Ninety One Sa (Pty) Ltd Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Ninety One Sa (Pty) Ltd disclosed 102 stock positions valued at approximately $2.00B as of quarter-end September 30, 2026. The largest holdings include Anglogold Ashanti Plc, Microsoft Corp, and NVIDIA Corp.
- Report Period
- September 30, 2026
- No. of Stocks
- 102
- Portfolio Value
- $2.00B
Holdings by Sector
Ninety One Sa (Pty) Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Anglogold Ashanti Plc | AU | Basic Materials | 53.48% | 11,398,551 | +203,418 | +1.82% | $1,069,146,898 |
| Microsoft Corp | MSFT | Technology | 3.83% | 148,389 | -1,675 | -1.12% | $76,568,179 |
| NVIDIA Corp | NVDA | Technology | 3.71% | 323,159 | -4,400 | -1.34% | $74,151,714 |
| Alphabet Inc | GOOGL | Communication Services | 3.39% | 195,421 | +28,754 | +17.25% | $67,748,852 |
| Apple Inc | AAPL | Technology | 2.10% | 125,440 | -232 | -0.18% | $42,069,773 |
| Johnson & Johnson | JNJ | Healthcare | 1.90% | 142,803 | +389 | +0.27% | $38,063,969 |
| Barrick Mining Corp | B | Basic Materials | 1.58% | 772,894 | +738,667 | +2158.14% | $31,595,413 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 1.25% | 99,360 | -63 | -0.06% | $24,891,866 |
| Visa Inc | V | Financial Services | 1.15% | 63,511 | -10,805 | -14.54% | $22,973,220 |
| Edwards Lifesciences Corp | EW | Healthcare | 1.15% | 265,013 | +2,071 | +0.79% | $22,962,476 |
| JPMorgan Chase & Co | JPM | Financial Services | 1.09% | 65,567 | -33 | -0.05% | $21,762,142 |
| Booking Holdings Inc | BKNG | Consumer Cyclical | 1.02% | 124,461 | +1,108 | +0.90% | $20,399,125 |
| Chevron Corp | CVX | Energy | 0.99% | 96,263 | -10,205 | -9.59% | $19,696,246 |
| Newmont Corp | NEM | Basic Materials | 0.94% | 161,528 | +155,019 | +2381.61% | $18,842,242 |
| iShares Expanded Tech-Software Sector ETF | IGV | Other | 0.89% | 165,865 | +85,016 | +105.15% | $17,698,589 |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | Technology | 0.88% | 38,156 | -49 | -0.13% | $17,513,604 |
| SLB Ltd | SLB | Energy | 0.86% | 351,314 | -24,835 | -6.60% | $17,281,136 |
| Thermo Fisher Scientific Inc | TMO | Healthcare | 0.82% | 24,050 | -3,263 | -11.95% | $16,293,955 |
| Broadcom Inc | AVGO | Technology | 0.78% | 43,949 | -1,741 | -3.81% | $15,499,968 |
| Jacobs Solutions Inc | J | Industrials | 0.77% | 113,094 | -1,292 | -1.13% | $15,414,328 |
| ConocoPhillips | COP | Energy | 0.76% | 120,514 | -5,511 | -4.37% | $15,103,326 |
| Eli Lilly & Co | LLY | Healthcare | 0.75% | 12,866 | -855 | -6.23% | $15,058,985 |
| TD SYNNEX Corp | SNX | Technology | 0.74% | 57,140 | +269 | +0.47% | $14,726,689 |
| Meta Platforms Inc | META | Communication Services | 0.73% | 19,939 | +18,506 | +1291.42% | $14,500,516 |
| Mastercard Inc | MA | Financial Services | 0.69% | 24,976 | -628 | -2.45% | $13,868,248 |
| CRH PLC | CRH | Basic Materials | 0.64% | 153,358 | -33 | -0.02% | $12,769,405 |
| Kinross Gold Corp | KGC | Basic Materials | 0.63% | 521,026 | +6,826 | +1.33% | $12,585,297 |
| TKO Group Holdings Inc | TKO | Communication Services | 0.58% | 64,732 | -46 | -0.07% | $11,615,334 |
| Dell Technologies Inc | DELL | Technology | 0.57% | 21,194 | - | - | $11,472,216 |
| Boeing Co/The | BA | Industrials | 0.56% | 59,388 | -23 | -0.04% | $11,145,505 |
Showing 30 of 102 holdings in the latest reporting period.