Ninety One North America, Inc. Q2 2016 Filing

Filed August 12, 2016

Portfolio Value

$679.2M

Holdings

116

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
ABEVAMBEV SA
$22.2M
SLBSCHLUMBERGER LTD
$18.5M
COPCONOCOPHILLIPS
$16.5M
EOGEOG RESOURCES INC
$16.0M
FMXFOMENTO ECONOMICO MEXICANO SAB
$14.4M
BBDBANCO BRADESCO SA
$13.1M
DOXAMDOCS LTD
$11.9M
CHKPCHECK POINT SOFTWARE TECHNOLOG
$11.7M
TEVATEVA PHARMACEUTICAL INDUSTRIES
$11.5M
NXPINXP SEMICONDUCTOR NV
$11.4M
APCANADARKO PETROLEUM CORP
$11.2M
CSANCOSAN LTD
$10.9M
HESHESS CORP
$10.8M
BAPCREDICORP LTD
$10.7M
CMCSACOMCAST CORP
$10.5M
TAT&T INC
$10.1M
CSCOCISCO SYSTEMS INC
$10.1M
UNHUNITEDHEALTH GROUP INC
$10.0M
HONHONEYWELL INTERNATIONAL INC
$10.0M
TRVCCITIGROUP INC
$9.9M
4I1PHILIP MORRIS INTERNATIONAL IN
$9.8M
JNJJOHNSON & JOHNSON
$9.8M
AFLAFLAC INC
$9.7M
ATVIEURACTIVISION BLIZZARD INC
$9.7M
GILDGILEAD SCIENCES INC
$9.6M
CVSCVS HEALTH CORP
$9.5M
PYPLPAYPAL HOLDINGS INC
$9.4M
HIGHARTFORD FINANCIAL SERVICES GR
$9.3M
BIDUNBAIDU INC
$9.3M
FISVFISERV INC
$9.3M
BKBANK OF NEW YORK MELLON CORP
$9.2M
BKNGPRICELINE GROUP INC/THE
$9.2M
JOHNSON CONTROLS INC
$9.2M
ALLYALLY FINANCIAL INC
$9.1M
VANTIV INC
$9.1M
GOOGLALPHABET INC
$9.1M
W3UWESTERN UNION CO/THE
$9.1M
CICIGNA CORP
$9.0M
VLOVALERO ENERGY CORP
$9.0M
NBL2EURNOBLE ENERGY INC
$9.0M
LRCXEURLAM RESEARCH CORP
$9.0M
BFHALLIANCE DATA SYSTEMS CORP
$8.9M
NTESNETEASE INC
$8.8M
EBAEBAY INC
$8.7M
SERVUSDSERVICEMASTER GLOBAL HOLDINGS
$8.5M
PXDEURPIONEER NATURAL RESOURCES CO
$8.4M
ASRGRUPO AEROPORTUARIO DEL SUREST
$8.0M
OXYOCCIDENTAL PETROLEUM CORP
$8.0M
MDTMEDTRONIC PLC
$7.9M
MDMEDNAX INC
$7.9M
DVNDEVON ENERGY CORP
$7.3M
MRO*MARATHON OIL CORP
$7.1M
HALHALLIBURTON CO
$6.8M
VACMARRIOTT VACATIONS WORLDWIDE C
$6.5M
XECEURCIMAREX ENERGY CO
$6.4M
CHINA BIOLOGIC PRODUCTS INC
$5.7M
FLEXFLEXTRONICS INTERNATIONAL LTD
$5.4M
ENERSIS SA
$5.3M
TXTERNIUM SA
$5.2M
WFRDWEATHERFORD INTERNATIONAL PLC
$4.7M
EDUNEW ORIENTAL EDUCATION & TECHN
$4.6M
CRCCANADIAN NATURAL RESOURCES LTD
$4.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$4.0M
ENCANA CORP
$3.9M
NSYNICE-SYSTEMS LTD
$3.5M
CRESCENT POINT ENERGY CORP
$3.5M
PDEURPRECISION DRILLING CORP
$3.4M
JLLJONES LANG LASALLE INC
$3.3M
MELLANOX TECHNOLOGIES LTD
$3.1M
CTRACABOT OIL & GAS CORP
$3.1M
PFEPFIZER INC
$3.0M
PEPPEPSICO INC
$2.9M
WHITING PETROLEUM CORP
$2.4M
SIMOSILICON MOTION TECHNOLOGY CORP
$2.1M
ZBHZIMMER HOLDINGS INC
$2.0M
CAHCARDINAL HEALTH INC
$1.9M
GRAN TIERRA ENERGY INC
$1.8M
DHRDANAHER CORP
$1.8M
TSNTYSON FOODS INC
$1.8M
TMOTHERMO FISHER SCIENTIFIC INC
$1.7M
CVECENOVUS ENERGY INC
$1.7M
CMCANADIAN IMPERIAL BANK OF COMM
$1.7M
AVGOBROADCOM LTD
$1.6M
DOW CHEMICAL CO/THE
$1.6M
PEGPUBLIC SERVICE ENTERPRISE GROU
$1.6M
IEXIDEX CORP
$1.5M
CMECME GROUP INC/IL
$1.5M
CBS CORP
$1.5M
SUPERIOR ENERGY SERVICES INC
$1.4M
SUNTRUST BANKS INC
$1.3M
AAPLAPPLE INC
$1.2M
DGXQUEST DIAGNOSTICS INC
$1.2M
DWDMORGAN STANLEY INTL LTD
$1.1M
AFGAMERICAN FINANCIAL GROUP INC/O
$1.1M
CCLCARNIVAL CORP
$1.1M
LUVSOUTHWEST AIRLINES CO
$1.1M
HPEHEWLETT PACKARD ENTERPRISE CO
$1.0M
GNRCGENERAC HOLDINGS INC
$1.0M
CECELANESE CORP
$1.0M
EMC CORP/MA
$998K
Page 1 of 2Next