Ninety One Sa (Pty) LTD Purchases and Sells in Q4 2025

Ninety One Sa (Pty) LTD

$840 Million
Q4 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	26.5K + 63.3%	$324.63 - $385.98 $8.6M - $10.2M	68.4K $23.4M
JNJ	29.6K + 27.61%	$185.98 - $199.58 $5.5M - $5.91M	137K $27.3M
AAPL	20.4K + 28.01%	$245.27 - $275.25 $5M - $5.62M	93.2K $24.9M
PLD	49.9K + 2027.66%	$111.23 - $127.18 $5.55M - $6.35M	52.4K $6.47M
GS	5.42K + 35.26%	$744.6 - $838.97 $4.03M - $4.54M	20.8K $16.1M
TMO	1.14K + 4.2%	$524.58 - $588.02 $596K - $669K	28.2K $16M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AEM	106K New	$155.17 - $185.52 $16.5M - $19.7M	106K $17.8M
GE	6.8K New	$291.49 - $314.28 $1.98M - $2.14M	6.8K $2.04M
KLAC	1.51K New	$982.75 - $1235.28 $1.49M - $1.87M	1.51K $1.72M
Magnum Ice Cream Co NV/The	30.1K New	N/A	30.1K $0
TOTB.DE	110K New	N/A	110K $0

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-23.4K - 89.42%	$609.01 - $751.67 $14.2M - $17.6M	2.77K $1.69M
MSFT	-26.7K - 15.22%	$496.82 - $542.07 $13.3M - $14.5M	149K $75.6M
TECK	-237K - 62.1%	$41.09 - $44.57 $9.72M - $10.5M	144K $5.94M
LNG	-43.3K - 97.45%	$205.63 - $235.74 $8.91M - $10.2M	1.14K $244K
AMT	-34.8K - 95.24%	$176.64 - $193.32 $6.15M - $6.73M	1.74K $314K
V	-4.12K - 5.71%	$325.75 - $352.42 $1.34M - $1.45M	68K $22.2M

Activity Summary All Purchases 32 New Holdings 5 Increased Positions 27 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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