Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ninety One North America, Inc. (CIK 1633343) reported $2.23B across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: V ($134.6M, 6.04%), PM ($118.6M, 5.33%), GOOGL ($108.5M, 4.87%), MSFT ($90.8M, 4.07%), MA ($84.6M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | Visa Inc | $134.6M | 6.04% | 445,451 | Added |
| 2 | PM | Philip Morris International Inc | $118.6M | 5.33% | 717,522 | Added |
| 3 | GOOGL | Alphabet Inc | $108.5M | 4.87% | 377,289 | Trimmed |
| 4 | MSFT | Microsoft Corp | $90.8M | 4.07% | 245,195 | Trimmed |
| 5 | MA | Mastercard Inc | $84.6M | 3.80% | 169,348 | Added |
| 6 | BKNG | Booking Holdings Inc | $77.8M | 3.49% | 18,471 | Added |
| 7 | ADSK | Autodesk Inc | $71.9M | 3.23% | 300,528 | Trimmed |
| 8 | JNJ | Johnson & Johnson | $69.3M | 3.11% | 283,305 | Added |
| 9 | EA | Electronic Arts Inc | $69.1M | 3.10% | 339,175 | Added |
| 10 | INTU | Intuit Inc | $65.2M | 2.93% | 150,793 | Added |
| 11 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $61.1M | 2.74% | 180,743 | Trimmed |
| 12 | NTES | NetEase Inc | $56.6M | 2.54% | 505,933 | Added |
| 13 | AON | Aon PLC | $56.7M | 2.54% | 175,559 | Trimmed |
| 14 | ALC | Alcon AG | $55.1M | 2.48% | 747,610 | Added |
| 15 | MMC | Marsh & McLennan Cos Inc | $53.9M | 2.42% | 310,998 | Added |
| 16 | INDA | iShares MSCI India ETF | $53.5M | 2.40% | 1.1M | Added |
| 17 | BAP | Credicorp Ltd | $52.5M | 2.36% | 154,713 | Trimmed |
| 18 | EW | Edwards Lifesciences Corp | $51.0M | 2.29% | 637,330 | Added |
| 19 | MSI | Motorola Solutions Inc | $48.0M | 2.15% | 110,511 | Added |
| 20 | VIST | Vista Energy SAB de CV | $46.4M | 2.08% | 615,315 | Added |
| 21 | VRSN | VeriSign Inc | $40.3M | 1.81% | 162,220 | Added |
| 22 | NU | NU Holdings Ltd/Cayman Islands | $37.1M | 1.67% | 2.6M | Trimmed |
| 23 | XP | XP Inc | $36.6M | 1.65% | 1.9M | Added |
| 24 | MNST | Monster Beverage Corp | $34.3M | 1.54% | 473,729 | Added |
| 25 | ADP | Automatic Data Processing Inc | $33.2M | 1.49% | 163,479 | Added |
Source: SEC Form 13F filings · as of 2026-03-31