Ninety One UK Ltd
Top Portfolio Positions
226 positions ·
$42,772,307,584 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 | 5.56% | |
| MSFT |
Microsoft Corp
Technology
|
5,396,305 | $1,997,550,221 | 4.67% | |
| NVDA |
Nvidia Corp
Technology
|
11,287,143 | $1,968,477,739 | 4.60% | |
| V |
Visa Inc.
Financial Services
|
6,112,245 | $1,847,364,928 | 4.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,642,299 | $1,623,643,567 | 3.80% | |
| AAPL |
Apple Inc.
Technology
|
5,062,702 | $1,284,863,140 | 3.00% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
7,161,703 | $1,184,115,974 | 2.77% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
253,374 | $1,066,785,569 | 2.49% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
12,396,143 | $992,683,131 | 2.32% | |
| ADSK |
Autodesk, Inc.
Technology
|
4,025,659 | $963,742,764 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TWLO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $17,630,932 | 123,952 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $151,265,316 | 1,511,293 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $212,058,547 | 1,705,199 | Shares | Sole | 2025-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||