The Analysis of Ninety One SA (PTY) Ltd's Holdings
Currently, Ninety One SA (PTY) Ltd holds 75 types of securities in its portfolio with a total value $687.2M. In the most recent quarter, they have increased their positions in MSFT (+42.5K shares, valued at $22.0M), KGC (+870.7K shares, valued at $21.6M), META (+26.1K shares, valued at $19.2M); decreased their positions in TSM (-93.6K shares, valued at $26.1M), GS (-27.5K shares, valued at $21.9M), AMZN (-89.4K shares, valued at $19.6M); initiated new positions in KGC (+870.7K shares, valued at $21.6M), META (+26.1K shares, valued at $19.2M), VLO (+76.5K shares, valued at $13.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT Microsoft Corp136.7K shares45.12%2025-09-302025-10-21
BRK.A Berkshire Hathaway Inc91 shares0.00%2025-09-302025-10-21 GOOGL Alphabet Inc130.8K shares5.06%2025-09-302025-10-21 NVDA NVIDIA Corp158.4K shares23.17%2025-09-302025-10-21 BKNG Booking Holdings Inc4.7K shares4.79%2025-09-302025-10-21 V Visa Inc72.2K shares15.09%2025-09-302025-10-21 KGC Kinross Gold Corp870.7K sharesnew addition2025-09-302025-10-21 META Meta Platforms Inc26.1K sharesnew addition2025-09-302025-10-21 TSM Taiwan Semiconductor Manufacturing Co Ltd65.5K shares-58.82%2025-09-302025-10-21 NFLX Netflix Inc14.9K shares17.51%2025-09-302025-10-21 PM Philip Morris International Inc100.8K shares29.67%2025-09-302025-10-21 TKO TKO Group Holdings Inc71.5K shares0.58%2025-09-302025-10-21 JNJ Johnson & Johnson77.8K shares-21.99%2025-09-302025-10-21 AMZN Amazon.com Inc64.7K shares-57.99%2025-09-302025-10-21 TECK Teck Resources Ltd321.4K shares0.00%2025-09-302025-10-21 VLO Valero Energy Corp76.5K sharesnew addition2025-09-302025-10-21 JPM JPMorgan Chase & Co40.8K shares3.04%2025-09-302025-10-21 ADSK Autodesk Inc36.8K shares-33.13%2025-09-302025-10-21 EW Edwards Lifesciences Corp143.2K shares2.48%2025-09-302025-10-21 MA Mastercard Inc19.3K shares32.80%2025-09-302025-10-21 EA Electronic Arts Inc52.5K shares0.00%2025-09-302025-10-21 TTWO Take-Two Interactive Software Inc40.4K shares5.65%2025-09-302025-10-21 AAPL Apple Inc39.0K shares1265.85%2025-09-302025-10-21 CRH CRH PLC76.1K shares24.20%2025-09-302025-10-21 MCO Moody's Corp18.9K shares0.00%2025-09-302025-10-21 NTES NetEase Inc58.5K shares0.00%2025-09-302025-10-21 INTU Intuit Inc12.8K shares0.00%2025-09-302025-10-21 ACM AECOM66.9K shares11.45%2025-09-302025-10-21 J Jacobs Solutions Inc55.4K shares2.87%2025-09-302025-10-21 PLNT Planet Fitness Inc79.3K shares75.77%2025-09-302025-10-21 TMO Thermo Fisher Scientific Inc15.3K shares5.05%2025-09-302025-10-21 VRSK Verisk Analytics Inc28.0K shares10.24%2025-09-302025-10-21 AVGO Broadcom Inc20.6K shares-36.90%2025-09-302025-10-21 GS Goldman Sachs Group Inc/The8.3K shares-76.78%2025-09-302025-10-21 SPGI S&P Global Inc12.6K shares10.14%2025-09-302025-10-21 HDB HDFC Bank Ltd165.5K shares122.90%2025-09-302025-10-21 LNG Cheniere Energy Inc23.7K shares2.15%2025-09-302025-10-21 ICLR ICON PLC32.6K shares0.00%2025-09-302025-10-21 CHKP Check Point Software Technologies Ltd25.8K shares0.00%2025-09-302025-10-21 NEM Newmont Corp57.0K shares11.45%2025-09-302025-10-21 SNX TD SYNNEX Corp27.2K shares-39.19%2025-09-302025-10-21 CFG Citizens Financial Group Inc81.4K sharesnew addition2025-09-302025-10-21 Z Zillow Group Inc54.6K shares11.45%2025-09-302025-10-21 TSLA Tesla Inc9.1K shares-3.87%2025-09-302025-10-21 PINS Pinterest Inc124.1K shares40.75%2025-09-302025-10-21 VRSN VeriSign Inc14.3K shares-34.33%2025-09-302025-10-21 AMT American Tower Corp19.5K shares10.32%2025-09-302025-10-21 GM General Motors Co58.9K shares-2.07%2025-09-302025-10-21 SNPS Synopsys Inc7.2K sharesnew addition2025-09-302025-10-21 DAL Delta Air Lines Inc58.7K shares3.99%2025-09-302025-10-21 DASH DoorDash Inc12.1K sharesnew addition2025-09-302025-10-21 TW Tradeweb Markets Inc28.7K shares7.10%2025-09-302025-10-21 KO Coca-Cola Co/The45.8K sharesnew addition2025-09-302025-10-21 GNRC Generac Holdings Inc17.6K sharesnew addition2025-09-302025-10-21 EL Estee Lauder Cos Inc/The30.0K shares0.00%2025-09-302025-10-21 BROS Dutch Bros Inc47.0K sharesnew addition2025-09-302025-10-21 TWLO Twilio Inc24.2K shares-4.18%2025-09-302025-10-21 MRK Merck & Co Inc20.8K sharesnew addition2025-09-302025-10-21 ADBE Adobe Inc4.5K sharesnew addition2025-09-302025-10-21 ELV Elevance Health Inc4.8K shares-1.82%2025-09-302025-10-21 ABT Abbott Laboratories11.2K sharesnew addition2025-09-302025-10-21 QCOM QUALCOMM Inc8.9K sharesnew addition2025-09-302025-10-21 IDXX IDEXX Laboratories Inc1.9K shares-69.38%2025-09-302025-10-21 ACN Accenture PLC4.8K sharesnew addition2025-09-302025-10-21 PG Procter & Gamble Co/The5.9K sharesnew addition2025-09-302025-10-21 TXN Texas Instruments Inc4.8K sharesnew addition2025-09-302025-10-21 SCHW Charles Schwab Corp/The8.2K sharesnew addition2025-09-302025-10-21 CSCO Cisco Systems Inc7.9K sharesnew addition2025-09-302025-10-21 ADP Automatic Data Processing Inc1.5K shares0.00%2025-09-302025-10-21 MNST Monster Beverage Corp5.6K shares0.00%2025-09-302025-10-21 FDS FactSet Research Systems Inc1.1K shares0.00%2025-09-302025-10-21 MSI Motorola Solutions Inc617 shares29.08%2025-09-302025-10-21 PLD Prologis Inc2.5K shares0.00%2025-09-302025-10-21 MMC Marsh & McLennan Cos Inc1.1K shares-64.57%2025-09-302025-10-21 ALGN Align Technology Inc1.7K shares19.96%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available