§ 13F · FUND PROFILE
Ninety One SA (Pty) Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.9B (13F)Positions · 172Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$79M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AU | Anglogold Ashanti Plc | 12.59M | $1.2B | 51.9% | −4% |
| 2 | AU | Anglogold Ashanti Plc | 2.71M | $264M | 11.4% | — |
| 3 | GOOGL | Alphabet Inc | 237K | $67M | 2.9% | +34% |
| 4 | BRK/A | Berkshire Hathaway Inc | 91 | $65M | 2.8% | ±0% |
| 5 | NVDA | NVIDIA Corp | 308K | $53M | 2.3% | +5% |
| 6 | MSFT | Microsoft Corp | 111K | $41M | 1.7% | −25% |
| 7 | JNJ | Johnson & Johnson | 153K | $37M | 1.6% | +12% |
| 8 | AAPL | Apple Inc | 100K | $25M | 1.1% | +7% |
| 9 | JPM | JPMorgan Chase & Co | 85K | $25M | 1.1% | +6% |
| 10 | V | Visa Inc | 78K | $23M | 1.0% | +14% |
§ 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 $2.9 billion in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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