Ninety One SA (PTY) Ltd — 13F holdings

Ninety One SA (PTY) Ltd reported 103 holdings worth $2.00B in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. AU ANGLOGOLD ASHANTI PLC — $1.07B (53.5%)
  2. MSFT MICROSOFT CORP — $76.6M (3.8%)
  3. NVDA NVIDIA CORPORATION — $74.2M (3.7%)
  4. GOOGL ALPHABET INC — $67.7M (3.4%)
  5. AAPL APPLE INC — $42.1M (2.1%)
  6. JNJ Johnson & Johnson — $38.1M (1.9%)
  7. B BARRICK MNG CORP — $31.6M (1.6%)
  8. AMZN AMAZON COM INC — $24.9M (1.2%)
  9. V VISA INC — $23.0M (1.1%)
  10. EW EDWARDS LIFESCIENCES CORP — $23.0M (1.1%)