Ninety One UK Ltd Q1 2020 Filing

Filed May 12, 2020

Portfolio Value

$23.8T

Holdings

232

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (232 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
10,522,349$1.7B0.01%
2
BABAALIBABA GROUP HOLDING LTD
7,798,751$1.5B0.01%
3
TECK/BTECK RESOURCES LTD
130,786$980.0M0.00%
4
VVISA INC
5,938,743$956.9M0.00%
5
ASHRXTRACKERS HARVEST CSI 300 CHIN
34,236$886.0M0.00%
6
THD*ISHARES MSCI THAILAND ETF
15,186$873.0M0.00%
7
OSBCADNORBORD INC
71,861$841.0M0.00%
8
JNJJOHNSON & JOHNSON
5,600,344$734.4M0.00%
9
CCOCAMECO CORP
94,327$721.0M0.00%
10
EIDOISHARES MSCI INDONESIA ETF
47,143$694.0M0.00%
11
GOOGLALPHABET INC
570,887$663.3M0.00%
12
BKNGBOOKING HOLDINGS INC
484,113$651.3M0.00%
13
NTESNETEASE INC
1,896,485$608.7M0.00%
14
AMZNAMAZON.COM INC
297,974$581.0M0.00%
15
VRSNVERISIGN INC
3,055,942$550.3M0.00%
16
MCOMOODY'S CORP
2,500,148$528.8M0.00%
17
BAXBAXTER INTERNATIONAL INC
6,509$528.0M0.00%
18
SPGIS&P GLOBAL INC
1,874,782$459.4M0.00%
19
4I1PHILIP MORRIS INTERNATIONAL IN
6,161,828$449.6M0.00%
20
PTMPlatinum Group Metals LTD
339,711$444.0M0.00%
21
DHRDANAHER CORP
3,209$444.0M0.00%
22
PTITELEKOMUNIKASI INDONESIA PERSE
22,726$437.0M0.00%
23
LGFEURLIONS GATE ENTERTAINMENT CORP
70,888$431.0M0.00%
24
TRVCCITIGROUP INC
9,450,293$398.0M0.00%
25
AAPLAPPLE INC
1,563,370$397.5M0.00%
26
EPOLISHARES MSCI POLAND ETF
27,795$382.0M0.00%
27
MDTMEDTRONIC PLC
4,165,783$375.7M0.00%
28
METAFACEBOOK INC
2,207,534$368.2M0.00%
29
BDXBECTON DICKINSON AND CO
1,577,994$362.6M0.00%
30
MAMASTERCARD INC
1,488,357$359.5M0.00%
31
FISFIDELITY NATIONAL INFORMATION
2,937,538$357.3M0.00%
32
SCHWCHARLES SCHWAB CORP/THE
9,769,677$328.5M0.00%
33
INTUINTUIT INC
1,393,781$320.6M0.00%
34
UNHUNITEDHEALTH GROUP INC
1,260,265$314.3M0.00%
35
AVGOBROADCOM INC
1,312,658$311.2M0.00%
36
TUR*ISHARES MSCI TURKEY ETF
16,098$302.0M0.00%
37
CHKPCHECK POINT SOFTWARE TECHNOLOG
2,753,678$276.9M0.00%
38
EWMISHARES MSCI MALAYSIA ETF
11,707$272.0M0.00%
39
MRKMERCK & CO INC
3,506,927$269.8M0.00%
40
ADBEADOBE SYSTEMS INC
838$267.0M0.00%
41
MDLZMONDELEZ INTERNATIONAL INC
5,302,889$265.6M0.00%
42
HONHONEYWELL INTERNATIONAL INC
1,957,283$261.9M0.00%
43
KEYSKEYSIGHT TECHNOLOGIES INC
3,002,698$251.3M0.00%
44
GTXGARRETT MOTION INC
87,759$251.0M0.00%
45
TMOTHERMO FISHER SCIENTIFIC INC
871,785$247.2M0.00%
46
ABTABBOTT LABORATORIES
3,096,379$244.3M0.00%
47
KOCOCA-COLA CO/THE
5,168$229.0M0.00%
48
FDSFACTSET RESEARCH SYSTEMS INC
847,520$220.9M0.00%
49
BACBANK OF AMERICA CORP
10,394,502$220.7M0.00%
50
MRSHMARSH & MCLENNAN COS INC
2,310,182$199.7M0.00%
51
ICEINTERCONTINENTAL EXCHANGE INC
2,465,238$199.1M0.00%
52
FOXAFOX CORP
8,264,428$195.3M0.00%
53
NXPINXP SEMICONDUCTOR NV
2,302,664$191.0M0.00%
54
TRUTRANSUNION
2,721,078$180.1M0.00%
55
NKENIKE INC
2,155,388$178.3M0.00%
56
STTSTATE STREET CORP
3,279,692$174.7M0.00%
57
TSMTAIWAN SEMICONDUCTOR MANUFACTU
3,630,236$173.5M0.00%
58
TTTRANE TECHNOLOGIES PLC
2,021,216$166.9M0.00%
59
CCEPCOCA-COLA EUROPEAN PARTNERS PL
4,412,306$165.6M0.00%
60
EBAEBAY INC
5,439,932$163.5M0.00%
61
ALXNALEXION PHARMACEUTICALS INC
1,768,871$158.8M0.00%
62
JECUSDJACOBS ENGINEERING GROUP INC
1,908,391$151.3M0.00%
63
EAELECTRONIC ARTS INC
1,505,594$150.8M0.00%
64
WUBAUSD58.COM INC
3,092,779$150.7M0.00%
65
NOMDNOMAD FOODS LTD
7,978,662$148.1M0.00%
66
VLOVALERO ENERGY CORP
3,108,964$141.0M0.00%
67
AXPAMERICAN EXPRESS CO
1,475,848$126.3M0.00%
68
IQVIQVIA HOLDINGS INC
1,155,153$124.6M0.00%
69
GNRCGENERAC HOLDINGS INC
1,261,457$117.5M0.00%
70
ICLRICON PLC
860,874$117.1M0.00%
71
VIPSVIPSHOP HOLDINGS LTD
7,214,373$112.4M0.00%
72
RTN1USDRAYTHEON CO
831,034$109.0M0.00%
73
MOALTRIA GROUP INC
2,677,301$103.5M0.00%
74
GSGOLDMAN SACHS GROUP INC/THE
654,122$101.1M0.00%
75
NEMNEWMONT CORP
2,218,877$100.5M0.00%
76
CMGCHIPOTLE MEXICAN GRILL INC
151,257$99.0M0.00%
77
ABXBARRICK GOLD CORP
4,974,801$91.1M0.00%
78
ABBVABBVIE INC
1,188,388$90.5M0.00%
79
BPOPPOPULAR INC
2,559,003$89.6M0.00%
80
PEPPEPSICO INC
723,319$86.9M0.00%
81
ELVANTHEM INC
366,053$83.1M0.00%
82
SNASNAP-ON INC
756,321$82.3M0.00%
83
ELESTEE LAUDER COS INC/THE
508,206$81.0M0.00%
84
CMECME GROUP INC/IL
466,845$80.7M0.00%
85
AEMAGNICO EAGLE MINES LTD
2,037,017$80.4M0.00%
86
NMI1EURKIRKLAND LAKE GOLD LTD
2,702,901$78.7M0.00%
87
DALDELTA AIR LINES INC
2,652,061$75.7M0.00%
88
CHECHEMED CORP
171,885$74.5M0.00%
89
RIGTRANSOCEAN LTD
63,817$74.0M0.00%
90
WYNEURWYNDHAM WORLDWIDE CORP
3,409,312$74.0M0.00%
91
DFSEURDISCOVER FINANCIAL SERVICES
1,993,766$71.1M0.00%
92
DELPHI TECHNOLOGIES PLC
8,729,244$70.3M0.00%
93
PBRPETROLEO BRASILEIRO SA
12,665,052$69.7M0.00%
94
WPMWHEATON PRECIOUS METALS CORP
2,485,681$68.4M0.00%
95
DWDMORGAN STANLEY INTL LTD
1,908,814$64.9M0.00%
96
RDNRADIAN GROUP INC
4,973,051$64.4M0.00%
97
FAFFIRST AMERICAN FINANCIAL CORP
1,431,235$60.7M0.00%
98
SSRMSSR MINING INC
5,146,636$58.6M0.00%
99
MCKMCKESSON CORP
430,098$58.2M0.00%
100
KGCKINROSS GOLD CORP
14,490,091$57.6M0.00%
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