Ninety One North America, Inc. Q2 2016 Filing

Filed August 12, 2016

Portfolio Value

$679.2B

Holdings

116

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
ABEVAMBEV SA
$22.2B
SLBSCHLUMBERGER LTD
$18.5B
COPCONOCOPHILLIPS
$16.5B
EOGEOG RESOURCES INC
$16.0B
FMXFOMENTO ECONOMICO MEXICANO SAB
$14.4B
BBDBANCO BRADESCO SA
$13.1B
DOXAMDOCS LTD
$11.9B
CHKPCHECK POINT SOFTWARE TECHNOLOG
$11.7B
TEVATEVA PHARMACEUTICAL INDUSTRIES
$11.5B
NXPINXP SEMICONDUCTOR NV
$11.4B
APCANADARKO PETROLEUM CORP
$11.2B
CSANCOSAN LTD
$10.9B
HESHESS CORP
$10.8B
BAPCREDICORP LTD
$10.7B
CMCSACOMCAST CORP
$10.5B
TAT&T INC
$10.1B
CSCOCISCO SYSTEMS INC
$10.1B
UNHUNITEDHEALTH GROUP INC
$10.0B
HONHONEYWELL INTERNATIONAL INC
$10.0B
TRVCCITIGROUP INC
$9.9B
4I1PHILIP MORRIS INTERNATIONAL IN
$9.8B
JNJJOHNSON & JOHNSON
$9.8B
AFLAFLAC INC
$9.7B
ATVIEURACTIVISION BLIZZARD INC
$9.7B
GILDGILEAD SCIENCES INC
$9.6B
CVSCVS HEALTH CORP
$9.5B
PYPLPAYPAL HOLDINGS INC
$9.4B
HIGHARTFORD FINANCIAL SERVICES GR
$9.3B
BIDUNBAIDU INC
$9.3B
FISVFISERV INC
$9.3B
BKBANK OF NEW YORK MELLON CORP
$9.2B
BKNGPRICELINE GROUP INC/THE
$9.2B
JOHNSON CONTROLS INC
$9.2B
ALLYALLY FINANCIAL INC
$9.1B
VANTIV INC
$9.1B
GOOGLALPHABET INC
$9.1B
W3UWESTERN UNION CO/THE
$9.1B
CICIGNA CORP
$9.0B
VLOVALERO ENERGY CORP
$9.0B
NBL2EURNOBLE ENERGY INC
$9.0B
LRCXEURLAM RESEARCH CORP
$9.0B
BFHALLIANCE DATA SYSTEMS CORP
$8.9B
NTESNETEASE INC
$8.8B
EBAEBAY INC
$8.7B
SERVUSDSERVICEMASTER GLOBAL HOLDINGS
$8.5B
PXDEURPIONEER NATURAL RESOURCES CO
$8.4B
ASRGRUPO AEROPORTUARIO DEL SUREST
$8.0B
OXYOCCIDENTAL PETROLEUM CORP
$8.0B
MDTMEDTRONIC PLC
$7.9B
MDMEDNAX INC
$7.9B
DVNDEVON ENERGY CORP
$7.3B
MRO*MARATHON OIL CORP
$7.1B
HALHALLIBURTON CO
$6.8B
VACMARRIOTT VACATIONS WORLDWIDE C
$6.5B
XECEURCIMAREX ENERGY CO
$6.4B
CHINA BIOLOGIC PRODUCTS INC
$5.7B
FLEXFLEXTRONICS INTERNATIONAL LTD
$5.4B
ENERSIS SA
$5.3B
TXTERNIUM SA
$5.2B
WFRDWEATHERFORD INTERNATIONAL PLC
$4.7B
EDUNEW ORIENTAL EDUCATION & TECHN
$4.6B
CRCCANADIAN NATURAL RESOURCES LTD
$4.1B
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$4.0B
ENCANA CORP
$3.9B
NSYNICE-SYSTEMS LTD
$3.5B
CRESCENT POINT ENERGY CORP
$3.5B
PDEURPRECISION DRILLING CORP
$3.4B
JLLJONES LANG LASALLE INC
$3.3B
MELLANOX TECHNOLOGIES LTD
$3.1B
CTRACABOT OIL & GAS CORP
$3.1B
PFEPFIZER INC
$3.0B
PEPPEPSICO INC
$2.9B
WHITING PETROLEUM CORP
$2.4B
SIMOSILICON MOTION TECHNOLOGY CORP
$2.1B
ZBHZIMMER HOLDINGS INC
$2.0B
CAHCARDINAL HEALTH INC
$1.9B
GRAN TIERRA ENERGY INC
$1.8B
DHRDANAHER CORP
$1.8B
TSNTYSON FOODS INC
$1.8B
TMOTHERMO FISHER SCIENTIFIC INC
$1.7B
CVECENOVUS ENERGY INC
$1.7B
CMCANADIAN IMPERIAL BANK OF COMM
$1.7B
AVGOBROADCOM LTD
$1.6B
DOW CHEMICAL CO/THE
$1.6B
PEGPUBLIC SERVICE ENTERPRISE GROU
$1.6B
IEXIDEX CORP
$1.5B
CMECME GROUP INC/IL
$1.5B
CBS CORP
$1.5B
SUPERIOR ENERGY SERVICES INC
$1.4B
SUNTRUST BANKS INC
$1.3B
AAPLAPPLE INC
$1.2B
DGXQUEST DIAGNOSTICS INC
$1.2B
DWDMORGAN STANLEY INTL LTD
$1.1B
AFGAMERICAN FINANCIAL GROUP INC/O
$1.1B
CCLCARNIVAL CORP
$1.1B
LUVSOUTHWEST AIRLINES CO
$1.1B
HPEHEWLETT PACKARD ENTERPRISE CO
$1.0B
GNRCGENERAC HOLDINGS INC
$1.0B
CECELANESE CORP
$1.0B
EMC CORP/MA
$998.0M
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