Institutions / Ninety One North America, Inc.
Ninety One North America, Inc.
CIK 1633343 · Institution · as of Dec 31, 2025
Portfolio value
$2.47B
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $153.73M | 6.2% |
| Alphabet Inc. | $133.47M | 5.4% |
| Microsoft Corp | $124.44M | 5.0% |
| Philip Morris International Inc. | $113.30M | 4.6% |
| Mastercard Inc | $94.04M | 3.8% |
| Autodesk, Inc. | $90.00M | 3.6% |
| Booking Holdings Inc | $85.71M | 3.5% |
| ICON plc | $82.98M | 3.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $78.12M | 3.2% |
| Intuit Inc. | $72.09M | 2.9% |
| NetEase, Inc.NTES | $68.84M | 2.8% |
| Electronic Arts Inc. | $67.96M | 2.8% |
| Aon plc | $62.28M | 2.5% |
| iShares MSCI UAE ETF | $59.88M | 2.4% |
| Alcon AG | $58.17M | 2.4% |
| Johnson & Johnson | $57.58M | 2.3% |
| Marsh & McLennan Companies, Inc. | $49.58M | 2.0% |
| Edwards Lifesciences Corp | $48.42M | 2.0% |
| Credicorp Ltd. | $47.88M | 1.9% |
| NU Holdings Ltd/Cayman Islands | $46.13M | 1.9% |
| Vale S.A.VALE | $43.80M | 1.8% |
| Automatic Data Processing Inc | $41.90M | 1.7% |
| Motorola Solutions, Inc. | $41.55M | 1.7% |
| VeriSign Inc | $38.61M | 1.6% |
| Check Point Software Technologies Ltd | $37.79M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.