Ninety One UK Ltd

CIK

1418329

City

London

State / Country

Stock

TX — Ternium S.A.

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$51,858,663	1,291,623	-30.0%	Shares	Sole	2026-04-24
2025-12-31	$70,451,728	1,844,769	-16.5%	Shares	Sole	2026-01-27
2025-09-30	$76,697,349	2,208,389	-8.3%	Shares	Sole	2025-11-13
2025-06-30	$72,454,011	2,407,110	+5.2%	Shares	Sole	2025-07-18
2025-03-31	$71,310,127	2,288,515	-5.4%	Shares	Sole	2025-04-30
2024-12-31	$70,312,793	2,417,909	+2.9%	Shares	Sole	2025-01-27
2024-09-30	$86,721,632	2,349,543	+38.9%	Shares	Sole	2024-11-12
2024-06-30	$63,498,627	1,691,042	+0.6%	Shares	Sole	2024-07-22
2024-03-31	$69,949,360	1,680,667	+2.6%	Shares	Sole	2024-04-25
2023-12-31	$69,581,828	1,638,376	-4.5%	Shares	Sole	2024-01-31
2023-09-30	$68,466,325	1,715,948	+20.5%	Shares	Sole	2023-10-10
2023-06-30	$56,466,476	1,424,123	+5.0%	Shares	Sole	2023-07-19
2023-03-31	$55,959,535	1,356,266	+1.3%	Shares	Sole	2023-04-28
2022-12-31	$40,919,381	1,338,985	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$36,638,616	1,337,664	-10.4%	Shares	Sole	2022-11-14
2022-06-30	$53,853,858	1,492,210	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$66,626,220	1,459,501	-3.9%	Shares	Sole	2022-05-26
2021-12-31	$66,100,874	1,518,862	-17.5%	Shares	Sole	2022-02-11
2021-09-30	$77,907,378	1,841,782	+6.3%	Shares	Sole	2021-11-02
2021-06-30	$66,638,180	1,732,662	-29.2%	Shares	Sole	2021-08-12
2021-03-31	$95,022,526	2,446,512	+4.4%	Shares	Sole	2021-05-07
2020-12-31	$68,157,704	2,343,800	+23.6%	Shares	Sole	2021-02-05
2020-09-30	$35,717,026	1,896,815	+37.6%	Shares	Sole	2020-11-12
2020-06-30	$20,911,708	1,378,491	-0.6%	Shares	Sole	2020-09-04
2020-03-31	$16,500,492	1,386,596	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.