Ninety One North America, Inc. Top Holdings and 13F Report (2025) About Ninety One North America, Inc.Investment ActivityNinety One North America, Inc. has $2.14 billion in total holdings as of September 30, 2025.Ninety One North America, Inc. owns shares of 68 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.26% of the portfolio was purchased this quarter.About 5.90% of the portfolio was sold this quarter.This quarter, Ninety One North America, Inc. has purchased 65 new stocks and bought additional shares in 23 stocks.Ninety One North America, Inc. sold shares of 28 stocks and completely divested from 4 stocks this quarter.Largest Holdings Visa $147,471,040Microsoft $141,816,782Philip Morris International $112,680,178Autodesk $94,064,629Alphabet $90,884,394 Largest New Holdings this Quarter G6683N103 - NU $36,012,606 HoldingG98239109 - XP $23,299,638 Holding496902404 - Kinross Gold $13,438,032 Holding001084102 - AGCO $10,480,869 Holding464287234 - iShares MSCI Emerging Markets ETF $8,055,978 Holding Largest Purchases this Quarter NU 2,249,382 shares (about $36.01M)XP 1,240,002 shares (about $23.30M)StoneCo 1,120,715 shares (about $21.19M)iShares MSCI India ETF 258,137 shares (about $13.44M)Kinross Gold 541,334 shares (about $13.44M) Largest Sales this Quarter Accenture 107,481 shares (about $26.50M)VeriSign 55,204 shares (about $15.43M)Credicorp 55,029 shares (about $14.65M)TE Connectivity PLC 21,785 shares (about $4.78M)Coupang 119,506 shares (about $3.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNinety One North America, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$147,471,040$564,643 ▼-0.4%431,9856.9%Business ServicesMSFTMicrosoft$141,816,782$755,689 ▼-0.5%273,8046.6%Computer and TechnologyPMPhilip Morris International$112,680,178$194,153 ▲0.2%694,6995.3%Consumer StaplesADSKAutodesk$94,064,629$1,075,631 ▲1.2%296,1084.4%Computer and TechnologyGOOGLAlphabet$90,884,3940.0%373,8564.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$85,445,983$1,805,889 ▼-2.1%305,9404.0%Computer and TechnologyBKNGBooking$84,925,1180.0%15,7294.0%Retail/WholesaleMAMastercard$82,195,321$7,770,513 ▲10.4%144,5043.8%Business ServicesICLRIcon$77,498,226$2,449,300 ▲3.3%442,8473.6%MedicalNTESNetEase$73,524,4030.0%483,7453.4%Computer and TechnologyINTUIntuit$73,005,8110.0%106,9043.4%Computer and TechnologySESEA$66,577,283$6,950,274 ▲11.7%372,5023.1%Computer and TechnologyEAElectronic Arts$65,150,7140.0%323,0083.0%Consumer DiscretionaryAONAON$51,813,571$10,883,535 ▲26.6%145,3072.4%FinanceADPAutomatic Data Processing$47,639,159$872,282 ▼-1.8%162,3142.2%Computer and TechnologyJNJJohnson & Johnson$44,643,5740.0%240,7702.1%MedicalINDAiShares MSCI India ETF$44,476,160$13,438,612 ▲43.3%854,3252.1%ETFVRSNVeriSign$43,023,307$15,433,382 ▼-26.4%153,8912.0%Computer and TechnologyEWEdwards Lifesciences$42,882,301$5,522,992 ▲14.8%551,3992.0%MedicalCHKPCheck Point Software Technologies$41,390,4840.0%200,0411.9%Computer and TechnologyBAPCredicorp$40,426,630$14,653,122 ▼-26.6%151,8201.9%FinanceVALEVale$36,680,541$9,624,284 ▲35.6%3,377,5821.7%Basic MaterialsNUNU$36,012,606$36,012,606 ▲New Holding2,249,3821.7%FinanceMNSTMonster Beverage$35,184,6880.0%522,7261.6%Consumer StaplesSPGIS&P Global$33,271,496$73,493 ▼-0.2%68,3601.6%FinanceTXTernium$32,312,515$3,217,978 ▼-9.1%930,3921.5%Basic MaterialsCPNGCoupang$31,579,249$3,848,093 ▼-10.9%980,7221.5%Retail/WholesaleMCOMoody's$30,705,325$67,184 ▼-0.2%64,4421.4%FinanceSTNEStoneCo$30,125,143$21,192,721 ▲237.3%1,593,0801.4%Computer and TechnologyMSIMotorola Solutions$26,467,031$5,927,850 ▲28.9%57,8781.2%Computer and TechnologyNEENextEra Energy$25,715,216$765,016 ▲3.1%340,6441.2%UtilitiesFDSFactSet Research Systems$24,261,6930.0%84,6861.1%Business ServicesXPXP$23,299,638$23,299,638 ▲New Holding1,240,0021.1%FinanceALGNAlign Technology$20,791,028$3,368,794 ▲19.3%166,0361.0%MedicalMMCMarsh & McLennan Companies$19,759,0090.0%98,0450.9%FinanceTE Connectivity PLC$17,999,704$4,782,461 ▼-21.0%81,9920.8%Common StockACMAECOM$17,480,110$324,087 ▲1.9%133,9780.8%ConstructionVISTVista Energy$16,769,209$2,088,906 ▼-11.1%487,4770.8%EnergyCPCanadian Pacific Kansas City$16,053,012$648,911 ▲4.2%215,4960.7%TransportationTTEKTetra Tech$13,488,692$644,434 ▲5.0%404,0950.6%IndustrialsKGCKinross Gold$13,438,032$13,438,032 ▲New Holding541,3340.6%Basic MaterialsIBNICICI Bank$12,118,694$3,894,380 ▲47.4%400,8830.6%FinanceMELIMercadoLibre$11,084,107$3,157,206 ▼-22.2%4,7430.5%Retail/WholesaleAGCOAGCO$10,480,869$10,480,869 ▲New Holding97,8880.5%IndustrialsWMWaste Management$9,482,220$450,272 ▲5.0%42,9390.4%Business ServicesEEMiShares MSCI Emerging Markets ETF$8,055,978$8,055,978 ▲New Holding150,8610.4%FinanceHDBHDFC Bank$6,837,125$2,971,511 ▲76.9%200,1500.3%FinanceASXASE Technology$5,509,457$2,487,121 ▲82.3%496,7950.3%Computer and TechnologyUAEiShares MSCI UAE ETF$5,093,406$5,093,406 ▲New Holding269,6350.2%ETFFTITechnipFMC$4,655,534$488,273 ▲11.7%118,0110.2%EnergyERJEmbraer-Empresa Brasileira de Aeronautica$4,410,553$946,768 ▼-17.7%72,9620.2%AerospacePGProcter & Gamble$4,138,717$1,377,165 ▼-25.0%26,9360.2%Consumer StaplesACNAccenture$1,147,923$26,504,815 ▼-95.8%4,6550.1%Computer and TechnologyICEIntercontinental Exchange$1,084,843$361,053 ▼-25.0%6,4390.1%FinanceSRLNSPDR Blackstone Senior Loan ETF$903,035$239,002 ▲36.0%21,7180.0%ETFABTAbbott Laboratories$891,103$296,543 ▼-25.0%6,6530.0%MedicalBKLNInvesco Senior Loan ETF$883,246$464,646 ▲111.0%42,2000.0%ETFAJGArthur J. Gallagher & Co.$773,421$257,394 ▼-25.0%2,4970.0%FinanceKOCocaCola$717,185$238,620 ▼-25.0%10,8140.0%Consumer StaplesCMECME Group$623,329$207,506 ▼-25.0%2,3070.0%FinanceRoper Technologies Inc$534,596$178,032 ▼-25.0%1,0720.0%Common StockEFXEquifax$502,286$167,258 ▼-25.0%1,9580.0%Business ServicesUSHYiShares Broad USD High Yield Corporate Bond ETF$474,895$474,895 ▲New Holding12,5700.0%ETFBRBroadridge Financial Solutions$383,931$127,659 ▼-25.0%1,6120.0%Computer and TechnologyOTISOtis Worldwide$376,875$125,442 ▼-25.0%4,1220.0%IndustrialsSTESTERIS$322,415$107,389 ▼-25.0%1,3030.0%MedicalZTSZoetis$263,084$87,500 ▼-25.0%1,7980.0%MedicalJKHYJack Henry & Associates$97,848$32,616 ▼-25.0%6570.0%Computer and TechnologyFMXFomento Economico Mexicano$0$22,865,886 ▼-100.0%00.0%Consumer StaplesMMYTMakeMyTrip$0$19,886,396 ▼-100.0%00.0%Computer and TechnologyBDXBecton, Dickinson and Company$0$738,781 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$687,582 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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