Ninety One North America, Inc.
Ninety One North America, Inc. reported 106 positions worth $2.13B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: V (6.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | V | SH | $147.0M | 6.89% | 428,570 | — | — | |
| ▸ 2 | PM | SH | $126.1M | 5.91% | 697,104 | — | — | |
| ▸ 3 | GOOGL | SH | $98.9M | 4.63% | 276,644 | — | — | |
| ▸ 4 | MSFT | SH | $89.7M | 4.20% | 240,494 | — | — | |
| ▸ 5 | BKNG | SH | $79.4M | 3.72% | 445,385 | — | — | |
| ▸ 6 | JNJ | SH | $72.6M | 3.40% | 285,856 | — | — | |
| ▸ 7 | NTES | SH | $62.3M | 2.92% | 486,008 | — | — | |
| ▸ 8 | EW | SH | $55.8M | 2.61% | 616,498 | — | — | |
| ▸ 9 | MA | SH | $54.5M | 2.55% | 106,189 | — | — | |
| ▸ 10 | ADSK | SH | $54.3M | 2.54% | 279,387 | — | — |
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Frequently Asked Questions
What stocks does Ninety One North America, Inc. hold as of Q2 2026?
Ninety One North America, Inc. reported 106 positions worth $2.13B in its Q2 2026 13F filing. Largest positions: V (6.9%), PM (5.9%), GOOGL (4.6%), MSFT (4.2%) and BKNG (3.7%).
What did Ninety One North America, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ninety One North America, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.