Ninety One UK Ltd Q1 2021 Filing

Filed May 7, 2021

Portfolio Value

$35.2B

Holdings

215

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
MSFTMICROSOFT CORP
$2.0B
VVISA INC
$1.4B
GOOGLALPHABET INC
$894.9M
JNJJOHNSON & JOHNSON
$879.1M
BKNGBOOKING HOLDINGS INC
$833.4M
AMZNAMAZON.COM INC
$812.5M
MCOMOODY'S CORP
$792.1M
DHRDANAHER CORP
$722.0M
TRVCCITIGROUP INC
$676.5M
ELESTEE LAUDER COS INC/THE
$658.9M
SCHWCHARLES SCHWAB CORP/THE
$625.3M
VRSNVERISIGN INC
$621.8M
INTUINTUIT INC
$614.4M
AAPLAPPLE INC
$601.7M
BDXBECTON DICKINSON AND CO
$567.3M
4I1PHILIP MORRIS INTERNATIONAL IN
$548.2M
AVGOBROADCOM INC
$529.5M
METAFACEBOOK INC
$525.5M
UNHUNITEDHEALTH GROUP INC
$512.7M
SPGIS&P GLOBAL INC
$488.8M
TMETENCENT MUSIC ENTERTAINMENT GR
$461.0M
EAELECTRONIC ARTS INC
$451.2M
NTESNETEASE INC
$441.8M
MDTMEDTRONIC PLC
$440.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTU
$424.5M
KEYSKEYSIGHT TECHNOLOGIES INC
$422.6M
CSCOCISCO SYSTEMS INC/DELAWARE
$415.0M
TTTRANE TECHNOLOGIES PLC
$414.1M
MAMASTERCARD INC
$383.8M
ABTABBOTT LABORATORIES
$348.0M
CHKPCHECK POINT SOFTWARE TECHNOLOG
$341.1M
NKENIKE INC
$329.8M
ICEINTERCONTINENTAL EXCHANGE INC
$327.0M
CNXCCONCENTRIX CORP
$326.4M
FOXAFOX CORP
$326.2M
BABAALIBABA GROUP HOLDING LTD
$322.8M
EBAEBAY INC
$318.2M
RTXRAYTHEON TECHNOLOGIES CORP
$308.5M
ADSKAUTODESK INC
$304.7M
LEALEAR CORP
$302.2M
FDSFACTSET RESEARCH SYSTEMS INC
$289.5M
NXPINXP SEMICONDUCTOR NV
$275.5M
STTSTATE STREET CORP
$268.2M
MDLZMONDELEZ INTERNATIONAL INC
$259.8M
SNPSSYNOPSYS INC
$259.3M
INFYINFOSYS LTD
$257.3M
NTAPNETAPP INC
$253.5M
ICLRICON PLC
$251.0M
CCEPCOCA-COLA EUROPEAN PARTNERS PL
$241.5M
TMOTHERMO FISHER SCIENTIFIC INC
$237.8M
EMNEASTMAN CHEMICAL CO
$237.8M
NEENEXTERA ENERGY INC
$235.0M
SIVBEURSVB FINANCIAL GROUP
$233.5M
NOMDNOMAD FOODS LTD
$227.9M
GSGOLDMAN SACHS GROUP INC/THE
$227.3M
AZOAUTOZONE INC
$227.1M
WMWASTE MANAGEMENT INC
$223.4M
GMGENERAL MOTORS CO
$223.0M
GNRCGENERAC HOLDINGS INC
$210.9M
BACBANK OF AMERICA CORP
$203.3M
FCXFREEPORT-MCMORAN INC
$200.6M
JECUSDJACOBS ENGINEERING GROUP INC
$200.3M
DWDMORGAN STANLEY INTL LTD
$187.4M
TELTE CONNECTIVITY LTD
$176.1M
PNRPENTAIR PLC
$175.2M
IQVIQVIA HOLDINGS INC
$172.4M
AXPAMERICAN EXPRESS CO
$170.4M
TRUTRANSUNION
$169.3M
PXDEURPIONEER NATURAL RESOURCES CO
$167.7M
XRAYDENTSPLY SIRONA INC
$166.6M
AERAERCAP HOLDINGS NV
$164.3M
HDBHDFC BANK LTD
$162.0M
REZIRESIDEO TECHNOLOGIES INC
$148.1M
IRINGERSOLL RAND INC
$141.4M
LRCXEURLAM RESEARCH CORP
$137.6M
ADPAUTOMATIC DATA PROCESSING INC
$137.0M
APTVAPTIV PLC
$136.7M
VALEVALE SA
$132.6M
MRSHMARSH & MCLENNAN COS INC
$131.6M
NEMNEWMONT CORP
$130.5M
LYBLYONDELLBASELL INDUSTRIES NV
$125.3M
ABXBARRICK GOLD CORP
$124.4M
RSRELIANCE STEEL & ALUMINUM CO
$122.1M
ELVANTHEM INC
$121.6M
MCKMCKESSON CORP
$117.9M
AEMAGNICO EAGLE MINES LTD
$116.6M
DQDAQO NEW ENERGY CORP
$115.1M
ABBVABBVIE INC
$112.8M
ACNACCENTURE PLC
$111.0M
FAFFIRST AMERICAN FINANCIAL CORP
$110.0M
PGPROCTER & GAMBLE CO/THE
$108.9M
INDAISHARES MSCI INDIA ETF
$107.9M
NMI1EURKIRKLAND LAKE GOLD LTD
$104.4M
YUMCYUM CHINA HOLDINGS INC
$103.5M
AKXANSYS INC
$102.2M
8CWCROWN CASTLE INTERNATIONAL COR
$98.4M
HESHESS CORP
$97.6M
ADNTADIENT PLC
$96.4M
HDHOME DEPOT INC/THE
$95.1M
TXTERNIUM SA
$95.0M
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