§ 13F · FUND PROFILE
Ninety One SA (Pty) Ltd.
AUM · $1.8B (13F)Positions · 110Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$81M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AU | Anglogold Ashanti Plc | 11.20M | $907M | 49.1% | −27% |
| 2 | BRK/A | Berkshire Hathaway Inc | 91 | $68M | 3.7% | ±0% |
| 3 | NVDA | NVIDIA Corp | 328K | $65M | 3.5% | +6% |
| 4 | GOOGL | Alphabet Inc | 167K | $59M | 3.2% | −30% |
| 5 | MSFT | Microsoft Corp | 150K | $56M | 3.0% | +35% |
| 6 | JNJ | Johnson & Johnson | 142K | $36M | 2.0% | −7% |
| 7 | AAPL | Apple Inc | 126K | $36M | 2.0% | +26% |
| 8 | V | Visa Inc | 74K | $25M | 1.4% | −4% |
| 9 | EW | Edwards Lifesciences Corp | 263K | $24M | 1.3% | +3% |
| 10 | AMZN | Amazon.com Inc | 99K | $24M | 1.3% | −9% |
§ 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 $1.8 billion in assets. The fund runs a portfolio of 110 positions.
Read the full dossier →