Ninety One UK Ltd Q3 2023 Filing

Filed October 10, 2023

Portfolio Value

$31616.6T

Holdings

177

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
7,719,909$2437.6T7.71%
2
VVISA INC
7,940,443$1826.4T5.78%
3
VRSNVERISIGN INC
5,296,459$1072.7T3.39%
4
BKNGBOOKING HOLDINGS INC
342,962$1057.7T3.35%
5
INTUINTUIT INC
1,942,174$992.3T3.14%
6
4I1PHILIP MORRIS INTERNATIONAL IN
9,484,766$878.1T2.78%
7
ADSKAUTODESK INC
4,115,334$851.5T2.69%
8
GOOGLALPHABET INC
6,003,495$785.6T2.48%
9
NVDANVIDIA CORP
1,752,906$762.5T2.41%
10
AMZNAMAZON.COM INC
5,817,712$739.5T2.34%
11
JNJJOHNSON & JOHNSON
4,423,146$688.9T2.18%
12
NTESNETEASE INC
6,769,420$678.0T2.14%
13
ICLRICON PLC
2,597,601$639.7T2.02%
14
ADPAUTOMATIC DATA PROCESSING INC
2,528,411$608.3T1.92%
15
MCOMOODY'S CORP
1,919,018$606.7T1.92%
16
BDXBECTON DICKINSON & CO
2,242,029$579.6T1.83%
17
MAMASTERCARD INC
1,409,501$558.0T1.77%
18
FDSFACTSET RESEARCH SYSTEMS INC
1,187,704$519.3T1.64%
19
XOMEXXON MOBIL CORP
4,265,596$501.5T1.59%
20
EAELECTRONIC ARTS INC
4,084,826$491.8T1.56%
21
AAPLAPPLE INC
2,826,832$484.0T1.53%
22
SPGIS&P GLOBAL INC
1,310,564$478.9T1.51%
23
CHKPCHECK POINT SOFTWARE TECHNOLOG
3,587,800$478.2T1.51%
24
ELESTEE LAUDER COS INC/THE
2,725,885$394.0T1.25%
25
SCHWCHARLES SCHWAB CORP/THE
7,077,658$388.6T1.23%
26
TTTRANE TECHNOLOGIES PLC
1,909,185$387.4T1.23%
27
AVGOBROADCOM INC
437,621$363.5T1.15%
28
FOXAFOX CORP
11,330,877$353.5T1.12%
29
TSMTAIWAN SEMICONDUCTOR MANUFACTU
3,834,494$333.2T1.05%
30
CCEPCOCA-COLA EUROPACIFIC PARTNERS
5,220,538$326.2T1.03%
31
WMWASTE MANAGEMENT INC
2,121,035$323.3T1.02%
32
TKOTKO GROUP HOLDINGS INC
3,818,270$321.0T1.02%
33
ELVELEVANCE HEALTH INC
711,068$309.6T0.98%
34
ICEINTERCONTINENTAL EXCHANGE INC
2,622,803$288.6T0.91%
35
TMOTHERMO FISHER SCIENTIFIC INC
528,834$267.7T0.85%
36
MDLZMONDELEZ INTERNATIONAL INC
3,818,481$265.0T0.84%
37
JJACOBS SOLUTIONS INC
1,929,955$263.4T0.83%
38
BSXBOSTON SCIENTIFIC CORP
4,860,826$256.7T0.81%
39
NEENEXTERA ENERGY INC
4,460,511$255.5T0.81%
40
ROKROCKWELL AUTOMATION INC
893,520$255.4T0.81%
41
HESHESS CORP
1,546,022$236.5T0.75%
42
TELTE CONNECTIVITY LTD
1,850,866$228.6T0.72%
43
AKXANSYS INC
765,608$227.8T0.72%
44
SNPSSYNOPSYS INC
482,903$221.6T0.70%
45
TRUTRANSUNION
2,890,432$207.5T0.66%
46
APTVAPTIV PLC
2,103,443$207.4T0.66%
47
ABXBARRICK GOLD CORP
14,151,963$205.9T0.65%
48
MRSHMARSH & MCLENNAN COS INC
1,011,452$192.5T0.61%
49
APDAIR PRODUCTS AND CHEMICALS INC
652,089$184.8T0.58%
50
ACNACCENTURE PLC
569,305$174.8T0.55%
51
UNHUNITEDHEALTH GROUP INC
335,354$169.1T0.53%
52
FUODOLBY LABORATORIES INC
1,994,107$158.1T0.50%
53
EBAEBAY INC
3,530,378$155.7T0.49%
54
HDBHDFC BANK LTD
2,572,292$151.8T0.48%
55
AEMAGNICO EAGLE MINES LTD
3,227,830$147.2T0.47%
56
GMGENERAL MOTORS CO
4,416,978$145.6T0.46%
57
FCXFREEPORT-MCMORAN INC
3,815,644$142.3T0.45%
58
CLVTRIP.COM GROUP LTD
3,917,677$137.0T0.43%
59
CSLCARLISLE COS INC
527,761$136.8T0.43%
60
TPRTAPESTRY INC
4,723,593$135.8T0.43%
61
STTSTATE STREET CORP
1,997,425$133.7T0.42%
62
NEMNEWMONT CORP
3,506,668$129.6T0.41%
63
ALLEALLEGION PLC
1,089,377$113.5T0.36%
64
BRBROADRIDGE FINANCIAL SOLUTIONS
600,601$107.5T0.34%
65
ABEVAMBEV SA
41,593,127$107.3T0.34%
66
METAMETA PLATFORMS INC
325,213$97.6T0.31%
67
IQVIQVIA HOLDINGS INC
480,427$94.5T0.30%
68
TXNTEXAS INSTRUMENTS INC
541,587$86.1T0.27%
69
RTXRTX CORP
1,185,937$85.4T0.27%
70
VALEVALE SA
6,176,005$82.8T0.26%
71
8CWCROWN CASTLE INC
881,737$81.1T0.26%
72
MCKMCKESSON CORP
182,771$79.5T0.25%
73
AERAERCAP HOLDINGS NV
1,256,974$78.8T0.25%
74
SBUXSTARBUCKS CORP
861,772$78.7T0.25%
75
TXRHTEXAS ROADHOUSE INC
807,377$77.6T0.25%
76
HTHTH WORLD GROUP LTD
1,943,022$76.6T0.24%
77
NOVNOV INC
3,466,037$72.4T0.23%
78
TXTERNIUM SA
1,715,948$68.5T0.22%
79
ZZILLOW GROUP INC
1,468,313$67.8T0.21%
80
N1UANEW ORIENTAL EDUCATION & TECHN
1,157,033$67.7T0.21%
81
XPXP INC
2,930,488$67.5T0.21%
82
NKENIKE INC
675,873$64.6T0.20%
83
PGPROCTER & GAMBLE CO/THE
440,461$64.2T0.20%
84
GLPIGAMING AND LEISURE PROPERTIES
1,390,987$63.4T0.20%
85
KRKROGER CO/THE
1,359,615$60.8T0.19%
86
BACBANK OF AMERICA CORP
2,031,942$55.6T0.18%
87
QRVOQORVO INC
556,604$53.1T0.17%
88
JPMJPMORGAN CHASE & CO
361,030$52.4T0.17%
89
TECK/BTECK RESOURCES LTD
1,180,104$50.9T0.16%
90
AMTAMERICAN TOWER CORP
299,360$49.2T0.16%
91
BEKEKE HOLDINGS INC
3,033,768$47.1T0.15%
92
CARSCARS.COM INC
2,729,722$46.0T0.15%
93
GNRCGENERAC HOLDINGS INC
420,728$45.8T0.14%
94
LRCXEURLAM RESEARCH CORP
72,087$45.2T0.14%
95
PAASPAN AMERICAN SILVER CORP
3,049,223$44.2T0.14%
96
CMECME GROUP INC
220,272$44.1T0.14%
97
PEPPEPSICO INC
258,368$43.8T0.14%
98
RBARB GLOBAL INC
685,608$43.1T0.14%
99
CDNSCADENCE DESIGN SYSTEMS INC
174,252$40.8T0.13%
100
KLACKLA CORP
88,917$40.8T0.13%
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