Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025) About Ninety One Sa (Pty) LtdInvestment ActivityNinety One Sa (Pty) Ltd has $687.16 million in total holdings as of September 30, 2025.Ninety One Sa (Pty) Ltd owns shares of 75 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 21.99% of the portfolio was purchased this quarter.About 15.77% of the portfolio was sold this quarter.This quarter, Ninety One Sa (Pty) Ltd has purchased 74 new stocks and bought additional shares in 30 stocks.Ninety One Sa (Pty) Ltd sold shares of 14 stocks and completely divested from 17 stocks this quarter.Largest Holdings Microsoft $70,717,138Berkshire Hathaway $68,213,638Alphabet $31,705,347NVIDIA $29,556,416Booking $25,188,102 Largest New Holdings this Quarter 496902404 - Kinross Gold $21,583,761 Holding30303M102 - Meta Platforms $19,193,826 Holding91913Y100 - Valero Energy $12,952,290 Holding174610105 - Citizens Financial Group $4,329,510 Holding871607107 - Synopsys $3,538,594 Holding Largest Purchases this Quarter Microsoft 42,504 shares (about $21.99M)Kinross Gold 870,664 shares (about $21.58M)Meta Platforms 26,124 shares (about $19.19M)Valero Energy 76,514 shares (about $12.95M)Apple 36,178 shares (about $9.21M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 93,612 shares (about $26.06M)The Goldman Sachs Group 27,458 shares (about $21.87M)Amazon.com 89,364 shares (about $19.62M)Autodesk 18,227 shares (about $5.80M)Johnson & Johnson 21,921 shares (about $4.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNinety One Sa (Pty) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$70,717,138$21,988,334 ▲45.1%136,69810.3%Computer and TechnologyBRK.ABerkshire Hathaway$68,213,6380.0%919.9%FinanceGOOGLAlphabet$31,705,347$1,526,277 ▲5.1%130,7664.6%Computer and TechnologyNVDANVIDIA$29,556,416$5,560,160 ▲23.2%158,4044.3%Computer and TechnologyBKNGBooking$25,188,102$1,150,561 ▲4.8%4,6633.7%Retail/WholesaleVVisa$24,597,407$3,224,928 ▲15.1%72,1543.6%Business ServicesKGCKinross Gold$21,583,761$21,583,761 ▲New Holding870,6643.1%Basic MaterialsMETAMeta Platforms$19,193,826$19,193,826 ▲New Holding26,1242.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$18,246,238$26,058,260 ▼-58.8%65,5482.7%Computer and TechnologyNFLXNetflix$17,668,347$2,632,744 ▲17.5%14,8852.6%Consumer DiscretionaryPMPhilip Morris International$16,397,148$3,752,206 ▲29.7%100,7812.4%Consumer StaplesTKO Group Holdings Inc$14,446,199$82,804 ▲0.6%71,5302.1%Common StockJNJJohnson & Johnson$14,328,260$4,038,701 ▼-22.0%77,7702.1%MedicalAMZNAmazon.com$14,212,547$19,621,654 ▼-58.0%64,7292.1%Retail/WholesaleTECKTeck Resources$14,002,4720.0%321,4212.0%Basic MaterialsVLOValero Energy$12,952,290$12,952,290 ▲New Holding76,5141.9%EnergyJPMJPMorgan Chase & Co.$12,854,719$379,147 ▲3.0%40,7531.9%FinanceADSKAutodesk$11,696,001$5,795,379 ▼-33.1%36,7851.7%Computer and TechnologyEWEdwards Lifesciences$11,112,999$268,517 ▲2.5%143,2391.6%MedicalMAMastercard$10,972,485$2,710,167 ▲32.8%19,3121.6%Business ServicesEAElectronic Arts$10,594,5520.0%52,5301.5%Consumer DiscretionaryTTWOTake-Two Interactive Software$10,437,228$558,316 ▲5.7%40,3981.5%Consumer DiscretionaryAAPLApple$9,939,737$9,212,004 ▲1,265.9%39,0361.4%Computer and TechnologyCRH PLC$9,122,352$1,777,398 ▲24.2%76,0831.3%Common StockMCOMoody's$9,019,3840.0%18,9181.3%FinanceNTESNetEase$8,854,7240.0%58,5131.3%Computer and TechnologyINTUIntuit$8,783,4160.0%12,7761.3%Computer and TechnologyACMAECOM$8,723,486$896,068 ▲11.4%66,8621.3%ConstructionJJacobs Solutions$8,304,942$231,983 ▲2.9%55,4181.2%Business ServicesPLNTPlanet Fitness$8,231,963$3,548,714 ▲75.8%79,3061.2%Consumer DiscretionaryTMOThermo Fisher Scientific$7,404,801$356,005 ▲5.1%15,2671.1%MedicalVRSKVerisk Analytics$7,040,353$653,713 ▲10.2%28,0231.0%Business ServicesAVGOBroadcom$6,780,641$3,964,529 ▼-36.9%20,5531.0%Computer and TechnologyGSThe Goldman Sachs Group$6,612,095$21,866,181 ▼-76.8%8,3031.0%FinanceSPGIS&P Global$6,129,050$564,211 ▲10.1%12,6120.9%FinanceHDBHDFC Bank$5,653,822$3,117,305 ▲122.9%165,5100.8%FinanceCheniere Energy Inc$5,570,906$117,255 ▲2.2%23,7080.8%Common StockICLRIcon$5,454,7840.0%32,6080.8%MedicalCHKPCheck Point Software Technologies$5,370,6360.0%25,8110.8%Computer and TechnologyNEMNewmont$4,804,153$493,466 ▲11.4%56,9820.7%Basic MaterialsSNXTD SYNNEX$4,454,001$2,870,374 ▼-39.2%27,2000.6%Computer and TechnologyCFGCitizens Financial Group$4,329,510$4,329,510 ▲New Holding81,4430.6%FinanceZZillow Group$4,206,699$432,173 ▲11.4%54,5970.6%Computer and TechnologyTSLATesla$4,024,717$161,878 ▼-3.9%9,0500.6%Auto/Tires/TrucksPINSPinterest$3,993,295$1,156,094 ▲40.7%124,1310.6%Computer and TechnologyVRSNVeriSign$3,981,366$2,081,150 ▼-34.3%14,2810.6%Computer and TechnologyAMTAmerican Tower$3,741,358$349,845 ▲10.3%19,4530.5%FinanceGMGeneral Motors$3,593,206$75,786 ▼-2.1%58,9340.5%Auto/Tires/TrucksSNPSSynopsys$3,538,594$3,538,594 ▲New Holding7,1720.5%Computer and TechnologyDALDelta Air Lines$3,333,722$127,801 ▲4.0%58,7440.5%TransportationDoorDash Inc$3,294,615$3,294,615 ▲New Holding12,1130.5%Common StockTWTradeweb Markets$3,186,791$211,306 ▲7.1%28,7150.5%FinanceKOCocaCola$3,044,361$3,044,361 ▲New Holding45,8350.4%Consumer StaplesGNRCGenerac$2,944,064$2,944,064 ▲New Holding17,5870.4%IndustrialsELEstee Lauder Companies$2,647,3900.0%30,0430.4%Consumer StaplesBROSDutch Bros$2,458,149$2,458,149 ▲New Holding46,9650.4%Retail/WholesaleTWLOTwilio$2,418,175$105,595 ▼-4.2%24,1600.4%Computer and TechnologyMRKMerck & Co., Inc.$1,662,446$1,662,446 ▲New Holding20,7650.2%MedicalADBEAdobe$1,604,687$1,604,687 ▲New Holding4,5170.2%Computer and TechnologyELVElevance Health$1,565,840$29,081 ▼-1.8%4,8460.2%MedicalABTAbbott Laboratories$1,493,510$1,493,510 ▲New Holding11,2370.2%MedicalQCOMQUALCOMM$1,482,385$1,482,385 ▲New Holding8,9000.2%Computer and TechnologyIDXXIDEXX Laboratories$1,217,086$2,758,089 ▼-69.4%1,9050.2%MedicalACNAccenture$1,202,301$1,202,301 ▲New Holding4,8200.2%Computer and TechnologyPGProcter & Gamble$913,076$913,076 ▲New Holding5,9360.1%Consumer StaplesTXNTexas Instruments$884,464$884,464 ▲New Holding4,8420.1%Computer and TechnologySCHWCharles Schwab$785,465$785,465 ▲New Holding8,1990.1%FinanceCSCOCisco Systems$541,630$541,630 ▲New Holding7,8880.1%Computer and TechnologyADPAutomatic Data Processing$451,1100.0%1,5370.1%Computer and TechnologyMNSTMonster Beverage$374,6480.0%5,5660.1%Consumer StaplesFDSFactSet Research Systems$305,9720.0%1,0680.0%Business ServicesMSIMotorola Solutions$282,148$63,563 ▲29.1%6170.0%Computer and TechnologyPLDPrologis$279,0190.0%2,4620.0%FinanceMMCMarsh & McLennan Companies$225,513$410,921 ▼-64.6%1,1190.0%FinanceALGNAlign Technology$217,507$36,189 ▲20.0%1,7370.0%MedicalCNICanadian National Railway$0$5,136,943 ▼-100.0%00.0%TransportationOKTAOkta$0$4,919,927 ▼-100.0%00.0%Computer and TechnologyRBLXRoblox$0$2,702,898 ▼-100.0%00.0%Consumer DiscretionaryBSXBoston Scientific$0$866,093 ▼-100.0%00.0%MedicalICEIntercontinental Exchange$0$516,186 ▼-100.0%00.0%FinanceBARRICK MINING CORP$0$480,427 ▼-100.0%00.0%Common StockLLYEli Lilly and Company$0$468,426 ▼-100.0%00.0%MedicalAERAercap$0$444,553 ▼-100.0%00.0%TransportationZGZillow Group$0$435,388 ▼-100.0%00.0%FinanceIBNICICI Bank$0$413,993 ▼-100.0%00.0%FinanceXOMExxon Mobil$0$383,391 ▼-100.0%00.0%EnergyTRUTransUnion$0$356,914 ▼-100.0%00.0%Business ServicesFCXFreeport-McMoRan$0$310,734 ▼-100.0%00.0%Basic MaterialsTTTrane Technologies$0$304,970 ▼-100.0%00.0%ConstructionAZOAutoZone$0$294,219 ▼-100.0%00.0%Retail/WholesaleGLPIGaming and Leisure Properties$0$254,595 ▼-100.0%00.0%FinanceZTSZoetis$0$213,493 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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