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 Market Cap. of $10 Billions to $200 Billions
