Ninety One North America, Inc.

CIK

1633343

City

New York

State / Country

Stock

FDS — Factset Research Systems 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	$19,074,071	87,903	+2.0%	Shares	Sole	2026-04-24
2025-12-31	$25,008,284	86,179	+1.8%	Shares	Sole	2026-01-27
2025-09-30	$24,261,692	84,686	0.0%	Shares	Sole	2025-10-21
2025-06-30	$37,878,354	84,686	+42.7%	Shares	Sole	2025-07-18
2025-03-31	$26,979,246	59,342	-7.3%	Shares	Sole	2025-04-30
2024-12-31	$30,758,572	64,043	-4.0%	Shares	Sole	2025-01-27
2024-09-30	$30,689,929	66,739	-38.5%	Shares	Sole	2024-11-12
2024-06-30	$44,332,406	108,586	-11.4%	Shares	Sole	2024-07-22
2024-03-31	$55,711,394	122,607	+2.8%	Shares	Sole	2024-04-25
2023-12-31	$56,894,414	119,263	-13.6%	Shares	Sole	2024-01-31
2023-09-30	$60,333,572	137,981	-7.3%	Shares	Sole	2023-10-10
2023-06-30	$59,645,967	148,873	-0.5%	Shares	Sole	2023-07-19
2023-03-31	$62,104,520	149,617	+1.1%	Shares	Sole	2023-04-28
2022-12-31	$59,373,864	147,987	-8.6%	Shares	Sole	2023-02-07
2022-09-30	$64,773,407	161,889	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$63,338,679	164,700	+9.7%	Shares	Sole	2022-08-15
2022-03-31	$65,201,515	150,182	+5.3%	Shares	Sole	2022-04-27
2021-12-31	$69,294,819	142,579	+21.5%	Shares	Sole	2022-02-11
2021-09-30	$46,323,879	117,341	+12.5%	Shares	Sole	2021-11-02
2021-06-30	$35,010,163	104,318	+28.8%	Shares	Sole	2021-08-12
2021-03-31	$24,990,852	80,984	+10.3%	Shares	Sole	2021-05-07
2020-12-31	$24,401,842	73,389	+117.7%	Shares	Sole	2021-02-05
2020-09-30	$11,291,148	33,717	+175.9%	Shares	Sole	2020-11-12
2020-06-30	$4,013,574	12,219	+13.9%	Shares	Sole	2020-08-20
2020-03-31	$2,796,575	10,728	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.