Ninety One UK Ltd Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$30.2T

Holdings

238

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
101
MFS1EURWELBILT INC
5,127,825$80.0M0.00%
102
ALLYALLY FINANCIAL INC
2,612,172$79.8M0.00%
103
REZIRESIDEO TECHNOLOGIES INC
6,531,805$77.9M0.00%
104
ABEVAMBEV SA
16,581,377$77.3M0.00%
105
LVSLAS VEGAS SANDS CORP
1,116,110$77.1M0.00%
106
LRCXEURLAM RESEARCH CORP
253,661$74.2M0.00%
107
NTRSNORTHERN TRUST CORP
689,381$73.2M0.00%
108
MCKMCKESSON CORP
524,360$72.5M0.00%
109
CARSCARS.COM INC
5,828,335$71.2M0.00%
110
CIBEURBANCOLOMBIA SA
1,261,528$69.1M0.00%
111
STNGSCORPIO TANKERS INC
1,630,375$64.1M0.00%
112
0VVBVIACOMCBS INC
1,455,214$61.1M0.00%
113
PRSPPERSPECTA INC
2,147,153$56.8M0.00%
114
ANAUTONATION INC
1,110,267$54.0M0.00%
115
ABBVABBVIE INC
601,538$53.3M0.00%
116
ADNTADIENT PLC
2,496,953$53.1M0.00%
117
INDAISHARES MSCI INDIA ETF
1,507,000$53.0M0.00%
118
STAYUSDESH HOSPITALITY INC
3,451,478$51.3M0.00%
119
VIPSVIPSHOP HOLDINGS LTD
3,606,706$51.1M0.00%
120
BTOB2GOLD CORP
12,696,857$51.0M0.00%
121
ADPAUTOMATIC DATA PROCESSING INC
295,758$50.4M0.00%
122
DWDMORGAN STANLEY INTL LTD
974,941$49.8M0.00%
123
DEDEERE & CO
285,367$49.4M0.00%
124
TPRTAPESTRY INC
1,804,080$48.7M0.00%
125
ROKROCKWELL AUTOMATION INC
233,531$47.3M0.00%
126
KGCKINROSS GOLD CORP
9,848,875$46.7M0.00%
127
RRCRANGE RESOURCES CORP
9,390,895$45.5M0.00%
128
SPOTSPOTIFY TECHNOLOGY SA
303,884$45.4M0.00%
129
NMI1EURKIRKLAND LAKE GOLD LTD
1,019,063$45.0M0.00%
130
PGPROCTER & GAMBLE CO/THE
359,485$44.9M0.00%
131
LNCLINCOLN NATIONAL CORP
741,457$43.8M0.00%
132
PSLV/USPROTT PHYSICAL SILVER TRUST
6,609,153$43.2M0.00%
133
NOVEURNATIONAL OILWELL VARCO INC
1,720,681$43.1M0.00%
134
NSYNICE-SYSTEMS LTD
271,620$42.1M0.00%
135
INGRINGREDION INC
436,125$40.5M0.00%
136
NEMNEWMONT CORP
900,538$39.1M0.00%
137
MHKMOHAWK INDUSTRIES INC
284,301$38.8M0.00%
138
HN9HANESBRANDS INC
2,581,910$38.3M0.00%
139
FQIDIGITAL REALTY TRUST INC
285,381$34.2M0.00%
140
PVG1EURPRETIUM RESOURCES INC
2,907,070$32.4M0.00%
141
SPGSIMON PROPERTY GROUP INC
207,902$31.0M0.00%
142
ESNTESSENT GROUP LTD
586,311$30.5M0.00%
143
COPCONOCOPHILLIPS
461,865$30.0M0.00%
144
HDBHDFC BANK LTD
463,579$29.4M0.00%
145
MTGMGIC INVESTMENT CORP
2,047,975$29.0M0.00%
146
BENFRANKLIN RESOURCES INC
1,107,590$28.8M0.00%
147
HPHELMERICH & PAYNE INC
630,012$28.6M0.00%
148
ITUBITAU UNIBANCO HOLDING SA
3,109,798$28.5M0.00%
149
JPMJPMORGAN CHASE & CO
203,104$28.3M0.00%
150
ACGLARCH CAPITAL GROUP LTD
659,435$28.3M0.00%
151
GOOGALPHABET INC
21,135$28.3M0.00%
152
TXTERNIUM SA
1,244,225$27.4M0.00%
153
WHWYNDHAM HOTELS & RESORTS INC
421,075$26.4M0.00%
154
BRBROADRIDGE FINANCIAL SOLUTIONS
211,137$26.1M0.00%
155
HDHOME DEPOT INC/THE
105,522$23.0M0.00%
156
CBCHUBB LTD
143,598$22.4M0.00%
157
DHIDR HORTON INC
421,681$22.2M0.00%
158
SILGLOBAL X SILVER MINERS ETF
666,250$22.1M0.00%
159
AOSAO SMITH CORP
459,696$21.9M0.00%
160
RGAREINSURANCE GROUP OF AMERICA I
133,320$21.7M0.00%
161
NOCNORTHROP GRUMMAN CORP
62,384$21.5M0.00%
162
EWTISHARES MSCI TAIWAN ETF
502,170$20.7M0.00%
163
LSTRLANDSTAR SYSTEM INC
180,544$20.6M0.00%
164
CHRWCH ROBINSON WORLDWIDE INC
260,068$20.3M0.00%
165
GDXVANECK VECTORS GOLD MINERS ETF
676,874$19.8M0.00%
166
PSXPHILLIPS 66
176,348$19.6M0.00%
167
TPLUSDTEXAS PACIFIC LAND TRUST
24,855$19.4M0.00%
168
ORLYO'REILLY AUTOMOTIVE INC
44,285$19.4M0.00%
169
LEALEAR CORP
139,958$19.2M0.00%
170
AG8AGILENT TECHNOLOGIES INC
220,911$18.8M0.00%
171
MPCMARATHON PETROLEUM CORP
305,249$18.4M0.00%
172
KBHKB HOME
536,397$18.4M0.00%
173
HASHASBRO INC
168,180$17.8M0.00%
174
CDECOEUR MINING INC
2,106,314$17.0M0.00%
175
EWYISHARES MSCI SOUTH KOREA ETF
272,195$16.9M0.00%
176
NEENEXTERA ENERGY INC
69,829$16.9M0.00%
177
NVRNVR INC
4,435$16.9M0.00%
178
KEYKEYCORP
832,606$16.9M0.00%
179
ECLECOLAB INC
85,880$16.6M0.00%
180
SYKSTRYKER CORP
78,097$16.4M0.00%
181
LMTLOCKHEED MARTIN CORP
41,768$16.3M0.00%
182
FFIVF5 NETWORKS INC
115,103$16.1M0.00%
183
TJXTJX COS INC/THE
258,380$15.8M0.00%
184
ACNACCENTURE PLC
74,302$15.6M0.00%
185
APTVAPTIV PLC
163,738$15.6M0.00%
186
PHMPULTEGROUP INC
400,236$15.5M0.00%
187
WFCWELLS FARGO & CO
287,104$15.4M0.00%
188
WMWASTE MANAGEMENT INC
131,445$15.0M0.00%
189
NBL2EURNOBLE ENERGY INC
599,898$14.9M0.00%
190
LENLENNAR CORP
266,235$14.9M0.00%
191
DOXAMDOCS LTD
194,341$14.0M0.00%
192
AZOAUTOZONE INC
11,723$14.0M0.00%
193
JKHYJACK HENRY & ASSOCIATES INC
95,299$13.9M0.00%
194
RGLDRoyal Gold Inc
112,873$13.8M0.00%
195
ZTSZOETIS INC
102,055$13.5M0.00%
196
DISWALT DISNEY CO/THE
92,887$13.4M0.00%
197
TMHCTAYLOR MORRISON HOME CORP
574,557$12.6M0.00%
198
DGDOLLAR GENERAL CORP
80,133$12.5M0.00%
199
ITRIITRON INC
137,971$11.6M0.00%
200
NDAQNASDAQ OMX GROUP INC/THE
107,384$11.5M0.00%
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