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 weight70.4%AU alone is 49%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AUAnglogold Ashanti PLC
49.1%Trimmed −27%
Berkshire Hathaway Inc
3.7%
NVDANvidia Corp
3.5%Added +6%
GOOGLAlphabet Inc
3.2%Trimmed −30%
MSFTMicrosoft Corp
3.0%Added +35%
JNJJohnson & Johnson
2.0%Trimmed −7%
AAPLApple Inc
2.0%Added +26%
V1.4%EW1.3%AMZN1.3%BKNG1.2%JPM1.2%AUAnglogold Ashanti PLC
49.1%Trimmed −27%
Berkshire Hathaway Inc3.7%
NVDA3.5%GOOGL3.2%MSFT3.0%JNJ2.0%AAPL2.0%V1.4%EW1.3%AMZNBKNGJPMBoxes 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
AU Anglogold Ashanti PLC 49.1% Trimmed −27%
Berkshire Hathaway Inc 3.7% Held
NVDA Nvidia Corp 3.5% Added +6%GOOGL Alphabet Inc 3.2% Trimmed −30%MSFT Microsoft Corp 3.0% Added +35%JNJ Johnson & Johnson 2.0% Trimmed −7%AAPL Apple Inc 2.0% Added +26%V Visa Inc 1.4% Trimmed −4%EW Edwards Lifesciences Corp 1.3% Added +3%AMZN Amazon.com Inc 1.3% Trimmed −9%BKNG Booking Holdings Inc 1.2% Added +4262%JPM JPMorgan Chase & Co 1.2% Trimmed −23%What changed