NO

Ninety One SA (PTY) Ltd

13F
Ninety One SA (PTY) Ltd
Last update 2025-04-30 74 Stocks (15 new)
Value $540.00 Mil Turnover 35 %
Countries:
Top Holdings: BRK.A(13.36%)AMZN(6.81%)MSFT(6.53%)V(5.56%)KGC(5.36%)
Summary Stock Picks Current Portfolio
Ninety One SA (PTY) Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A
Berkshire Hathaway Inc
91
72,072.0
0%
13.360
0%
0.010
-8.44%
+6.83%
1,046,283.1
Insurance
AMZN
Amazon.com Inc
195,567
36,751.5
+5.82%
6.810
+0.37%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
MSFT
Microsoft Corp
94,579
35,212.9
+87.63%
6.530
+3.05%
0.000
+33.94%
+18.80%
3,707,650.2
Software
V
Visa Inc
86,521
29,984.7
+93.30%
5.560
+2.68%
0.000
+5.91%
+13.93%
701,033.1
Credit Services
KGC
Kinross Gold Corp
2,301,696
28,897.8
New Holding
5.360
+5.36%
0.190
+25.23%
+71.90%
19,454.6
Metals & Mining
JPM
JPMorgan Chase & Co
102,507
24,886.5
-20.16%
4.610
-1.37%
0.000
+30.86%
+25.49%
822,612.0
Banks
BKNG
Booking Holdings Inc
4,429
19,919.3
+650.68%
3.690
+3.20%
0.010
+28.67%
+15.50%
186,026.6
Travel & Leisure
GOOGL
Alphabet Inc
125,043
19,184.5
+69.82%
3.560
+1.46%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
META
Meta Platforms Inc
27,359
15,399.6
+1,905.79%
2.850
+2.71%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
ADSK
Autodesk Inc
54,826
14,284.5
+46.31%
2.650
+0.84%
0.030
+23.14%
+7.14%
67,747.7
Software

Ninety One SA (PTY) Ltd's Historical Top Holdings Breakdowns

Ninety One SA (PTY) Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
KGC
Kinross Gold Corp
2025-03-31
New Buy
New Buy
+5.36%
●
9.69 ($11.22) 12.61
$15.86
41.35%
New holding
2,301,696
2,301,696
NFLX
Netflix Inc
2025-03-31
Sold Out
Sold Out
-4.85%
●
828.4 ($951.01) 1058.6
$1,297.18
36.40%
Sold Out
0
-24,651
BAC
Bank of America Corp
2025-03-31
Sold Out
Sold Out
-4.05%
●
39.61 ($44.56) 47.74
$48.93
9.81%
Sold Out
0
-417,764
BKNG
Booking Holdings Inc
2025-03-31
Add
Add
+3.20%
●
4295.4 ($4781.72) 5141.88
$5,716.80
19.56%
Add 650.68%
4,429
3,839
MSFT
Microsoft Corp
2025-03-31
Add
Add
+3.05%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 87.63%
94,579
44,172
META
Meta Platforms Inc
2025-03-31
Add
Add
+2.71%
●
576.36 ($645.17) 736.67
$719.01
11.45%
Add 1905.79%
27,359
25,995
V
Visa Inc
2025-03-31
Add
Add
+2.68%
●
306.92 ($338.38) 362.71
$358.86
6.05%
Add 93.3%
86,521
41,762
SYY
Sysco Corp
2025-03-31
Sold Out
Sold Out
-1.90%
●
70 ($73.3) 77.13
$77.18
5.29%
Sold Out
0
-112,622
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Add
Add
+1.57%
●
165.25 ($194.34) 224.62
$234.80
20.82%
Add 239.68%
73,285
51,710
SYF
Synchrony Financial
2025-03-31
Sold Out
Sold Out
-1.53%
●
51.9 ($61.84) 70.63
$70.16
13.45%
Sold Out
0
-106,946

Ninety One SA (PTY) Ltd Total Holding History ($B)

To

Ninety One SA (PTY) Ltd's Asset Allocation

To

Ninety One SA (PTY) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ninety One SA (PTY) Ltd's Hypothetical Growth since 2025-03-31

Ninety One SA (PTY) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Ninety One SA (PTY) Ltd's Holdings Heat Map

Size field:

Ninety One SA (PTY) Ltd's Holdings Bubble Chart

Ninety One SA (PTY) Ltd News

  • 1

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