Ninety One SA (Pty) Ltd
Top Portfolio Positions
92 positions ·
$2,275,113,996 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AU |
AngloGold Ashanti PLC
Basic Materials
|
15,302,064 | $1,489,808,950 | 65.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,638 | $68,047,623 | 2.99% |
| NVDA |
Nvidia Corp
Technology
|
308,396 | $53,784,262 | 2.36% |
| MSFT |
Microsoft Corp
Technology
|
111,076 | $41,117,002 | 1.81% |
| JNJ |
Johnson & Johnson
Healthcare
|
152,923 | $37,380,498 | 1.64% |
| AAPL |
Apple Inc.
Technology
|
100,105 | $25,405,647 | 1.12% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
85,348 | $25,105,967 | 1.10% |
| V |
Visa Inc.
Financial Services
|
77,655 | $23,470,447 | 1.03% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
109,786 | $22,865,130 | 1.01% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
130,423 | $21,564,138 | 0.95% |
Portfolio Trend
Holdings in J
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,719,511 | 107,790 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,564,831 | 102,407 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,304,941 | 55,418 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,081,211 | 53,870 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,804,959 | 40,144 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,736,761 | 35,804 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,587,543 | 19,965 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,445,986 | 38,473 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,259,628 | 41,363 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,344,166 | 40,462 | Shares | Sole | 2024-01-31 | |
| 2022-09-30 | $338,041 | 3,767 | Shares | Sole | 2022-11-14 | |
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