Ninety One Sa (Pty) LTD Portfolio Holdings

Ninety One Sa (Pty) LTD

  • $580 Million
  • Q2 2025

Ninety One Sa (Pty) LTD has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $580 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 $66.3M, Microsoft Corp with a value of $46.9M, Taiwan Semiconductor Manufacturing CO LTD with a value of $36M, Amazon Com Inc with a value of $33.8M, and Booking Holdings Inc. with a value of $25.8M.

Examining the 13F form we can see an increase of $58.3M in the current position value, from $522M to 580M.

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 $580 Million
Financial Services: $161 Million
Technology: $160 Million
Communication Services: $77.3 Million
Consumer Cyclical: $70.7 Million
Healthcare: $43.9 Million
Industrials: $24.2 Million
Consumer Defensive: $16.9 Million
Basic Materials: $16.3 Million
Other: $10.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$66.3 Million 11.43% of portfolio
91
Q3 2017 New
$3.77T
$46.9 Million 8.08% of portfolio
94,194
Q2 2025 Reduced 0.41%
$1.22T
$36 Million 6.21% of portfolio
159,160
Q2 2025 Added 117.18%
$2.32T
$33.8 Million 5.83% of portfolio
154,093
Q2 2025 Reduced 21.21%
$229B
$25.8 Million 4.44% of portfolio
4,450
Q2 2025 Added 0.47%
$239B
$25.3 Million 4.36% of portfolio
35,761
Q2 2025 New
$575B
$22.3 Million 3.84% of portfolio
62,694
Q2 2025 Reduced 27.54%
$1.14T
$21.9 Million 3.78% of portfolio
124,471
Q2 2025 Reduced 0.46%
$416B
$20.3 Million 3.5% of portfolio
128,605
Q2 2025 Added 28.93%
$530B
$17 Million 2.92% of portfolio
12,667
Q2 2025 New
$439B
$15.2 Million 2.63% of portfolio
99,691
Q2 2025 Added 46.25%
$256B
$14.2 Million 2.44% of portfolio
77,719
Q2 2025 Reduced 0.11%
$53.1B
$13.5 Million 2.33% of portfolio
55,012
Q2 2025 Added 0.34%
$20.2B
$13 Million 2.24% of portfolio
321,421
Q2 2025 Added 425.09%
$855B
$11.5 Million 1.98% of portfolio
39,551
Q2 2025 Reduced 61.42%
$47.2B
$10.9 Million 1.88% of portfolio
139,778
Q2 2025 Reduced 3.59%
$91.4B
$9.49 Million 1.64% of portfolio
18,918
Q2 2025 Added 0.83%
$38.5B
$9.29 Million 1.6% of portfolio
38,237
Q2 2025 Reduced 0.25%
$113B
$8.98 Million 1.55% of portfolio
32,570
Q2 2025 Reduced 1.96%
$43.7B
$8.39 Million 1.45% of portfolio
52,530
Q2 2025 Added 0.77%
$533B
$8.17 Million 1.41% of portfolio
14,542
Q2 2025 Reduced 0.46%
$46.8B
$7.92 Million 1.37% of portfolio
25,421
Q2 2025 Added 0.97%
$91.6B
$7.87 Million 1.36% of portfolio
58,513
Q1 2025 Added 1,141.26%
$15.7B
$6.77 Million 1.17% of portfolio
59,994
Q1 2025 Reduced 9.56%
$30.5B
$6.28 Million 1.08% of portfolio
21,746
Q2 2025 Reduced 24.13%
$13.7B
$6.07 Million 1.05% of portfolio
44,729
Q2 2025 Added 1.93%
$169B
$6.04 Million 1.04% of portfolio
11,451
Q2 2025 Added 1.07%
$168B
$5.89 Million 1.02% of portfolio
14,533
Q2 2025 Reduced 0.27%
$145B
$5.69 Million 0.98% of portfolio
74,254
Q2 2025 Added 49.59%
$28B
$5.71 Million 0.98% of portfolio
25,811
Q1 2025 Added 807.56%
$55.6B
$5.65 Million 0.97% of portfolio
23,209
Q2 2025 Added 1,044.99%
$68B
$5.14 Million 0.89% of portfolio
49,410
Q2 2025 Reduced 3.5%
$14.5B
$4.92 Million 0.85% of portfolio
49,209
Q2 2025 Added 57.91%
$9.57B
$4.92 Million 0.85% of portfolio
45,118
Q2 2025 Added 7.89%
$13.2B
$4.74 Million 0.82% of portfolio
32,608
Q1 2025 Added 1,284.63%
$15B
$3.93 Million 0.68% of portfolio
26,811
Q2 2025 New
$108B
$3.9 Million 0.67% of portfolio
17,634
Q1 2025 Reduced 4.26%
$12.3B
$3.42 Million 0.59% of portfolio
48,988
Q4 2024 Added 10.38%
$44.3B
$3.34 Million 0.58% of portfolio
6,222
Q2 2025 Added 3.56%
$22.4B
$3.16 Million 0.55% of portfolio
88,194
Q2 2025 Reduced 0.49%
$22.7B
$3.14 Million 0.54% of portfolio
25,215
Q2 2025 New
$1.05T
$2.99 Million 0.52% of portfolio
9,414
Q2 2025 Reduced 43.02%
$49B
$2.98 Million 0.51% of portfolio
51,129
Q2 2025 New
$69.5B
$2.96 Million 0.51% of portfolio
60,177
Q2 2025 Reduced 0.57%
$35.7B
$2.78 Million 0.48% of portfolio
56,492
Q2 2025 Reduced 0.31%
$65.6B
$2.7 Million 0.47% of portfolio
25,702
Q2 2025 Reduced 40.14%
$20.6B
$2.43 Million 0.42% of portfolio
30,043
Q2 2025 Added 3.56%
$67.5B
$1.92 Million 0.33% of portfolio
4,936
Q2 2025 Reduced 0.56%
$148B
$871,000 0.15% of portfolio
8,111
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $580 Million
  • Prior Value $522 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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