Ninety One SA (Pty) Ltd

CIK
1491998
City
Cape Town
State / Country
T3

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

32 quarters · across all stocks

Holdings in TKO

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Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2026-03-31 $13,002,996 64,483
2025-12-31 $27,836,083 133,187
2025-09-30 $14,446,198 71,530
2025-06-30 $12,940,284 71,120
2025-03-31 $10,917,663 71,446
2024-12-31 $9,822,074 69,116
2024-09-30 $7,797,070 63,027
2024-06-30 $9,488,217 87,862
2024-03-31 $6,777,222 78,431
2023-12-31 $8,859,832 108,603
2023-09-30 $21,495,907 255,721