Ninety One North America, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $121M, Microsoft Corp with a value of $84.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $82.8M, Philip Morris International Inc. with a value of $76.6M, and Icon PLC with a value of $64.5M.
Examining the 13F form we can see an increase of $119M in the current position value, from $1.45B to 1.57B.
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
$1.57 Billion
Technology: $424 Million
Financial Services: $326 Million
Consumer Cyclical: $156 Million
Healthcare: $138 Million
Communication Services: $130 Million
Consumer Defensive: $128 Million
Industrials: $99.9 Million
Basic Materials: $50.1 Million
Other: $117 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
