Ninety One Uk Ltd Top Holdings and 13F Report (2025) About Ninety One Uk LtdInvestment ActivityNinety One Uk Ltd has $35.94 billion in total holdings as of March 31, 2025.Ninety One Uk Ltd owns shares of 193 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 7.71% of the portfolio was purchased this quarter.About 10.61% of the portfolio was sold this quarter.This quarter, Ninety One Uk Ltd has purchased 191 new stocks and bought additional shares in 52 stocks.Ninety One Uk Ltd sold shares of 101 stocks and completely divested from 19 stocks this quarter.Largest Holdings Microsoft $2,622,840,171Visa $2,190,400,584Philip Morris International $1,425,917,781Autodesk $1,347,400,039Alphabet $1,325,082,325 Largest New Holdings this Quarter 679295105 - Okta $189,915,261 Holding29414B104 - EPAM Systems $186,279,822 Holding771049103 - Roblox $137,379,446 Holding053332102 - AutoZone $63,105,322 Holding375558103 - Gilead Sciences $61,401,720 Holding Largest Purchases this Quarter Marsh & McLennan Companies 1,436,044 shares (about $350.44M)ICICI Bank 6,164,232 shares (about $194.30M)Okta 1,804,935 shares (about $189.92M)EPAM Systems 1,103,292 shares (about $186.28M)Microsoft 430,357 shares (about $161.55M) Largest Sales this Quarter Moody's 689,426 shares (about $321.06M)Visa 835,768 shares (about $292.90M)Check Point Software Technologies 1,061,553 shares (about $241.95M)Rockwell Automation 490,488 shares (about $126.73M)Taiwan Semiconductor Manufacturing 698,404 shares (about $115.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNinety One Uk Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,622,840,171$161,551,714 ▲6.6%6,986,9747.3%Computer and TechnologyVVisa$2,190,400,584$292,903,253 ▼-11.8%6,250,0736.1%Business ServicesPMPhilip Morris International$1,425,917,781$23,133,310 ▼-1.6%8,983,2914.0%Consumer StaplesADSKAutodesk$1,347,400,039$20,917,820 ▲1.6%5,146,6773.7%Computer and TechnologyGOOGLAlphabet$1,325,082,325$11,563,206 ▲0.9%8,568,8203.7%Computer and TechnologyJNJJohnson & Johnson$1,148,117,783$64,634,482 ▼-5.3%6,923,0453.2%MedicalAMZNAmazon.com$1,089,409,544$92,221,686 ▲9.2%5,725,8993.0%Retail/WholesaleBKNGBooking$993,240,583$14,930,995 ▼-1.5%215,5982.8%Retail/WholesaleVRSNVeriSign$983,812,257$9,190,094 ▼-0.9%3,875,2602.7%Computer and TechnologyNVDANVIDIA$947,979,160$105,348,503 ▼-10.0%8,746,8092.6%Computer and TechnologyINTUIntuit$864,302,672$19,422,346 ▼-2.2%1,407,6822.4%Computer and TechnologyADPAutomatic Data Processing$694,064,558$64,576,515 ▼-8.5%2,271,6741.9%Business ServicesTKO GROUP HOLDINGS INC$647,726,903$13,319,684 ▲2.1%4,238,7731.8%Common StockNTESNetEase$631,187,982$10,285,310 ▼-1.6%6,132,8021.8%Computer and TechnologyEAElectronic Arts$601,565,657$4,067,371 ▼-0.7%4,162,5081.7%Consumer DiscretionaryMAMastercard$594,552,342$27,900,404 ▲4.9%1,084,7121.7%Business ServicesMMCMarsh & McLennan Companies$578,516,553$350,437,818 ▲153.6%2,370,6781.6%FinanceCHKPCheck Point Software Technologies$576,189,282$241,949,160 ▼-29.6%2,528,0331.6%Computer and TechnologyAVGOBroadcom$551,127,657$43,875,199 ▲8.6%3,291,6901.5%Computer and TechnologyFDSFactSet Research Systems$541,907,694$8,607,699 ▼-1.6%1,191,9491.5%Business ServicesAAPLApple$513,102,530$72,794,222 ▼-12.4%2,309,9201.4%Computer and TechnologyICLRICON Public$510,653,544$5,033,762 ▼-1.0%2,918,1871.4%MedicalEWEdwards Lifesciences$507,680,145$13,065,462 ▼-2.5%7,004,4171.4%MedicalMNSTMonster Beverage$498,915,830$1,736,991 ▼-0.3%8,525,5611.4%Consumer StaplesJPMJPMorgan Chase & Co.$495,329,385$21,258,434 ▲4.5%2,019,2801.4%FinanceSPGIS&P Global$467,963,149$19,145,716 ▼-3.9%921,0061.3%Business ServicesBSXBoston Scientific$388,973,508$23,504,737 ▲6.4%3,855,8041.1%MedicalMCOMoody's$385,730,562$321,058,795 ▼-45.4%828,2991.1%FinanceTSLATesla$358,794,063$19,907,375 ▲5.9%1,384,4501.0%Auto/Tires/TrucksCHENIERE ENERGY INC$348,699,669$648,846 ▼-0.2%1,506,9131.0%Common StockTSMTaiwan Semiconductor Manufacturing$328,849,487$115,935,064 ▼-26.1%1,981,0210.9%Computer and TechnologyALGNAlign Technology$307,799,988$113,895,313 ▲58.7%1,937,5550.9%MedicalTTWOTake-Two Interactive Software$303,960,312$11,497,194 ▼-3.6%1,466,6360.8%Consumer DiscretionaryTMOThermo Fisher Scientific$283,156,793$30,679,528 ▲12.2%569,0450.8%MedicalZZillow Group$276,262,726$28,229,032 ▲11.4%4,029,5030.8%FinanceTTTrane Technologies$268,119,926$24,129,874 ▲9.9%795,7970.7%ConstructionSNXTD SYNNEX$266,677,257$20,857,287 ▲8.5%2,565,1910.7%Computer and TechnologyJJacobs Solutions$263,170,761$22,830,318 ▲9.5%2,176,9440.7%Business ServicesMSIMotorola Solutions$256,395,546$2,611,537 ▼-1.0%585,6320.7%Computer and TechnologyLLYEli Lilly and Company$253,337,982$19,522,035 ▲8.3%306,7380.7%MedicalXOMExxon Mobil$252,748,490$102,986,720 ▼-29.0%2,125,1870.7%EnergyCRH PLC$244,483,673$20,351,420 ▲9.1%2,779,1710.7%Common StockSESEA$219,727,022$57,412,077 ▲35.4%1,683,8610.6%Computer and TechnologyTRUTransUnion$218,329,180$35,174,731 ▼-13.9%2,630,7890.6%Business ServicesICEIntercontinental Exchange$212,133,428$44,768,925 ▼-17.4%1,229,7590.6%FinanceIBNICICI Bank$209,883,958$194,296,593 ▲1,246.5%6,658,7550.6%FinancePLNTPlanet Fitness$205,265,239$77,869,882 ▲61.1%2,124,6790.6%Consumer DiscretionaryGMGeneral Motors$198,901,534$6,566,093 ▲3.4%4,229,2480.6%Auto/Tires/TrucksAERAerCap$197,247,053$63,322,208 ▼-24.3%1,930,5770.5%TransportationOKTAOkta$189,915,261$189,915,261 ▲New Holding1,804,9350.5%Computer and TechnologyPINSPinterest$186,848,006$17,228,002 ▲10.2%6,027,3550.5%Computer and TechnologyEPAMEPAM Systems$186,279,822$186,279,822 ▲New Holding1,103,2920.5%Computer and TechnologyCNICanadian National Railway$185,001,865$13,848,124 ▼-7.0%1,901,3420.5%TransportationZTSZoetis$180,757,710$97,318,194 ▼-35.0%1,097,8300.5%MedicalNEENextEra Energy$171,886,204$11,978,921 ▼-6.5%2,424,6890.5%UtilitiesFCXFreeport-McMoRan$169,539,352$36,223,388 ▲27.2%4,478,0600.5%Basic MaterialsELVElevance Health$165,857,208$33,499,314 ▼-16.8%381,3160.5%MedicalBARRICK GOLD CORP$159,576,662$27,317,224 ▲20.7%8,208,6760.4%Common StockDALDelta Air Lines$144,273,272$135,083,133 ▲1,469.9%3,309,0200.4%TransportationRBLXRoblox$137,379,446$137,379,446 ▲New Holding2,356,8270.4%Consumer DiscretionaryWMWaste Management$136,096,164$68,394,537 ▼-33.4%587,8630.4%Business ServicesACMAECOM$127,023,780$10,172,017 ▼-7.4%1,369,8240.4%ConstructionNEMNewmont$125,457,850$41,419,847 ▼-24.8%2,598,5470.3%Basic MaterialsCOCA-COLA EUROPACIFIC PARTNERS$111,169,947$10,990,671 ▼-9.0%1,277,3750.3%Common StockTE CONNECTIVITY PLC$108,008,191$9,669,680 ▼-8.2%764,2810.3%Common StockMETAMeta Platforms$102,197,274$37,696,826 ▼-26.9%177,3150.3%Computer and TechnologyLNWLight & Wonder$101,728,296$36,826,746 ▲56.7%1,174,5560.3%Consumer DiscretionaryBAPCredicorp$100,764,872$102,025,548 ▼-50.3%541,2810.3%FinanceTXNTexas Instruments$93,763,687$2,960,558 ▼-3.1%521,7790.3%Computer and TechnologyKRKroger$89,225,845$22,702,752 ▼-20.3%1,318,1540.2%Retail/WholesaleTTEKTetra Tech$87,465,164$18,282,771 ▲26.4%2,990,2620.2%IndustrialsANGLOGOLD ASHANTI PLC$86,774,422$14,331,215 ▲19.8%2,337,6730.2%Common StockKTKT$86,615,484$19,124,321 ▲28.3%4,890,7670.2%Computer and TechnologyUNHUnitedHealth Group$82,855,155$41,343,778 ▼-33.3%158,1960.2%MedicalSCHWCharles Schwab$81,748,118$16,677,476 ▼-16.9%1,044,3040.2%FinanceFBINFortune Brands Innovations$80,715,983$7,301,765 ▲9.9%1,325,8210.2%Retail/WholesaleGLPIGaming and Leisure Properties$79,538,529$8,527,328 ▲12.0%1,562,6430.2%FinanceACNAccenture$79,317,136$4,138,587 ▼-5.0%254,1890.2%Computer and TechnologyMMYTMakeMyTrip$75,731,866$71,241,670 ▲1,586.6%772,8530.2%Computer and TechnologyTXTernium$71,310,128$4,031,917 ▼-5.4%2,288,5150.2%Basic MaterialsCPNGCoupang$69,966,218$23,683,479 ▲51.2%3,190,4340.2%Retail/WholesaleBRBroadridge Financial Solutions$66,176,306$3,457,965 ▼-5.0%272,9370.2%Business ServicesCMECME Group$64,989,153$3,380,325 ▼-4.9%244,9740.2%FinanceAZOAutoZone$63,105,322$63,105,322 ▲New Holding16,5510.2%Retail/WholesaleVALEVale$62,919,280$1,054,487 ▼-1.6%6,304,5370.2%Basic MaterialsGILDGilead Sciences$61,401,720$61,401,720 ▲New Holding547,9850.2%MedicalFMXFomento Económico Mexicano$60,546,146$2,309,816 ▼-3.7%620,4770.2%Consumer StaplesPGRProgressive$57,455,842$8,267,288 ▲16.8%203,0170.2%FinanceMCKMcKesson$55,552,633$28,215,779 ▼-33.7%82,5460.2%MedicalKGCKinross Gold$53,227,335$3,967,663 ▼-6.9%4,224,7550.1%Basic MaterialsPAASPan American Silver$52,264,810$1,412,100 ▼-2.6%2,023,4150.1%Basic MaterialsCDNSCadence Design Systems$49,728,128$1,985,809 ▲4.2%195,5260.1%Computer and TechnologyAGIAlamos Gold$48,269,611$8,972,201 ▼-15.7%1,806,8150.1%Basic MaterialsAEMAgnico Eagle Mines$47,639,727$42,623,417 ▼-47.2%439,7760.1%Basic MaterialsCCICrown Castle$46,925,597$8,968,158 ▼-16.0%450,2120.1%FinanceANSSANSYS$46,763,826$94,687,528 ▼-66.9%147,7250.1%Computer and TechnologyBWABorgWarner$44,865,442$11,395,165 ▼-20.3%1,565,9840.1%Auto/Tires/TrucksKASPI.KZ JSC$43,742,843$11,413,215 ▼-20.7%471,1130.1%ADRASMLASML$43,493,708$696,424 ▲1.6%65,6380.1%Computer and TechnologyFUTUFutu$42,902,869$42,902,869 ▲New Holding419,1780.1%Business ServicesShowing largest 100 holdings. 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