Ninety One Sa (Pty) Ltd Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Ninety One Sa (Pty) Ltd disclosed 108 stock positions valued at approximately $1.85B as of quarter-end June 30, 2026. The largest holdings include Anglogold Ashanti Plc, Berkshire Hathaway Inc, and NVIDIA Corp.
- Report Period
- June 30, 2026
- No. of Stocks
- 108
- Portfolio Value
- $1.85B
Holdings by Sector
Ninety One Sa (Pty) Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Anglogold Ashanti Plc | AU | Other | 49.08% | 11,195,133 | -4,106,931 | -26.84% | $906,969,752 |
| Berkshire Hathaway Inc | BRK-A | Financial Services | 3.67% | 91 | - | - | $67,816,092 |
| NVIDIA Corp | NVDA | Technology | 3.52% | 327,559 | +19,163 | +6.21% | $65,113,677 |
| Alphabet Inc | GOOGL | Communication Services | 3.21% | 166,667 | -69,971 | -29.57% | $59,242,940 |
| Microsoft Corp | MSFT | Technology | 3.01% | 150,064 | +38,988 | +35.10% | $55,692,422 |
| Johnson & Johnson | JNJ | Healthcare | 1.96% | 142,414 | -10,509 | -6.87% | $36,238,312 |
| Apple Inc | AAPL | Technology | 1.96% | 125,672 | +25,567 | +25.54% | $36,236,618 |
| Visa Inc | V | Financial Services | 1.38% | 74,316 | -3,339 | -4.30% | $25,464,683 |
| Edwards Lifesciences Corp | EW | Healthcare | 1.29% | 262,942 | +7,033 | +2.75% | $23,754,126 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 1.28% | 99,423 | -10,363 | -9.44% | $23,683,639 |
| Booking Holdings Inc | BKNG | Consumer Cyclical | 1.20% | 123,353 | +120,525 | +4261.85% | $22,211,464 |
| JPMorgan Chase & Co | JPM | Financial Services | 1.17% | 65,600 | -19,748 | -23.14% | $21,543,541 |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | Technology | 0.96% | 38,205 | -3,473 | -8.33% | $17,810,408 |
| Chevron Corp | CVX | Energy | 0.96% | 106,468 | +4,288 | +4.20% | $17,734,038 |
| SLB Ltd | SLB | Energy | 0.95% | 376,149 | +376,149 | +100.00% | $17,472,122 |
| Broadcom Inc | AVGO | Technology | 0.93% | 45,690 | -3,992 | -8.04% | $17,194,451 |
| Citizens Financial Group Inc | CFG | Financial Services | 0.92% | 243,652 | +14,909 | +6.52% | $17,076,873 |
| Eli Lilly & Co | LLY | Healthcare | 0.89% | 13,721 | +12,101 | +746.98% | $16,504,481 |
| CRH PLC | CRH | Other | 0.89% | 153,391 | +7,692 | +5.28% | $16,454,540 |
| TD SYNNEX Corp | SNX | Technology | 0.82% | 56,871 | +2,623 | +4.84% | $15,237,379 |
| Jacobs Solutions Inc | J | Industrials | 0.77% | 114,386 | +6,596 | +6.12% | $14,248,099 |
| Thermo Fisher Scientific Inc | TMO | Healthcare | 0.74% | 27,313 | -5,421 | -16.56% | $13,665,945 |
| UnitedHealth Group Inc | UNH | Healthcare | 0.73% | 32,257 | +21,115 | +189.51% | $13,423,742 |
| ConocoPhillips | COP | Energy | 0.71% | 126,025 | +3,296 | +2.69% | $13,123,117 |
| Mastercard Inc | MA | Financial Services | 0.71% | 25,604 | +551 | +2.20% | $13,122,939 |
| TKO Group Holdings Inc | TKO | Communication Services | 0.71% | 64,778 | +295 | +0.46% | $13,111,460 |
| Boeing Co/The | BA | Industrials | 0.70% | 59,411 | +3,128 | +5.56% | $12,861,967 |
| Philip Morris International Inc | PM | Consumer Defensive | 0.68% | 68,510 | -61,913 | -47.47% | $12,514,603 |
| Kinross Gold Corp | KGC | Basic Materials | 0.65% | 514,200 | +514,200 | +100.00% | $12,058,816 |
| Delta Air Lines Inc | DAL | Industrials | 0.62% | 121,925 | +6,614 | +5.74% | $11,472,819 |
Showing 30 of 108 holdings in the latest reporting period.