The Analysis of Ninety One SA (PTY) Ltd's Holdings
Currently, Ninety One SA (PTY) Ltd holds 96 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in N/A (+16.0M shares, valued at $1.4B), NVDA (+136.3K shares, valued at $25.4M), AEM (+106.1K shares, valued at $18.0M); decreased their positions in META (-23.4K shares, valued at $15.4M), TECK (-177.0K shares, valued at $8.5M), LNG (-22.6K shares, valued at $4.4M); initiated new positions in N/A (+16.0M shares, valued at $1.4B), AEM (+106.1K shares, valued at $18.0M), RACE (+31.7K shares, valued at $11.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft Corp148.9K shares8.96%2025-12-312026-01-27
BRK.A Berkshire Hathaway Inc91 shares0.00%2025-12-312026-01-27 Alphabet Inc Alphabet Inc176.6K shares35.07%2025-12-312026-01-27 NVDA NVIDIA Corp294.7K shares86.03%2025-12-312026-01-27 JNJ Johnson & Johnson136.8K shares75.86%2025-12-312026-01-27 TKO TKO Group Holdings Inc133.2K shares86.20%2025-12-312026-01-27 BKNG Booking Holdings Inc5.0K shares8.15%2025-12-312026-01-27 JPM JPMorgan Chase & Co80.7K shares97.98%2025-12-312026-01-27 AAPL Apple Inc93.2K shares138.87%2025-12-312026-01-27 AMZN Amazon.com Inc104.5K shares61.44%2025-12-312026-01-27 V Visa Inc68.0K shares-5.71%2025-12-312026-01-27 Broadcom Inc Broadcom Inc68.4K shares232.61%2025-12-312026-01-27 TSM Taiwan Semiconductor Manufacturing Co Ltd76.1K shares16.06%2025-12-312026-01-27 PM Philip Morris International Inc132.2K shares31.13%2025-12-312026-01-27 MA Mastercard Inc33.0K shares70.70%2025-12-312026-01-27 TTWO Take-Two Interactive Software Inc73.2K shares81.16%2025-12-312026-01-27 GS Goldman Sachs Group Inc/The20.8K shares150.22%2025-12-312026-01-27 AEM Agnico Eagle Mines Ltd106.1K sharesnew addition2025-12-312026-01-27 CRH PLC CRH PLC138.3K shares81.74%2025-12-312026-01-27 TMO Thermo Fisher Scientific Inc28.2K shares84.66%2025-12-312026-01-27 PLNT Planet Fitness Inc145.2K shares83.14%2025-12-312026-01-27 EW Edwards Lifesciences Corp181.5K shares26.72%2025-12-312026-01-27 ADSK Autodesk Inc47.9K shares30.21%2025-12-312026-01-27 J Jacobs Solutions Inc102.4K shares84.79%2025-12-312026-01-27 NFLX Netflix Inc143.5K shares863.86%2025-12-312026-01-27 VLO Valero Energy Corp76.5K shares0.00%2025-12-312026-01-27 RACE Ferrari NV31.7K sharesnew addition2025-12-312026-01-27 ACM AECOM115.8K shares73.20%2025-12-312026-01-27 EA Electronic Arts Inc52.9K shares0.71%2025-12-312026-01-27 HDB HDFC Bank Ltd293.2K shares77.18%2025-12-312026-01-27 MCO Moody's Corp19.2K shares1.56%2025-12-312026-01-27 INTU Intuit Inc14.8K shares15.50%2025-12-312026-01-27 GM General Motors Co114.7K shares94.67%2025-12-312026-01-27 CFG Citizens Financial Group Inc152.7K shares87.54%2025-12-312026-01-27 SPGI S&P Global Inc16.2K shares28.43%2025-12-312026-01-27 NTES NetEase Inc59.3K shares1.35%2025-12-312026-01-27 SNX TD SYNNEX Corp51.6K shares89.72%2025-12-312026-01-27 DAL Delta Air Lines Inc109.5K shares86.32%2025-12-312026-01-27 TSLA Tesla Inc16.3K shares80.23%2025-12-312026-01-27 TECK Teck Resources Ltd144.4K shares-55.06%2025-12-312026-01-27 PLD Prologis Inc52.4K shares2027.66%2025-12-312026-01-27 VRSK Verisk Analytics Inc29.4K shares4.81%2025-12-312026-01-27 TWLO Twilio Inc44.1K shares82.61%2025-12-312026-01-27 Z Zillow Group Inc91.5K shares67.57%2025-12-312026-01-27 ICLR ICON PLC32.8K shares0.44%2025-12-312026-01-27 PINS Pinterest Inc221.6K shares78.51%2025-12-312026-01-27 TW Tradeweb Markets Inc53.3K shares85.45%2025-12-312026-01-27 SW Smurfit WestRock PLC145.9K sharesnew addition2025-12-312026-01-27 BROS Dutch Bros Inc87.8K shares86.93%2025-12-312026-01-27 DASH DoorDash Inc22.7K shares87.03%2025-12-312026-01-27 CHKP Check Point Software Technologies Ltd25.8K shares0.00%2025-12-312026-01-27 GNRC Generac Holdings Inc31.5K shares79.08%2025-12-312026-01-27 EL Estee Lauder Cos Inc/The33.4K shares11.20%2025-12-312026-01-27 VRSN VeriSign Inc14.3K shares0.00%2025-12-312026-01-27 ELV Elevance Health Inc9.3K shares91.04%2025-12-312026-01-27 SCHW Charles Schwab Corp/The20.8K shares153.15%2025-12-312026-01-27 KLAC KLA Corp1.5K sharesnew addition2025-12-312026-01-27 META Meta Platforms Inc2.8K shares-89.42%2025-12-312026-01-27 QCOM QUALCOMM Inc8.9K shares0.00%2025-12-312026-01-27 KO Coca-Cola Co/The18.4K shares-59.88%2025-12-312026-01-27 ABT Abbott Laboratories7.0K shares-37.62%2025-12-312026-01-27 BSX Boston Scientific Corp8.1K sharesnew addition2025-12-312026-01-27 LLY Eli Lilly & Co600 sharesnew addition2025-12-312026-01-27 UBS UBS Group AG12.5K sharesnew addition2025-12-312026-01-27 MMC Marsh & McLennan Cos Inc3.0K shares165.15%2025-12-312026-01-27 AER AerCap Holdings NV3.8K sharesnew addition2025-12-312026-01-27 TRU TransUnion5.9K sharesnew addition2025-12-312026-01-27 MSI Motorola Solutions Inc1.2K shares87.52%2025-12-312026-01-27 PG Procter & Gamble Co/The3.1K shares-48.48%2025-12-312026-01-27 ZG Zillow Group Inc6.4K sharesnew addition2025-12-312026-01-27 TXN Texas Instruments Inc2.5K shares-49.17%2025-12-312026-01-27 XOM Exxon Mobil Corp3.5K sharesnew addition2025-12-312026-01-27 Accenture PLC Accenture PLC1.5K shares-68.26%2025-12-312026-01-27 ADP Automatic Data Processing Inc1.5K shares0.00%2025-12-312026-01-27 ADBE Adobe Inc1.1K shares-75.01%2025-12-312026-01-27 MNST Monster Beverage Corp5.0K shares-10.92%2025-12-312026-01-27 BA Boeing Co/The1.8K sharesnew addition2025-12-312026-01-27 TT Trane Technologies PLC958 sharesnew addition2025-12-312026-01-27 IBN ICICI Bank Ltd12.4K sharesnew addition2025-12-312026-01-27 FCX Freeport-McMoRan Inc7.1K sharesnew addition2025-12-312026-01-27 ICE Intercontinental Exchange Inc2.1K sharesnew addition2025-12-312026-01-27 FDS FactSet Research Systems Inc1.1K shares0.00%2025-12-312026-01-27 AMT American Tower Corp1.7K shares-91.05%2025-12-312026-01-27 CSCO Cisco Systems Inc3.9K shares-51.19%2025-12-312026-01-27 ALGN Align Technology Inc1.7K shares0.00%2025-12-312026-01-27 GLPI Gaming and Leisure Properties Inc5.5K sharesnew addition2025-12-312026-01-27 LNG Cheniere Energy Inc1.1K shares-95.21%2025-12-312026-01-27 OKTA Okta Inc2.3K sharesnew addition2025-12-312026-01-27 HOOD Robinhood Markets Inc1.7K sharesnew addition2025-12-312026-01-27 ZTS Zoetis Inc1.4K sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available