account_balance
Investment manager · 13F filer · SEC CIK 1491998
Ninety One SA (Pty) Ltd
Reported value$1.85Bas of Jun 30, 2026
Positions110 19 new, 5 sold out
Top 10 weight70%AU alone is 49%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AU
Anglogold Ashanti Plc
49.1%Trimmed
Berkshire Hathaway Inc
Berkshire Hathaway Inc
3.7%
NVDA
NVIDIA Corp
3.5%Added
GOOGL
Alphabet Inc
3.2%Trimmed
MSFT
Microsoft Corp
3.0%Added
JNJ
Johnson & Johnson
2.0%Trimmed
AAPL
Apple Inc
2.0%Added
V
1.4%
EW
1.3%
AMZN
1.3%
100 others
29.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed