Ninety One Sa (Pty) LTD Purchases and Sells in Q2 2024

Ninety One Sa (Pty) LTD

$627 Million
Q2 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	107K + 164.0%	$165.0 - $216.67 $17.7M - $23.2M	172K $36.3M
TSM	65.3K + 40.2%	$127.7 - $179.69 $8.34M - $11.7M	228K $39.6M
BKNG	4.25K + 430.03%	$3414.82 - $4014.38 $14.5M - $17.1M	5.24K $20.8M
ADSK	25.8K + 184.06%	$199.93 - $259.44 $5.16M - $6.7M	39.9K $9.86M
TTWO	35.2K + 2431.31%	$139.96 - $167.43 $4.92M - $5.89M	36.6K $5.7M
CNI	43K + 307.88%	$116.77 - $131.52 $5.02M - $5.66M	57K $6.73M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MS	173K New	$86.19 - $101.53 $14.9M - $17.6M	173K $16.8M
VLO	105K New	$148.38 - $183.39 $15.6M - $19.3M	105K $16.5M
AVGO	4.36K New	$1204.71 - $1828.87 $5.25M - $7.97M	4.36K $7M
ACM	67.6K New	$85.09 - $97.78 $5.75M - $6.61M	67.6K $5.96M
AA	32.6K New	$34.02 - $44.54 $1.11M - $1.45M	32.6K $1.3M
ZTS	3.66K New	$145.54 - $178.83 $532K - $654K	3.66K $633K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-198K - 68.79%	$108.36 - $122.2 $21.4M - $24.2M	89.8K $10.3M
STZ	-67.7K - 60.35%	$243.97 - $268.34 $16.5M - $18.2M	44.5K $11.4M
AMZN	-110K - 43.36%	$173.67 - $197.85 $19.1M - $21.8M	144K $27.8M
GOOGL	-128K - 45.27%	$150.53 - $185.41 $19.2M - $23.7M	154K $28.1M
META	-17.6K - 92.8%	$430.17 - $527.34 $7.57M - $9.28M	1.36K $687K
ELV	-9.5K - 23.45%	$497.49 - $547.8 $4.73M - $5.21M	31K $16.8M

Activity Summary All Purchases 22 New Holdings 7 Increased Positions 15 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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