StockDriftsStockDriftsTop 50 Ninety One SA (PTY) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AU | Anglogold Ashanti Plc | 63.26% | 15.30M | $1.47B | -4.13%(-658.87K) | $57.95(+76.65%) | 2026-03-31 | |
| GOOGL | Alphabet Inc | 2.88% | 236.6K | $67.0M | +33.98%(+60.02K) | $201.51(+99.80%) | 2026-03-31 | |
| BRK.A | Berkshire Hathaway Inc | 2.79% | 91 | $64.8M | +0.00%(+0) | $205450.55(+254.10%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 2.28% | 308.4K | $53.2M | +4.65%(+13.71K) | $138.74(+62.77%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 1.75% | 111.1K | $40.7M | -25.42%(-37.87K) | $414.67(-2.28%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 1.6% | 152.9K | $37.3M | +11.81%(+16.15K) | $173.37(+32.91%) | 2026-03-31 | |
| AAPL | Apple Inc | 1.08% | 100.1K | $25.1M | +7.36%(+6.86K) | $240.57(+24.23%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co | 1.07% | 85.3K | $24.9M | +5.78%(+4.66K) | $246.40(+21.85%) | 2026-03-31 | |
| V | Visa Inc | 1% | 77.7K | $23.2M | +14.14%(+9.62K) | $288.37(+11.08%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 0.98% | 109.8K | $22.7M | +5.06%(+5.29K) | $146.07(+84.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +26.18% | +100.89% |
| Top 20 Holdings Unweighted | +14.46% | +49.96% |
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