Ninety One North America, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $108M, Philip Morris International Inc. with a value of $97M, Mastercard Inc with a value of $72.4M, Microsoft Corp with a value of $69.3M, and Icon PLC with a value of $62.3M.
Examining the 13F form we can see an decrease of $114M in the current position value, from $1.57B to 1.46B.
Ninety One North America, Inc. is based out at New York, NY
Below you can find more details about Ninety One North America, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Billion
Technology: $366 Million
Financial Services: $329 Million
Consumer Defensive: $150 Million
Consumer Cyclical: $142 Million
Healthcare: $135 Million
Communication Services: $123 Million
Industrials: $81.7 Million
Basic Materials: $52.7 Million
Other: $75.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions