SEC Form 13F

Ninety One North America, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$2,134,612,243
Positions106

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Visa IncVCommon Stock$147,038,086428,570
Philip Morris International IncPMCommon Stock$126,113,091697,104
Alphabet IncGOOGLCommon Stock$98,864,270276,644
Microsoft CorpMSFTCommon Stock$89,709,077240,494
Booking Holdings IncBKNGCommon Stock$79,385,425445,385
Johnson & JohnsonJNJCommon Stock$72,598,851285,856
NetEase IncNTESADR$62,277,067486,008
Edwards Lifesciences CorpEWCommon Stock$55,768,413616,498
Mastercard IncMACommon Stock$54,538,675106,189
Autodesk IncADSKCommon Stock$54,318,426279,387

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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