Institutional Fund
Ninety One SA (Pty) Ltd
Cape Town, South AfricaCIK 14919986 filings on record
Portfolio Value
$2.33B
Q1 2026
Holdings
96
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+0.5%
from $2.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Anglogold Ashanti PLC63.3%
- Alphabet Inc2.9%
- Berkshire Hathaway Inc Del2.8%
- Nvidia Corporation2.3%
- Microsoft Corp1.7%
- Johnson & Johnson1.6%
- Other25.4%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Anglogold Ashanti PLC | 15.30M | $1.47B | 63.3% | −658.9K | Reduced |
| 2 | Alphabet Inc | 236.6K | $67.00M | 2.9% | +60.0K | Added |
| 3 | Berkshire Hathaway Inc Del | 91 | $64.84M | 2.8% | 0 | Held |
| 4 | Nvidia Corporation | 308.4K | $53.15M | 2.3% | +13.7K | Added |
| 5 | Microsoft Corp | 111.1K | $40.69M | 1.7% | −37.9K | Reduced |
| 6 | Johnson & Johnson | 152.9K | $37.31M | 1.6% | +16.2K | Added |
| 7 | Apple Inc | 100.1K | $25.11M | 1.1% | +6.9K | Added |
| 8 | Jpmorgan Chase & Co. | 85.3K | $24.89M | 1.1% | +4.7K | Added |
| 9 | Visa Inc | 77.7K | $23.25M | 1.0% | +9.6K | Added |
| 10 | Amazon Com Inc | 109.8K | $22.70M | 1.0% | +5.3K | Added |
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