Institutions / Ninety One SA (PTY) Ltd

Ninety One SA (PTY) Ltd

CIK 1491998 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$2.32B
Positions
96
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Anglogold Ashanti Plcโ€”$1.38B15,960,93459.6%
Microsoft Corpโ€”$72.03M148,9413.1%
Berkshire Hathaway Incโ€”$68.69M913.0%
Alphabet Inc.โ€”$55.28M176,6212.4%
NVIDIA Corpโ€”$54.96M294,6852.4%
Johnson & Johnsonโ€”$28.30M136,7691.2%
TKO Group Holdings, Inc.โ€”$27.84M133,1871.2%
Booking Holdings Incโ€”$27.01M5,0431.2%
JPMorgan Chase & Coโ€”$26.00M80,6841.1%
Apple Inc.โ€”$25.35M93,2461.1%
Amazon.com Incโ€”$24.12M104,4961.0%
Visa Incโ€”$23.86M68,0351.0%
Broadcom Inc.โ€”$23.66M68,3621.0%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$23.12M76,0761.0%
Philip Morris International Inc.โ€”$21.20M132,1550.9%
Mastercard Incโ€”$18.82M32,9650.8%
Take Two Interactive Software Incโ€”$18.74M73,1860.8%
The Goldman Sachs Group, Inc.โ€”$18.26M20,7760.8%
Agnico Eagle Mines Ltdโ€”$17.98M106,0870.8%
Crh Public Ltd Coโ€”$17.26M138,2740.7%
Thermo Fisher Scientific Inc.โ€”$16.34M28,1920.7%
Planet Fitness, Inc.โ€”$15.75M145,2400.7%
Edwards Lifesciences Corpโ€”$15.47M181,5060.7%
Autodesk, Inc.โ€”$14.18M47,8990.6%
Jacobs Solutions Inc.โ€”$13.56M102,4070.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.