Ninety One Sa (Pty) LTD Portfolio Holdings

Ninety One Sa (Pty) LTD

  • $654 Million
  • Q3 2025

Ninety One Sa (Pty) LTD has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $654 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $70.8M, Berkshire Hathaway Inc with a value of $68.6M, Alphabet Inc. with a value of $31.8M, Nvidia Corp with a value of $29.6M, and Booking Holdings Inc. with a value of $25.2M.

Examining the 13F form we can see an increase of $74M in the current position value, from $580M to 654M.

Ninety One Sa (Pty) LTD is based out at Cape Town, T3

Below you can find more details about Ninety One Sa (Pty) LTD portfolio as well as his latest detailed transactions.

Portfolio value $654 Million
Technology: $176 Million
Financial Services: $153 Million
Communication Services: $113 Million
Consumer Cyclical: $57.7 Million
Healthcare: $44.9 Million
Basic Materials: $40.5 Million
Consumer Defensive: $23.3 Million
Industrials: $22.5 Million
Other: $22.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$70.8 Million 10.82% of portfolio
136,698
Q3 2025 Added 45.12%
$442B
$68.6 Million 10.49% of portfolio
91
Q3 2017 New
$1.5T
$31.8 Million 4.86% of portfolio
130,766
Q3 2025 Added 5.06%
$451B
$29.6 Million 4.52% of portfolio
158,404
Q3 2025 Added 23.17%
$210B
$25.2 Million 3.85% of portfolio
4,663
Q3 2025 Added 4.79%
$568B
$24.6 Million 3.77% of portfolio
72,154
Q3 2025 Added 15.09%
$33.7B
$21.6 Million 3.31% of portfolio
870,664
Q3 2025 New
$1.65T
$19.2 Million 2.93% of portfolio
26,124
Q3 2025 New
$1.53T
$18.3 Million 2.8% of portfolio
65,548
Q3 2025 Reduced 58.82%
$552B
$17.8 Million 2.73% of portfolio
14,885
Q3 2025 Added 17.51%
$236B
$16.3 Million 2.5% of portfolio
100,781
Q3 2025 Added 29.67%
$502B
$14.4 Million 2.2% of portfolio
77,770
Q3 2025 Reduced 21.99%
$2.26T
$14.2 Million 2.17% of portfolio
64,729
Q3 2025 Reduced 57.99%
$22.3B
$14.1 Million 2.16% of portfolio
321,421
Q2 2025 Added 425.09%
$60.8B
$13 Million 1.99% of portfolio
76,514
Q3 2025 New
$871B
$12.9 Million 1.97% of portfolio
40,753
Q3 2025 Added 3.04%
$546B
$11 Million 1.68% of portfolio
19,312
Q3 2025 Added 32.8%
$55.8B
$10.6 Million 1.62% of portfolio
52,530
Q2 2025 Added 0.77%
$43.3B
$10.4 Million 1.6% of portfolio
40,398
Q3 2025 Added 5.65%
$4.22T
$9.94 Million 1.52% of portfolio
39,036
Q3 2025 Added 1,265.85%
$88.8B
$9.01 Million 1.38% of portfolio
18,918
Q2 2025 Added 0.83%
$53.1B
$9.04 Million 1.38% of portfolio
36,785
Q3 2025 Reduced 33.13%
$99.7B
$8.89 Million 1.36% of portfolio
58,513
Q1 2025 Added 1,141.26%
$190B
$8.72 Million 1.33% of portfolio
12,776
Q2 2025 Added 220.52%
$18.7B
$8.72 Million 1.33% of portfolio
66,862
Q3 2025 Added 11.45%
$8.13B
$8.23 Million 1.26% of portfolio
79,306
Q3 2025 Added 75.77%
$219B
$7.4 Million 1.13% of portfolio
15,267
Q3 2025 Added 5.05%
$37.2B
$7.05 Million 1.08% of portfolio
28,023
Q3 2025 Added 10.24%
$139B
$6.78 Million 1.04% of portfolio
20,553
Q3 2025 Reduced 36.9%
$259B
$6.61 Million 1.01% of portfolio
8,303
Q3 2025 Reduced 76.78%
$158B
$6.14 Million 0.94% of portfolio
12,612
Q3 2025 Added 10.14%
$15.8B
$5.71 Million 0.87% of portfolio
32,608
Q1 2025 Added 1,284.63%
$68.1B
$5.65 Million 0.86% of portfolio
165,510
Q3 2025 Added 122.9%
$55.5B
$5.57 Million 0.85% of portfolio
23,708
Q3 2025 Added 2.15%
$24.7B
$5.34 Million 0.82% of portfolio
25,811
Q1 2025 Added 807.56%
$68.5B
$4.8 Million 0.73% of portfolio
56,982
Q3 2025 Added 11.45%
$14.7B
$4.45 Million 0.68% of portfolio
27,200
Q3 2025 Reduced 39.19%
$25.2B
$4.33 Million 0.66% of portfolio
81,443
Q3 2025 New
$12.9B
$4.21 Million 0.64% of portfolio
54,597
Q3 2025 Added 11.45%
$1.4T
$4.02 Million 0.62% of portfolio
9,050
Q3 2025 Reduced 3.87%
$28.2B
$3.99 Million 0.61% of portfolio
14,281
Q3 2025 Reduced 34.33%
$19.8B
$3.99 Million 0.61% of portfolio
124,131
Q3 2025 Added 40.75%
$89.6B
$3.74 Million 0.57% of portfolio
19,453
Q3 2025 Added 10.32%
$94.6B
$3.59 Million 0.55% of portfolio
58,934
Q3 2025 Reduced 2.07%
$70.2B
$3.54 Million 0.54% of portfolio
7,172
Q3 2025 New
$40B
$3.33 Million 0.51% of portfolio
58,744
Q3 2025 Added 3.99%
$93.8B
$3.29 Million 0.5% of portfolio
12,113
Q3 2025 New
$12B
$3.19 Million 0.49% of portfolio
28,715
Q3 2025 Added 7.1%
$308B
$3.04 Million 0.46% of portfolio
45,835
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $654 Million
  • Prior Value $580 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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