Ninety One North America, Inc. Portfolio Holdings

Ninety One North America, Inc.

  • $1.98 Billion
  • Q2 2025

Ninety One North America, Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.98 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $154M, Microsoft Corp with a value of $137M, Philip Morris International Inc. with a value of $126M, Booking Holdings Inc. with a value of $91.1M, and Intuit Inc with a value of $84.2M.

Examining the 13F form we can see an increase of $527M in the current position value, from $1.46B to 1.98B.

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 $1.98 Billion
Technology: $532 Million
Financial Services: $464 Million
Consumer Cyclical: $211 Million
Consumer Defensive: $189 Million
Communication Services: $183 Million
Healthcare: $166 Million
Industrials: $96.1 Million
Basic Materials: $55 Million
Other: $87.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $1.98 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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