Ninety One North America, Inc.: 13F holdings
CIK 16333432026Q2
| Positions | 106 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 106 (+6 vs prior quarter) |
|---|
| Reported value | $2.1bn (-4.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V Visa Inc | 428,570 | $147.0m | 6.9% |
| PM Philip Morris International Inc | 697,104 | $126.1m | 5.9% |
| GOOGL Alphabet Inc | 276,644 | $98.9m | 4.6% |
| MSFT Microsoft Corp | 240,494 | $89.7m | 4.2% |
| BKNG Booking Holdings Inc | 445,385 | $79.4m | 3.7% |
| JNJ Johnson & Johnson | 285,856 | $72.6m | 3.4% |
| NTES NetEase Inc | 486,008 | $62.3m | 2.9% |
| EW Edwards Lifesciences Corp | 616,498 | $55.8m | 2.6% |
| MA Mastercard Inc | 106,189 | $54.5m | 2.6% |
| ADSK Autodesk Inc | 279,387 | $54.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633343")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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