | $720.2K | 0.0% | 2,239 |
| YUMYum! Brands Inc | $718.5K | 0.0% | 5,223 |
| MRKMerck & Co Inc | $698K | 0.0% | 4,749 |
| XP Inc | $680.7K | 0.0% | 32,804 |
| CPRTCopart Inc | $660.5K | 0.0% | 24,231 |
| SCHWCharles Schwab Corp | $654.2K | 0.0% | 6,617 |
| YUMCYum China Holdings Inc | $633K | 0.0% | 15,393 |
| MRSHMarsh & McLennan Companies Inc | $628.3K | 0.0% | 3,680 |
| ROKRockwell Automation Inc | $535.3K | 0.0% | 1,222 |
| XOMExxonmobil Holdings Corp | $504.3K | 0.0% | 3,099 |
| FICOFair Isaac Corp | $490K | 0.0% | 810 |
| VRSNVeriSign, Inc | $450.1K | 0.0% | 1,596 |
| LRCXLam Research Corp | $417.5K | 0.0% | 1,281 |
| MSIMotorola Solutions Inc | $385.8K | 0.0% | 865 |
| MBGLMobility Global Inc | $369.3K | 0.0% | 21,209 |
| Seagate Technology Holdings PLC | $345.7K | 0.0% | 375 |
| ZTSZoetis Inc | $337.1K | 0.0% | 4,802 |
| UBS Group AG | $332.7K | 0.0% | 6,895 |
| FCXFreeport-McMoRan Inc | $327.8K | 0.0% | 4,572 |
| ILMNIllumina Inc | $305.4K | 0.0% | 1,099 |
| ADPAutomatic Data Processing Inc | $296.8K | 0.0% | 1,150 |
| Trane Technologies PLC | $282.6K | 0.0% | 618 |
| TRUTransUnion | $269.5K | 0.0% | 4,327 |
| IBNICICI Bank Ltd | $268.4K | 0.0% | 9,754 |
| Deutsche Bank AG | $250.2K | 0.0% | 6,937 |
| FDSFactset Research Systems Inc | $215.4K | 0.0% | 798 |
| ABTAbbott Laboratories | $200.7K | 0.0% | 2,006 |
| FISVFiserv Inc | $192.8K | 0.0% | 4,232 |
| SYYSysco Corp | $190K | 0.0% | 2,409 |
| ALGNAlign Technology Inc | $188.8K | 0.0% | 1,299 |
| BABAAlibaba Group Holding Ltd | $181.5K | 0.0% | 1,680 |
| KEYKeyCorp | $172.7K | 0.0% | 8,578 |
| ELEstee Lauder Companies Inc | $153.5K | 0.0% | 1,622 |
| GLPIGaming and Leisure Properties Inc | $136K | 0.0% | 3,543 |
| CMGChipotle Mexican Grill Inc | $133.7K | 0.0% | 4,200 |
| TWTradeweb Markets Inc | $125.3K | 0.0% | 1,241 |
| Viking Holdings Ltd | $110.4K | 0.0% | 1,390 |
| Magnum Ice Cream Co NV/The | $62.7K | 0.0% | 3,511 |
| ZGZillow Group Inc | $26K | 0.0% | 929 |
Quarter ending 2026-09-30.
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