The Analysis of Ninety One North America, Inc.'s Holdings
Currently, Ninety One North America, Inc. holds 68 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in NU (+2.2M shares, valued at $36.0M), XP (+1.2M shares, valued at $23.3M), STNE (+1.1M shares, valued at $21.2M); decreased their positions in ACN (-107.5K shares, valued at $26.5M), VRSN (-55.2K shares, valued at $15.4M), BAP (-55.0K shares, valued at $14.7M); initiated new positions in NU (+2.2M shares, valued at $36.0M), XP (+1.2M shares, valued at $23.3M), KGC (+541.3K shares, valued at $13.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
V Visa Inc432.0K shares-0.38%2025-09-302025-10-21
MSFT Microsoft Corp273.8K shares-0.53%2025-09-302025-10-21 PM Philip Morris International Inc694.7K shares0.17%2025-09-302025-10-21 ADSK Autodesk Inc296.1K shares1.16%2025-09-302025-10-21 GOOGL Alphabet Inc373.9K shares0.00%2025-09-302025-10-21 TSM Taiwan Semiconductor Manufacturing Co Ltd305.9K shares-2.07%2025-09-302025-10-21 BKNG Booking Holdings Inc15.7K shares0.00%2025-09-302025-10-21 MA Mastercard Inc144.5K shares10.44%2025-09-302025-10-21 ICLR ICON PLC442.8K shares3.26%2025-09-302025-10-21 NTES NetEase Inc483.7K shares0.00%2025-09-302025-10-21 INTU Intuit Inc106.9K shares0.00%2025-09-302025-10-21 SE Sea Ltd372.5K shares11.66%2025-09-302025-10-21 EA Electronic Arts Inc323.0K shares0.00%2025-09-302025-10-21 AON Aon PLC145.3K shares26.59%2025-09-302025-10-21 ADP Automatic Data Processing Inc162.3K shares-1.80%2025-09-302025-10-21 JNJ Johnson & Johnson240.8K shares0.00%2025-09-302025-10-21 INDA iShares MSCI India ETF854.3K shares43.30%2025-09-302025-10-21 VRSN VeriSign Inc153.9K shares-26.40%2025-09-302025-10-21 EW Edwards Lifesciences Corp551.4K shares14.78%2025-09-302025-10-21 CHKP Check Point Software Technologies Ltd200.0K shares0.00%2025-09-302025-10-21 BAP Credicorp Ltd151.8K shares-26.60%2025-09-302025-10-21 VALE Vale SA3.4M shares35.57%2025-09-302025-10-21 NU NU Holdings Ltd/Cayman Islands2.2M sharesnew addition2025-09-302025-10-21 MNST Monster Beverage Corp522.7K shares0.00%2025-09-302025-10-21 SPGI S&P Global Inc68.4K shares-0.22%2025-09-302025-10-21 TX Ternium SA930.4K shares-9.06%2025-09-302025-10-21 CPNG Coupang Inc980.7K shares-10.86%2025-09-302025-10-21 MCO Moody's Corp64.4K shares-0.22%2025-09-302025-10-21 STNE StoneCo Ltd1.6M shares237.26%2025-09-302025-10-21 MSI Motorola Solutions Inc57.9K shares28.86%2025-09-302025-10-21 NEE NextEra Energy Inc340.6K shares3.07%2025-09-302025-10-21 FDS FactSet Research Systems Inc84.7K shares0.00%2025-09-302025-10-21 XP XP Inc1.2M sharesnew addition2025-09-302025-10-21 ALGN Align Technology Inc166.0K shares19.34%2025-09-302025-10-21 MMC Marsh & McLennan Cos Inc98.0K shares0.00%2025-09-302025-10-21 TEL TE Connectivity PLC82.0K shares-20.99%2025-09-302025-10-21 ACM AECOM134.0K shares1.89%2025-09-302025-10-21 VIST Vista Energy SAB de CV487.5K shares-11.08%2025-09-302025-10-21 CP Canadian Pacific Kansas City Ltd215.5K shares4.21%2025-09-302025-10-21 TTEK Tetra Tech Inc404.1K shares5.02%2025-09-302025-10-21 KGC Kinross Gold Corp541.3K sharesnew addition2025-09-302025-10-21 IBN ICICI Bank Ltd400.9K shares47.35%2025-09-302025-10-21 MELI MercadoLibre Inc4.7K shares-22.17%2025-09-302025-10-21 AGCO AGCO Corp97.9K sharesnew addition2025-09-302025-10-21 WM Waste Management Inc42.9K shares4.99%2025-09-302025-10-21 EEM iShares MSCI Emerging Markets ETF150.9K sharesnew addition2025-09-302025-10-21 HDB HDFC Bank Ltd200.2K shares76.87%2025-09-302025-10-21 ASX ASE Technology Holding Co Ltd496.8K shares82.29%2025-09-302025-10-21 UAE iShares MSCI UAE ETF269.6K sharesnew addition2025-09-302025-10-21 FTI TechnipFMC PLC118.0K shares11.72%2025-09-302025-10-21 EMBJ Embraer SA73.0K shares-17.67%2025-09-302025-10-21 PG Procter & Gamble Co/The26.9K shares-24.97%2025-09-302025-10-21 ACN Accenture PLC4.7K shares-95.85%2025-09-302025-10-21 ICE Intercontinental Exchange Inc6.4K shares-24.97%2025-09-302025-10-21 SRLN SPDR Blackstone Senior Loan ETF21.7K shares35.99%2025-09-302025-10-21 ABT Abbott Laboratories6.7K shares-24.97%2025-09-302025-10-21 BKLN Invesco Senior Loan ETF42.2K shares111.00%2025-09-302025-10-21 AJG Arthur J Gallagher & Co2.5K shares-24.97%2025-09-302025-10-21 KO Coca-Cola Co/The10.8K shares-24.97%2025-09-302025-10-21 CME CME Group Inc2.3K shares-24.98%2025-09-302025-10-21 ROP Roper Technologies Inc1.1K shares-24.98%2025-09-302025-10-21 EFX Equifax Inc2.0K shares-24.98%2025-09-302025-10-21 USHY iShares Broad USD High Yield Corporate Bond ETF12.6K sharesnew addition2025-09-302025-10-21 BR Broadridge Financial Solutions Inc1.6K shares-24.95%2025-09-302025-10-21 OTIS Otis Worldwide Corp4.1K shares-24.97%2025-09-302025-10-21 STE STERIS PLC1.3K shares-24.99%2025-09-302025-10-21 ZTS Zoetis Inc1.8K shares-24.96%2025-09-302025-10-21 JKHY Jack Henry & Associates Inc657 shares-25.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available