NO

Ninety One UK Ltd

13F
Ninety One UK Ltd
Last update 2025-07-18 202 Stocks (30 new)
Value $42.61 Bil Turnover 11 %
Countries:
Top Holdings: MSFT(8.75%)V(5.20%)NVDA(4.09%)ADSK(3.88%)GOOGL(3.74%)
Summary Stock Picks Current Portfolio
Ninety One UK Ltd Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
7,498,375
3,729,766.1
+7.32%
8.750
+0.60%
0.100
+35.07%
+20.21%
3,751,576.5
Software
V
Visa Inc
6,240,048
2,215,528.5
-0.16%
5.200
-0.01%
0.320
+6.44%
+12.80%
694,088.4
Credit Services
NVDA
NVIDIA Corp
11,032,293
1,742,991.9
+26.13%
4.090
+0.85%
0.050
+65.85%
+26.86%
4,154,059.4
Semiconductors
ADSK
Autodesk Inc
5,338,125
1,652,523.1
+3.72%
3.880
+0.14%
2.500
+13.77%
+1.79%
64,367.4
Software
GOOGL
Alphabet Inc
9,042,177
1,593,502.6
+5.52%
3.740
+0.20%
0.070
+22.66%
+0.78%
2,313,666.9
Interactive Media
PM
Philip Morris International Inc
7,486,288
1,363,477.3
-16.66%
3.200
-0.66%
0.480
-1.18%
+39.26%
256,654.1
Tobacco Products
BKNG
Booking Holdings Inc
218,016
1,262,146.7
+1.12%
2.960
+0.03%
0.670
+21.75%
+16.17%
187,103.4
Travel & Leisure
INTU
Intuit Inc
1,458,792
1,148,988.1
+3.63%
2.700
+0.09%
0.520
+30.25%
+23.95%
216,276.0
Software
AVGO
Broadcom Inc
4,102,194
1,130,769.7
+24.62%
2.650
+0.52%
0.090
+59.73%
+22.26%
1,326,002.5
Semiconductors
JNJ
Johnson & Johnson
7,016,164
1,071,718.9
+1.35%
2.510
+0.03%
0.290
+9.51%
+18.60%
405,916.6
Drug Manufacturers

Ninety One UK Ltd's Historical Top Holdings Breakdowns

Ninety One UK 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
GS
The Goldman Sachs Group Inc
2025-06-30
New Buy
New Buy
+0.96%
●
462.22 ($578.93) 707.75
$718.75
24.15%
New holding
577,577
577,577
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.85%
●
94.31 ($125.57) 157.99
$170.34
35.65%
Add 26.13%
11,032,293
2,285,484
VRSN
VeriSign Inc
2025-06-30
Reduce
Reduce
-0.80%
●
234.49 ($270.65) 288.8
$289.49
6.96%
Reduce -29.11%
2,747,020
-1,128,240
PM
Philip Morris International Inc
2025-06-30
Reduce
Reduce
-0.66%
●
149.23 ($171.52) 184.95
$164.89
-3.87%
Reduce -16.66%
7,486,288
-1,497,003
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.60%
●
354.56 ($433.34) 497.45
$504.75
16.48%
Add 7.32%
7,498,375
511,401
AMZN
Amazon.com Inc
2025-06-30
Reduce
Reduce
-0.52%
●
167.32 ($197.77) 223.3
$227.87
15.22%
Reduce -17.28%
4,736,222
-989,677
AVGO
Broadcom Inc
2025-06-30
Add
Add
+0.52%
●
146.29 ($216.36) 275.65
$281.92
30.30%
Add 24.62%
4,102,194
810,504
EPAM
EPAM Systems Inc
2025-06-30
Sold Out
Sold Out
-0.52%
●
143.33 ($167.19) 186.9
$171.06
2.31%
Sold Out
0
-1,103,292
AZO
AutoZone Inc
2025-06-30
Add
Add
+0.51%
●
3478.38 ($3688.06) 3880.15
$3,762.42
2.02%
Add 349.52%
74,400
57,849
TWLO
Twilio Inc
2025-06-30
New Buy
New Buy
+0.50%
●
81.34 ($106.2) 124.36
$132.74
24.99%
New holding
1,705,199
1,705,199

Ninety One UK Ltd Total Holding History ($B)

To

Ninety One UK Ltd's Asset Allocation

To

Ninety One UK Ltd Past Portfolios

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

Top Ranked Articles

  • 1

Ninety One UK Ltd's Hypothetical Growth since 2025-06-30

Ninety One UK Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Ninety One UK Ltd's Holdings Heat Map

Size field:

Ninety One UK Ltd's Holdings Bubble Chart

Ninety One UK Ltd News

  • 1

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