Ninety One UK Ltd Q1 2021 Filing

Filed May 7, 2021

Portfolio Value

$35.2T

Holdings

215

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
BWABORGWARNER INC
1,928,168$89.4B0.25%
102
TWTRUSDTWITTER INC
1,397,456$88.9B0.25%
103
SIXEURSIX FLAGS ENTERTAINMENT CORP
1,786,611$83.0B0.24%
104
ALLYALLY FINANCIAL INC
1,803,628$81.5B0.23%
105
BRBROADRIDGE FINANCIAL SOLUTIONS
526,417$80.6B0.23%
106
CMECME GROUP INC/IL
391,169$79.9B0.23%
107
ITRIITRON INC
898,083$79.6B0.23%
108
WSOWATSCO INC
300,710$78.4B0.22%
109
FNFFIDELITY NATIONAL FINANCIAL IN
1,816,352$73.9B0.21%
110
NVDANVIDIA CORP
134,247$71.7B0.20%
111
MFS1EURWELBILT INC
4,382,662$71.2B0.20%
112
CARSCARS.COM INC
5,113,069$66.3B0.19%
113
STZCONSTELLATION BRANDS INC
287,010$65.4B0.19%
114
ROKROCKWELL AUTOMATION INC
246,080$65.3B0.19%
115
JPMJPMORGAN CHASE & CO
424,741$64.7B0.18%
116
KLACKLA-TENCOR CORP
193,706$64.0B0.18%
117
SSRMSSR MINING INC
4,376,038$62.5B0.18%
118
VLOVALERO ENERGY CORP
837,782$60.0B0.17%
119
SUXSYNNEX CORP
519,891$59.7B0.17%
120
PEPPEPSICO INC
418,506$59.2B0.17%
121
ESNTESSENT GROUP LTD
1,197,954$56.9B0.16%
122
DXCDXC TECHNOLOGY CO
1,806,442$56.5B0.16%
123
TPRCOACH INC
1,370,230$56.5B0.16%
124
NTRSNORTHERN TRUST CORP
535,579$56.3B0.16%
125
LNCLINCOLN NATIONAL CORP
866,405$54.0B0.15%
126
NOVNOV INC
3,896,977$53.5B0.15%
127
AMTAMERICAN TOWER CORP
220,442$52.7B0.15%
128
KGCKINROSS GOLD CORP
7,829,962$52.2B0.15%
129
PAASPAN AMERICAN SILVER CORP
1,672,669$50.2B0.14%
130
STESTERIS PLC
262,092$49.9B0.14%
131
BTOB2GOLD CORP
11,529,671$49.6B0.14%
132
WPMWHEATON PRECIOUS METALS CORP
1,284,574$49.1B0.14%
133
MRKMERCK & CO INC
634,620$48.9B0.14%
134
SPGSIMON PROPERTY GROUP INC
427,378$48.6B0.14%
135
GLPIGAMING AND LEISURE PROPERTIES
1,116,449$47.4B0.13%
136
CHECHEMED CORP
102,126$47.0B0.13%
137
NDAQNASDAQ OMX GROUP INC/THE
310,519$45.8B0.13%
138
SABRSABRE CORP
2,956,919$43.8B0.12%
139
ANETEURARISTA NETWORKS INC
140,744$42.5B0.12%
140
LSTRLANDSTAR SYSTEM INC
247,217$40.8B0.12%
141
BFHALLIANCE DATA SYSTEMS CORP
352,804$39.5B0.11%
142
AG8AGILENT TECHNOLOGIES INC
295,877$37.6B0.11%
143
AMEDAMEDISYS INC
137,426$36.4B0.10%
144
ASMLASML HOLDING NV
53,166$32.8B0.09%
145
DSGDESCARTES SYSTEMS GROUP INC/TH
523,106$31.9B0.09%
146
ACGLARCH CAPITAL GROUP LTD
806,873$31.0B0.09%
147
PLDPROLOGIS INC
267,730$28.4B0.08%
148
PVG1EURPRETIUM RESOURCES INC
2,606,350$27.0B0.08%
149
ASRGRUPO AEROPORTUARIO DEL SUREST
148,207$26.4B0.07%
150
ADBEADOBE SYSTEMS INC
53,503$25.4B0.07%
151
AMATAPPLIED MATERIALS INC
187,077$25.0B0.07%
152
ORLYO'REILLY AUTOMOTIVE INC
46,675$23.7B0.07%
153
COPCONOCOPHILLIPS
434,683$23.0B0.07%
154
AFWALIGN TECHNOLOGY INC
40,018$21.7B0.06%
155
ATVIEURACTIVISION BLIZZARD INC
230,413$21.4B0.06%
156
NOCNORTHROP GRUMMAN CORP
65,453$21.2B0.06%
157
LMTLOCKHEED MARTIN CORP
56,138$20.7B0.06%
158
FQIDIGITAL REALTY TRUST INC
145,000$20.4B0.06%
159
BURBURFORD CAPITAL LTD
2,153,990$19.4B0.06%
160
MTGMGIC INVESTMENT CORP
1,360,716$18.8B0.05%
161
DGDOLLAR GENERAL CORP
90,220$18.3B0.05%
162
IMGIAMGOLD CORP
6,117,145$18.2B0.05%
163
PSXPHILLIPS 66
220,687$18.0B0.05%
164
ECLECOLAB INC
82,764$17.7B0.05%
165
PSLV/USPROTT PHYSICAL SILVER TRUST
1,996,420$17.5B0.05%
166
DEDEERE & CO
44,891$16.8B0.05%
167
ALCALCON INC
223,810$15.7B0.04%
168
TJXTJX COS INC/THE
235,727$15.6B0.04%
169
TWTRADEWEB MARKETS INC
206,946$15.3B0.04%
170
HPHELMERICH & PAYNE INC
558,552$15.1B0.04%
171
EWYISHARES MSCI SOUTH KOREA ETF
163,958$14.7B0.04%
172
NMIHNMI HOLDINGS INC
619,003$14.6B0.04%
173
AAALCOA CORP
441,404$14.3B0.04%
174
MNSTMONSTER BEVERAGE CORP
156,046$14.2B0.04%
175
MMYTMAKEMYTRIP LTD
427,713$13.5B0.04%
176
MSCIMSCI INC
31,774$13.3B0.04%
177
SYKSTRYKER CORP
53,500$13.0B0.04%
178
CFCF INDUSTRIES HOLDINGS INC
284,124$12.9B0.04%
179
NVRNVR INC
2,651$12.5B0.04%
180
ZTSZOETIS INC
78,950$12.4B0.04%
181
MPCMARATHON PETROLEUM CORP
231,151$12.4B0.04%
182
STLDSTEEL DYNAMICS INC
219,034$11.1B0.03%
183
CLFCLIFFS NATURAL RESOURCES INC
526,872$10.6B0.03%
184
VENVENTAS INC
194,483$10.4B0.03%
185
EWTISHARES MSCI TAIWAN ETF
169,774$10.2B0.03%
186
WITWIPRO LTD
1,285,390$8.1B0.02%
187
CTVACORTEVA INC
168,449$7.9B0.02%
188
WFGWEST FRASER TIMBER CO LTD
96,419$6.9B0.02%
189
KOSKOSMOS ENERGY LTD
2,064,693$6.3B0.02%
190
GLREGREENLIGHT CAPITAL RE LTD
725,643$6.3B0.02%
191
NTRNUTRIEN LTD
111,807$6.0B0.02%
192
DHIDR HORTON INC
62,285$5.6B0.02%
193
WFCWELLS FARGO & CO
140,333$5.5B0.02%
194
RDNRADIAN GROUP INC
225,069$5.2B0.01%
195
XOMEXXON MOBIL CORP
89,990$5.0B0.01%
196
CBCHUBB LTD
23,430$3.7B0.01%
197
WBAWALGREENS BOOTS ALLIANCE INC
63,136$3.5B0.01%
198
RGAREINSURANCE GROUP OF AMERICA I
23,017$2.9B0.01%
199
TUR*ISHARES MSCI TURKEY ETF
125,785$2.9B0.01%
200
HRBH&R BLOCK INC
127,800$2.8B0.01%
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