Ninety One UK Ltd

CIK

1418329

City

London

State / Country

Stock

PM — Philip Morris International Inc.

Top Portfolio Positions

226 positions · $43,525,760,306 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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 PM

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,184,115,974	7,161,703	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$1,147,090,815	7,151,439	-0.6%	Shares	Sole	2026-01-27
2025-09-30	$1,166,605,495	7,192,389	-3.9%	Shares	Sole	2025-11-13
2025-06-30	$1,363,477,633	7,486,288	-16.7%	Shares	Sole	2025-07-18
2025-03-31	$1,425,917,780	8,983,291	-1.6%	Shares	Sole	2025-04-30
2024-12-31	$1,098,678,880	9,129,031	-2.5%	Shares	Sole	2025-01-27
2024-09-30	$1,137,003,992	9,365,766	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$959,368,019	9,467,759	+0.9%	Shares	Sole	2024-07-22
2024-03-31	$859,495,649	9,381,092	-0.6%	Shares	Sole	2024-04-25
2023-12-31	$888,046,427	9,439,269	-0.5%	Shares	Sole	2024-01-31
2023-09-30	$878,099,636	9,484,766	+0.9%	Shares	Sole	2023-10-10
2023-06-30	$917,190,174	9,395,515	-2.0%	Shares	Sole	2023-07-19
2023-03-31	$931,909,114	9,582,613	+1.4%	Shares	Sole	2023-04-28
2022-12-31	$956,452,819	9,450,181	-3.2%	Shares	Sole	2023-02-07
2022-09-30	$810,004,441	9,757,914	+10.6%	Shares	Sole	2022-11-14
2022-06-30	$871,409,924	8,825,298	+5.4%	Shares	Sole	2022-08-15
2022-03-31	$786,423,125	8,371,547	+10.5%	Shares	Sole	2022-05-26
2021-12-31	$719,910,190	7,578,002	+9.1%	Shares	Sole	2022-02-11
2021-09-30	$658,285,648	6,944,674	+11.9%	Shares	Sole	2021-11-02
2021-06-30	$615,205,304	6,207,298	+0.5%	Shares	Sole	2021-08-12
2021-03-31	$548,224,272	6,177,871	+6.6%	Shares	Sole	2021-05-07
2020-12-31	$479,642,374	5,793,482	-6.8%	Shares	Sole	2021-02-05
2020-09-30	$466,278,221	6,217,872	-0.7%	Shares	Sole	2020-11-12
2020-06-30	$438,679,779	6,261,487	+1.6%	Shares	Sole	2020-09-04
2020-03-31	$449,566,970	6,161,828	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.