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