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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in NTES
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,717,815 | 68,946 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,161,278 | 59,303 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,893,390 | 58,513 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,874,679 | 58,513 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,022,157 | 58,513 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $420,535 | 4,714 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $440,806 | 4,714 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $711,497 | 7,444 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,677,907 | 25,881 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,645,930 | 28,402 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,595,946 | 25,918 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,845,006 | 29,424 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,602,258 | 29,424 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,137,065 | 29,424 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,029,482 | 26,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $808,871 | 8,664 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $777,074 | 8,664 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $776,988 | 7,634 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $753,740 | 8,826 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $815,854 | 7,079 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $730,977 | 7,079 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $729,958 | 7,622 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $125,307 | 1,378 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $123,919 | 1,443 | Shares | Sole | 2020-09-04 | |
| 2020-03-31 | $92,629 | 1,443 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||