Ninety One UK Ltd
Institutional investor · Portfolio as of Q3 2026
Top Holdings331 positions
MICROSOFT CORP | 5.3M | $2.7B | 5.9% | $196.94 | +168.63% | 31 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 10.7M | $2.5B | 5.4% | $81.29 | +163.43% | 27 qtrssince 2020-Q1 | Decreased 0 |
ALPHABET INC | 6.4M | $2.2B | 4.9% | $117.88 | +188.92% | 31 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 5.6M | $2B | 4.4% | $168.77 | +138.56% | 31 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 6.5M | $1.7B | 3.8% | $134.22 | +90.40% | 31 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.6M | $1.5B | 3.3% | $177.61 | +93.38% | 31 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTL INC | 6.5M | $1.2B | 2.7% | $66.45 | +208.79% | 31 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 4.5M | $1.1B | 2.5% | $158.65 | +57.58% | 31 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 6.5M | $1.1B | 2.3% | $95.38 | +71.38% | 31 qtrssince 2019-Q1 | Increased 55 |
EDWARDS LIFESCIENCES CORP | 11.9M | $1B | 2.3% | $72.62 | +19.24% | 14 qtrssince 2023-Q2 | Decreased 0 |
MARSH & MCLENNAN COS INC | 5.6M | $961.7M | 2.1% | $179.06 | +5.19% | 31 qtrssince 2019-Q1 | Increased 73 |
BROADCOM INC | 2.2M | $768.5M | 1.7% | $100.08 | +228.49% | 31 qtrssince 2019-Q1 | Decreased 0 |
AUTODESK INC | 3.7M | $768.1M | 1.7% | $252.40 | -4.95% | 25 qtrssince 2020-Q3 | Decreased 0 |
META PLATFORMS INC | 1M | $729.9M | 1.6% | $656.01 | +8.13% | 31 qtrssince 2019-Q1 | Increased 80 |
NETEASE COM INC | 5.8M | $701.5M | 1.5% | $65.15 | +93.51% | 31 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2M | $659.2M | 1.4% | $228.96 | +48.37% | 9 qtrssince 2024-Q3 | Decreased 0 |
INTUIT | 2.3M | $646.2M | 1.4% | $329.83 | -1.42% | 31 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 2.3M | $601.2M | 1.3% | $202.69 | +42.54% | 31 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 1.3M | $580.6M | 1.3% | $375.28 | +23.41% | 11 qtrssince 2024-Q1 | Decreased 0 |
BARRICK MNG CORP | 14.1M | $575.2M | 1.3% | $22.08 | +84.84% | 31 qtrssince 2019-Q1 | 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.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR