Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025) About Ninety One Sa (Pty) LtdInvestment ActivityNinety 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 $72,072,001Amazon.com $36,751,516Microsoft $35,212,953Visa $29,984,741Kinross Gold $28,897,794 Largest New Holdings this Quarter 496902404 - Kinross Gold $28,897,794 Holding679295105 - Okta $3,274,766 Holding771049103 - Roblox $2,499,657 Holding247361702 - Delta Air Lines $2,465,585 Holding29414B104 - 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 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$72,072,0010.0%9113.4%FinanceAMZNAmazon.com$36,751,516$2,020,735 ▲5.8%195,5676.8%Retail/WholesaleMSFTMicrosoft$35,212,953$16,445,792 ▲87.6%94,5796.5%Computer and TechnologyVVisa$29,984,741$14,473,050 ▲93.3%86,5215.6%Business ServicesKGCKinross Gold$28,897,794$28,897,794 ▲New Holding2,301,6965.4%Basic MaterialsJPMJPMorgan Chase & Co.$24,886,483$6,285,532 ▼-20.2%102,5074.6%FinanceBKNGBooking$19,919,246$17,265,745 ▲650.7%4,4293.7%Retail/WholesaleGOOGLAlphabet$19,184,548$7,887,508 ▲69.8%125,0433.6%Computer and TechnologyMETAMeta Platforms$15,399,561$14,631,806 ▲1,905.8%27,3592.9%Computer and TechnologyADSKAutodesk$14,284,514$4,521,458 ▲46.3%54,8262.6%Computer and TechnologyPMPhilip Morris International$12,327,677$5,542,186 ▲81.7%77,8052.3%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$12,041,291$8,496,352 ▲239.7%73,2852.2%Computer and TechnologyJNJJohnson & Johnson$11,305,846$855,315 ▲8.2%68,1672.1%MedicalTKO GROUP HOLDINGS INC$10,901,610$355,524 ▲3.4%71,4462.0%Common StockNVDANVIDIA$10,765,114$4,225,513 ▼-28.2%99,7482.0%Computer and TechnologyEWEdwards Lifesciences$10,458,827$6,628,598 ▲173.1%144,9841.9%MedicalMCOMoody's$8,651,447$6,115,773 ▲241.2%18,7621.6%FinanceMAMastercard$7,991,6800.0%14,6091.5%Business ServicesTTWOTake-Two Interactive Software$7,935,8310.0%38,3311.5%Consumer DiscretionaryAAPLApple$7,559,887$2,532,092 ▼-25.1%34,0721.4%Computer and TechnologyVRSKVerisk Analytics$7,505,229$6,021,651 ▲405.9%25,1781.4%Business ServicesEAElectronic Arts$7,498,146$5,419,747 ▲260.8%52,1271.4%Consumer DiscretionaryTMOThermo Fisher Scientific$7,245,839$174,035 ▼-2.3%14,5721.3%MedicalVRSNVeriSign$7,239,235$3,675,564 ▲103.1%28,6611.3%Computer and TechnologyNTESNetEase$6,023,232$5,537,981 ▲1,141.3%58,5131.1%Computer and TechnologyCHKPCheck Point Software Technologies$5,886,160$5,237,590 ▲807.6%25,8111.1%Computer and TechnologySPGIS&P Global$5,704,317$2,838,565 ▲99.1%11,3301.1%Business ServicesICLRICON Public$5,571,960$5,169,544 ▲1,284.6%32,6081.0%MedicalACMAECOM$5,563,244$588,094 ▼-9.6%59,9941.0%ConstructionAVGOBroadcom$5,536,484$715,288 ▼-11.4%33,2211.0%Computer and TechnologyCRH PLC$5,399,923$439,132 ▲8.9%61,4841.0%Common StockCNICanadian National Railway$4,983,153$198,536 ▼-3.8%51,2030.9%TransportationJJacobs Solutions$4,851,837$524,536 ▲12.1%40,1440.9%Business ServicesSNXTD SYNNEX$4,560,8250.0%43,8820.8%Computer and TechnologyCOINCoinbase Global$4,283,7690.0%25,4880.8%FinanceTSLATesla$4,258,188$722,627 ▼-14.5%16,5230.8%Auto/Tires/TrucksPLNTPlanet Fitness$4,040,037$1,558,706 ▲62.8%41,8180.7%Consumer DiscretionaryAMTAmerican Tower$3,836,062$170,767 ▼-4.3%17,6340.7%FinanceZZillow Group$3,358,6180.0%48,9880.6%FinanceHDBHDFC Bank$3,297,883$359,640 ▼-9.8%49,6370.6%FinanceOKTAOkta$3,274,766$3,274,766 ▲New Holding31,1630.6%Computer and TechnologyGMGeneral Motors$2,843,964$2,345,283 ▼-45.2%60,5200.5%Auto/Tires/TrucksPINSPinterest$2,740,672$297,489 ▲12.2%88,6260.5%Computer and TechnologyIDXXIDEXX Laboratories$2,523,060$651,343 ▲34.8%6,0080.5%MedicalRBLXRoblox$2,499,657$2,499,657 ▲New Holding42,9370.5%Consumer DiscretionaryDALDelta Air Lines$2,465,585$2,465,585 ▲New Holding56,6700.5%TransportationINTUIntuit$2,447,365$46,663 ▼-1.9%3,9860.5%Computer and TechnologyTECKTeck Resources$2,224,844$334,861 ▼-13.1%61,2120.4%Basic MaterialsELVElevance Health$2,160,052$308,952 ▼-12.5%4,9640.4%MedicalEPAMEPAM Systems$2,115,866$2,115,866 ▲New Holding12,5660.4%Computer and TechnologyELEstée Lauder Companies$1,914,660$521,202 ▲37.4%29,0100.4%Consumer StaplesMMCMarsh & McLennan Companies$794,736$794,736 ▲New Holding3,2540.1%FinanceICEIntercontinental Exchange$513,825$513,825 ▲New Holding2,9780.1%FinanceLLYEli Lilly and Company$505,905$273,898 ▲118.1%6280.1%MedicalFDSFactSet Research Systems$485,556$9,547 ▲2.0%1,0680.1%Business ServicesALGNAlign Technology$478,260$95,936 ▲25.1%3,0310.1%MedicalGOLDBarrick Gold$473,944$473,944 ▲New Holding24,4490.1%Basic MaterialsADPAutomatic Data Processing$469,600$9,166 ▲2.0%1,5370.1%Business ServicesCHENIERE ENERGY INC$463,231$463,231 ▲New Holding2,0270.1%Common StockVALEVale$444,487$444,487 ▲New Holding44,8750.1%Basic MaterialsZGZillow Group$443,2050.0%6,7000.1%FinanceXOMExxon Mobil$441,9960.0%3,6950.1%EnergyTTTrane Technologies$431,979$229,811 ▲113.7%1,2970.1%ConstructionUNHUnitedHealth Group$417,754$2,106,569 ▼-83.5%7980.1%MedicalIBNICICI Bank$406,212$406,212 ▲New Holding12,9780.1%FinanceNEENextEra Energy$379,702$269,480 ▼-41.5%5,3120.1%UtilitiesTRUTransUnion$326,794$326,794 ▲New Holding4,0310.1%Business ServicesMNSTMonster Beverage$325,723$6,437 ▲2.0%5,5660.1%Consumer StaplesZTSZoetis$301,661$292,717 ▼-49.2%1,8550.1%MedicalFCXFreeport-McMoRan$277,474$277,474 ▲New Holding7,4300.1%Basic MaterialsPLDPrologis$274,267$282,065 ▼-50.7%2,4620.1%FinanceMSIMotorola Solutions$209,274$3,940 ▲1.9%4780.0%Computer and TechnologyLNWLight & Wonder$189,489$189,489 ▲New Holding2,2090.0%Consumer DiscretionaryFBINFortune Brands Innovations$163,212$163,212 ▲New Holding2,7080.0%Retail/WholesaleNFLXNetflix$0$21,971,930 ▼-100.0%00.0%Consumer DiscretionaryBACBank of America$0$18,360,728 ▼-100.0%00.0%FinanceSYYSysco$0$8,611,079 ▼-100.0%00.0%Consumer StaplesSYFSynchrony Financial$0$6,951,490 ▼-100.0%00.0%FinanceAEMAgnico Eagle Mines$0$3,871,239 ▼-100.0%00.0%Basic MaterialsTPRTapestry$0$3,513,644 ▼-100.0%00.0%Retail/WholesaleROKRockwell Automation$0$727,622 ▼-100.0%00.0%Computer and TechnologyDHRDanaher$0$641,593 ▼-100.0%00.0%MedicalKLACKLA$0$625,080 ▼-100.0%00.0%Computer and TechnologyPAASPan American Silver$0$605,084 ▼-100.0%00.0%Basic MaterialsAONAON$0$506,057 ▼-100.0%00.0%FinancePGProcter & Gamble$0$425,832 ▼-100.0%00.0%Consumer StaplesWMWaste Management$0$396,518 ▼-100.0%00.0%Business ServicesAPTIV PLC$0$350,905 ▼-100.0%00.0%Common StockDLRDigital Realty Trust$0$146,475 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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