Ninety One North America, Inc. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$2.5B
Holdings
102
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (102 positions)
| Stock | Value |
|---|---|
VVisa Inc | $153.7M |
GOOGLAlphabet Inc | $133.5M |
MSFTMicrosoft Corp | $124.4M |
4I1Philip Morris International Inc | $113.3M |
MAMastercard Inc | $94.0M |
ADSKAutodesk Inc | $90.0M |
BKNGBooking Holdings Inc | $85.7M |
ICLRICON PLC | $83.0M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $78.1M |
INTUIntuit Inc | $72.1M |
NTESNetEase Inc | $68.8M |
EAElectronic Arts Inc | $68.0M |
AONAon PLC | $62.3M |
INDAiShares MSCI India ETF | $59.9M |
ALCAlcon AG | $58.2M |
JNJJohnson & Johnson | $57.6M |
MRSHMarsh & McLennan Cos Inc | $49.6M |
EWEdwards Lifesciences Corp | $48.4M |
BAPCredicorp Ltd | $47.9M |
NUNU Holdings Ltd/Cayman Islands | $46.1M |
VALEVale SA | $43.8M |
ADPAutomatic Data Processing Inc | $41.9M |
MSIMotorola Solutions Inc | $41.6M |
VRSNVeriSign Inc | $38.6M |
CHKPCheck Point Software Technologies Ltd | $37.8M |
SPGIS&P Global Inc | $36.3M |
MNSTMonster Beverage Corp | $35.6M |
MCOMoody's Corp | $33.4M |
TXTernium SA | $30.0M |
NVDANVIDIA Corp | $28.4M |
AFWAlign Technology Inc | $26.4M |
FDSFactSet Research Systems Inc | $25.0M |
VISTVista Energy SAB de CV | $23.5M |
XPXP Inc | $23.5M |
STNEStoneCo Ltd | $23.4M |
NEENextEra Energy Inc | $22.8M |
IBNICICI Bank Ltd | $17.3M |
TELTE Connectivity PLC | $17.3M |
CPCanadian Pacific Kansas City Ltd | $16.2M |
AVGOBroadcom Inc | $14.3M |
TTEKTetra Tech Inc | $13.9M |
ACMAECOM | $13.1M |
TKOTKO Group Holdings Inc | $13.0M |
KGCKinross Gold Corp | $12.4M |
AMZNAmazon.com Inc | $11.9M |
AGCOAGCO Corp | $10.5M |
EEMiShares MSCI Emerging Markets ETF | $10.2M |
WMWaste Management Inc | $9.7M |
TRMBTrimble Inc | $9.6M |
VMIValmont Industries Inc | $9.3M |
JPMJPMorgan Chase & Co | $8.6M |
ASXASE Technology Holding Co Ltd | $7.6M |
BSXBoston Scientific Corp | $7.4M |
HDBHDFC Bank Ltd | $7.3M |
LLYEli Lilly & Co | $7.1M |
AAPLApple Inc | $6.8M |
UBSUBS Group AG | $6.3M |
FTITechnipFMC PLC | $6.2M |
CLColgate-Palmolive Co | $5.9M |
BBarrick Mining Corp | $5.9M |
ABTAbbott Laboratories | $5.6M |
GMGeneral Motors Co | $5.5M |
RHCRH PLC | $5.5M |
TTWOTake-Two Interactive Software Inc | $5.4M |
AERAerCap Holdings NV | $5.1M |
JJacobs Solutions Inc | $5.0M |
GSGoldman Sachs Group Inc/The | $4.6M |
TRUTransUnion | $4.5M |
XOMExxon Mobil Corp | $4.3M |
TMOThermo Fisher Scientific Inc | $4.3M |
ICEIntercontinental Exchange Inc | $4.2M |
RACEFerrari NV | $4.2M |
CFGCitizens Financial Group Inc | $4.1M |
PLNTPlanet Fitness Inc | $3.9M |
ZZillow Group Inc | $3.8M |
BABoeing Co/The | $3.7M |
METAMeta Platforms Inc | $3.6M |
FCXFreeport-McMoRan Inc | $3.3M |
SUXTD SYNNEX Corp | $3.2M |
PGProcter & Gamble Co/The | $2.9M |
DALDelta Air Lines Inc | $2.9M |
GLPIGaming and Leisure Properties Inc | $2.3M |
OKTAOkta Inc | $2.3M |
BROSDutch Bros Inc | $2.2M |
PINSPinterest Inc | $2.2M |
DASHDoorDash Inc | $2.1M |
TWTradeweb Markets Inc | $2.1M |
ELVElevance Health Inc | $1.8M |
HOODRobinhood Markets Inc | $1.8M |
ZTSZoetis Inc | $1.6M |
BKLNInvesco Senior Loan ETF | $886K |
USHYiShares Broad USD High Yield Corporate Bond ETF | $825K |
KOCoca-Cola Co/The | $572K |
AJGArthur J Gallagher & Co | $489K |
CMECME Group Inc | $477K |
ROPRoper Technologies Inc | $361K |
EFXEquifax Inc | $321K |
OTISOtis Worldwide Corp | $272K |
BRBroadridge Financial Solutions Inc | $272K |
STESTERIS PLC | $250K |
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