Ninety One North America, Inc.

CIK

1633343

City

New York

State / Country

Stock

EA — Electronic Arts Inc.

Top Portfolio Positions

94 positions · $2,168,331,523 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
V	Visa Inc. Financial Services	445,451	$134,633,110	6.21%
PM	Philip Morris International Inc. Consumer Defensive	717,522	$118,635,087	5.47%
GOOGL	Alphabet Inc. Communication Services	377,289	$108,493,224	5.00%
MSFT	Microsoft Corp Technology	245,195	$90,763,833	4.19%
MA	Mastercard Inc Financial Services	169,348	$84,616,421	3.90%
BKNG	Booking Holdings Inc. Consumer Cyclical	18,471	$77,768,817	3.59%
ADSK	Autodesk, Inc. Technology	300,528	$71,946,403	3.32%
JNJ	Johnson & Johnson Healthcare	283,305	$69,251,074	3.19%
EA	Electronic Arts Inc. Communication Services	339,175	$69,147,607	3.19%
INTU	Intuit Inc. Technology	150,793	$65,199,877	3.01%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$69,147,607	339,175	+2.0%	Shares	Sole	2026-04-24
2025-12-31	$67,960,566	332,602	+3.0%	Shares	Sole	2026-01-27
2025-09-30	$65,150,713	323,008	0.0%	Shares	Sole	2025-11-13
2025-06-30	$51,584,377	323,008	+42.7%	Shares	Sole	2025-07-18
2025-03-31	$32,705,165	226,302	-7.1%	Shares	Sole	2025-04-30
2024-12-31	$35,625,074	243,507	-4.0%	Shares	Sole	2025-01-27
2024-09-30	$36,379,252	253,620	-29.2%	Shares	Sole	2024-11-12
2024-06-30	$49,909,120	358,208	-12.4%	Shares	Sole	2024-07-22
2024-03-31	$54,262,030	409,000	+2.1%	Shares	Sole	2024-04-25
2023-12-31	$54,818,262	400,689	-15.8%	Shares	Sole	2024-01-31
2023-09-30	$57,265,250	475,625	-8.0%	Shares	Sole	2023-10-10
2023-06-30	$67,049,971	516,962	-0.8%	Shares	Sole	2023-07-19
2023-03-31	$62,743,248	520,907	-4.9%	Shares	Sole	2023-04-28
2022-12-31	$66,908,578	547,623	-5.3%	Shares	Sole	2023-02-07
2022-09-30	$66,903,522	578,200	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$71,524,604	587,954	+10.5%	Shares	Sole	2022-08-15
2022-03-31	$67,286,494	531,867	+3.3%	Shares	Sole	2022-04-27
2021-12-31	$67,885,104	514,671	+21.9%	Shares	Sole	2022-02-11
2021-09-30	$60,068,903	422,277	+18.2%	Shares	Sole	2021-11-02
2021-06-30	$51,379,815	357,226	+33.1%	Shares	Sole	2021-08-12
2021-03-31	$36,323,967	268,331	+13.2%	Shares	Sole	2021-05-07
2020-12-31	$34,043,539	237,072	+181.1%	Shares	Sole	2021-02-05
2020-09-30	$10,997,475	84,330	+370.7%	Shares	Sole	2020-11-12
2020-06-30	$2,365,939	17,917	+13.5%	Shares	Sole	2020-08-20
2020-03-31	$1,581,383	15,787	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.