Ninety One Sa (Pty) LTD Portfolio Holdings

Ninety One Sa (Pty) LTD

  • $891 Million
  • Q3 2025

Ninety One Sa (Pty) LTD has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $891 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91M, Berkshire Hathaway Inc with a value of $68.6M, Nvidia Corp with a value of $54.4M, Alphabet Inc. with a value of $44.7M, and Amazon Com Inc with a value of $27M.

Examining the 13F form we can see an increase of $237M in the current position value, from $654M to 891M.

Ninety One Sa (Pty) LTD is based out at Cape Town, T3

Below you can find more details about Ninety One Sa (Pty) LTD portfolio as well as his latest detailed transactions.

Portfolio value $891 Million
Technology: $249 Million
Financial Services: $190 Million
Communication Services: $146 Million
Consumer Cyclical: $102 Million
Healthcare: $61.6 Million
Basic Materials: $47.2 Million
Industrials: $35.7 Million
Consumer Defensive: $28.4 Million
Other: $31.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$91 Million 10.22% of portfolio
175,671
Q3 2025 Added 28.51%
$453B
$68.6 Million 7.71% of portfolio
91
Q3 2017 New
$465B
$54.4 Million 6.11% of portfolio
291,703
Q3 2025 Added 84.15%
$1.65T
$44.7 Million 5.02% of portfolio
183,854
Q3 2025 Added 40.6%
$2.39T
$27 Million 3.03% of portfolio
122,750
Q3 2025 Added 89.64%
$191B
$25.2 Million 2.83% of portfolio
4,663
Q3 2025 Added 4.79%
$533B
$24.6 Million 2.77% of portfolio
72,154
Q3 2025 Added 15.09%
$881B
$24.2 Million 2.71% of portfolio
76,572
Q3 2025 Added 87.89%
$33.1B
$21.6 Million 2.43% of portfolio
870,664
Q3 2025 New
$237B
$21.4 Million 2.41% of portfolio
132,155
Q3 2025 Added 31.13%
$522B
$19.9 Million 2.23% of portfolio
107,175
Q3 2025 Added 37.81%
$1.46T
$19.9 Million 2.23% of portfolio
71,245
Q3 2025 Added 8.69%
$1.37T
$19.2 Million 2.15% of portfolio
26,124
Q3 2025 New
$39.1B
$18.9 Million 2.12% of portfolio
73,186
Q3 2025 Added 81.16%
$4.3T
$18.5 Million 2.08% of portfolio
72,842
Q3 2025 Added 86.6%
$512B
$18.3 Million 2.06% of portfolio
32,241
Q3 2025 Added 66.95%
$21.4B
$16.7 Million 1.88% of portfolio
381,102
Q3 2025 Added 18.57%
$76.2B
$15.4 Million 1.73% of portfolio
31,680
Q3 2025 New
$18.6B
$15.1 Million 1.7% of portfolio
115,802
Q3 2025 Added 73.2%
$8.61B
$15.1 Million 1.69% of portfolio
145,240
Q3 2025 Added 83.14%
$139B
$13.8 Million 1.55% of portfolio
41,864
Q3 2025 Added 103.69%
$53.4B
$13.8 Million 1.55% of portfolio
177,434
Q3 2025 Added 23.87%
$222B
$13.1 Million 1.47% of portfolio
27,055
Q3 2025 Added 77.21%
$70.1B
$13 Million 1.46% of portfolio
76,514
Q3 2025 New
$265B
$12.2 Million 1.37% of portfolio
15,360
Q3 2025 Added 84.99%
$53.1B
$11.5 Million 1.29% of portfolio
46,740
Q3 2025 Added 27.06%
$55.8B
$10.6 Million 1.19% of portfolio
52,530
Q2 2025 Added 0.77%
$53.8B
$10.4 Million 1.17% of portfolio
44,441
Q3 2025 Added 87.45%
$68.4B
$10 Million 1.12% of portfolio
293,246
Q3 2025 Added 77.18%
$87.8B
$9.01 Million 1.01% of portfolio
18,918
Q2 2025 Added 0.83%
$92B
$8.89 Million 1.0% of portfolio
58,513
Q1 2025 Added 1,141.26%
$182B
$8.72 Million 0.98% of portfolio
12,776
Q2 2025 Added 220.52%
$69.1B
$8.57 Million 0.96% of portfolio
101,691
Q3 2025 Added 78.46%
$14B
$8.45 Million 0.95% of portfolio
51,605
Q3 2025 Added 89.72%
$25.6B
$8.12 Million 0.91% of portfolio
152,737
Q3 2025 Added 87.54%
$1.29T
$7.25 Million 0.81% of portfolio
16,311
Q3 2025 Added 80.23%
$15.6B
$7.13 Million 0.8% of portfolio
221,591
Q3 2025 Added 78.51%
$84B
$7.03 Million 0.79% of portfolio
36,541
Q3 2025 Added 87.84%
$100B
$6.99 Million 0.79% of portfolio
114,728
Q3 2025 Added 94.67%
$33.9B
$7.05 Million 0.79% of portfolio
28,023
Q3 2025 Added 10.24%
$12.1B
$7.05 Million 0.79% of portfolio
91,487
Q3 2025 Added 67.57%
$59.7B
$6.66 Million 0.75% of portfolio
13,508
Q3 2025 Added 88.34%
$37.5B
$6.21 Million 0.7% of portfolio
109,454
Q3 2025 Added 86.32%
$74.1B
$6.16 Million 0.69% of portfolio
22,655
Q3 2025 Added 87.03%
$159B
$6.14 Million 0.69% of portfolio
12,612
Q3 2025 Added 10.14%
$12.2B
$5.91 Million 0.66% of portfolio
53,253
Q3 2025 Added 85.45%
$13.2B
$5.71 Million 0.64% of portfolio
32,608
Q1 2025 Added 1,284.63%
$24.8B
$5.34 Million 0.6% of portfolio
25,811
Q1 2025 Added 807.56%
$9.65B
$5.27 Million 0.59% of portfolio
31,494
Q3 2025 Added 79.08%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $891 Million
  • Prior Value $654 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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