account_balance
Investment manager · 13F filer · SEC CIK 1633343
Ninety One North America, Inc.
Reported value$2.13Bas of Sep 30, 2026
Positions108 13 new, 11 sold out
Top 10 weight40.4%V alone is 7%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc.
6.8%Trimmed −6%
PMPhilip Morris International Inc.
5.5%Trimmed −12%
MSFTMicrosoft Corp
5.5%Trimmed −6%
GOOGLAlphabet Inc.
4.2%Trimmed −5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.5%Added +64%
JNJJohnson & Johnson
3.4%Trimmed −5%
MRSHMarsh & McLennan Companies, Inc.
3.2%Added +35%
BKNGBooking Holdings Inc.
3.2%Trimmed −6%
NTESNetEase, Inc.
2.6%Trimmed −5%
ADSKAutodesk, Inc.
2.5%Trimmed −9%
EWEdwards Lifesciences Corp
2.4%−6%
MSIMotorola Solutions, Inc.
2.1%−6%
VVisa Inc.
6.8%Trimmed −6%
PMPhilip Morris International Inc.
5.5%Trimmed −12%
MSFTMicrosoft Corp
5.5%−6%
GOOGLAlphabet Inc.
4.2%−5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.5%+64%
JNJJohnson & Johnson
3.4%
MRSHMarsh & McLennan Companies, Inc.
3.2%
BKNGBooking Holdings Inc.
3.2%
NTESNetEase, Inc.
2.6%
ADSK2.5%EW2.4%MSI2.1%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
V Visa Inc. 6.8% Trimmed −6%PM Philip Morris International Inc. 5.5% Trimmed −12%MSFT Microsoft Corp 5.5% Trimmed −6%GOOGL Alphabet Inc. 4.2% Trimmed −5%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.5% Added +64%JNJ Johnson & Johnson 3.4% Trimmed −5%MRSH Marsh & McLennan Companies, Inc. 3.2% Added +35%BKNG Booking Holdings Inc. 3.2% Trimmed −6%NTES NetEase, Inc. 2.6% Trimmed −5%ADSK Autodesk, Inc. 2.5% Trimmed −9%EW Edwards Lifesciences Corp 2.4% Trimmed −6%MSI Motorola Solutions, Inc. 2.1% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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