Ninety One North America, Inc.
Q3 2026 13F filing
Updated 21 days ago108 disclosed positions worth $2.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V Visa Inc | $144.1M | 401.1K | 6.78% | Trimmed(-6.4%) |
| 2 | P Philip Morris International Inc | $117M | 613.3K | 5.50% | Trimmed(-12.0%) |
| 3 | M Microsoft Corp | $116.4M | 227.0K | 5.48% | Trimmed(-5.6%) |
| 4 | G Alphabet Inc | $90.2M | 262.3K | 4.24% | Trimmed(-5.2%) |
| 5 | T Taiwan Semiconductor Manufacturing Co Ltd | $73.8M | 161.8K | 3.47% | Added(+63.6%) |
| 6 | J Johnson & Johnson | $71.7M | 270.7K | 3.37% | Trimmed(-5.3%) |
| 7 | M Marsh & McLennan Cos Inc | $68.6M | 402.0K | 3.23% | Added(+34.5%) |
| 8 | B Booking Holdings Inc | $68.1M | 417.9K | 3.20% | Trimmed(-6.2%) |
| 9 | N NetEase Inc | $56M | 462.0K | 2.63% | Trimmed(-4.9%) |
| 10 | A Autodesk Inc | $53.4M | 255.5K | 2.51% | Trimmed(-8.6%) |
| 11 | E Edwards Lifesciences Corp | $50.3M | 582.2K | 2.36% | Trimmed(-5.6%) |
| 12 | M Motorola Solutions Inc | $44.6M | 99.9K | 2.10% | Trimmed(-6.2%) |
| 13 | I Intuit Inc | $44.5M | 161.5K | 2.09% | Trimmed(-6.2%) |
| 14 | B Credicorp Ltd | $44.1M | 116.2K | 2.08% | Added(+23.2%) |
| 15 | ? N/A Vista Energy SAB de CV | $43.2M | 661.2K | 2.03% | Added(+1.4%) |
| 16 | V VeriSign Inc | $41.9M | 148.5K | 1.97% | Trimmed(-5.7%) |
| 17 | G Gerdau SA | $38.8M | 8.21M | 1.82% | — |
| 18 | P XP Inc | $38.7M | 1.84M | 1.82% | Added(+1.2%) |
| 19 | A Automatic Data Processing Inc | $37.2M | 144.0K | 1.75% | Trimmed(-6.2%) |
| 20 | L Laureate Education Inc | $36.8M | 964.9K | 1.73% | Added(+1.6%) |
| 21 | M Monster Beverage Corp | $35.6M | 855.5K | 1.67% | Added(+87.7%) |
| 22 | M Mastercard Inc | $35.3M | 64.1K | 1.66% | Trimmed(-39.7%) |
| 23 | E iShares MSCI India ETF | $33.4M | 716.0K | 1.57% | Added(+4.9%) |
| 24 | L Latam Airlines Group SA | $31.4M | 629.9K | 1.48% | Added(+1.6%) |
| 25 | N NVIDIA Corp | $31.4M | 137.5K | 1.48% | Trimmed(-6.2%) |
| 26 | I ICICI Bank Ltd | $31.3M | 1.14M | 1.47% | Added(+87.4%) |
| 27 | S S&P Global Inc | $27.3M | 69.2K | 1.28% | Added(+1.8%) |
| 28 | M Moody's Corp | $27.2M | 60.0K | 1.28% | Trimmed(-6.4%) |
| 29 | ? N/A Fomento Economico Mexicano SAB de CV | $26.9M | 226.5K | 1.26% | Added(+111.0%) |
| 30 | C Check Point Software Technologies Ltd | $24.1M | 187.7K | 1.13% | Trimmed(-6.2%) |
| 31 | A Align Technology Inc | $22.6M | 155.7K | 1.06% | Trimmed(-6.2%) |
| 32 | A ASE Technology Holding Co Ltd | $22.2M | 498.3K | 1.04% | Added(+9.7%) |
| 33 | N New Oriental Education & Technology Group Inc | $21.7M | 391.8K | 1.02% | — |
| 34 | F FactSet Research Systems Inc | $21.5M | 79.5K | 1.01% | Trimmed(-6.2%) |
| 35 | T BBB Foods Inc | $17.6M | 334.2K | 0.83% | — |
| 36 | A Aon PLC | $17.1M | 61.9K | 0.81% | Trimmed(-43.0%) |
| 37 | A Alcon AG | $16.6M | 256.5K | 0.78% | Trimmed(-44.5%) |
| 38 | H SK hynix Inc | $15.4M | 83.4K | 0.72% | — |
| 39 | A Amazon.com Inc | $15.3M | 61.2K | 0.72% | Unchanged |
| 40 | A Apple Inc | $13.9M | 41.9K | 0.66% | Trimmed(-6.2%) |
| 41 | C Canadian Pacific Kansas City Ltd | $13.5M | 158.2K | 0.64% | Trimmed(-22.9%) |
| 42 | T TE Connectivity PLC | $12.5M | 59.2K | 0.59% | Trimmed(-22.4%) |
| 43 | T Tetra Tech Inc | $11.9M | 362.4K | 0.56% | Trimmed(-25.4%) |
| 44 | R Ferrari NV | $11.7M | 29.8K | 0.55% | Added(+184.7%) |
| 45 | R Ryanair Holdings PLC | $11.3M | 205.4K | 0.53% | Added(+12.6%) |
| 46 | A Allegion plc | $11.1M | 72.2K | 0.52% | Trimmed(-44.5%) |
| 47 | V Valmont Industries Inc | $10.8M | 23.3K | 0.51% | Trimmed(-16.6%) |
| 48 | A AstraZeneca PLC | $10.5M | 64.2K | 0.49% | Trimmed(-48.0%) |
| 49 | A Broadcom Inc | $10.4M | 29.7K | 0.49% | Trimmed(-20.9%) |
| 50 | J JPMorgan Chase & Co | $10.3M | 31.0K | 0.48% | Unchanged |