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 UK Ltd (CIK 1418329) reported $43.13B across 236 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($2.38B, 5.52%), MSFT ($2.00B, 4.63%), NVDA ($1.97B, 4.56%), V ($1.85B, 4.28%), JNJ ($1.62B, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | $2.38B | 5.52% | 8.3M | Trimmed |
| 2 | MSFT | Microsoft Corp | $2.00B | 4.63% | 5.4M | Trimmed |
| 3 | NVDA | NVIDIA Corp | $1.97B | 4.56% | 11.3M | Trimmed |
| 4 | V | Visa Inc | $1.85B | 4.28% | 6.1M | Trimmed |
| 5 | JNJ | Johnson & Johnson | $1.62B | 3.76% | 6.6M | Trimmed |
| 6 | AAPL | Apple Inc | $1.28B | 2.98% | 5.1M | Added |
| 7 | PM | Philip Morris International Inc | $1.18B | 2.75% | 7.2M | Added |
| 8 | BKNG | Booking Holdings Inc | $1.07B | 2.47% | 253,374 | Added |
| 9 | EW | Edwards Lifesciences Corp | $992.7M | 2.30% | 12.4M | Added |
| 10 | ADSK | Autodesk Inc | $963.7M | 2.23% | 4.0M | Trimmed |
| 11 | AMZN | Amazon.com Inc | $927.7M | 2.15% | 4.5M | Added |
| 12 | AVGO | Broadcom Inc | $887.7M | 2.06% | 2.9M | Trimmed |
| 13 | EA | Electronic Arts Inc | $851.3M | 1.97% | 4.2M | Added |
| 14 | INTU | Intuit Inc | $813.2M | 1.89% | 1.9M | Added |
| 15 | TKO | TKO Group Holdings Inc | $729.8M | 1.69% | 3.6M | Trimmed |
| 16 | NTES | NetEase Inc | $703.7M | 1.63% | 6.3M | Trimmed |
| 17 | MMC | Marsh & McLennan Cos Inc | $698.9M | 1.62% | 4.0M | Added |
| 18 | XOM | Exxon Mobil Corp | $698.2M | 1.62% | 4.1M | Added |
| 19 | JPM | JPMorgan Chase & Co | $678.2M | 1.57% | 2.3M | Added |
| 20 | MSI | Motorola Solutions Inc | $584.0M | 1.35% | 1.3M | Added |
| 21 | MNST | Monster Beverage Corp | $540.2M | 1.25% | 7.5M | Trimmed |
| 22 | MA | Mastercard Inc | $533.5M | 1.24% | 1.1M | Trimmed |
| 23 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $533.0M | 1.24% | 1.6M | Trimmed |
| 24 | VRSN | VeriSign Inc | $515.9M | 1.20% | 2.1M | Added |
| 25 | B | Barrick Mining Corp | $486.3M | 1.13% | 11.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31