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 PLNT
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,394,867 | 153,198 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,754,182 | 145,240 | Shares | Sole | 2026-01-27 | |
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