StockDriftsStockDriftsTop 50 Ninety One North America, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc | 6.04% | 445.5K | $134.6M | +1.62%(+7.11K) | $248.30(+29.00%) | 2026-03-31 | |
| PM | Philip Morris International Inc | 5.33% | 717.5K | $118.6M | +1.58%(+11.16K) | $101.62(+84.91%) | 2026-03-31 | |
| GOOGL | Alphabet Inc | 4.87% | 377.3K | $108.5M | -11.52%(-49.13K) | $145.69(+176.36%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 4.07% | 245.2K | $90.8M | -4.71%(-12.12K) | $283.50(+42.93%) | 2026-03-31 | |
| MA | Mastercard Inc | 3.8% | 169.3K | $84.6M | +2.80%(+4.61K) | $489.05(+0.33%) | 2026-03-31 | |
| BKNG | Booking Holdings Inc | 3.49% | 18.5K | $77.8M | +15.41%(+2.47K) | $133.28(+16.32%) | 2026-03-31 | |
| ADSK | Autodesk Inc | 3.23% | 300.5K | $71.9M | -1.16%(-3.52K) | $263.05(-12.17%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 3.11% | 283.3K | $69.3M | +1.82%(+5.05K) | $163.13(+41.25%) | 2026-03-31 | |
| EA | Electronic Arts Inc | 3.1% | 339.2K | $69.1M | +1.98%(+6.57K) | $144.23(+38.79%) | 2026-03-31 | |
| INTU | Intuit Inc | 2.93% | 150.8K | $65.2M | +38.56%(+41.96K) | $516.92(-28.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.20% | +30.20% |
| Top 20 Holdings Unweighted | +7.78% | +25.21% |
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