Ninety One UK Ltd Q3 2020 Filing

Filed November 12, 2020

Portfolio Value

$27.7B

Holdings

223

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (223 positions)

#StockSharesValue% PortfolioType
101
ALLYALLY FINANCIAL INC
2,794,241$70.1M0.25%
102
BIDUNBAIDU INC
529,728$67.1M0.24%
103
HDBHDFC BANK LTD
1,340,594$67.0M0.24%
104
BTOB2GOLD CORP
9,812,831$63.7M0.23%
105
RTXRAYTHEON TECHNOLOGIES CORP
1,097,519$63.2M0.23%
106
WPMWHEATON PRECIOUS METALS CORP
1,273,879$62.5M0.23%
107
PBRPETROLEO BRASILEIRO SA
8,732,879$62.2M0.22%
108
AERAERCAP HOLDINGS NV
2,382,214$60.0M0.22%
109
REZIRESIDEO TECHNOLOGIES INC
5,359,249$59.0M0.21%
110
HESHESS CORP
1,426,517$58.4M0.21%
111
PAASPAN AMERICAN SILVER CORP
1,741,532$56.0M0.20%
112
ROKROCKWELL AUTOMATION INC
249,493$55.1M0.20%
113
FNFFIDELITY NATIONAL FINANCIAL IN
1,735,821$54.3M0.20%
114
INDAISHARES MSCI INDIA ETF
1,589,188$53.8M0.19%
115
PSLV/USPROTT PHYSICAL SILVER TRUST
6,409,767$53.0M0.19%
116
NEENEXTERA ENERGY INC
186,900$51.9M0.19%
117
EWYISHARES MSCI SOUTH KOREA ETF
792,924$51.8M0.19%
118
NSYNICE-SYSTEMS LTD
220,514$50.1M0.18%
119
CHECHEMED CORP
103,876$49.9M0.18%
120
ANAUTONATION INC
939,699$49.7M0.18%
121
WMWASTE MANAGEMENT INC
439,486$49.7M0.18%
122
ESNTESSENT GROUP LTD
1,238,747$45.8M0.17%
123
APTVAPTIV PLC
479,169$43.9M0.16%
124
ASRGRUPO AEROPORTUARIO DEL SUREST
363,221$42.1M0.15%
125
AMEDAMEDISYS INC
174,577$41.3M0.15%
126
NTRSNORTHERN TRUST CORP
519,853$40.5M0.15%
127
CARSCARS.COM INC
4,976,115$40.2M0.15%
128
VLOVALERO ENERGY CORP
880,503$38.1M0.14%
129
KLACKLA-TENCOR CORP
192,033$37.2M0.13%
130
ADNTADIENT PLC
2,115,226$36.7M0.13%
131
TXTERNIUM SA
1,896,815$35.7M0.13%
132
GLPIGAMING AND LEISURE PROPERTIES
878,593$32.4M0.12%
133
SAPSAP SE
203$32.0M0.12%
134
ANETEURARISTA NETWORKS INC
152,069$31.5M0.11%
135
DXCDXC TECHNOLOGY CO
1,752,220$31.3M0.11%
136
LMTLOCKHEED MARTIN CORP
79,019$30.3M0.11%
137
PVG1EURPRETIUM RESOURCES INC
2,368,327$30.2M0.11%
138
ACGLARCH CAPITAL GROUP LTD
995,092$29.1M0.11%
139
AG8AGILENT TECHNOLOGIES INC
287,101$29.0M0.10%
140
NOCNORTHROP GRUMMAN CORP
91,749$28.9M0.10%
141
GOOGALPHABET INC
19,029$28.0M0.10%
142
SPGSIMON PROPERTY GROUP INC
429,501$27.8M0.10%
143
FQIDIGITAL REALTY TRUST INC
186,899$27.4M0.10%
144
MFS1EURWELBILT INC
4,303,157$26.5M0.10%
145
NDAQNASDAQ OMX GROUP INC/THE
214,518$26.3M0.10%
146
TELTE CONNECTIVITY LTD
254,791$24.9M0.09%
147
IMGIAMGOLD CORP
6,447,973$24.7M0.09%
148
LSTRLANDSTAR SYSTEM INC
188,331$23.6M0.09%
149
COPCONOCOPHILLIPS
666,284$21.9M0.08%
150
JPMJPMORGAN CHASE & CO
221,908$21.4M0.08%
151
DGDOLLAR GENERAL CORP
99,514$20.9M0.08%
152
TPRCOACH INC
1,329,095$20.8M0.08%
153
ORLYO'REILLY AUTOMOTIVE INC
43,376$20.0M0.07%
154
LNCLINCOLN NATIONAL CORP
605,918$19.0M0.07%
155
NOVEURNATIONAL OILWELL VARCO INC
2,078,819$18.8M0.07%
156
ASMLASML HOLDING NV
50,663$18.7M0.07%
157
SABRSABRE CORP
2,867,556$18.7M0.07%
158
ULUNILEVER PLC
296$18.0M0.07%
159
AFWALIGN TECHNOLOGY INC
52,578$17.2M0.06%
160
ITRIITRON INC
283,040$17.2M0.06%
161
DOXAMDOCS LTD
292,864$16.8M0.06%
162
ECLECOLAB INC
81,576$16.3M0.06%
163
ADSKAUTODESK INC
68,177$15.8M0.06%
164
IPINTERNATIONAL PAPER CO
376,120$15.2M0.06%
165
IPGPIPG PHOTONICS CORP
89,071$15.1M0.05%
166
ATVIEURACTIVISION BLIZZARD INC
185,776$15.0M0.05%
167
CMCSACOMCAST CORP
316$15.0M0.05%
168
UNUSDUNILEVER NV
244$15.0M0.05%
169
CLVCTRIP.COM INTERNATIONAL LTD
479,600$14.9M0.05%
170
MTGMGIC INVESTMENT CORP
1,683,732$14.9M0.05%
171
BFHALLIANCE DATA SYSTEMS CORP
342,144$14.4M0.05%
172
HPHELMERICH & PAYNE INC
948,692$13.9M0.05%
173
NMIHNMI HOLDINGS INC
774,007$13.8M0.05%
174
JDJD.COM INC
173,990$13.5M0.05%
175
TWTRADEWEB MARKETS INC
231,723$13.4M0.05%
176
BMYBRISTOL-MYERS SQUIBB CO
218,355$13.2M0.05%
177
PSXPHILLIPS 66
253,669$13.2M0.05%
178
DALDELTA AIR LINES INC
419$13.0M0.05%
179
ZTSZOETIS INC
78,217$12.9M0.05%
180
DEDEERE & CO
57,483$12.7M0.05%
181
ALCALCON INC
221,738$12.6M0.05%
182
MNSTMONSTER BEVERAGE CORP
154,599$12.4M0.04%
183
FSLRFIRST SOLAR INC
186,683$12.4M0.04%
184
TJXTJX COS INC/THE
221,146$12.3M0.04%
185
RDYDR REDDY'S LABORATORIES LTD
174,097$12.1M0.04%
186
NVSNNOVARTIS AG
139$12.0M0.04%
187
RDNRADIAN GROUP INC
796,886$11.6M0.04%
188
MSCIMSCI INC
31,479$11.2M0.04%
189
AMATAPPLIED MATERIALS INC
187,077$11.1M0.04%
190
SYKSTRYKER CORP
53,004$11.0M0.04%
191
LLYELI LILLY & CO
77$11.0M0.04%
192
CBCHUBB LTD
93,129$10.8M0.04%
193
TPLUSDTEXAS PACIFIC LAND TRUST
22,710$10.3M0.04%
194
EDGGOLD FIELDS
803,899$9.9M0.04%
195
NVRNVR INC
2,142$8.7M0.03%
196
CCOCAMECO CORP
864,704$8.7M0.03%
197
RGAREINSURANCE GROUP OF AMERICA I
91,042$8.7M0.03%
198
VENVENTAS INC
194,483$8.2M0.03%
199
CVXCHEVRON CORP
106$8.0M0.03%
200
DEODIAGEO PLC
51$7.0M0.03%
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