Ninety One UK Ltd Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$30.3T

Holdings

190

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
8,746,464$2.0T6.72%
2
VVISA INC
8,440,142$1.5T4.95%
3
MCOMOODY'S CORP
3,572,909$868.6B2.87%
4
JNJJOHNSON & JOHNSON
5,316,053$868.4B2.86%
5
ADSKAUTODESK INC
4,383,008$818.7B2.70%
6
4I1PHILIP MORRIS INTERNATIONAL IN
9,757,914$810.0B2.67%
7
INTUINTUIT INC
2,032,209$787.1B2.60%
8
GOOGLALPHABET INC
8,175,406$782.0B2.58%
9
VRSNVERISIGN INC
4,296,631$746.3B2.46%
10
ELESTEE LAUDER COS INC/THE
3,377,235$729.1B2.41%
11
BKNGBOOKING HOLDINGS INC
425,534$699.2B2.31%
12
BDXBECTON DICKINSON AND CO
3,016,264$672.1B2.22%
13
ADPAUTOMATIC DATA PROCESSING INC
2,676,131$605.3B2.00%
14
EAELECTRONIC ARTS INC
4,822,868$558.1B1.84%
15
AAPLAPPLE INC
4,001,876$553.1B1.82%
16
SCHWCHARLES SCHWAB CORP/THE
7,383,728$530.7B1.75%
17
NTESNETEASE INC
6,785,970$513.0B1.69%
18
UNHUNITEDHEALTH GROUP INC
1,013,522$511.9B1.69%
19
FDSFACTSET RESEARCH SYSTEMS INC
1,275,582$510.4B1.68%
20
SPGIS&P GLOBAL INC
1,660,285$507.0B1.67%
21
MAMASTERCARD INC
1,757,190$499.6B1.65%
22
XOMEXXON MOBIL CORP
5,062,647$442.0B1.46%
23
TTTRANE TECHNOLOGIES PLC
3,034,898$439.5B1.45%
24
CHKPCHECK POINT SOFTWARE TECHNOLOG
3,799,291$425.6B1.40%
25
ICLRICON PLC
2,286,836$420.3B1.39%
26
TMOTHERMO FISHER SCIENTIFIC INC
754,189$382.5B1.26%
27
FOXAFOX CORP
12,016,368$368.7B1.22%
28
AVGOBROADCOM INC
747,304$331.8B1.09%
29
WMWASTE MANAGEMENT INC
1,814,622$290.7B0.96%
30
TSMTAIWAN SEMICONDUCTOR MANUFACTU
4,176,018$286.3B0.94%
31
PXDEURPIONEER NATURAL RESOURCES CO
1,286,271$278.5B0.92%
32
NEENEXTERA ENERGY INC
3,420,897$268.2B0.88%
33
KEYSKEYSIGHT TECHNOLOGIES INC
1,704,067$268.2B0.88%
34
NVDANVIDIA CORP
2,128,664$258.4B0.85%
35
TELTE CONNECTIVITY LTD
2,328,928$257.0B0.85%
36
ELVELEVANCE HEALTH INC
545,104$247.6B0.82%
37
MRSHMARSH & MCLENNAN COS INC
1,627,312$242.9B0.80%
38
ROKROCKWELL AUTOMATION INC
1,111,005$239.0B0.79%
39
MDLZMONDELEZ INTERNATIONAL INC
4,329,753$237.4B0.78%
40
ICEINTERCONTINENTAL EXCHANGE INC
2,593,022$234.3B0.77%
41
JJACOBS SOLUTIONS INC
1,993,872$216.3B0.71%
42
BSXBOSTON SCIENTIFIC CORP
5,500,234$213.0B0.70%
43
AZOAUTOZONE INC
97,525$208.9B0.69%
44
CCEPCOCA-COLA EUROPACIFIC PARTNERS
4,634,015$197.5B0.65%
45
AKXANSYS INC
868,570$192.6B0.64%
46
INFYINFOSYS LTD
11,261,417$191.1B0.63%
47
MTBM&T BANK CORP
1,076,719$189.8B0.63%
48
SNPSSYNOPSYS INC
618,619$189.0B0.62%
49
TPRTAPESTRY INC
6,443,740$183.2B0.60%
50
WWEUSDWORLD WRESTLING ENTERTAINMENT
2,552,837$179.1B0.59%
51
IQVIQVIA HOLDINGS INC
968,110$175.4B0.58%
52
RTXRAYTHEON TECHNOLOGIES CORP
2,095,198$171.5B0.57%
53
EBAEBAY INC
4,454,104$164.0B0.54%
54
HESHESS CORP
1,495,531$163.0B0.54%
55
SIVBEURSVB FINANCIAL GROUP
478,006$160.5B0.53%
56
HBANHUNTINGTON BANCSHARES INC/OH
11,895,595$156.8B0.52%
57
FUODOLBY LABORATORIES INC
2,371,365$154.5B0.51%
58
GMGENERAL MOTORS CO
4,780,371$153.4B0.51%
59
ABXBARRICK GOLD CORP
9,792,550$151.8B0.50%
60
ALLEALLEGION PLC
1,680,890$150.7B0.50%
61
ADIANALOG DEVICES INC
1,079,168$150.4B0.50%
62
APTVAPTIV PLC
1,922,107$150.3B0.50%
63
STTSTATE STREET CORP
2,376,906$144.5B0.48%
64
TRUTRANSUNION
1,947,558$115.9B0.38%
65
FCXFREEPORT-MCMORAN INC
4,217,846$115.3B0.38%
66
HDBHDFC BANK LTD
1,952,350$114.1B0.38%
67
ACNACCENTURE PLC
438,782$112.9B0.37%
68
MCKMCKESSON CORP
330,855$112.4B0.37%
69
REZIRESIDEO TECHNOLOGIES INC
5,290,330$100.8B0.33%
70
AERAERCAP HOLDINGS NV
2,287,805$96.8B0.32%
71
BACBANK OF AMERICA CORP
3,147,675$95.1B0.31%
72
NOVNOV INC
5,755,872$93.1B0.31%
73
AEMAGNICO EAGLE MINES LTD
2,171,590$92.2B0.30%
74
NOMDNOMAD FOODS LTD
6,292,240$89.3B0.29%
75
INDAISHARES MSCI INDIA ETF
2,112,068$86.1B0.28%
76
BRBROADRIDGE FINANCIAL SOLUTIONS
589,269$85.0B0.28%
77
TXRHTEXAS ROADHOUSE INC
972,282$84.8B0.28%
78
8CWCROWN CASTLE INC
556,857$80.5B0.27%
79
AMZNAMAZON.COM INC
705,426$79.7B0.26%
80
BBDBANCO BRADESCO SA
21,646,243$79.7B0.26%
81
LEALEAR CORP
660,118$79.0B0.26%
82
VALEVALE SA
5,738,098$76.4B0.25%
83
SBUXSTARBUCKS CORP
900,986$75.9B0.25%
84
METAMETA PLATFORMS INC
539,297$73.2B0.24%
85
AXPAMERICAN EXPRESS CO
527,959$71.2B0.23%
86
LRCXEURLAM RESEARCH CORP
178,783$65.4B0.22%
87
TRVCCITIGROUP INC
1,383,319$57.6B0.19%
88
TXNTEXAS INSTRUMENTS INC
363,390$56.2B0.19%
89
PEPPEPSICO INC
342,445$55.9B0.18%
90
MOSMOSAIC CO/THE
1,145,519$55.4B0.18%
91
NKENIKE INC
655,170$54.5B0.18%
92
JPMJPMORGAN CHASE & CO
513,271$53.6B0.18%
93
PGPROCTER & GAMBLE CO/THE
404,861$51.1B0.17%
94
WRKUSDWESTROCK CO
1,641,490$50.7B0.17%
95
ADNTADIENT PLC
1,800,032$50.0B0.16%
96
CHECHEMED CORP
111,812$48.8B0.16%
97
CARSCARS.COM INC
4,201,037$48.3B0.16%
98
QRVOQORVO INC
584,656$46.4B0.15%
99
DWDMORGAN STANLEY
580,723$45.9B0.15%
100
NEMNEWMONT CORP
1,062,988$44.7B0.15%
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