Ninety One UK Ltd
Institutional investor · Portfolio as of Q3 2026
Top Holdings331 positions
Microsoft Corp. | 5.3M | $2.7B | 5.9% | — | — | — | Decreased 0 |
Nvidia Corp | 10.7M | $2.5B | 5.4% | — | — | — | Decreased 0 |
Alphabet Inc | 6.4M | $2.2B | 4.9% | — | — | — | Decreased 0 |
Visa Inc | 5.6M | $2B | 4.4% | — | — | — | Decreased 0 |
Johnson & Johnson | 6.5M | $1.7B | 3.8% | — | — | — | Decreased 0 |
Apple Inc | 4.6M | $1.5B | 3.3% | — | — | — | Decreased 0 |
Philip Morris International Inc | 6.5M | $1.2B | 2.7% | — | — | — | Decreased 0 |
Amazon.com Inc | 4.5M | $1.1B | 2.5% | — | — | — | Decreased 0 |
Booking Holdings Inc | 6.5M | $1.1B | 2.3% | — | — | — | Increased 55 |
Edwards Lifesciences Corp | 11.9M | $1B | 2.3% | — | — | — | Decreased 0 |
Marsh & McLennan Cos Inc | 5.6M | $961.7M | 2.1% | — | — | — | Increased 73 |
Broadcom Inc | 2.2M | $768.5M | 1.7% | — | — | — | Decreased 0 |
Autodesk Inc | 3.7M | $768.1M | 1.7% | — | — | — | Decreased 0 |
Meta Platforms Inc | 1M | $729.9M | 1.6% | — | — | — | Increased 80 |
NetEase Inc | 5.8M | $701.5M | 1.5% | — | — | — | Decreased 0 |
JPMorgan Chase & Co | 2M | $659.2M | 1.4% | — | — | — | Decreased 0 |
Intuit Inc | 2.3M | $646.2M | 1.4% | — | — | — | Decreased 0 |
Automatic Data Processing Inc | 2.3M | $601.2M | 1.3% | — | — | — | Decreased 0 |
Motorola Solutions Inc | 1.3M | $580.6M | 1.3% | — | — | — | Decreased 0 |
Barrick Mining Corp | 14.1M | $575.2M | 1.3% | — | — | — | Increased 56 |
Ninety One UK Ltd manages $45.5B across 331 positions as of Q3 2026. Top holdings: MSFT (5.9%), NVDA (5.4%), GOOGL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 87 new positions, 27 exits, 88 increased. Top move: META (INCREASED, conviction 80). Portfolio: $45.5B across 331 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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