Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2026) About Ninety One Sa (Pty) LtdInvestment ActivityNinety One Sa (Pty) Ltd has $2.00 billion in total holdings as of September 30, 2026.Ninety One Sa (Pty) Ltd owns shares of 103 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.55% of the portfolio was purchased this quarter.About 6.98% of the portfolio was sold this quarter.This quarter, Ninety One Sa (Pty) Ltd has purchased 110 new stocks and bought additional shares in 19 stocks.Ninety One Sa (Pty) Ltd sold shares of 62 stocks and completely divested from 19 stocks this quarter.Largest Holdings Anglogold Ashanti Plc $1,069,146,898Microsoft $76,568,179NVIDIA $74,151,714Alphabet $67,748,852Apple $42,069,773 Largest New Holdings this Quarter 281020107 - Edison International $1,468,418 Holding025816109 - American Express $762,407 Holding30233Q108 - ExxonMobil Holdings Corp $504,332 Holding303250104 - Fair Isaac $490,042 Holding60744M106 - Mobility Global Inc $369,319 Holding Largest Purchases this Quarter Barrick Mining Corp 738,667 shares (about $30.20M)Anglogold Ashanti Plc 203,418 shares (about $19.08M)Newmont 155,019 shares (about $18.08M)Meta Platforms 18,506 shares (about $13.46M)Alphabet 28,754 shares (about $9.97M) Largest Sales this Quarter KeyCorp 430,088 shares (about $8.66M)Citizens Financial Group 80,180 shares (about $5.12M)Philip Morris International 26,212 shares (about $5.05M)Visa 10,805 shares (about $3.91M)Alphabet 7,871 shares (about $2.71M) 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 PortfolioSectorAnglogold Ashanti Plc$1,069,146,898$19,079,945 ▲1.8%11,398,55153.5%Common StockMSFTMicrosoft$76,568,179$864,294 ▼-1.1%148,3893.8%TechnologyNVDANVIDIA$74,151,714$1,009,619 ▼-1.3%323,1593.7%TechnologyGOOGLAlphabet$67,748,852$9,968,481 ▲17.3%195,4213.4%Communication ServicesAAPLApple$42,069,773$77,808 ▼-0.2%125,4402.1%TechnologyJNJJohnson & Johnson$38,063,969$103,687 ▲0.3%142,8031.9%HealthcareBarrick Mining Corp$31,595,413$30,196,235 ▲2,158.1%772,8941.6%Common StockAMZNAmazon.com$24,891,866$15,783 ▼-0.1%99,3601.2%Consumer DiscretionaryVVisa$22,973,220$3,908,388 ▼-14.5%63,5111.1%FinanceEWEdwards Lifesciences$22,962,476$179,445 ▲0.8%265,0131.1%HealthcareJPMJPMorgan Chase & Co.$21,762,142$10,953 ▼-0.1%65,5671.1%FinanceBKNGBooking$20,399,125$181,601 ▲0.9%124,4611.0%Consumer DiscretionaryCVXChevron$19,696,246$2,088,032 ▼-9.6%96,2631.0%EnergyNEMNewmont$18,842,242$18,082,967 ▲2,381.6%161,5280.9%MaterialsIGViShares Expanded Tech-Software Sector ETF$17,698,589$9,071,614 ▲105.2%165,8650.9%ETFTSMTaiwan Semiconductor Manufacturing$17,513,604$22,491 ▼-0.1%38,1560.9%TechnologySLBSLB$17,281,136$1,221,634 ▼-6.6%351,3140.9%EnergyTMOThermo Fisher Scientific$16,293,955$2,210,693 ▼-11.9%24,0500.8%HealthcareAVGOBroadcom$15,499,968$614,017 ▼-3.8%43,9490.8%TechnologyJJacobs Solutions$15,414,328$176,095 ▼-1.1%113,0940.8%IndustrialsCOPConocoPhillips$15,103,326$690,662 ▼-4.4%120,5140.8%EnergyLLYEli Lilly and Company$15,058,985$1,000,733 ▼-6.2%12,8660.8%HealthcareSNXTD SYNNEX$14,726,689$69,329 ▲0.5%57,1400.7%TechnologyMETAMeta Platforms$14,500,516$13,458,376 ▲1,291.4%19,9390.7%Communication ServicesMAMastercard$13,868,248$348,705 ▼-2.5%24,9760.7%FinanceCRH PLC$12,769,405$2,748 ▼0.0%153,3580.6%Common StockKGCKinross Gold$12,585,297$164,881 ▲1.3%521,0260.6%MaterialsTKO Group Holdings Inc$11,615,334$8,254 ▼-0.1%64,7320.6%Common StockDELLDell Technologies$11,472,2160.0%21,1940.6%TechnologyBABoeing$11,145,505$4,316 ▼0.0%59,3880.6%IndustrialsIYHiShares U.S. Healthcare ETF$11,002,328$3,612,246 ▲48.9%152,1550.6%ETFCFGCitizens Financial Group$10,439,641$5,120,451 ▼-32.9%163,4720.5%FinanceGMGeneral Motors$10,397,914$5,611 ▼-0.1%133,4340.5%Consumer DiscretionaryUNHUnitedHealth Group$10,145,843$1,742,510 ▼-14.7%27,5290.5%HealthcareDALDelta Air Lines$10,110,400$77,880 ▼-0.8%120,9930.5%IndustrialsAERAercap$9,849,266$508,998 ▼-4.9%68,4420.5%IndustrialsSPGIS&P Global$9,464,654$897,759 ▼-8.7%23,9210.5%FinanceMCOMoody's$8,979,803$119,646 ▲1.4%19,7390.4%FinanceRACEFerrari$8,909,477$3,935 ▼0.0%22,6440.4%Consumer DiscretionaryINTUIntuit$8,576,710$464,418 ▼-5.1%31,1180.4%TechnologyVRSKVerisk Analytics$8,511,387$164,287 ▲2.0%50,9790.4%IndustrialsPMPhilip Morris International$8,141,405$5,045,215 ▼-38.3%42,2980.4%Consumer StaplesPLDPrologis$7,625,238$26,100 ▼-0.3%58,4300.4%Real EstateNTESNetEase$7,616,134$932,138 ▼-10.9%62,5950.4%Communication ServicesTTWOTake-Two Interactive Software$7,143,229$2,277 ▼0.0%34,5090.4%Communication ServicesEEMiShares MSCI Emerging Markets ETF$6,873,1240.0%102,7680.3%ETFADSKAutodesk$6,684,973$120,243 ▲1.8%32,0230.3%TechnologyIBKRInteractive Brokers Group$6,373,930$5,495 ▼-0.1%74,2410.3%FinanceTSLATesla$6,283,0940.0%17,8340.3%Consumer DiscretionaryGNRCGenerac$5,834,5750.0%28,0920.3%IndustrialsFDXFedEx$5,186,615$283,384 ▲5.8%18,1560.3%IndustrialsIWMiShares Russell 2000 ETF$4,021,5400.0%14,3570.2%ETFELVElevance Health$3,862,578$2,349 ▼-0.1%9,8650.2%HealthcareCOSTCostco Wholesale$3,634,822$91,858 ▼-2.5%3,9570.2%Consumer StaplesCHKPCheck Point Software Technologies$3,273,181$5,698 ▼-0.2%25,2750.2%TechnologyMUMicron Technology$2,842,3830.0%2,6400.1%TechnologyGOOGAlphabet$2,722,919$2,707,782 ▼-49.9%7,9150.1%Communication ServicesMNSTMonster Beverage$1,538,813$765,184 ▲98.9%36,6290.1%Consumer StaplesEIXEdison International$1,468,418$1,468,418 ▲New Holding27,2940.1%UtilitiesICEIntercontinental Exchange$1,213,878$1,455,918 ▼-54.5%7,9240.1%FinanceCMECME Group$901,041$1,237,743 ▼-57.9%3,4120.0%FinanceCNCCentene$860,080$394,216 ▼-31.4%13,8410.0%HealthcareAONAON$766,405$1,140,939 ▼-59.8%2,7850.0%FinanceAXPAmerican Express$762,407$762,407 ▲New Holding2,4860.0%FinanceHLTHilton Worldwide$720,175$1,170,164 ▼-61.9%2,2390.0%Consumer DiscretionaryYUMYum! Brands$718,529$1,080,889 ▼-60.1%5,2230.0%Consumer DiscretionaryMRKMerck & Co., Inc.$698,0090.0%4,7490.0%HealthcareXPXP$680,6830.0%32,8040.0%FinanceCPRTCopart$660,538$505,755 ▼-43.4%24,2310.0%IndustrialsSCHWCharles Schwab$654,157$927,505 ▼-58.6%6,6170.0%FinanceYUMCYum China$632,961$556,889 ▼-46.8%15,3930.0%Consumer DiscretionaryMarsh & McLennan Cos Inc$628,287$186,267 ▲42.1%3,6800.0%Common StockROKRockwell Automation$535,2730.0%1,2220.0%IndustrialsExxonMobil Holdings Corp$504,332$504,332 ▲New Holding3,0990.0%Common StockFICOFair Isaac$490,042$490,042 ▲New Holding8100.0%TechnologyVRSNVeriSign$450,088$12,408 ▼-2.7%1,5960.0%TechnologyLam Research Corp$417,542$731,432 ▼-63.7%1,2810.0%Common StockMSIMotorola Solutions$385,764$10,703 ▼-2.7%8650.0%TechnologyMobility Global Inc$369,319$369,319 ▲New Holding21,2090.0%Common StockSTXSeagate Technology$345,702$345,702 ▲New Holding3750.0%TechnologyZTSZoetis$337,053$480,311 ▼-58.8%4,8020.0%HealthcareUBSUBS Group$332,714$5,067 ▼-1.5%6,8950.0%FinanceFCXFreeport-McMoRan$327,813$5,019 ▼-1.5%4,5720.0%MaterialsILMNIllumina$305,435$305,435 ▲New Holding1,0990.0%HealthcareADPAutomatic Data Processing$296,769$2,117,640 ▼-87.7%1,1500.0%IndustrialsTTTrane Technologies$282,556$4,115 ▼-1.4%6180.0%IndustrialsTRUTransUnion$269,486$30,766 ▲12.9%4,3270.0%IndustrialsIBNICICI Bank$268,431$4,073 ▼-1.5%9,7540.0%FinanceDBDeutsche Bank Aktiengesellschaft$250,211$250,211 ▲New Holding6,9370.0%FinanceFDSFactSet Research Systems$215,421$6,209 ▼-2.8%7980.0%FinanceABTAbbott Laboratories$200,721$64,539 ▼-24.3%2,0060.0%HealthcareFiserv Inc$192,810$311,448 ▼-61.8%4,2320.0%Common StockSYYSysco$189,950$189,950 ▲New Holding2,4090.0%Consumer StaplesALGNAlign Technology$188,810$5,233 ▼-2.7%1,2990.0%HealthcareBABAAlibaba Group$181,474$667,997 ▼-78.6%1,6800.0%Consumer DiscretionaryKEYKeyCorp$172,676$8,657,715 ▼-98.0%8,5780.0%FinanceELEstee Lauder Companies$153,539$153,539 ▲New Holding1,6220.0%Consumer StaplesGLPIGaming and Leisure Properties$136,016$2,073 ▼-1.5%3,5430.0%Real EstateCMGChipotle Mexican Grill$133,686$133,686 ▲New Holding4,2000.0%Consumer DiscretionaryTWTradeweb Markets$125,279$1,918 ▼-1.5%1,2410.0%FinanceShowing largest 100 holdings. 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