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
-11.04%
+3.54%
1,016,934.1
Insurance
AMZN
Amazon.com Inc
195,567
36,751.5
+5.82%
6.810
+0.37%
0.000
+26.04%
+3.17%
2,403,011.4
Retail - Cyclical
MSFT
Microsoft Corp
94,579
35,212.9
+87.63%
6.530
+3.05%
0.000
+31.37%
+20.47%
3,759,529.3
Software
V
Visa Inc
86,521
29,984.7
+93.30%
5.560
+2.68%
0.000
+3.51%
+10.17%
677,903.7
Credit Services
KGC
Kinross Gold Corp
2,301,696
28,897.8
New Holding
5.360
+5.36%
0.190
+5.40%
+67.02%
18,905.7
Metals & Mining
JPM
JPMorgan Chase & Co
102,507
24,886.5
-20.16%
4.610
-1.37%
0.000
+23.51%
+21.48%
796,349.5
Banks
BKNG
Booking Holdings Inc
4,429
19,919.3
+650.68%
3.690
+3.20%
0.010
+23.26%
+14.66%
184,683.7
Travel & Leisure
GOOGL
Alphabet Inc
125,043
19,184.5
+69.82%
3.560
+1.46%
0.000
+16.58%
-3.63%
2,215,365.0
Interactive Media
META
Meta Platforms Inc
27,359
15,399.6
+1,905.79%
2.850
+2.71%
0.000
+36.32%
+21.53%
1,786,152.9
Interactive Media
ADSK
Autodesk Inc
54,826
14,284.5
+46.31%
2.650
+0.84%
0.030
+8.90%
-2.24%
61,821.4
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
$15.41
37.34%
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
$1,260.27
32.52%
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
$46.15
3.57%
Sold Out
0
-417,764
BKNG
Booking Holdings Inc
2025-03-31
Add
Add
+3.20%
●
4295.4 ($4781.72) 5141.88
$5,675.53
18.69%
Add 650.68%
4,429
3,839
MSFT
Microsoft Corp
2025-03-31
Add
Add
+3.05%
●
375.39 ($407.71) 447.2
$505.82
24.06%
Add 87.63%
94,579
44,172
META
Meta Platforms Inc
2025-03-31
Add
Add
+2.71%
●
576.36 ($645.17) 736.67
$710.39
10.11%
Add 1905.79%
27,359
25,995
V
Visa Inc
2025-03-31
Add
Add
+2.68%
●
306.92 ($338.38) 362.71
$347.02
2.55%
Add 93.3%
86,521
41,762
SYY
Sysco Corp
2025-03-31
Sold Out
Sold Out
-1.90%
●
70 ($73.3) 77.13
$76.37
4.19%
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
$236.95
21.93%
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
$68.56
10.87%
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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