Ninety One North America, Inc. Q2 2018 Filing

Filed August 10, 2018

Portfolio Value

$1.4T

Holdings

117

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (117 positions)

#StockSharesValue% PortfolioType
101
RTN1USDRAYTHEON CO
9,757$1.9B0.14%
102
GLPIGAMING AND LEISURE PROPERTIES
49,509$1.8B0.13%
103
EBAEBAY INC
47,238$1.7B0.12%
104
ITUBITAU UNIBANCO HOLDING SA
140,333$1.5B0.10%
105
CRCCANADIAN NATURAL RESOURCES LTD
38,968$1.4B0.10%
106
GNRCGENERAC HOLDINGS INC
26,791$1.4B0.10%
107
WCCWESCO INTERNATIONAL INC
23,285$1.3B0.10%
108
RITMNEW RESIDENTIAL INVESTMENT COR
74,548$1.3B0.09%
109
BMTABRITISH AMERICAN TOBACCO PLC
24,640$1.2B0.09%
110
HN9HANESBRANDS INC
56,140$1.2B0.09%
111
RDNRADIAN GROUP INC
75,784$1.2B0.09%
112
FNFFNF GROUP
28,843$1.1B0.08%
113
STNGSCORPIO TANKERS INC
249,459$701.0M0.05%
114
BUDANHEUSER-BUSCH INBEV SA/NV
5,200$524.0M0.04%
115
BNSBANK OF NOVA SCOTIA/THE
6,353$360.0M0.03%
116
CLCOLGATE-PALMOLIVE CO
5,417$351.0M0.03%
117
NTESNETEASE INC
1,185$299.0M0.02%
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