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 $1.85B across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AU ($907.0M, 49.08%), BRK/A ($67.8M, 3.67%), NVDA ($65.1M, 3.52%), GOOGL ($59.2M, 3.21%), MSFT ($55.7M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AU | Anglogold Ashanti Plc | $907.0M | 49.08% | 11.2M | Trimmed |
| 2 | BRK/A | Berkshire Hathaway Inc | $67.8M | 3.67% | 91 | Hold |
| 3 | NVDA | NVIDIA Corp | $65.1M | 3.52% | 327,559 | Added |
| 4 | GOOGL | Alphabet Inc | $59.2M | 3.21% | 166,667 | Trimmed |
| 5 | MSFT | Microsoft Corp | $55.7M | 3.01% | 150,064 | Added |
| 6 | JNJ | Johnson & Johnson | $36.2M | 1.96% | 142,414 | Trimmed |
| 7 | AAPL | Apple Inc | $36.2M | 1.96% | 125,672 | Added |
| 8 | V | Visa Inc | $25.5M | 1.38% | 74,316 | Trimmed |
| 9 | EW | Edwards Lifesciences Corp | $23.8M | 1.29% | 262,942 | Added |
| 10 | AMZN | Amazon.com Inc | $23.7M | 1.28% | 99,423 | Trimmed |
| 11 | BKNG | Booking Holdings Inc | $22.2M | 1.20% | 123,353 | Added |
| 12 | JPM | JPMorgan Chase & Co | $21.5M | 1.17% | 65,600 | Trimmed |
| 13 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $17.8M | 0.96% | 38,205 | Trimmed |
| 14 | CVX | Chevron Corp | $17.7M | 0.96% | 106,468 | Added |
| 15 | SLB | SLB Ltd | $17.5M | 0.95% | 376,149 | New |
| 16 | AVGO | Broadcom Inc | $17.2M | 0.93% | 45,690 | Trimmed |
| 17 | CFG | Citizens Financial Group Inc | $17.1M | 0.92% | 243,652 | Added |
| 18 | LLY | Eli Lilly & Co | $16.5M | 0.89% | 13,721 | Added |
| 19 | CRH | CRH PLC | $16.5M | 0.89% | 153,391 | Added |
| 20 | SNX | TD SYNNEX Corp | $15.2M | 0.82% | 56,871 | Added |
| 21 | J | Jacobs Solutions Inc | $14.2M | 0.77% | 114,386 | Added |
| 22 | TMO | Thermo Fisher Scientific Inc | $13.7M | 0.74% | 27,313 | Trimmed |
| 23 | UNH | UnitedHealth Group Inc | $13.4M | 0.73% | 32,257 | Added |
| 24 | TKO | TKO Group Holdings Inc | $13.1M | 0.71% | 64,778 | Added |
| 25 | COP | ConocoPhillips | $13.1M | 0.71% | 126,025 | Added |
Source: SEC Form 13F filings · as of 2026-06-30