account_balance
Investment manager · 13F filer · SEC CIK 1633343
Ninety One North America, Inc.
Reported value$2.13Bas of Jun 30, 2026
Positions106 11 new, 5 sold out
Top 10 weight39.4%V alone is 7%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc
6.9%Trimmed −4%
PMPhilip Morris International Inc
5.9%Trimmed −3%
GOOGLAlphabet Inc
4.6%Trimmed −27%
MSFTMicrosoft Corp
4.2%
BKNGBooking Holdings Inc
3.7%Added +2311%
JNJJohnson & Johnson
3.4%
NTESNetEase Inc
2.9%Trimmed −4%
EWEdwards Lifesciences Corp
2.6%Trimmed −3%
MAMastercard Inc
2.6%Trimmed −37%
ADSKAutodesk Inc
2.5%Trimmed −7%
MRSHMarsh & McLennan Cos Inc
2.3%Trimmed −4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2%Trimmed −45%
VVisa Inc
6.9%Trimmed −4%
PMPhilip Morris International Inc
5.9%Trimmed −3%
GOOGLAlphabet Inc
4.6%Trimmed −27%
MSFTMicrosoft Corp
4.2%
BKNGBooking Holdings Inc
3.7%Added +2311%
JNJ3.4%NTES2.9%EW2.6%MA2.6%ADSK2.5%MRSH2.3%TSM2.2%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 6.9% Trimmed −4%PM Philip Morris International Inc 5.9% Trimmed −3%GOOGL Alphabet Inc 4.6% Trimmed −27%MSFT Microsoft Corp 4.2% HeldBKNG Booking Holdings Inc 3.7% Added +2311%JNJ Johnson & Johnson 3.4% HeldNTES NetEase Inc 2.9% Trimmed −4%EW Edwards Lifesciences Corp 2.6% Trimmed −3%MA Mastercard Inc 2.6% Trimmed −37%ADSK Autodesk Inc 2.5% Trimmed −7%MRSH Marsh & McLennan Cos Inc 2.3% Trimmed −4%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.2% Trimmed −45%
What changed