Ninety One Sa (Pty) LTD Portfolio Holdings

Ninety One Sa (Pty) LTD

  • $431 Million
  • Q4 2024

Ninety One Sa (Pty) LTD has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $431 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 $62M, Amazon Com Inc with a value of $40.5M, Jpmorgan Chase & CO with a value of $30.8M, Netflix Inc with a value of $22M, and Microsoft Corp with a value of $21.2M.

Examining the 13F form we can see an decrease of $10.7M in the current position value, from $442M to 431M.

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 $431 Million
Financial Services: $150 Million
Technology: $91.8 Million
Consumer Cyclical: $63.2 Million
Communication Services: $52.7 Million
Healthcare: $29.6 Million
Consumer Defensive: $16.1 Million
Industrials: $15.6 Million
Basic Materials: $7.33 Million
Other: $5.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.11B
$2.54 Million 0.59% of portfolio
25,684
Q4 2024 New
$4.89B
$605,000 0.14% of portfolio
29,925
Q4 2024 Added 13.97%
$4.67B
$474,000 0.11% of portfolio
6,700
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $431 Million
  • Prior Value $442 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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