Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025) About Ninety One Sa (Pty) LtdInvestment ActivityNinety One Sa (Pty) Ltd has $608.79 million in total holdings as of June 30, 2025.Ninety One Sa (Pty) Ltd owns shares of 74 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 18.48% of the portfolio was purchased this quarter.About 16.91% of the portfolio was sold this quarter.This quarter, Ninety One Sa (Pty) Ltd has purchased 74 new stocks and bought additional shares in 20 stocks.Ninety One Sa (Pty) Ltd sold shares of 32 stocks and completely divested from 10 stocks this quarter.Largest Holdings Berkshire Hathaway $66,493,700Microsoft $46,821,381Taiwan Semiconductor Manufacturing $35,921,587Amazon.com $33,977,367Booking $25,526,229 Largest New Holdings this Quarter 38141G104 - The Goldman Sachs Group $25,282,955 Holding64110L106 - Netflix $16,836,280 Holding892672106 - Tradeweb Markets $3,922,132 Holding90138F102 - Twilio $3,135,738 Holding651639106 - Newmont $2,978,776 Holding Largest Purchases this Quarter The Goldman Sachs Group 35,761 shares (about $25.28M)Taiwan Semiconductor Manufacturing 85,875 shares (about $19.38M)Netflix 12,667 shares (about $16.84M)Teck Resources 260,209 shares (about $10.57M)Intuit 8,790 shares (about $6.91M) Largest Sales this Quarter JPMorgan Chase & Co. 62,956 shares (about $18.26M)Amazon.com 41,474 shares (about $9.14M)Visa 23,827 shares (about $8.40M)Apple 31,214 shares (about $6.24M)Tesla 7,109 shares (about $2.26M) 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 PortfolioSectorBRK.ABerkshire Hathaway$66,493,7000.0%9110.9%FinanceMSFTMicrosoft$46,821,381$191,373 ▼-0.4%94,1947.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$35,921,587$19,381,542 ▲117.2%159,1605.9%Computer and TechnologyAMZNAmazon.com$33,977,367$9,144,979 ▼-21.2%154,0935.6%Retail/WholesaleBKNGBooking$25,526,229$120,461 ▲0.5%4,4504.2%Retail/WholesaleGSThe Goldman Sachs Group$25,282,955$25,282,955 ▲New Holding35,7614.2%FinanceVVisa$22,096,690$8,397,898 ▼-27.5%62,6943.6%Business ServicesGOOGLAlphabet$21,965,463$100,941 ▼-0.5%124,4713.6%Computer and TechnologyNVDANVIDIA$20,309,155$4,557,065 ▲28.9%128,6053.3%Computer and TechnologyADSKAutodesk$16,966,172$57,364 ▲0.3%55,0122.8%Computer and TechnologyNFLXNetflix$16,836,280$16,836,280 ▲New Holding12,6672.8%Consumer DiscretionaryJNJJohnson & Johnson$15,198,461$4,806,013 ▲46.2%99,6912.5%MedicalPMPhilip Morris International$14,134,394$15,640 ▼-0.1%77,7192.3%Consumer StaplesTECKTeck Resources$13,055,927$10,569,533 ▲425.1%321,4212.1%Basic MaterialsTKO Group Holdings Inc$12,929,531$59,266 ▼-0.5%71,1202.1%Common StockJPMJPMorgan Chase & Co.$11,469,006$18,255,992 ▼-61.4%39,5511.9%FinanceEWEdwards Lifesciences$10,893,897$405,741 ▼-3.6%139,7781.8%MedicalINTUIntuit$10,036,350$6,905,097 ▲220.5%12,7761.6%Computer and TechnologyMCOMoody's$9,388,000$77,415 ▲0.8%18,9181.5%FinanceTTWOTake-Two Interactive Software$9,286,552$22,830 ▼-0.2%38,2371.5%Consumer DiscretionaryAVGOBroadcom$8,971,353$179,317 ▼-2.0%32,5701.5%Computer and TechnologyEAElectronic Arts$8,299,796$63,674 ▲0.8%52,5301.4%Consumer DiscretionaryMAMastercard$8,160,332$37,597 ▼-0.5%14,5421.3%Business ServicesNTESNetEase$7,859,6430.0%58,5131.3%Computer and TechnologyVRSKVerisk Analytics$7,856,487$75,100 ▲1.0%25,4211.3%Business ServicesJJacobs Solutions$7,077,399$1,803,311 ▲34.2%53,8701.2%Business ServicesACMAECOM$6,770,9230.0%59,9941.1%ConstructionVRSNVeriSign$6,264,150$1,991,934 ▼-24.1%21,7461.0%Computer and TechnologySNXTD SYNNEX$6,066,092$114,869 ▲1.9%44,7291.0%Computer and TechnologySPGIS&P Global$5,982,169$63,212 ▲1.1%11,4511.0%FinanceTMOThermo Fisher Scientific$5,897,265$15,826 ▼-0.3%14,5331.0%MedicalHDBHDFC Bank$5,693,055$1,887,386 ▲49.6%74,2540.9%FinanceCHKPCheck Point Software Technologies$5,669,2340.0%25,8110.9%Computer and TechnologyCheniere Energy Inc$5,647,365$5,154,142 ▲1,045.0%23,2090.9%Common StockCRH PLC$5,622,622$20,651 ▼-0.4%61,2590.9%Common StockCNICanadian National Railway$5,136,943$186,410 ▼-3.5%49,4100.8%TransportationOKTAOkta$4,919,927$1,804,243 ▲57.9%49,2090.8%Computer and TechnologyPLNTPlanet Fitness$4,913,155$359,356 ▲7.9%45,1180.8%Consumer DiscretionaryICLRIcon$4,718,8200.0%32,6080.8%MedicalTWTradeweb Markets$3,922,132$3,922,132 ▲New Holding26,8110.6%FinanceAMTAmerican Tower$3,892,5230.0%17,6340.6%FinanceZZillow Group$3,431,6100.0%48,9880.6%Computer and TechnologyIDXXIDEXX Laboratories$3,337,108$114,777 ▲3.6%6,2220.5%MedicalPINSPinterest$3,162,086$15,489 ▼-0.5%88,1940.5%Computer and TechnologyTWLOTwilio$3,135,738$3,135,738 ▲New Holding25,2150.5%Computer and TechnologyTSLATesla$2,995,012$2,261,689 ▼-43.0%9,4140.5%Auto/Tires/TrucksNEMNewmont$2,978,776$2,978,776 ▲New Holding51,1290.5%Basic MaterialsGMGeneral Motors$2,961,457$16,880 ▼-0.6%60,1770.5%Auto/Tires/TrucksDALDelta Air Lines$2,777,332$8,751 ▼-0.3%56,4920.5%TransportationRBLXRoblox$2,702,898$1,812,483 ▼-40.1%25,7020.4%Consumer DiscretionaryELEstee Lauder Companies$2,427,475$83,466 ▲3.6%30,0430.4%Consumer StaplesELVElevance Health$1,918,886$10,885 ▼-0.6%4,9360.3%MedicalBSXBoston Scientific$866,093$866,093 ▲New Holding8,1110.1%MedicalMMCMarsh & McLennan Companies$687,162$20,889 ▼-3.0%3,1580.1%FinanceAAPLApple$571,372$6,240,310 ▼-91.6%2,8580.1%Computer and TechnologyICEIntercontinental Exchange$516,186$24,321 ▼-4.5%2,8440.1%FinanceBARRICK MINING CORP$480,427$480,427 ▲New Holding23,3500.1%Common StockFDSFactSet Research Systems$477,6950.0%1,0680.1%Business ServicesADPAutomatic Data Processing$474,0110.0%1,5370.1%Computer and TechnologyLLYEli Lilly and Company$468,426$21,860 ▼-4.5%6000.1%MedicalAERAercap$444,553$444,553 ▲New Holding3,7860.1%TransportationZGZillow Group$435,388$20,480 ▼-4.5%6,3990.1%FinanceIBNICICI Bank$413,993$19,472 ▼-4.5%12,3950.1%FinanceXOMExxon Mobil$383,391$18,034 ▼-4.5%3,5290.1%EnergyTRUTransUnion$356,914$3,072 ▲0.9%4,0660.1%Business ServicesMNSTMonster Beverage$348,6550.0%5,5660.1%Consumer StaplesFCXFreeport-McMoRan$310,734$14,626 ▼-4.5%7,0960.1%Basic MaterialsTTTrane Technologies$304,970$258,486 ▼-45.9%7020.1%ConstructionAZOAutoZone$294,219$294,219 ▲New Holding810.0%Retail/WholesaleALGNAlign Technology$274,150$299,710 ▼-52.2%1,4480.0%MedicalPLDPrologis$256,9840.0%2,4620.0%FinanceGLPIGaming and Leisure Properties$254,595$254,595 ▲New Holding5,5000.0%FinanceZTSZoetis$213,493$76,426 ▼-26.4%1,3660.0%MedicalMSIMotorola Solutions$200,9800.0%4780.0%Computer and TechnologyKGCKinross Gold$0$28,897,794 ▼-100.0%00.0%Basic MaterialsMETAMeta Platforms$0$15,399,561 ▼-100.0%00.0%Computer and TechnologyCOINCoinbase Global$0$4,283,769 ▼-100.0%00.0%FinanceEPAMEPAM Systems$0$2,115,866 ▼-100.0%00.0%Computer and TechnologyBARRICK GOLD CORP$0$473,944 ▼-100.0%00.0%Common StockVALEVale$0$444,487 ▼-100.0%00.0%Basic MaterialsUNHUnitedHealth Group$0$417,754 ▼-100.0%00.0%MedicalNEENextEra Energy$0$379,702 ▼-100.0%00.0%UtilitiesLNWLight & Wonder$0$189,489 ▼-100.0%00.0%Consumer DiscretionaryFBINFortune Brands Innovations$0$163,212 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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