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 NEM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,983,701 | 2,032,182 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $263,036,552 | 2,634,317 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $288,466,833 | 3,421,502 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $172,529,532 | 2,961,372 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $125,457,849 | 2,598,547 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $128,649,292 | 3,456,456 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $144,942,396 | 2,711,738 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $106,989,699 | 2,555,283 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $103,817,978 | 2,896,707 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $160,292,129 | 3,872,726 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $129,571,382 | 3,506,668 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $125,681,308 | 2,946,116 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $47,887,196 | 976,891 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $64,401,096 | 1,364,430 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $44,677,385 | 1,062,988 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,870,496 | 802,254 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,573,655 | 850,518 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $118,128,501 | 1,904,684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $112,862,984 | 2,078,508 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $132,110,286 | 2,084,416 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $130,493,530 | 2,165,149 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $138,640,139 | 2,314,913 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $161,005,326 | 2,537,515 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $101,975,402 | 1,651,691 | Shares | Sole | 2020-09-04 | |
| 2020-03-31 | $100,470,750 | 2,218,877 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||