Ninety One UK Ltd Q2 2019 Filing

Filed July 30, 2019

Portfolio Value

$26.3B

Holdings

265

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (265 positions)

#StockSharesValue% PortfolioType
201
ECLECOLAB INC
70,929$14.0M0.05%
202
HPHELMERICH & PAYNE INC
274,997$13.9M0.05%
203
TJXTJX COS INC/THE
255,257$13.5M0.05%
204
PFEPFIZER INC
307,581$13.3M0.05%
205
VENVENTAS INC
194,483$13.3M0.05%
206
DISWALT DISNEY CO/THE
93,685$13.1M0.05%
207
JKHYJACK HENRY & ASSOCIATES INC
96,455$12.9M0.05%
208
LSTRLANDSTAR SYSTEM INC
117,352$12.7M0.05%
209
CHRWCH ROBINSON WORLDWIDE INC
648,507$12.3M0.05%
210
ASHRXTRACKERS HARVEST CSI 300 CHIN
415,066$11.7M0.04%
211
AJGARTHUR J GALLAGHER & CO
648,507$11.6M0.04%
212
CDECOEUR MINING INC
2,571,878$11.2M0.04%
213
CFGCITIZENS FINANCIAL GROUP INC
305,898$10.8M0.04%
214
RGLDRoyal Gold Inc
103,825$10.6M0.04%
215
AVPUSDAVON PRODUCTS INC
648,507$10.6M0.04%
216
CTRACABOT OIL & GAS CORP
648,507$10.3M0.04%
217
BKBANK OF NEW YORK MELLON CORP
648,507$10.0M0.04%
218
WMWASTE MANAGEMENT INC
79,616$9.2M0.03%
219
CMCANADIAN IMPERIAL BANK OF COMM
648,507$8.8M0.03%
220
MSCIMSCI INC
36,765$8.8M0.03%
221
ZTSZOETIS INC
77,287$8.8M0.03%
222
MNSTMONSTER BEVERAGE CORP
136,508$8.7M0.03%
223
NEENEXTERA ENERGY INC
42,320$8.7M0.03%
224
WTTRSELECT ENERGY SERVICES INC
744,416$8.6M0.03%
225
KLACKLA-TENCOR CORP
72,810$8.6M0.03%
226
PLDPROLOGIS INC
106,648$8.5M0.03%
227
NDAQNASDAQ OMX GROUP INC/THE
88,396$8.5M0.03%
228
KGCKINROSS GOLD CORP
2,167,693$8.4M0.03%
229
KLX ENERGY SERVICES HOLDINGS I
398,697$8.1M0.03%
230
MCDMCDONALD'S CORP
39,091$8.1M0.03%
231
THOTHOR INDUSTRIES INC
138,110$8.1M0.03%
232
FSLRFIRST SOLAR INC
119,767$7.9M0.03%
233
TPLUSDTEXAS PACIFIC LAND TRUST
9,698$7.6M0.03%
234
EWTIARES MSCI TAIWAN ETF
216,743$7.6M0.03%
235
WATWATERS CORP
34,632$7.5M0.03%
236
TECK/BTECK RESOURCES LTD
309,533$7.2M0.03%
237
EDGGOLD FIELDS
1,225,876$6.6M0.03%
238
GLREGREENLIGHT CAPITAL RE LTD
759,843$6.5M0.02%
239
NTAPNETAPP INC
102,684$6.3M0.02%
240
EWYIARES MSCI SOUTH KOREA ETF
104,646$6.3M0.02%
241
ITRIITRON INC
95,370$6.0M0.02%
242
CFCF INDUSTRIES HOLDINGS INC
648,507$5.5M0.02%
243
KOSKOSMOS ENERGY LTD
858,711$5.4M0.02%
244
ASMLASML HOLDING NV
648,507$5.3M0.02%
245
VIABVIACOM INC
166,867$5.0M0.02%
246
EAFEURGRAFTECH INTERNATIONAL LTD
408,185$4.7M0.02%
247
DDDUPONT DE NEMOURS INC
61,826$4.6M0.02%
248
ANFABERCROMBIE & FITCH CO
648,507$4.6M0.02%
249
SBSWSIBANYE GOLD LTD
930,125$4.4M0.02%
250
FICOFAIR ISAAC CORP
13,275$4.2M0.02%
251
TSNTYSON FOODS INC
51,263$4.1M0.02%
252
XECEURCIMAREX ENERGY CO
65,783$3.9M0.01%
253
UAEIARES MSCI UAE ETF
275,039$3.7M0.01%
254
NGNOVAGOLD RESOURCES INC
583,646$3.4M0.01%
255
AAALCOA CORP
648,507$3.2M0.01%
256
EWMIARES MSCI MALAYSIA ETF
104,034$3.1M0.01%
257
DOWDOW INC
60,672$3.0M0.01%
258
ETRNUSDEQUITRANS MIDSTREAM CORP
132,632$2.6M0.01%
259
AYIACUITY BRANDS INC
648,507$2.6M0.01%
260
NABORS INDUSTRIES INC
3,000,000$2.2M0.01%
261
GTXGARRETT MOTION INC
123,696$1.9M0.01%
262
CTVACORTEVA INC
59,577$1.8M0.01%
263
CNYAIARES MSCI CHINA A ETF
53,793$1.5M0.01%
264
CCOCAMECO CORP
648,507$1.0M0.00%
265
ASIXADVANSIX INC
648,507$00.00%
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