Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025)

About Ninety One Sa (Pty) Ltd

Investment Activity

Ninety One Sa (Pty) Ltd has $539.61 million in total holdings as of March 31, 2025.
Ninety One Sa (Pty) Ltd owns shares of 74 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 34.67% of the portfolio was purchased this quarter.
About 16.62% of the portfolio was sold this quarter.
This quarter, Ninety One Sa (Pty) Ltd has purchased 74 new stocks and bought additional shares in 33 stocks.
Ninety One Sa (Pty) Ltd sold shares of 18 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $72,072,001
Amazon.com: $36,751,516
Microsoft: $35,212,953
Visa: $29,984,741
Kinross Gold: $28,897,794

Largest New Holdings this Quarter

496902404 - Kinross Gold: $28,897,794 Holding
679295105 - Okta: $3,274,766 Holding
771049103 - Roblox: $2,499,657 Holding
247361702 - Delta Air Lines: $2,465,585 Holding
29414B104 - EPAM Systems: $2,115,866 Holding

Largest Purchases this Quarter

Kinross Gold: 2,301,696 shares (about $28.90M)
Booking: 3,839 shares (about $17.27M)
Microsoft: 44,172 shares (about $16.45M)
Meta Platforms: 25,995 shares (about $14.63M)
Visa: 41,762 shares (about $14.47M)

Largest Sales this Quarter

JPMorgan Chase & Co.: 25,890 shares (about $6.29M)
NVIDIA: 39,153 shares (about $4.23M)
Apple: 11,412 shares (about $2.53M)
General Motors: 49,908 shares (about $2.35M)
UnitedHealth Group: 4,024 shares (about $2.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$72,072,001		0.0%	91	13.4%	Finance
AMZN Amazon.com	$36,751,516	$2,020,735 ▲	5.8%	195,567	6.8%	Retail/Wholesale
MSFT Microsoft	$35,212,953	$16,445,792 ▲	87.6%	94,579	6.5%	Computer and Technology
V Visa	$29,984,741	$14,473,050 ▲	93.3%	86,521	5.6%	Business Services
KGC Kinross Gold	$28,897,794	$28,897,794 ▲	New Holding	2,301,696	5.4%	Basic Materials
JPM JPMorgan Chase & Co.	$24,886,483	$6,285,532 ▼	-20.2%	102,507	4.6%	Finance
BKNG Booking	$19,919,246	$17,265,745 ▲	650.7%	4,429	3.7%	Retail/Wholesale
GOOGL Alphabet	$19,184,548	$7,887,508 ▲	69.8%	125,043	3.6%	Computer and Technology
META Meta Platforms	$15,399,561	$14,631,806 ▲	1,905.8%	27,359	2.9%	Computer and Technology
ADSK Autodesk	$14,284,514	$4,521,458 ▲	46.3%	54,826	2.6%	Computer and Technology
PM Philip Morris International	$12,327,677	$5,542,186 ▲	81.7%	77,805	2.3%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$12,041,291	$8,496,352 ▲	239.7%	73,285	2.2%	Computer and Technology
JNJ Johnson & Johnson	$11,305,846	$855,315 ▲	8.2%	68,167	2.1%	Medical
TKO GROUP HOLDINGS INC	$10,901,610	$355,524 ▲	3.4%	71,446	2.0%	Common Stock
NVDA NVIDIA	$10,765,114	$4,225,513 ▼	-28.2%	99,748	2.0%	Computer and Technology
EW Edwards Lifesciences	$10,458,827	$6,628,598 ▲	173.1%	144,984	1.9%	Medical
MCO Moody's	$8,651,447	$6,115,773 ▲	241.2%	18,762	1.6%	Finance
MA Mastercard	$7,991,680		0.0%	14,609	1.5%	Business Services
TTWO Take-Two Interactive Software	$7,935,831		0.0%	38,331	1.5%	Consumer Discretionary
AAPL Apple	$7,559,887	$2,532,092 ▼	-25.1%	34,072	1.4%	Computer and Technology
VRSK Verisk Analytics	$7,505,229	$6,021,651 ▲	405.9%	25,178	1.4%	Business Services
EA Electronic Arts	$7,498,146	$5,419,747 ▲	260.8%	52,127	1.4%	Consumer Discretionary
TMO Thermo Fisher Scientific	$7,245,839	$174,035 ▼	-2.3%	14,572	1.3%	Medical
VRSN VeriSign	$7,239,235	$3,675,564 ▲	103.1%	28,661	1.3%	Computer and Technology
NTES NetEase	$6,023,232	$5,537,981 ▲	1,141.3%	58,513	1.1%	Computer and Technology
CHKP Check Point Software Technologies	$5,886,160	$5,237,590 ▲	807.6%	25,811	1.1%	Computer and Technology
SPGI S&P Global	$5,704,317	$2,838,565 ▲	99.1%	11,330	1.1%	Business Services
ICLR ICON Public	$5,571,960	$5,169,544 ▲	1,284.6%	32,608	1.0%	Medical
ACM AECOM	$5,563,244	$588,094 ▼	-9.6%	59,994	1.0%	Construction
AVGO Broadcom	$5,536,484	$715,288 ▼	-11.4%	33,221	1.0%	Computer and Technology
CRH PLC	$5,399,923	$439,132 ▲	8.9%	61,484	1.0%	Common Stock
CNI Canadian National Railway	$4,983,153	$198,536 ▼	-3.8%	51,203	0.9%	Transportation
J Jacobs Solutions	$4,851,837	$524,536 ▲	12.1%	40,144	0.9%	Business Services
SNX TD SYNNEX	$4,560,825		0.0%	43,882	0.8%	Computer and Technology
COIN Coinbase Global	$4,283,769		0.0%	25,488	0.8%	Finance
TSLA Tesla	$4,258,188	$722,627 ▼	-14.5%	16,523	0.8%	Auto/Tires/Trucks
PLNT Planet Fitness	$4,040,037	$1,558,706 ▲	62.8%	41,818	0.7%	Consumer Discretionary
AMT American Tower	$3,836,062	$170,767 ▼	-4.3%	17,634	0.7%	Finance
Z Zillow Group	$3,358,618		0.0%	48,988	0.6%	Finance
HDB HDFC Bank	$3,297,883	$359,640 ▼	-9.8%	49,637	0.6%	Finance
OKTA Okta	$3,274,766	$3,274,766 ▲	New Holding	31,163	0.6%	Computer and Technology
GM General Motors	$2,843,964	$2,345,283 ▼	-45.2%	60,520	0.5%	Auto/Tires/Trucks
PINS Pinterest	$2,740,672	$297,489 ▲	12.2%	88,626	0.5%	Computer and Technology
IDXX IDEXX Laboratories	$2,523,060	$651,343 ▲	34.8%	6,008	0.5%	Medical
RBLX Roblox	$2,499,657	$2,499,657 ▲	New Holding	42,937	0.5%	Consumer Discretionary
DAL Delta Air Lines	$2,465,585	$2,465,585 ▲	New Holding	56,670	0.5%	Transportation
INTU Intuit	$2,447,365	$46,663 ▼	-1.9%	3,986	0.5%	Computer and Technology
TECK Teck Resources	$2,224,844	$334,861 ▼	-13.1%	61,212	0.4%	Basic Materials
ELV Elevance Health	$2,160,052	$308,952 ▼	-12.5%	4,964	0.4%	Medical
EPAM EPAM Systems	$2,115,866	$2,115,866 ▲	New Holding	12,566	0.4%	Computer and Technology
EL Estée Lauder Companies	$1,914,660	$521,202 ▲	37.4%	29,010	0.4%	Consumer Staples
MMC Marsh & McLennan Companies	$794,736	$794,736 ▲	New Holding	3,254	0.1%	Finance
ICE Intercontinental Exchange	$513,825	$513,825 ▲	New Holding	2,978	0.1%	Finance
LLY Eli Lilly and Company	$505,905	$273,898 ▲	118.1%	628	0.1%	Medical
FDS FactSet Research Systems	$485,556	$9,547 ▲	2.0%	1,068	0.1%	Business Services
ALGN Align Technology	$478,260	$95,936 ▲	25.1%	3,031	0.1%	Medical
BARRICK GOLD CORP	$473,944	$473,944 ▲	New Holding	24,449	0.1%	Common Stock
ADP Automatic Data Processing	$469,600	$9,166 ▲	2.0%	1,537	0.1%	Business Services
CHENIERE ENERGY INC	$463,231	$463,231 ▲	New Holding	2,027	0.1%	Common Stock
VALE Vale	$444,487	$444,487 ▲	New Holding	44,875	0.1%	Basic Materials
ZG Zillow Group	$443,205		0.0%	6,700	0.1%	Finance
XOM Exxon Mobil	$441,996		0.0%	3,695	0.1%	Energy
TT Trane Technologies	$431,979	$229,811 ▲	113.7%	1,297	0.1%	Construction
UNH UnitedHealth Group	$417,754	$2,106,569 ▼	-83.5%	798	0.1%	Medical
IBN ICICI Bank	$406,212	$406,212 ▲	New Holding	12,978	0.1%	Finance
NEE NextEra Energy	$379,702	$269,480 ▼	-41.5%	5,312	0.1%	Utilities
TRU TransUnion	$326,794	$326,794 ▲	New Holding	4,031	0.1%	Business Services
MNST Monster Beverage	$325,723	$6,437 ▲	2.0%	5,566	0.1%	Consumer Staples
ZTS Zoetis	$301,661	$292,717 ▼	-49.2%	1,855	0.1%	Medical
FCX Freeport-McMoRan	$277,474	$277,474 ▲	New Holding	7,430	0.1%	Basic Materials
PLD Prologis	$274,267	$282,065 ▼	-50.7%	2,462	0.1%	Finance
MSI Motorola Solutions	$209,274	$3,940 ▲	1.9%	478	0.0%	Computer and Technology
LNW Light & Wonder	$189,489	$189,489 ▲	New Holding	2,209	0.0%	Consumer Discretionary
FBIN Fortune Brands Innovations	$163,212	$163,212 ▲	New Holding	2,708	0.0%	Retail/Wholesale
NFLX Netflix	$0	$21,971,930 ▼	-100.0%	0	0.0%	Consumer Discretionary
BAC Bank of America	$0	$18,360,728 ▼	-100.0%	0	0.0%	Finance
SYY Sysco	$0	$8,611,079 ▼	-100.0%	0	0.0%	Consumer Staples
SYF Synchrony Financial	$0	$6,951,490 ▼	-100.0%	0	0.0%	Finance
AEM Agnico Eagle Mines	$0	$3,871,239 ▼	-100.0%	0	0.0%	Basic Materials
TPR Tapestry	$0	$3,513,644 ▼	-100.0%	0	0.0%	Retail/Wholesale
ROK Rockwell Automation	$0	$727,622 ▼	-100.0%	0	0.0%	Computer and Technology
DHR Danaher	$0	$641,593 ▼	-100.0%	0	0.0%	Medical
KLAC KLA	$0	$625,080 ▼	-100.0%	0	0.0%	Computer and Technology
PAAS Pan American Silver	$0	$605,084 ▼	-100.0%	0	0.0%	Basic Materials
AON AON	$0	$506,057 ▼	-100.0%	0	0.0%	Finance
PG Procter & Gamble	$0	$425,832 ▼	-100.0%	0	0.0%	Consumer Staples
WM Waste Management	$0	$396,518 ▼	-100.0%	0	0.0%	Business Services
APTIV PLC	$0	$350,905 ▼	-100.0%	0	0.0%	Common Stock
DLR Digital Realty Trust	$0	$146,475 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025)

About Ninety One Sa (Pty) Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025)

About Ninety One Sa (Pty) Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNinety One Sa (Pty) Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools