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 SA (PTY) Ltd (CIK 1491998) reported $2.33B across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AU ($1.47B, 63.26%), GOOGL ($67.0M, 2.88%), BRK/A ($64.8M, 2.79%), NVDA ($53.2M, 2.28%), MSFT ($40.7M, 1.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AU | Anglogold Ashanti Plc | $1.47B | 63.26% | 15.3M | Trimmed |
| 2 | GOOGL | Alphabet Inc | $67.0M | 2.88% | 236,638 | Added |
| 3 | BRK/A | Berkshire Hathaway Inc | $64.8M | 2.79% | 91 | Hold |
| 4 | NVDA | NVIDIA Corp | $53.2M | 2.28% | 308,396 | Added |
| 5 | MSFT | Microsoft Corp | $40.7M | 1.75% | 111,076 | Trimmed |
| 6 | JNJ | Johnson & Johnson | $37.3M | 1.60% | 152,923 | Added |
| 7 | AAPL | Apple Inc | $25.1M | 1.08% | 100,105 | Added |
| 8 | JPM | JPMorgan Chase & Co | $24.9M | 1.07% | 85,348 | Added |
| 9 | V | Visa Inc | $23.2M | 1.00% | 77,655 | Added |
| 10 | AMZN | Amazon.com Inc | $22.7M | 0.98% | 109,786 | Added |
| 11 | PM | Philip Morris International Inc | $21.5M | 0.92% | 130,423 | Trimmed |
| 12 | CVX | Chevron Corp | $21.4M | 0.92% | 102,180 | New |
| 13 | EW | Edwards Lifesciences Corp | $20.2M | 0.87% | 255,909 | Added |
| 14 | VLO | Valero Energy Corp | $19.4M | 0.84% | 76,514 | Hold |
| 15 | AEM | Agnico Eagle Mines Ltd | $18.7M | 0.80% | 94,525 | Trimmed |
| 16 | META | Meta Platforms Inc | $17.5M | 0.75% | 31,683 | Added |
| 17 | COP | ConocoPhillips | $16.4M | 0.70% | 122,729 | New |
| 18 | TMO | Thermo Fisher Scientific Inc | $16.0M | 0.69% | 32,734 | Added |
| 19 | CRH | CRH PLC | $15.1M | 0.65% | 145,699 | Added |
| 20 | AVGO | Broadcom Inc | $15.1M | 0.65% | 49,682 | Trimmed |
| 21 | J | Jacobs Solutions Inc | $13.6M | 0.59% | 107,790 | Added |
| 22 | CFG | Citizens Financial Group Inc | $13.6M | 0.58% | 228,743 | Added |
| 23 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $13.5M | 0.58% | 41,678 | Trimmed |
| 24 | TKO | TKO Group Holdings Inc | $12.9M | 0.55% | 64,483 | Trimmed |
| 25 | MA | Mastercard Inc | $12.4M | 0.53% | 25,053 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31