Ninety One SA (PTY) Ltd 13F Holdings

CIK 0001491998 · Cape Town, T3

As of Sep 30, 2025, Ninety One SA (PTY) Ltd reported 97 positions worth $2.9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ANGLOGOLD ASHANTI (PTY) LTDAUBasic Materials17,916,501 .3B43.39%
MICROSOFT CORPMSFTTechnology312,369 61.6M5.56%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services182 36.4M4.70%
NVIDIA CORPNVDATechnology450,107$84.0M2.89%
ALPHABET INCGOOGLEquity314,620$76.2M2.62%
BOOKING HOLDINGS INCBKNGIndustrials9,326$50.4M1.73%
VISA INC-CLASS A SHARESVFinancial Services144,308$49.2M1.69%
KINROSS GOLD CORPKGCBasic Materials1,741,328$43.2M1.49%
TKO GROUP HOLDINGS INCTKOCommunication Services204,717$41.7M1.43%
AMAZON.COM INCAMZNEquity187,479$41.2M1.42%
META PLATFORMS INCMETACommunication Services52,248$38.4M1.32%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology136,793$38.1M1.31%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive232,936$37.9M1.31%
JPMORGAN CHASE & COJPMFinancial Services117,325$36.9M1.27%
NETFLIX INCNFLXCommunication Services29,770$35.3M1.22%
JOHNSON & JOHNSONJNJHealthcare184,945$34.0M1.17%
TECK RESOURCES LTDTECKBasic Materials702,523$30.6M1.05%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services113,584$29.3M1.01%
MASTERCARD INCMAFinancial Services51,553$29.3M1.01%
APPLE INCAAPLTechnology111,878$28.5M0.98%
AUTODESK INCADSKTechnology83,525$26.6M0.91%
VALERO ENERGY CORPVLOEnergy153,028$25.9M0.89%
CRH PUBLIC LTD COCRHBasic Materials214,357$25.7M0.88%
EDWARDS LIFESCIENCES CORPEWHealthcare320,673$24.9M0.86%
AECOMACMIndustrials182,664$23.8M0.82%