Ninety One UK Ltd Q1 2019 Filing

Filed April 24, 2019

Portfolio Value

$25.2T

Holdings

271

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
101
GMEDGLOBUS MEDICAL INC
1,376,685$68.0B0.27%
102
SIMOSILICON MOTION TECHNOLOGY CORP
1,663,577$65.9B0.26%
103
TXTERNIUM SA
2,253,727$61.3B0.24%
104
SSRMSSR MINING INC
4,830,064$61.1B0.24%
105
REZIRESIDEO TECHNOLOGIES INC
3,146,256$60.7B0.24%
106
BAPCREDICORP LTD
245,097$58.8B0.23%
107
DXCDXC TECHNOLOGY CO
889,380$57.2B0.23%
108
WRKUSDWESTROCK CO
1,465,395$56.2B0.22%
109
PRSPPERSPECTA INC
2,729,930$55.2B0.22%
110
PGPROCTER & GAMBLE CO/THE
519,708$54.1B0.21%
111
LRCXEURLAM RESEARCH CORP
286,606$51.3B0.20%
112
TSNTYSON FOODS INC
701,872$48.7B0.19%
113
PAASPAN AMERICAN SILVER CORP
3,640,635$48.2B0.19%
114
DWDMORGAN STANLEY INTL LTD
1,127,515$47.6B0.19%
115
DEDEERE & CO
295,185$47.2B0.19%
116
NMI1EURKIRKLAND LAKE GOLD LTD
1,548,338$47.1B0.19%
117
CXCEMEX SAB DE CV
9,480,321$44.0B0.17%
118
FQIDIGITAL REALTY TRUST INC
342,500$40.8B0.16%
119
WPMSILVER WHEATON CORP
1,611,717$38.4B0.15%
120
KGCKINROSS GOLD CORP
11,088,732$38.2B0.15%
121
CNDTCONDUENT INC
2,755,863$38.1B0.15%
122
ASRGRUPO AEROPORTUARIO DEL SUREST
234,160$37.9B0.15%
123
YRIYAMANA GOLD INC
14,222,448$37.0B0.15%
124
STNGSCORPIO TANKERS INC
1,847,311$36.7B0.15%
125
XOMEXXON MOBIL CORP
424,618$34.3B0.14%
126
BTOB2GOLD CORP
11,739,313$32.9B0.13%
127
ADPAUTOMATIC DATA PROCESSING INC
204,237$32.6B0.13%
128
ITUBITAU UNIBANCO HOLDING SA
3,689,314$32.5B0.13%
129
ROKROCKWELL AUTOMATION INC
184,750$32.4B0.13%
130
COPCONOCOPHILLIPS
465,189$31.0B0.12%
131
CSCOCISCO SYSTEMS INC
572,926$30.9B0.12%
132
APDAIR PRODUCTS & CHEMICALS INC
158,943$30.4B0.12%
133
AVPUSDAVON PRODUCTS INC
10,281,525$30.2B0.12%
134
PKPARK HOTELS & RESORTS INC
950,921$29.6B0.12%
135
NTRSNORTHERN TRUST CORP
323,326$29.2B0.12%
136
MCKMCKESSON CORP
245,066$28.7B0.11%
137
AOSAO SMITH CORP
521,711$27.8B0.11%
138
GOOGALPHABET INC
23,489$27.6B0.11%
139
MTGMGIC INVESTMENT CORP
2,084,468$27.5B0.11%
140
ACGLARCH CAPITAL GROUP LTD
827,228$26.7B0.11%
141
ESNTESSENT GROUP LTD
597,285$26.0B0.10%
142
PSXPHILLIPS 66
268,877$25.6B0.10%
143
SPGSIMON PROPERTY GROUP INC
138,700$25.3B0.10%
144
TRVTRAVELERS COS INC/THE
183,269$25.1B0.10%
145
CRCCANADIAN NATURAL RESOURCES LTD
898,260$24.7B0.10%
146
DHIDR HORTON INC
581,638$24.1B0.10%
147
TJXTJX COS INC/THE
449,255$23.9B0.09%
148
LENLENNAR CORP
470,385$23.1B0.09%
149
KBHKB HOME
954,737$23.1B0.09%
150
NVRNVR INC
8,319$23.0B0.09%
151
RGAREINSURANCE GROUP OF AMERICA I
159,676$22.7B0.09%
152
DGDOLLAR GENERAL CORP
189,853$22.6B0.09%
153
PHMPULTEGROUP INC
796,830$22.3B0.09%
154
HDHOME DEPOT INC/THE
114,968$22.1B0.09%
155
MPCMARATHON PETROLEUM CORP
363,509$21.8B0.09%
156
NBL2EURNOBLE ENERGY INC
859,096$21.2B0.08%
157
CIBEURBANCOLOMBIA SA
415,714$21.2B0.08%
158
HASHASBRO INC
236,308$20.1B0.08%
159
FFIVF5 NETWORKS INC
125,463$19.7B0.08%
160
MIGAMICROSTRATEGY INC
134,159$19.4B0.08%
161
TIM PARTICIPACOES SA
1,281,970$19.3B0.08%
162
ANAUTONATION INC
536,223$19.2B0.08%
163
TMHCTAYLOR MORRISON HOME CORP
1,000,748$17.8B0.07%
164
SILGLOBAL X SILVER MINERS ETF
666,250$17.6B0.07%
165
W3UWESTERN UNION CO/THE
938,751$17.3B0.07%
166
HDBHDFC BANK LTD
149,102$17.3B0.07%
167
TPHTRI POINTE GROUP INC
1,362,356$17.2B0.07%
168
BENFRANKLIN RESOURCES INC
516,358$17.1B0.07%
169
INDAISHARES MSCI INDIA ETF
468,097$16.5B0.07%
170
HPHELMERICH & PAYNE INC
295,166$16.4B0.06%
171
CTRACABOT OIL & GAS CORP
626,640$16.4B0.06%
172
DELLDELL TECHNOLOGIES INC
277,065$16.3B0.06%
173
PFEPFIZER INC
357,429$15.2B0.06%
174
GDXVANECK VECTORS GOLD MINERS ETF
676,874$15.2B0.06%
175
AGIALAMOS GOLD INC
2,977,785$15.1B0.06%
176
JKHYJACK HENRY & ASSOCIATES INC
105,802$14.7B0.06%
177
ITWILLINOIS TOOL WORKS INC
101,539$14.6B0.06%
178
DISWALT DISNEY CO/THE
130,255$14.5B0.06%
179
LMTLOCKHEED MARTIN CORP
45,053$13.5B0.05%
180
NOCNORTHROP GRUMMAN CORP
47,916$12.9B0.05%
181
BRBROADRIDGE FINANCIAL SOLUTIONS
123,810$12.8B0.05%
182
TPRTAPESTRY INC
383,030$12.4B0.05%
183
VENVENTAS INC
194,483$12.4B0.05%
184
PSLV/USPROTT PHYSICAL SILVER TRUST
2,153,121$11.9B0.05%
185
IPGINTERPUBLIC GROUP OF COS INC/T
565,303$11.9B0.05%
186
ASHRXTRACKERS HARVEST CSI 300 CHIN
404,353$11.6B0.05%
187
BKBANK OF NEW YORK MELLON CORP
225,429$11.4B0.05%
188
CDECOEUR MINING INC
2,763,097$11.3B0.04%
189
EAELECTRONIC ARTS INC
108,561$11.0B0.04%
190
PLDPROLOGIS INC
152,600$11.0B0.04%
191
WTTRSELECT ENERGY SERVICES INC
893,346$10.7B0.04%
192
AJGARTHUR J GALLAGHER & CO
131,945$10.3B0.04%
193
KLX ENERGY SERVICES HOLDINGS I
399,952$10.1B0.04%
194
CFGCITIZENS FINANCIAL GROUP INC
305,898$9.9B0.04%
195
DOWDUPONT INC
184,080$9.8B0.04%
196
ORLYO'REILLY AUTOMOTIVE INC
25,179$9.8B0.04%
197
XECEURCIMAREX ENERGY CO
139,019$9.7B0.04%
198
AG8AGILENT TECHNOLOGIES INC
118,514$9.5B0.04%
199
PVG1EURPRETIUM RESOURCES INC
1,100,118$9.4B0.04%
200
NDAQNASDAQ OMX GROUP INC/THE
107,279$9.4B0.04%
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