Ninety One North America
$2.2B Assets Reported
110 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| V | Visa Inc | 445,451 | $135M | 6.0% |
| PM | Philip Morris International Inc | 717,522 | $119M | 5.3% |
| GOOGL | Alphabet Inc | 377,289 | $108M | 4.9% |
| MSFT | Microsoft Corp | 245,195 | $91M | 4.1% |
| MA | Mastercard Inc | 169,348 | $85M | 3.8% |
| BKNG | Booking Holdings Inc | 18,471 | $78M | 3.5% |
| ADSK | Autodesk Inc | 300,528 | $72M | 3.2% |
| JNJ | Johnson & Johnson | 283,305 | $69M | 3.1% |
| EA | Electronic Arts Inc | 339,175 | $69M | 3.1% |
| INTU | Intuit Inc | 150,793 | $65M | 2.9% |
Track Ninety One North America's 13F portfolio: $2.2B in reported holdings, 110 positions. Top holdings, AUM, and quarterly changes on SentiSense.