StockDriftsStockDriftsTop 50 Ninety One SA (pty) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AU | Anglogold Ashanti Plc | 53.48% | 11.40M | $1.07B | +1.82%(+203.42K) | $58.48(+56.51%) | 2026-09-30 | |
| MSFT | Microsoft Corp | 3.83% | 148.4K | $76.6M | -1.12%(-1.68K) | $402.02(+32.71%) | 2026-09-30 | |
| NVDA | NVIDIA Corp | 3.71% | 323.2K | $74.2M | -1.34%(-4.40K) | $141.31(+53.63%) | 2026-09-30 | |
| GOOGL | Alphabet Inc | 3.39% | 195.4K | $67.7M | +17.25%(+28.75K) | $222.78(+54.49%) | 2026-09-30 | |
| AAPL | Apple Inc | 2.1% | 125.4K | $42.1M | -0.18%(-232) | $246.15(+39.32%) | 2026-09-30 | |
| JNJ | Johnson & Johnson | 1.9% | 142.8K | $38.1M | +0.27%(+389) | $173.61(+46.19%) | 2026-09-30 | |
| B | Barrick Mining Corp | 1.58% | 772.9K | $31.6M | +2158.14%(+738.67K) | $38.36(+5.41%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 1.25% | 99.4K | $24.9M | -0.06%(-63) | $146.07(+79.67%) | 2026-09-30 | |
| V | Visa Inc | 1.15% | 63.5K | $23.0M | -14.54%(-10.80K) | $288.37(+39.72%) | 2026-09-30 | |
| EW | Edwards Lifesciences Corp | 1.15% | 265.0K | $23.0M | +0.79%(+2.07K) | $79.24(+10.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.71% | +98.65% | +12.33% | +78.83% |
| Top 20 Holdings Unweighted | +17.14% | +60.75% | +5.75% | +32.27% |
Ninety One SA (pty) LTD reports $2.00B in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are AU (53.5%), MSFT (3.8%) and NVDA (3.7%). The top 20 holdings account for 82.58% of reported assets. Its disclosed equity book has returned +98.65% on a three-year cumulative basis. Figures reflect the Q3 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