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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$435B
$66.3 Million 11.43% of portfolio
91
Q3 2017 New
$3.81T
$46.9 Million 8.08% of portfolio
94,194
Q2 2025 Reduced 0.41%
$1.25T
$36 Million 6.21% of portfolio
159,160
Q2 2025 Added 117.18%
$2.37T
$33.8 Million 5.83% of portfolio
154,093
Q2 2025 Reduced 21.21%
$224B
$25.8 Million 4.44% of portfolio
4,450
Q2 2025 Added 0.47%
$245B
$25.3 Million 4.36% of portfolio
35,761
Q2 2025 New
$579B
$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%
$433B
$20.3 Million 3.5% of portfolio
128,605
Q2 2025 Added 28.93%
$525B
$17 Million 2.92% of portfolio
12,667
Q2 2025 New
$443B
$15.2 Million 2.63% of portfolio
99,691
Q2 2025 Added 46.25%
$250B
$14.2 Million 2.44% of portfolio
77,719
Q2 2025 Reduced 0.11%
$870B
$11.5 Million 1.98% of portfolio
39,551
Q2 2025 Reduced 61.42%
$220B
$10.1 Million 1.73% of portfolio
12,776
Q2 2025 Added 220.52%
$537B
$8.17 Million 1.41% of portfolio
14,542
Q2 2025 Reduced 0.46%
$964B
$2.99 Million 0.52% of portfolio
9,414
Q2 2025 Reduced 43.02%
$765B
$467,000 0.08% of portfolio
600
Q2 2025 Reduced 4.46%
$462B
$380,000 0.07% of portfolio
3,529
Q2 2025 Reduced 4.49%

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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