Ninety One North America
$2.1B 13F equity value
111 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ninety One North America covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| V | Visa Inc | 428,570 | $147M | 6.9% |
| PM | Philip Morris International Inc | 697,104 | $126M | 5.9% |
| GOOGL | Alphabet Inc | 276,644 | $99M | 4.6% |
| MSFT | Microsoft Corp | 240,494 | $90M | 4.2% |
| BKNG | Booking Holdings Inc | 445,385 | $79M | 3.7% |
| JNJ | Johnson & Johnson | 285,856 | $73M | 3.4% |
| NTES | NetEase Inc | 486,008 | $62M | 2.9% |
| EW | Edwards Lifesciences Corp | 616,498 | $56M | 2.6% |
| MA | Mastercard Inc | 106,189 | $55M | 2.6% |
| ADSK | Autodesk Inc | 279,387 | $54M | 2.5% |
Track Ninety One North America's 13F portfolio: $2.1B in reported holdings, 111 positions. Top holdings and quarterly changes on SentiSense.
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