account_balance
Investment manager · 13F filer · SEC CIK 1418329
Ninety One UK Ltd
Reported value$44.7Bas of Jun 30, 2026
Positions271 57 new, 23 sold out
Top 10 weight37.4%GOOGL alone is 5%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc
5.4%Trimmed −18%
NVDANvidia Corp
5.2%Added +2%
VVisa Inc
4.7%
MSFTMicrosoft Corp
4.6%Added +3%
JNJJohnson & Johnson
3.8%Added +2%
AAPLApple Inc
3.2%Trimmed −3%
PMPhilip Morris International Inc
2.9%
BKNGBooking Holdings Inc
2.6%Added +2436%
AMZNAmazon.com Inc
2.5%Added +5%
EWEdwards Lifesciences Corp
2.5%
AVGOBroadcom Inc
2.4%Trimmed −3%
NTESNetEase Inc
1.8%
GOOGLAlphabet Inc
5.4%Trimmed −18%
NVDANvidia Corp
5.2%Added +2%
VVisa Inc
4.7%
MSFTMicrosoft Corp
4.6%Added +3%
JNJJohnson & Johnson
3.8%Added +2%
AAPL3.2%PM2.9%BKNG2.6%AMZN2.5%EW2.5%AVGO2.4%NTES1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc 5.4% Trimmed −18%NVDA Nvidia Corp 5.2% Added +2%V Visa Inc 4.7% HeldMSFT Microsoft Corp 4.6% Added +3%JNJ Johnson & Johnson 3.8% Added +2%AAPL Apple Inc 3.2% Trimmed −3%PM Philip Morris International Inc 2.9% HeldBKNG Booking Holdings Inc 2.6% Added +2436%AMZN Amazon.com Inc 2.5% Added +5%EW Edwards Lifesciences Corp 2.5% HeldAVGO Broadcom Inc 2.4% Trimmed −3%NTES NetEase Inc 1.8% Held
What changed