Ninety One UK Ltd Q1 2022 Filing

Filed May 26, 2022

Portfolio Value

$39.3T

Holdings

196

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (196 positions)

#StockSharesValue% PortfolioType
101
DWDMORGAN STANLEY INTL LTD
735,923$64.3B0.16%
102
WRKUSDWESTROCK CO
1,331,932$62.6B0.16%
103
SSRMSSR MINING INC
2,851,137$62.0B0.16%
104
BWABORGWARNER INC
1,589,219$61.8B0.16%
105
ALLYALLY FINANCIAL INC
1,412,371$61.4B0.16%
106
HDHOME DEPOT INC/THE
202,655$60.7B0.15%
107
RGLDRoyal Gold Inc
422,144$59.6B0.15%
108
MOSMOSAIC CO/THE
889,797$59.2B0.15%
109
BTOB2GOLD CORP
12,852,002$59.1B0.15%
110
WPMWHEATON PRECIOUS METALS CORP
1,179,237$56.1B0.14%
111
PAASPAN AMERICAN SILVER CORP
2,026,262$55.3B0.14%
112
ABBVABBVIE INC
340,111$55.1B0.14%
113
CMECME GROUP INC/IL
224,502$53.4B0.14%
114
SFMSPROUTS FARMERS MARKET INC
1,649,298$52.7B0.13%
115
FNFFIDELITY NATIONAL FINANCIAL IN
1,042,804$50.9B0.13%
116
STESTERIS PLC
209,741$50.7B0.13%
117
BIGGQBIG LOTS INC
1,395,791$48.3B0.12%
118
SUXSYNNEX CORP
458,672$47.3B0.12%
119
STLDSTEEL DYNAMICS INC
539,631$45.0B0.11%
120
JPMJPMORGAN CHASE & CO
316,280$43.1B0.11%
121
GLPIGAMING AND LEISURE PROPERTIES
848,946$39.8B0.10%
122
XOMEXXON MOBIL CORP
482,214$39.8B0.10%
123
MBIMBIA INC
2,565,581$39.5B0.10%
124
NTRNUTRIEN LTD
345,942$35.8B0.09%
125
KLACKLA-TENCOR CORP
89,875$32.9B0.08%
126
PEPPEPSICO INC
191,353$32.0B0.08%
127
SABRSABRE CORP
2,781,684$31.8B0.08%
128
ESNTESSENT GROUP LTD
751,890$31.0B0.08%
129
CMCSACOMCAST CORP
638,714$29.9B0.08%
130
COPCONOCOPHILLIPS
298,670$29.9B0.08%
131
ADBEADOBE SYSTEMS INC
64,223$29.3B0.07%
132
AG8AGILENT TECHNOLOGIES INC
221,083$29.3B0.07%
133
CSCOCISCO SYSTEMS INC
517,087$28.8B0.07%
134
DSGDESCARTES SYSTEMS GROUP INC/TH
392,012$28.7B0.07%
135
WSOWATSCO INC
90,675$27.6B0.07%
136
SYKSTRYKER CORP
97,692$26.1B0.07%
137
ASMLASML HOLDING NV
37,763$25.2B0.06%
138
ATVIEURACTIVISION BLIZZARD INC
306,716$24.6B0.06%
139
ALCALCON INC
297,222$23.6B0.06%
140
HPHELMERICH & PAYNE INC
525,782$22.5B0.06%
141
FQIDIGITAL REALTY TRUST INC
145,000$20.6B0.05%
142
NXPINXP SEMICONDUCTOR NV
110,999$20.5B0.05%
143
AMTAMERICAN TOWER CORP
79,795$20.0B0.05%
144
TXNTEXAS INSTRUMENTS INC
107,078$19.6B0.05%
145
VLOVALERO ENERGY CORP
192,483$19.5B0.05%
146
ORLYO'REILLY AUTOMOTIVE INC
27,911$19.1B0.05%
147
TWTRADEWEB MARKETS INC
216,780$19.0B0.05%
148
AFWALIGN TECHNOLOGY INC
43,455$18.9B0.05%
149
PANWPALO ALTO NETWORKS INC
28,719$17.9B0.05%
150
ZTSZOETIS INC
94,422$17.8B0.05%
151
NVRNVR INC
3,970$17.7B0.05%
152
CLFCLIFFS NATURAL RESOURCES INC
546,860$17.6B0.04%
153
MMYTMAKEMYTRIP LTD
642,000$17.2B0.04%
154
CDNSCADENCE DESIGN SYSTEMS INC
102,396$16.8B0.04%
155
SPGSIMON PROPERTY GROUP INC
125,742$16.5B0.04%
156
NDAQNASDAQ OMX GROUP INC/THE
82,348$14.7B0.04%
157
CICIGNA CORP
60,416$14.5B0.04%
158
AONAON PLC
44,217$14.4B0.04%
159
CSGPCOSTAR GROUP INC
207,961$13.9B0.04%
160
MNSTMONSTER BEVERAGE CORP
166,510$13.3B0.03%
161
TMETENCENT MUSIC ENTERTAINMENT GR
2,725,252$13.3B0.03%
162
BURBURFORD CAPITAL LTD
1,439,168$13.2B0.03%
163
VENVENTAS INC
194,483$12.0B0.03%
164
ECLECOLAB INC
63,625$11.2B0.03%
165
MPCMARATHON PETROLEUM CORP
127,988$10.9B0.03%
166
GOOGALPHABET INC
3,853$10.8B0.03%
167
CFCF INDUSTRIES HOLDINGS INC
99,056$10.2B0.03%
168
MRNAMODERNA INC
57,757$9.9B0.03%
169
CTVACORTEVA INC
166,433$9.6B0.02%
170
PSXPHILLIPS 66
108,989$9.4B0.02%
171
BABAALIBABA GROUP HOLDING LTD
84,256$9.2B0.02%
172
FRCBFIRST REPUBLIC BANK/CA
50,364$8.2B0.02%
173
GLREGREENLIGHT CAPITAL RE LTD
1,041,116$7.4B0.02%
174
WITWIPRO LTD
952,353$7.3B0.02%
175
WFGWEST FRASER TIMBER CO LTD
72,838$6.0B0.02%
176
PLDPROLOGIS INC
32,656$5.3B0.01%
177
EAFEURGRAFTECH INTERNATIONAL LTD
513,380$4.9B0.01%
178
AMATAPPLIED MATERIALS INC
33,847$4.5B0.01%
179
CLVCTRIP.COM INTERNATIONAL LTD
144,348$3.3B0.01%
180
RYAAYRYANAIR HOLDINGS PLC
31,408$2.7B0.01%
181
WW6WEIGHT WATCHERS INTERNATIONAL
242,708$2.5B0.01%
182
NMIHNMI HOLDINGS INC
113,040$2.3B0.01%
183
DQDAQO NEW ENERGY CORP
51,287$2.1B0.01%
184
TECK/BTECK RESOURCES LTD
45,706$1.8B0.00%
185
CNYAISHARES MSCI CHINA A ETF
46,303$1.7B0.00%
186
CHTRCHARTER COMMUNICATIONS INC
2,920$1.6B0.00%
187
RDYDR REDDY'S LABORATORIES LTD
19,406$1.1B0.00%
188
ASHRXTRACKERS HARVEST CSI 300 CHIN
29,856$988.0M0.00%
189
DHRDANAHER CORP
3,209$941.0M0.00%
190
PTMPLATINUM GROUP METALS LTD
339,711$734.0M0.00%
191
PSLV/USPROTT PHYSICAL SILVER TRUST
74,319$652.0M0.00%
192
SQMSOCIEDAD QUIMICA Y MINERA DE C
2,712$232.0M0.00%
193
SAPSAP SE
222$25.0M0.00%
194
IHGINTERCONTINENTAL HOTELS ADR
184$13.0M0.00%
195
DEODIAGEO PLC
55$11.0M0.00%
196
PNRPENTAIR PLC
24$1.0M0.00%
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