§ 13F · FUND PROFILE
Ninety One SA (PTY) Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $608.8T (13F)Positions · 74Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AU | Anglogold Ashanti Plc | 15.96M | $1380.5T | 59.6% | −11% |
| 2 | MSFT | Microsoft Corp | 149K | $72.0T | 3.1% | −15% |
| 3 | BRK/A | Berkshire Hathaway Inc | 91 | $68.7T | 3.0% | ±0% |
| 4 | GOOGL | Alphabet Inc | 177K | $55.3T | 2.4% | +35% |
| 5 | NVDA | NVIDIA Corp | 295K | $55.0T | 2.4% | +1% |
| 6 | JNJ | Johnson & Johnson | 137K | $28.3T | 1.2% | +76% |
| 7 | TKO | TKO Group Holdings Inc | 133K | $27.8T | 1.2% | ±0% |
| 8 | BKNG | Booking Holdings Inc | 5K | $27.0T | 1.2% | +8% |
| 9 | JPM | JPMorgan Chase & Co | 81K | $26.0T | 1.1% | +98% |
| 10 | AAPL | Apple Inc | 93K | $25.3T | 1.1% | +28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NINETY SIGNAL
AC read
Ninety One SA (PTY) Ltd is a Other fund managing $608793.3 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed