Ninety One UK Ltd Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$30.3B

Holdings

190

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
101
PGPROCTER & GAMBLE CO/THE
404,861$51.1M0.17%
102
WRKUSDWESTROCK CO
1,641,490$50.7M0.17%
103
ADNTADIENT PLC
1,800,032$50.0M0.16%
104
CHECHEMED CORP
111,812$48.8M0.16%
105
CARSCARS.COM INC
4,201,037$48.3M0.16%
106
QRVOQORVO INC
584,656$46.4M0.15%
107
DWDMORGAN STANLEY
580,723$45.9M0.15%
108
NEMNEWMONT CORP
1,062,988$44.7M0.15%
109
BWABORGWARNER INC
1,401,931$44.0M0.15%
110
GLPIGAMING AND LEISURE PROPERTIES
993,887$44.0M0.15%
111
NTRNUTRIEN LTD
519,605$43.5M0.14%
112
SSRMSSR MINING INC
2,897,897$42.6M0.14%
113
AMTAMERICAN TOWER CORP
196,228$42.1M0.14%
114
BTOB2GOLD CORP
12,632,342$40.8M0.13%
115
RBAGBPRITCHIE BROS AUCTIONEERS INC
648,377$40.7M0.13%
116
WPMWHEATON PRECIOUS METALS CORP
1,248,792$40.4M0.13%
117
RGLDROYAL GOLD INC
414,213$38.9M0.13%
118
CMECME GROUP INC
215,587$38.2M0.13%
119
TXTERNIUM SA
1,337,664$36.6M0.12%
120
LNCLINCOLN NATIONAL CORP
812,975$35.7M0.12%
121
KSAISHARES MSCI SAUDI ARABIA ETF
867,365$35.6M0.12%
122
PAASPAN AMERICAN SILVER CORP
2,217,004$35.2M0.12%
123
AONAON PLC
129,218$34.6M0.11%
124
BIGGQBIG LOTS INC
2,201,063$34.4M0.11%
125
CDNSCADENCE DESIGN SYSTEMS INC
199,548$32.6M0.11%
126
HDHOME DEPOT INC/THE
114,825$31.7M0.10%
127
SYKSTRYKER CORP
138,842$28.1M0.09%
128
DEDEERE & CO
77,111$25.7M0.08%
129
EROERO COPPER CORP
2,313,848$25.7M0.08%
130
MOALTRIA GROUP INC
629,317$25.4M0.08%
131
STESTERIS PLC
150,899$25.1M0.08%
132
AG8AGILENT TECHNOLOGIES INC
202,640$24.6M0.08%
133
GNRCGENERAC HOLDINGS INC
134,810$24.0M0.08%
134
COPCONOCOPHILLIPS
228,086$23.3M0.08%
135
CNXCCONCENTRIX CORP
208,037$23.2M0.08%
136
MBIMBIA INC
2,420,545$22.3M0.07%
137
ATVIEURACTIVISION BLIZZARD INC
284,228$21.1M0.07%
138
LLYELI LILLY & CO
60,806$19.7M0.06%
139
WSOWATSCO INC
70,695$18.2M0.06%
140
SAPSAP SE
222$18.0M0.06%
141
CMCSACOMCAST CORP
591,511$17.3M0.06%
142
MMYTMAKEMYTRIP LTD
563,480$17.3M0.06%
143
ASMLASML HOLDING NV
40,408$16.8M0.06%
144
XIFRNEXTERA ENERGY PARTNERS LP
227,328$16.4M0.05%
145
ADBEADOBE INC
58,444$16.1M0.05%
146
CSGPCOSTAR GROUP INC
229,719$16.0M0.05%
147
ALCALCON INC
274,971$16.0M0.05%
148
MNSTMONSTER BEVERAGE CORP
182,252$15.8M0.05%
149
STLDSTEEL DYNAMICS INC
223,119$15.8M0.05%
150
NXPINXP SEMICONDUCTORS NV
106,961$15.8M0.05%
151
VLOVALERO ENERGY CORP
147,100$15.7M0.05%
152
FNFFIDELITY NATIONAL FINANCIAL IN
434,136$15.7M0.05%
153
PSXPHILLIPS 66
194,431$15.7M0.05%
154
NVRNVR INC
3,922$15.6M0.05%
155
KLACKLA CORP
51,384$15.6M0.05%
156
AAALCOA CORP
456,944$15.4M0.05%
157
ORLYO'REILLY AUTOMOTIVE INC
21,216$14.9M0.05%
158
FQIDIGITAL REALTY TRUST INC
145,000$14.4M0.05%
159
ZTSZOETIS INC
87,346$13.0M0.04%
160
SABRSABRE CORP
2,444,014$12.6M0.04%
161
MPCMARATHON PETROLEUM CORP
120,273$11.9M0.04%
162
PLDPROLOGIS INC
116,658$11.9M0.04%
163
ESNTESSENT GROUP LTD
334,452$11.7M0.04%
164
TWTRADEWEB MARKETS INC
200,541$11.3M0.04%
165
CSCOCISCO SYSTEMS INC
279,670$11.2M0.04%
166
TMETENCENT MUSIC ENTERTAINMENT GR
2,499,604$10.1M0.03%
167
EQIXEQUINIX INC
17,767$10.1M0.03%
168
AFWALIGN TECHNOLOGY INC
47,115$9.8M0.03%
169
CFCF INDUSTRIES HOLDINGS INC
96,929$9.3M0.03%
170
IHGINTERCONTINENTAL HOTELS GROUP
184$9.0M0.03%
171
DEODIAGEO PLC
55$9.0M0.03%
172
CTVACORTEVA INC
155,649$8.9M0.03%
173
GLREGREENLIGHT CAPITAL RE LTD
1,099,621$8.2M0.03%
174
CLFCLEVELAND-CLIFFS INC
583,668$7.9M0.03%
175
VENVENTAS INC
194,483$7.8M0.03%
176
GOOGALPHABET INC
65,495$6.3M0.02%
177
STZCONSTELLATION BRANDS INC
24,289$5.6M0.02%
178
SBSWSIBANYE STILLWATER LTD
536,597$5.0M0.02%
179
SPGSIMON PROPERTY GROUP INC
54,289$4.9M0.02%
180
FDXFEDEX CORP
26,823$4.0M0.01%
181
AU3EURANGLOGOLD ASHANTI LTD
205,369$2.8M0.01%
182
WFGWEST FRASER TIMBER CO LTD
38,736$2.8M0.01%
183
EAFEURGRAFTECH INTERNATIONAL LTD
527,671$2.3M0.01%
184
DHRDANAHER CORP
8,451$2.2M0.01%
185
AMATAPPLIED MATERIALS INC
26,598$2.2M0.01%
186
RYAAYRYANAIR HOLDINGS PLC
29,355$1.7M0.01%
187
CNYAISHARES MSCI CHINA A ETF
46,991$1.4M0.00%
188
RDYDR REDDY'S LABORATORIES LTD
21,176$1.1M0.00%
189
INTCINTEL CORP
42,094$1.1M0.00%
190
WW6WW INTERNATIONAL INC
267,369$1.1M0.00%
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