Ninety One UK Ltd Q3 2021 Filing

Filed November 2, 2021

Portfolio Value

$39.2T

Holdings

208

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (208 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
9,098,149$2.6T6.55%
2
VVISA INC
7,345,240$1.6T4.18%
3
GOOGLALPHABET INC
459,504$1.2T3.14%
4
MCOMOODY'S CORP
3,104,343$1.1T2.81%
5
JNJJOHNSON & JOHNSON
6,452,421$1.0T2.66%
6
AMZNAMAZON.COM INC
302,697$994.4B2.54%
7
INTUINTUIT INC
1,750,341$944.3B2.41%
8
BKNGBOOKING HOLDINGS INC
384,685$913.2B2.33%
9
ELESTEE LAUDER COS INC/THE
2,600,228$779.9B1.99%
10
VRSNVERISIGN INC
3,641,886$746.6B1.91%
11
METAFACEBOOK INC
2,097,537$711.9B1.82%
12
BDXBECTON DICKINSON AND CO
2,685,562$660.2B1.69%
13
4I1PHILIP MORRIS INTERNATIONAL IN
6,944,674$658.3B1.68%
14
AAPLAPPLE INC
4,577,506$647.7B1.65%
15
SPGIS&P GLOBAL INC
1,483,279$630.2B1.61%
16
TRVCCITIGROUP INC
8,711,863$611.4B1.56%
17
EAELECTRONIC ARTS INC
4,252,449$604.9B1.54%
18
AVGOBROADCOM INC
1,147,510$556.5B1.42%
19
UNHUNITEDHEALTH GROUP INC
1,416,750$553.6B1.41%
20
KEYSKEYSIGHT TECHNOLOGIES INC
3,041,007$499.6B1.28%
21
SCHWCHARLES SCHWAB CORP/THE
6,602,326$480.9B1.23%
22
TTTRANE TECHNOLOGIES PLC
2,738,262$472.8B1.21%
23
MDTMEDTRONIC PLC
3,693,711$463.0B1.18%
24
NTESNETEASE INC
5,405,958$461.7B1.18%
25
ADSKAUTODESK INC
1,575,795$449.4B1.15%
26
PYPLPAYPAL HOLDINGS INC
1,681,832$437.6B1.12%
27
FDSFACTSET RESEARCH SYSTEMS INC
1,108,325$437.5B1.12%
28
ICLRICON PLC
1,580,440$414.1B1.06%
29
FOXAFOX CORP
10,293,030$412.9B1.05%
30
NKENIKE INC
2,822,204$409.9B1.05%
31
MAMASTERCARD INC
1,164,900$405.0B1.03%
32
TSMTAIWAN SEMICONDUCTOR MANUFACTU
3,532,695$394.4B1.01%
33
CNXCCONCENTRIX CORP
2,210,925$391.3B1.00%
34
CHKPCHECK POINT SOFTWARE TECHNOLOG
3,448,644$389.8B1.00%
35
NEENEXTERA ENERGY INC
4,499,877$353.3B0.90%
36
STTSTATE STREET CORP
4,140,414$350.8B0.90%
37
INFYINFOSYS LTD
15,694,005$349.2B0.89%
38
PXDEURPIONEER NATURAL RESOURCES CO
2,059,197$342.9B0.88%
39
ICEINTERCONTINENTAL EXCHANGE INC
2,828,439$324.8B0.83%
40
TMOTHERMO FISHER SCIENTIFIC INC
555,450$317.3B0.81%
41
TRUTRANSUNION
2,824,360$317.2B0.81%
42
MRSHMARSH & MCLENNAN COS INC
2,085,330$315.8B0.81%
43
WMWASTE MANAGEMENT INC
2,106,513$314.6B0.80%
44
BABAALIBABA GROUP HOLDING LTD
2,060,522$305.1B0.78%
45
NTAPNETAPP INC
3,387,205$304.0B0.78%
46
SNPSSYNOPSYS INC
1,003,378$300.4B0.77%
47
RTXRAYTHEON TECHNOLOGIES CORP
3,356,628$288.5B0.74%
48
JECUSDJACOBS ENGINEERING GROUP INC
2,086,173$276.5B0.71%
49
NXPINXP SEMICONDUCTOR NV
1,345,081$263.5B0.67%
50
GNRCGENERAC HOLDINGS INC
632,947$258.7B0.66%
51
MDLZMONDELEZ INTERNATIONAL INC
4,308,945$250.7B0.64%
52
INDAISHARES MSCI INDIA ETF
5,123,984$249.5B0.64%
53
SIVBEURSVB FINANCIAL GROUP
369,432$239.0B0.61%
54
CCEPCOCA-COLA EUROPACIFIC PARTNERS
4,186,886$231.5B0.59%
55
ALLEALLEGION PLC
1,708,969$225.9B0.58%
56
NOMDNOMAD FOODS LTD
8,162,981$225.0B0.57%
57
IQVIQVIA HOLDINGS INC
903,606$216.4B0.55%
58
AZOAUTOZONE INC
126,291$214.4B0.55%
59
EMNEASTMAN CHEMICAL CO
2,081,913$209.7B0.54%
60
TELTE CONNECTIVITY LTD
1,417,587$194.5B0.50%
61
GMGENERAL MOTORS CO
3,596,540$189.6B0.48%
62
XRAYDENTSPLY SIRONA INC
3,219,578$186.9B0.48%
63
LYBLYONDELLBASELL INDUSTRIES NV
1,956,732$183.6B0.47%
64
FCXFREEPORT-MCMORAN INC
5,590,694$181.9B0.46%
65
EBAEBAY INC
2,606,293$181.6B0.46%
66
HDBHDFC BANK LTD
2,397,205$175.2B0.45%
67
AKXANSYS INC
498,597$169.7B0.43%
68
ADPAUTOMATIC DATA PROCESSING INC
810,745$162.1B0.41%
69
BACBANK OF AMERICA CORP
3,736,754$158.6B0.41%
70
APTVAPTIV PLC
1,056,751$157.4B0.40%
71
AERAERCAP HOLDINGS NV
2,674,081$154.6B0.39%
72
ACNACCENTURE PLC
472,488$151.2B0.39%
73
REZIRESIDEO TECHNOLOGIES INC
6,021,188$149.3B0.38%
74
AXPAMERICAN EXPRESS CO
865,559$145.0B0.37%
75
MCKMCKESSON CORP
693,084$138.2B0.35%
76
ITRIITRON INC
1,778,230$134.5B0.34%
77
LRCXEURLAM RESEARCH CORP
229,904$130.8B0.33%
78
DWDMORGAN STANLEY INTL LTD
1,340,566$130.4B0.33%
79
TRMBTRIMBLE INC
1,565,502$128.8B0.33%
80
FAFFIRST AMERICAN FINANCIAL CORP
1,907,666$127.9B0.33%
81
ELVANTHEM INC
332,162$123.8B0.32%
82
HESHESS CORP
1,569,952$122.6B0.31%
83
LEALEAR CORP
759,545$118.9B0.30%
84
HDHOME DEPOT INC/THE
361,496$118.7B0.30%
85
NEMNEWMONT CORP
2,078,508$112.9B0.29%
86
YUMCYUM CHINA HOLDINGS INC
1,907,345$112.6B0.29%
87
ABBVABBVIE INC
1,017,970$109.8B0.28%
88
TWTRUSDTWITTER INC
1,796,968$108.5B0.28%
89
NMI1EURKIRKLAND LAKE GOLD LTD
2,588,006$107.8B0.28%
90
VALEVALE SA
7,645,044$106.6B0.27%
91
8CWCROWN CASTLE INTERNATIONAL COR
611,168$105.9B0.27%
92
PGPROCTER & GAMBLE CO/THE
747,188$104.5B0.27%
93
LNCLINCOLN NATIONAL CORP
1,482,569$101.9B0.26%
94
ALLYALLY FINANCIAL INC
1,983,034$101.2B0.26%
95
MRKMERCK & CO INC
1,332,411$100.1B0.26%
96
NVDANVIDIA CORP
455,332$94.3B0.24%
97
CMECME GROUP INC/IL
476,767$92.2B0.24%
98
SIXEURSIX FLAGS ENTERTAINMENT CORP
2,169,069$92.2B0.24%
99
ABXBARRICK GOLD CORP
4,998,612$90.2B0.23%
100
BRBROADRIDGE FINANCIAL SOLUTIONS
527,561$87.9B0.22%
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