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Ninety One SA (PTY) Ltd

All holdings · as of Dec 31, 2025

96 positions

CompanyClassValueShares% of portfolio
Anglogold Ashanti Plc—$1.38B15,960,93459.6%
MICROSOFT CORP—$72.03M148,9413.1%
Berkshire Hathaway Inc—$68.69M913.0%
Alphabet Inc.—$55.28M176,6212.4%
NVIDIA Corp—$54.96M294,6852.4%
JOHNSON & JOHNSON—$28.30M136,7691.2%
TKO Group Holdings, Inc.—$27.84M133,1871.2%
Booking Holdings Inc—$27.01M5,0431.2%
JPMORGAN CHASE & CO—$26.00M80,6841.1%
Apple Inc.—$25.35M93,2461.1%
Amazon.com Inc—$24.12M104,4961.0%
Visa Inc—$23.86M68,0351.0%
Broadcom Inc.—$23.66M68,3621.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$23.12M76,0761.0%
Philip Morris International Inc.—$21.20M132,1550.9%
Mastercard Inc—$18.82M32,9650.8%
TAKE TWO INTERACTIVE SOFTWARE INC—$18.74M73,1860.8%
THE GOLDMAN SACHS GROUP, INC.—$18.26M20,7760.8%
Agnico Eagle Mines Ltd—$17.98M106,0870.8%
CRH PUBLIC LTD CO—$17.26M138,2740.7%
THERMO FISHER SCIENTIFIC INC.—$16.34M28,1920.7%
Planet Fitness, Inc.—$15.75M145,2400.7%
Edwards Lifesciences Corp—$15.47M181,5060.7%
Autodesk, Inc.—$14.18M47,8990.6%
JACOBS SOLUTIONS INC.—$13.56M102,4070.6%
Netflix Inc—$13.45M143,4700.6%
Valero Energy Corp—$12.46M76,5140.5%
Ferrari NV—$11.86M31,6800.5%
AECOM—$11.04M115,8020.5%
ELECTRONIC ARTS INC.—$10.81M52,9020.5%
HDFC BANK LTDHDBADR$10.72M293,2460.5%
Moody's Corp—$9.82M19,2140.4%
INTUIT INC.—$9.77M14,7560.4%
General Motors Co—$9.33M114,7280.4%
CITIZENS FINANCIAL GROUP INC/RI—$8.92M152,7370.4%
S&P Global Inc.—$8.46M16,1980.4%
NetEase, Inc.NTESADR$8.16M59,3030.4%
TD SYNNEX Corp—$7.75M51,6050.3%
DELTA AIR LINES, INC.—$7.60M109,4540.3%
Tesla Inc—$7.34M16,3110.3%
TotalEnergies SE—$7.15M109,5610.3%
Teck Resources Ltd—$6.92M144,4330.3%
Prologis Inc—$6.69M52,3830.3%
Verisk Analytics, Inc.—$6.57M29,3700.3%
TWILIO INC—$6.28M44,1190.3%
ZILLOW GROUP, INC.—$6.24M91,4870.3%
ICON plc—$5.97M32,7510.3%
PINTEREST, INC.—$5.74M221,5910.2%
Tradeweb Markets Inc.—$5.73M53,2530.2%
Smurfit Westrock plc—$5.63M145,8540.2%
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