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Investec Asset Management

Latest statistics and disclosures from Ninety One SA's latest quarterly 13F-HR filing:

Top 5 stock holdings are AU, MSFT, MSFT, BRK.A, BRK.A, and represent 53.65% of Ninety One SA's stock portfolio.
Added to shares of these 10 stocks: AU (+$1.3B), MSFT (+$22M), KGC (+$22M), META (+$19M), RACE (+$15M), VLO (+$13M), AAPL (+$9.2M), SW (+$6.1M), NVDA (+$5.6M), CFG.
Started 24 new stock positions in GNRC, VLO, ABT, TXN, SCHW, PG, SW, KGC, SNPS, CSCO. MRK, META, RACE, AU, HOOD, ACN, DASH, ADBE, BROS, UBS, BA, KO, QCOM, CFG.
Reduced shares in these 10 stocks: TSM (-$26M), GS (-$22M), AMZN (-$20M), ADSK (-$5.8M), CNI (-$5.1M), OKTA, JNJ, AVGO, RBLX, SNX.
Sold out of its position in CNI.
Ninety One SA was a net buyer of stock by $1.3B.
Ninety One SA has $2.9B in assets under management (AUM), dropping by 377.11%.
Central Index Key (CIK): 0001491998

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Portfolio Holdings for Ninety One SA

Ninety One SA holds 172 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Anglogold Ashanti Common Stock (AU)	43.4	$1.3B	NEW	18M	70.34	View chart
Microsoft Corp Common Stock (MSFT)	3.1	$91M	+45%	176k	517.21	View chart
Microsoft Corp Common Stock (MSFT)	2.4	$71M	+45%	137k	517.32	View chart
Berkshire Hathaway Common Stock (BRK.A)	2.3	$68M		91.00	749600.42	View chart
Berkshire Hathaway Common Stock (BRK.A)	2.3	$68M		91.00	749600.42	View chart
NVIDIA Corp Common Stock (NVDA)	1.9	$55M	+23%	292k	186.67	View chart
Alphabet Common Stock (GOOGL)	1.5	$45M	+5%	184k	242.18	View chart
Alphabet Common Stock (GOOGL)	1.1	$32M	+5%	131k	242.46	View chart
NVIDIA Corp Common Stock (NVDA)	1.0	$30M	+23%	158k	186.59	View chart
TKO Group Holdings Common Stock (TKO)	0.9	$27M		133k	204.35	View chart
Amazon.com Common Stock (AMZN)	0.9	$27M	-57%	123k	219.54	View chart
Booking Holdings Common Stock (BKNG)	0.9	$25M	+4%	4.7k	5401.69	View chart
Booking Holdings Common Stock (BKNG)	0.9	$25M	+4%	4.7k	5401.69	View chart
Visa Common Stock (V)	0.8	$25M	+15%	72k	340.90	View chart
Visa Common Stock (V)	0.8	$25M	+15%	72k	340.90	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.8	$24M	+3%	77k	313.45	View chart
Kinross Gold Corp Common Stock (KGC)	0.7	$22M	NEW	871k	24.79	View chart
Kinross Gold Corp Common Stock (KGC)	0.7	$22M	NEW	871k	24.79	View chart
Philip Morris International Common Stock (PM)	0.7	$22M	+29%	132k	162.81	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.7	$20M	-58%	71k	278.33	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$20M	-21%	107k	183.80	View chart
Meta Platforms Common Stock (META)	0.7	$19M	NEW	26k	734.72	View chart
Meta Platforms Common Stock (META)	0.7	$19M	NEW	26k	734.72	View chart
Take-Two Interactive Software Common Stock (TTWO)	0.7	$19M	+5%	73k	258.38	View chart
Apple Common Stock (AAPL)	0.6	$19M	+1265%	73k	255.02	View chart
Mastercard Common Stock (MA)	0.6	$18M	+32%	32k	567.37	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.6	$18M	-58%	66k	278.36	View chart
Netflix Common Stock (NFLX)	0.6	$18M	+17%	15k	1186.99	View chart
Netflix Common Stock (NFLX)	0.6	$18M	+17%	15k	1186.99	View chart
Teck Resources Common Stock (TECK)	0.6	$17M		381k	43.55	View chart
CRH Common Stock (CRH)	0.6	$17M	+24%	138k	119.79	View chart
Philip Morris International Common Stock (PM)	0.6	$16M	+29%	101k	162.70	View chart
Ferrari Nv Common Stock (RACE)	0.5	$15M	NEW	32k	483.63	View chart
Jacobs Solutions Common Stock (J)	0.5	$15M	+2%	102k	149.18	View chart
Aecom Common Stock (ACM)	0.5	$15M	+11%	116k	130.42	View chart
Planet Fitness Common Stock (PLNT)	0.5	$15M	+75%	145k	103.82	View chart
Autodesk Common Stock (ADSK)	0.5	$15M	-33%	47k	318.02	View chart
TKO Group Holdings Common Stock (TKO)	0.5	$14M		72k	201.96	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$14M	-21%	78k	184.24	View chart
Amazon.com Common Stock (AMZN)	0.5	$14M	-57%	65k	219.57	View chart
Teck Resources Common Stock (TECK)	0.5	$14M		321k	43.56	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.5	$14M	+2%	177k	77.55	View chart
Broadcom Common Stock (AVGO)	0.5	$14M	-36%	42k	328.28	View chart
Valero Energy Corp Common Stock (VLO)	0.4	$13M	NEW	77k	169.28	View chart
Valero Energy Corp Common Stock (VLO)	0.4	$13M	NEW	77k	169.28	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.4	$13M	+5%	27k	475.83	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.4	$13M	+3%	41k	315.43	View chart
Goldman Sachs Group Inc/The Common Stock (GS)	0.4	$12M	-76%	15k	793.21	View chart
Autodesk Common Stock (ADSK)	0.4	$12M	-33%	37k	317.96	View chart
Edwards Lifesciences Corp Common Stock (EW)	0.4	$11M	+2%	143k	77.58	View chart
Mastercard Common Stock (MA)	0.4	$11M	+32%	19k	568.17	View chart
Electronic Arts Common Stock (EA)	0.4	$11M		53k	201.69	View chart
Electronic Arts Common Stock (EA)	0.4	$11M		53k	201.69	View chart
Take-Two Interactive Software Common Stock (TTWO)	0.4	$10M	+5%	40k	258.36	View chart
Cheniere Energy Common Stock (LNG)	0.4	$10M	+2%	44k	234.06	View chart
HDFC Bank Adr (HDB)	0.3	$10M	+122%	293k	34.08	View chart
Apple Common Stock (AAPL)	0.3	$9.9M	+1265%	39k	254.63	View chart
CRH Common Stock (CRH)	0.3	$9.1M	+24%	76k	119.90	View chart
Moody's Corp Common Stock (MCO)	0.3	$9.0M		19k	476.76	View chart
Moody's Corp Common Stock (MCO)	0.3	$9.0M		19k	476.76	View chart
NetEase Adr (NTES)	0.3	$8.9M		59k	151.33	View chart
NetEase Adr (NTES)	0.3	$8.9M		59k	151.33	View chart
Intuit Common Stock (INTU)	0.3	$8.8M		13k	687.49	View chart
Intuit Common Stock (INTU)	0.3	$8.8M		13k	687.49	View chart
Aecom Common Stock (ACM)	0.3	$8.7M	+11%	67k	130.47	View chart
Newmont Corp Common Stock (NEM)	0.3	$8.6M	+11%	102k	84.39	View chart
TD SYNNEX Corp Common Stock (SNX)	0.3	$8.5M	-39%	52k	164.67	View chart
Jacobs Solutions Common Stock (J)	0.3	$8.3M	+2%	55k	149.86	View chart
Planet Fitness Common Stock (PLNT)	0.3	$8.2M	+75%	79k	103.80	View chart
Citizens Financial Group Common Stock (CFG)	0.3	$8.1M	NEW	153k	52.87	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.3	$7.4M	+5%	15k	485.02	View chart
Tesla Common Stock (TSLA)	0.2	$7.2M	-3%	16k	442.73	View chart
Pinterest Common Stock (PINS)	0.2	$7.2M	+40%	222k	32.29	View chart
Zillow Group Common Stock (Z)	0.2	$7.1M	+11%	92k	77.81	View chart
Verisk Analytics Common Stock (VRSK)	0.2	$7.0M	+10%	28k	251.23	View chart
Verisk Analytics Common Stock (VRSK)	0.2	$7.0M	+10%	28k	251.23	View chart
American Tower Corp Reit (AMT)	0.2	$7.0M	+10%	37k	192.37	View chart
General Motors Common Stock (GM)	0.2	$7.0M	-2%	115k	60.97	View chart
Broadcom Common Stock (AVGO)	0.2	$6.8M	-36%	21k	329.91	View chart
Synopsys Common Stock (SNPS)	0.2	$6.6M	NEW	14k	492.22	View chart
Goldman Sachs Group Inc/The Common Stock (GS)	0.2	$6.6M	-76%	8.3k	796.35	View chart
Delta Air Lines Common Stock (DAL)	0.2	$6.2M	+3%	110k	56.47	View chart
DoorDash Common Stock (DASH)	0.2	$6.1M	NEW	23k	270.87	View chart
S&P Global Common Stock (SPGI)	0.2	$6.1M	+10%	13k	485.97	View chart
S&P Global Common Stock (SPGI)	0.2	$6.1M	+10%	13k	485.97	View chart
Smurfit WestRock Common Stock (SW)	0.2	$6.1M	NEW	146k	41.95	View chart
Tradeweb Markets Common Stock (TW)	0.2	$5.9M	+7%	53k	110.63	View chart
HDFC Bank Adr (HDB)	0.2	$5.7M	+122%	166k	34.16	View chart
Cheniere Energy Common Stock (LNG)	0.2	$5.6M	+2%	24k	234.98	View chart
Icon Common Stock (ICLR)	0.2	$5.5M		33k	167.28	View chart
Icon Common Stock (ICLR)	0.2	$5.5M		33k	167.28	View chart
Check Point Software Technologies Common Stock (CHKP)	0.2	$5.4M		26k	208.08	View chart
Check Point Software Technologies Common Stock (CHKP)	0.2	$5.4M		26k	208.08	View chart
Generac Holdings Common Stock (GNRC)	0.2	$5.3M	NEW	32k	167.32	View chart
Newmont Corp Common Stock (NEM)	0.2	$4.8M	+11%	57k	84.31	View chart
Twilio Common Stock (TWLO)	0.2	$4.6M	-4%	46k	99.84	View chart
Dutch Bros Common Stock (BROS)	0.2	$4.6M	NEW	88k	51.89	View chart
TD SYNNEX Corp Common Stock (SNX)	0.2	$4.5M	-39%	27k	163.75	View chart
Citizens Financial Group Common Stock (CFG)	0.1	$4.3M	NEW	81k	53.16	View chart
Zillow Group Common Stock (Z)	0.1	$4.2M	+11%	55k	77.05	View chart
Tesla Common Stock (TSLA)	0.1	$4.0M	-3%	9.1k	444.72	View chart
Pinterest Common Stock (PINS)	0.1	$4.0M	+40%	124k	32.17	View chart
VeriSign Common Stock (VRSN)	0.1	$4.0M	-34%	14k	278.79	View chart
VeriSign Common Stock (VRSN)	0.1	$4.0M	-34%	14k	278.79	View chart
American Tower Corp Reit (AMT)	0.1	$3.7M	+10%	20k	192.33	View chart
General Motors Common Stock (GM)	0.1	$3.6M	-2%	59k	60.97	View chart
Synopsys Common Stock (SNPS)	0.1	$3.5M	NEW	7.2k	493.39	View chart
Delta Air Lines Common Stock (DAL)	0.1	$3.3M	+3%	59k	56.75	View chart
DoorDash Common Stock (DASH)	0.1	$3.3M	NEW	12k	271.99	View chart
Tradeweb Markets Common Stock (TW)	0.1	$3.2M	+7%	29k	110.98	View chart
Coca-Cola Co/The Common Stock (KO)	0.1	$3.0M	NEW	46k	66.42	View chart
Coca-Cola Co/The Common Stock (KO)	0.1	$3.0M	NEW	46k	66.42	View chart
Elevance Health Common Stock (ELV)	0.1	$3.0M		9.3k	321.74	View chart
Generac Holdings Common Stock (GNRC)	0.1	$2.9M	NEW	18k	167.40	View chart
Estee Lauder Cos Inc/The Common Stock (EL)	0.1	$2.6M		30k	88.12	View chart
Estee Lauder Cos Inc/The Common Stock (EL)	0.1	$2.6M		30k	88.12	View chart
Dutch Bros Common Stock (BROS)	0.1	$2.5M	NEW	47k	52.34	View chart
Twilio Common Stock (TWLO)	0.1	$2.4M	-4%	24k	100.09	View chart
Merck & Co Common Stock (MRK)	0.1	$1.7M	NEW	21k	80.06	View chart
Merck & Co Common Stock (MRK)	0.1	$1.7M	NEW	21k	80.06	View chart
Adobe Common Stock (ADBE)	0.1	$1.6M	NEW	4.5k	355.25	View chart
Adobe Common Stock (ADBE)	0.1	$1.6M	NEW	4.5k	355.25	View chart
Elevance Health Common Stock (ELV)	0.1	$1.6M		4.8k	323.12	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$1.5M	NEW	11k	132.91	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$1.5M	NEW	11k	132.91	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.5M	NEW	8.9k	166.56	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.5M	NEW	8.9k	166.56	View chart
IDEXX Laboratories Common Stock (IDXX)	0.0	$1.2M	-69%	1.9k	638.89	View chart
IDEXX Laboratories Common Stock (IDXX)	0.0	$1.2M	-69%	1.9k	638.89	View chart
Accenture Common Stock (ACN)	0.0	$1.2M	NEW	4.8k	249.44	View chart
Accenture Common Stock (ACN)	0.0	$1.2M	NEW	4.8k	249.44	View chart
Procter & Gamble Co/The Common Stock (PG)	0.0	$913k	NEW	5.9k	153.82	View chart
Procter & Gamble Co/The Common Stock (PG)	0.0	$913k	NEW	5.9k	153.82	View chart
Texas Instruments Common Stock (TXN)	0.0	$885k	NEW	4.8k	182.66	View chart
Texas Instruments Common Stock (TXN)	0.0	$885k	NEW	4.8k	182.66	View chart
Boston Scientific Corp Common Stock (BSX)	0.0	$792k		8.1k	97.69	View chart
Charles Schwab Corp/The Common Stock (SCHW)	0.0	$786k	NEW	8.2k	95.80	View chart
Charles Schwab Corp/The Common Stock (SCHW)	0.0	$786k	NEW	8.2k	95.80	View chart
Cisco Systems Common Stock (CSCO)	0.0	$542k	NEW	7.9k	68.67	View chart
Cisco Systems Common Stock (CSCO)	0.0	$542k	NEW	7.9k	68.67	View chart
UBS Group Common Stock (UBS)	0.0	$511k	NEW	13k	40.86	View chart
Zillow Group Common Stock (ZG)	0.0	$489k		6.4k	76.44	View chart
TransUnion Common Stock (TRU)	0.0	$483k	+44%	5.9k	82.35	View chart
Barrick Mining Corp Common Stock (B)	0.0	$468k	-39%	14k	33.32	View chart
AerCap Holdings NV Common Stock (AER)	0.0	$463k		3.8k	122.40	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$451k		1.5k	293.50	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$451k		1.5k	293.50	View chart
Eli Lilly & Co Common Stock (LLY)	0.0	$437k		600.00	728.00	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$397k		3.5k	112.42	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$375k		5.6k	67.31	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$375k		5.6k	67.31	View chart
ICICI Bank Adr (IBN)	0.0	$374k		12k	30.20	View chart
Boeing Co/The Common Stock (BA)	0.0	$374k	NEW	1.8k	213.70	View chart
ROBLOX Corp Common Stock (RBLX)	0.0	$354k	-89%	2.6k	137.41	View chart
Intercontinental Exchange Common Stock (ICE)	0.0	$353k	-26%	2.1k	168.27	View chart
AutoZone Common Stock (AZO)	0.0	$350k		81.00	4318.21	View chart
FactSet Research Systems Common Stock (FDS)	0.0	$306k		1.1k	286.49	View chart
FactSet Research Systems Common Stock (FDS)	0.0	$306k		1.1k	286.49	View chart
Trane Technologies Common Stock (TT)	0.0	$294k		702.00	418.16	View chart
Motorola Solutions Common Stock (MSI)	0.0	$282k	+29%	617.00	457.29	View chart
Motorola Solutions Common Stock (MSI)	0.0	$282k	+29%	617.00	457.29	View chart
Prologis Reit (PLD)	0.0	$279k		2.5k	113.33	View chart
Prologis Reit (PLD)	0.0	$279k		2.5k	113.33	View chart
Freeport-McMoRan Common Stock (FCX)	0.0	$267k		7.1k	37.68	View chart
Gaming and Leisure Properties Reit (GLPI)	0.0	$258k		5.5k	46.83	View chart
Okta Common Stock (OKTA)	0.0	$248k	-94%	2.7k	90.94	View chart
Robinhood Markets Common Stock (HOOD)	0.0	$231k	NEW	1.7k	139.44	View chart
Marsh & McLennan Cos Common Stock (MMC)	0.0	$226k	-64%	1.1k	201.53	View chart
Marsh & McLennan Cos Common Stock (MMC)	0.0	$226k	-64%	1.1k	201.53	View chart
Align Technology Common Stock (ALGN)	0.0	$218k	+19%	1.7k	125.22	View chart
Align Technology Common Stock (ALGN)	0.0	$218k	+19%	1.7k	125.22	View chart
Zoetis Common Stock (ZTS)	0.0	$197k		1.4k	144.20	View chart

Past Filings by Ninety One SA

SEC 13F filings are viewable for Ninety One SA going back to 2015

Ninety One SA 2025 Q3 amended filed Nov. 13, 2025
Ninety One SA 2025 Q3 filed Oct. 21, 2025
Ninety One SA 2025 Q2 filed July 18, 2025
Ninety One SA 2025 Q1 filed April 30, 2025
Ninety One SA 2024 Q4 filed Jan. 27, 2025
Ninety One SA 2024 Q3 filed Nov. 12, 2024
Ninety One SA 2024 Q2 filed July 22, 2024
Ninety One SA 2024 Q1 filed April 25, 2024
Ninety One SA 2023 Q4 filed Jan. 31, 2024
Ninety One SA 2023 Q3 filed Oct. 10, 2023
Ninety One SA 2023 Q2 filed July 19, 2023
Ninety One SA 2023 Q1 filed April 28, 2023
Ninety One SA 2022 Q4 filed Feb. 7, 2023
Ninety One SA 2022 Q3 filed Nov. 14, 2022
Ninety One SA 2022 Q2 filed Aug. 15, 2022
Ninety One SA 2022 Q1 filed April 27, 2022

View all past filings

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