Ninety One UK Ltd
Top Portfolio Positions
226 positions ·
$43,525,760,306 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
8,274,555 | $2,379,431,035 | 5.47% | |
| MSFT |
Microsoft Corp
Technology
|
5,396,305 | $1,997,550,221 | 4.59% | |
| NVDA |
Nvidia Corp
Technology
|
11,287,143 | $1,968,477,739 | 4.52% | |
| V |
Visa Inc.
Financial Services
|
6,112,245 | $1,847,364,928 | 4.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,642,299 | $1,623,643,567 | 3.73% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
7,355,736 | $1,483,284,163 | 3.41% | |
| AAPL |
Apple Inc.
Technology
|
5,062,702 | $1,284,863,140 | 2.95% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
7,161,703 | $1,184,115,974 | 2.72% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
253,374 | $1,066,785,569 | 2.45% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
12,396,143 | $992,683,131 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,627,629 | 962,363 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $123,234,234 | 1,292,712 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $172,037,481 | 1,318,598 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $148,924,187 | 1,319,548 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $127,023,779 | 1,369,824 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $158,042,219 | 1,479,519 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $165,750,621 | 1,605,022 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,109,471 | 523,139 | Shares | Sole | 2024-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||