Universe · entity
Ninety One North America, Inc.
Institutional manager (13F) · CIK 1633343
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Visa Inc | $135M | 445,451 |
| 2 | Philip Morris International Inc | $119M | 717,522 |
| 3 | Alphabet Inc | $108M | 377,289 |
| 4 | Microsoft Corp | $91M | 245,195 |
| 5 | Mastercard Inc | $85M | 169,348 |
| 6 | Booking Holdings Inc | $78M | 18,471 |
| 7 | Autodesk Inc | $72M | 300,528 |
| 8 | Johnson & Johnson | $69M | 283,305 |
| 9 | Electronic Arts Inc | $69M | 339,175 |
| 10 | Intuit Inc | $65M | 150,793 |
| 11 | Taiwan Semiconductor Manufacturing Co Ltd | $61M | 180,743 |
| 12 | Aon PLC | $57M | 175,559 |
| 13 | NetEase Inc | $57M | 505,933 |
| 14 | Alcon AG | $55M | 747,610 |
| 15 | Marsh & McLennan Cos Inc | $54M | 310,998 |
| 16 | iShares MSCI India ETF | $54M | 1,143,058 |
| 17 | Credicorp Ltd | $52M | 154,713 |
| 18 | Edwards Lifesciences Corp | $51M | 637,330 |
| 19 | Motorola Solutions Inc | $48M | 110,511 |
| 20 | Vista Energy SAB de CV | $46M | 615,315 |
| 21 | VeriSign Inc | $40M | 162,220 |
| 22 | NU Holdings Ltd/Cayman Islands | $37M | 2,583,346 |
| 23 | XP Inc | $37M | 1,924,627 |
| 24 | Monster Beverage Corp | $34M | 473,729 |
| 25 | Automatic Data Processing Inc | $33M | 163,479 |
| 26 | AstraZeneca PLC | $31M | 158,554 |
| 27 | Allegion plc | $31M | 210,506 |
| 28 | S&P Global Inc | $30M | 70,704 |
| 29 | Check Point Software Technologies Ltd | $30M | 207,691 |
| 30 | Align Technology Inc | $30M | 172,379 |
| 31 | Moody's Corp | $29M | 66,644 |
| 32 | NVIDIA Corp | $26M | 146,533 |
| 33 | Ternium SA | $24M | 598,167 |
| 34 | NextEra Energy Inc | $24M | 257,365 |
| 35 | FactSet Research Systems Inc | $19M | 87,903 |
| 36 | Canadian Pacific Kansas City Ltd | $17M | 214,384 |
| 37 | ICICI Bank Ltd | $17M | 647,806 |
| 38 | TE Connectivity PLC | $16M | 75,471 |
| 39 | Linde PLC | $16M | 31,677 |
| 40 | Tetra Tech Inc | $12M | 413,149 |
| 41 | AECOM | $12M | 137,018 |
| 42 | Broadcom Inc | $12M | 37,538 |
| 43 | AGCO Corp | $12M | 100,078 |
| 44 | Apple Inc | $11M | 44,605 |
| 45 | TechnipFMC PLC | $11M | 157,464 |
| 46 | Amazon.com Inc | $11M | 52,067 |
| 47 | TKO Group Holdings Inc | $11M | 52,657 |
| 48 | Waste Management Inc | $10M | 43,903 |
| 49 | ASE Technology Holding Co Ltd | $10M | 451,792 |
| 50 | Valmont Industries Inc | $9M | 23,084 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.