Ninety One North America, Inc. Q4 2016 Filing

Filed February 10, 2017

Portfolio Value

$667.9M

Holdings

106

Report Date

Q4 2016

Filing Type

13F-HR

All Holdings (106 positions)

StockValue
SLBSCHLUMBERGER LTD
$23.4M
EOGEOG RESOURCES INC
$19.4M
ABEVAMBEV SA
$17.9M
COPCONOCOPHILLIPS
$17.4M
BBDBANCO BRADESCO SA
$16.0M
TRVCCITIGROUP INC
$14.9M
CMCANADIAN IMPERIAL BANK OF COMM
$13.7M
APCANADARKO PETROLEUM CORP
$13.3M
UNHUNITEDHEALTH GROUP INC
$12.6M
BIDUNBAIDU INC
$12.6M
LRCXEURLAM RESEARCH CORP
$12.2M
BKBANK OF NEW YORK MELLON CORP
$12.1M
BKNGPRICELINE GROUP INC/THE
$11.6M
GOOGLALPHABET INC
$11.5M
JNJJOHNSON & JOHNSON
$11.3M
CBS CORP
$11.2M
W3UWESTERN UNION CO/THE
$11.1M
CRCCANADIAN NATURAL RESOURCES LTD
$11.1M
ALLYALLY FINANCIAL INC
$11.1M
EBAEBAY INC
$11.0M
PYPLPAYPAL HOLDINGS INC
$11.0M
VLOVALERO ENERGY CORP
$10.9M
CMICUMMINS INC
$10.7M
TAT&T INC
$10.7M
CSANCOSAN LTD
$10.7M
DHRDANAHER CORP
$10.6M
HALHALLIBURTON CO
$10.5M
HESHESS CORP
$10.4M
VANTIV INC
$10.4M
BFHALLIANCE DATA SYSTEMS CORP
$10.4M
CMECME GROUP INC/IL
$10.3M
ATVIEURACTIVISION BLIZZARD INC
$10.3M
TXTERNIUM SA
$10.3M
CICIGNA CORP
$10.2M
PXDEURPIONEER NATURAL RESOURCES CO
$10.1M
VMWEURVMWARE INC
$9.9M
CSLCARLISLE COS INC
$9.8M
NTESNETEASE INC
$9.8M
BAPCREDICORP LTD
$9.8M
NBL2EURNOBLE ENERGY INC
$9.7M
VACMARRIOTT VACATIONS WORLDWIDE C
$8.9M
DVNDEVON ENERGY CORP
$8.1M
XECEURCIMAREX ENERGY CO
$8.0M
MDMEDNAX INC
$8.0M
HPHELMERICH & PAYNE INC
$7.8M
TIFEURTIFFANY & CO
$7.8M
CLCOLGATE-PALMOLIVE CO
$7.5M
ASRGRUPO AEROPORTUARIO DEL SUREST
$7.2M
MRO*MARATHON OIL CORP
$7.2M
OXYOCCIDENTAL PETROLEUM CORP
$6.8M
ENERSIS SA
$6.7M
CHINA BIOLOGIC PRODUCTS INC
$5.7M
EDUNEW ORIENTAL EDUCATION & TECHN
$4.7M
CTRACABOT OIL & GAS CORP
$3.9M
NSYNICE-SYSTEMS LTD
$3.8M
CCLCARNIVAL CORP
$3.8M
RRCRANGE RESOURCES CORP
$3.5M
ENCANA CORP
$3.3M
OASEUROASIS PETROLEUM INC
$3.3M
QEPQEP RESOURCES INC
$3.1M
SMSM ENERGY CO
$3.0M
PEPPEPSICO INC
$2.9M
WHITING PETROLEUM CORP
$2.8M
CMCSACOMCAST CORP
$2.7M
PFEPFIZER INC
$2.7M
PDEURPRECISION DRILLING CORP
$2.5M
CSCOCISCO SYSTEMS INC
$2.3M
IMOIMPERIAL OIL LTD
$2.3M
HONHONEYWELL INTERNATIONAL INC
$2.1M
SIMOSILICON MOTION TECHNOLOGY CORP
$1.9M
DWDMORGAN STANLEY INTL LTD
$1.8M
DOW CHEMICAL CO/THE
$1.8M
SUNTRUST BANKS INC
$1.8M
ZBHZIMMER HOLDINGS INC
$1.7M
TMOTHERMO FISHER SCIENTIFIC INC
$1.6M
AFLAFLAC INC
$1.6M
PEGPUBLIC SERVICE ENTERPRISE GROU
$1.4M
GILDGILEAD SCIENCES INC
$1.4M
AAPLAPPLE INC
$1.4M
FISVFISERV INC
$1.3M
AFGAMERICAN FINANCIAL GROUP INC/O
$1.3M
ALKALASKA AIR GROUP INC
$1.3M
DGXQUEST DIAGNOSTICS INC
$1.3M
AMZNAMAZON.COM INC
$1.3M
VOYAVOYA FINANCIAL INC
$1.3M
HPEHEWLETT PACKARD ENTERPRISE CO
$1.3M
QCOMQUALCOMM INC
$1.3M
UNMUNUM GROUP
$1.2M
GREAT WESTERN BANCORP INC
$1.2M
WRKUSDWESTROCK CO
$1.1M
B/E AEROSPACE INC
$1.1M
IEXIDEX CORP
$1.1M
THOTHOR INDUSTRIES INC
$1.1M
WCCWESCO INTERNATIONAL INC
$1.1M
LEALEAR CORP
$1.0M
HOLXHOLOGIC INC
$911K
TEVATEVA PHARMACEUTICAL INDUSTRIES
$902K
BIGGQBIG LOTS INC
$881K
FNFFNF GROUP
$798K
2362120DSINCLAIR BROADCAST GROUP INC
$759K
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