Ninety One Sa (Pty) LTD Portfolio Holdings

Ninety One Sa (Pty) LTD

  • $522 Million
  • Q1 2025

Ninety One Sa (Pty) LTD has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $522 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $72.7M, Amazon Com Inc with a value of $37.2M, Microsoft Corp with a value of $35.5M, Visa Inc. with a value of $30.3M, and Kinross Gold Corp with a value of $29M.

Examining the 13F form we can see an increase of $90.4M in the current position value, from $431M to 522M.

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 $522 Million
Financial Services: $156 Million
Technology: $115 Million
Consumer Cyclical: $69 Million
Communication Services: $65.7 Million
Healthcare: $41.2 Million
Basic Materials: $32.5 Million
Industrials: $21.9 Million
Consumer Defensive: $14.6 Million
Other: $5.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$72.7 Million 13.93% of portfolio
91
Q3 2017 New
$2.22T
$37.2 Million 7.13% of portfolio
195,567
Q1 2025 Added 5.82%
$3.51T
$35.5 Million 6.8% of portfolio
94,579
Q1 2025 Added 87.63%
$606B
$30.3 Million 5.81% of portfolio
86,521
Q1 2025 Added 93.3%
$19.6B
$29 Million 5.56% of portfolio
2,301,696
Q1 2025 New
$788B
$25.1 Million 4.82% of portfolio
102,507
Q1 2025 Reduced 20.16%
$218B
$20.4 Million 3.91% of portfolio
4,429
Q1 2025 Added 650.68%
$993B
$19.3 Million 3.71% of portfolio
125,043
Q1 2025 Added 69.82%
$1.5T
$15.8 Million 3.02% of portfolio
27,359
Q1 2025 Added 1,905.79%
$53.1B
$13.5 Million 2.58% of portfolio
54,826
Q1 2025 Added 46.31%
$278B
$12.3 Million 2.37% of portfolio
77,805
Q1 2025 Added 81.68%
$1.1T
$12.2 Million 2.33% of portfolio
73,285
Q1 2025 Added 239.68%
$409B
$11.3 Million 2.17% of portfolio
68,167
Q1 2025 Added 8.18%
$359B
$10.8 Million 2.07% of portfolio
99,748
Q1 2025 Reduced 28.19%
$46.9B
$10.5 Million 2.01% of portfolio
144,984
Q1 2025 Added 173.06%
$88.9B
$8.74 Million 1.67% of portfolio
18,762
Q1 2025 Added 241.19%
$39.1B
$7.94 Million 1.52% of portfolio
38,331
Q4 2024 Added 4.82%
$3.26T
$7.57 Million 1.45% of portfolio
34,072
Q1 2025 Reduced 25.09%
$40.9B
$7.53 Million 1.44% of portfolio
52,127
Q1 2025 Added 260.77%
$49B
$7.49 Million 1.44% of portfolio
25,178
Q1 2025 Added 405.89%
$162B
$7.25 Million 1.39% of portfolio
14,572
Q1 2025 Reduced 2.35%
$29.5B
$7.28 Million 1.39% of portfolio
28,661
Q1 2025 Added 103.14%
$86.3B
$6.02 Million 1.15% of portfolio
58,513
Q1 2025 Added 1,141.26%
$28.8B
$5.88 Million 1.13% of portfolio
25,811
Q1 2025 Added 807.56%
$167B
$5.76 Million 1.1% of portfolio
11,330
Q1 2025 Added 99.05%
$11.8B
$5.71 Million 1.09% of portfolio
32,608
Q1 2025 Added 1,284.63%
$99.1B
$5.56 Million 1.07% of portfolio
33,221
Q1 2025 Reduced 11.44%
$15.5B
$5.56 Million 1.07% of portfolio
59,994
Q1 2025 Reduced 9.56%
$71.6B
$4.99 Million 0.96% of portfolio
51,203
Q1 2025 Reduced 3.83%
$12.1B
$4.56 Million 0.87% of portfolio
43,882
Q4 2024 Added 95.57%
$36.1B
$4.39 Million 0.84% of portfolio
25,488
Q4 2024 New
$1.03T
$4.28 Million 0.82% of portfolio
16,523
Q1 2025 Reduced 14.51%
$8.62B
$4.04 Million 0.77% of portfolio
41,818
Q1 2025 Added 62.82%
$99.9B
$3.84 Million 0.74% of portfolio
17,634
Q1 2025 Reduced 4.26%
$11.8B
$3.36 Million 0.64% of portfolio
48,988
Q4 2024 Added 10.38%
$142B
$3.3 Million 0.63% of portfolio
49,637
Q1 2025 Reduced 9.83%
$15.3B
$3.28 Million 0.63% of portfolio
31,163
Q1 2025 New
$69.5B
$2.85 Million 0.55% of portfolio
60,520
Q1 2025 Reduced 45.2%
$20.6B
$2.75 Million 0.53% of portfolio
88,626
Q1 2025 Added 12.18%
$43.8B
$2.52 Million 0.48% of portfolio
6,008
Q1 2025 Added 34.8%
$51.1B
$2.5 Million 0.48% of portfolio
42,937
Q1 2025 New
$215B
$2.45 Million 0.47% of portfolio
3,986
Q1 2025 Reduced 1.87%
$33.1B
$2.47 Million 0.47% of portfolio
56,670
Q1 2025 New
$10.6B
$2.33 Million 0.45% of portfolio
12,566
Q1 2025 New
$20.4B
$2.23 Million 0.43% of portfolio
61,212
Q1 2025 Reduced 13.08%
$91B
$2.16 Million 0.41% of portfolio
4,964
Q1 2025 Reduced 12.51%
$16.3B
$1.91 Million 0.37% of portfolio
29,010
Q1 2025 Added 37.4%
$108B
$794,000 0.15% of portfolio
3,254
Q1 2025 New
$98B
$513,000 0.1% of portfolio
2,978
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $522 Million
  • Prior Value $431 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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