Ninety One North America, Inc. 13F Holdings

CIK 0001633343 · New York, NY

As of Sep 30, 2025, Ninety One North America, Inc. reported 70 positions worth $4.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VISA INC-CLASS A SHARESVFinancial Services863,970$294.9M6.78%
MICROSOFT CORPMSFTTechnology547,608$283.6M6.52%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive1,389,398$225.4M5.18%
AUTODESK INCADSKTechnology592,216 88.1M4.32%
ALPHABET INCGOOGLEquity747,712 81.8M4.18%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology611,880 70.9M3.93%
BOOKING HOLDINGS INCBKNGIndustrials31,458 69.9M3.90%
MASTERCARD INCMAFinancial Services289,008 64.4M3.78%
ICON PLCICLRHealthcare885,694 55.0M3.56%
NETEASE INCNTESCommunication Services967,490 47.0M3.38%
INTUIT INCINTUTechnology213,808 46.0M3.36%
SEA LTDSEConsumer Cyclical745,004 33.2M3.06%
ELECTRONIC ARTS INCEACommunication Services646,016 30.3M2.99%
AON PLCAONFinancial Services290,614 03.6M2.38%
AUTOMATIC DATA PROCESSING INCADPIndustrials324,628$95.3M2.19%
JOHNSON & JOHNSONJNJHealthcare481,540$89.3M2.05%
ISHARES MSCI INDIA ETFINDA—1,708,650$89.0M2.04%
VERISIGN INCVRSNTechnology307,782$86.0M1.98%
EDWARDS LIFESCIENCES CORPEWHealthcare1,102,798$85.8M1.97%
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKPTechnology400,082$82.8M1.90%
CREDICORP LTDBAPFinancial Services303,640$80.9M1.86%
VALE SAVALEBasic Materials6,755,164$73.4M1.69%
NU HOLDINGS LTDNUFinancial Services4,498,764$72.0M1.66%
MONSTER BEVERAGE CORPMNSTConsumer Defensive1,045,452$70.4M1.62%
S&P GLOBAL INCSPGIFinancial Services136,720$66.5M1.53%