StockDriftsStockDriftsTop 50 Ninety One SA (PTY) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AU | Anglogold Ashanti Plc | 49.08% | 11.20M | $907.0M | -26.84%(-4.11M) | $57.95(+66.18%) | 2026-06-30 | |
| BRK.A | Berkshire Hathaway Inc | 3.67% | 91 | $67.8M | +0.00%(+0) | $205450.55(+263.79%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 3.52% | 327.6K | $65.1M | +6.21%(+19.16K) | $141.31(+59.98%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 3.21% | 166.7K | $59.2M | -29.57%(-69.97K) | $208.14(+65.62%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 3.01% | 150.1K | $55.7M | +35.10%(+38.99K) | $402.02(+20.91%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 1.96% | 142.4K | $36.2M | -6.87%(-10.51K) | $173.37(+50.23%) | 2026-06-30 | |
| AAPL | Apple Inc | 1.96% | 125.7K | $36.2M | +25.54%(+25.57K) | $246.15(+24.06%) | 2026-06-30 | |
| V | Visa Inc | 1.38% | 74.3K | $25.5M | -4.30%(-3.34K) | $288.37(+25.52%) | 2026-06-30 | |
| EW | Edwards Lifesciences Corp | 1.29% | 262.9K | $23.8M | +2.75%(+7.03K) | $79.17(+15.70%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 1.28% | 99.4K | $23.7M | -9.44%(-10.36K) | $146.07(+79.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.86% | +72.19% | +9.83% | +59.83% |
| Top 20 Holdings Unweighted | +15.30% | +53.27% | +5.01% | +27.67% |
Ninety One SA (PTY) Ltd reports $1.85B in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are AU (49.1%), BRK.A (3.7%) and NVDA (3.5%). The top 20 holdings account for 80.05% of reported assets. Its disclosed equity book has returned +72.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ninety One SA (PTY) Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1491998). View Ninety One SA (PTY) Ltd’s 13F filings on SEC