Ninety One North America, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 108 distinct positions held by the firm, with a total value of $21,263,550,098.
The largest position disclosed in the portfolio is Visa Inc., with a value of $144,125,829. Other significant holdings include Alphabet Inc. ($90,248,403), Microsoft Corp. ($116,446,767), and Mastercard Inc. ($35,332,685). The filing details the number of shares held for each company, with Visa holding 144,125,829 shares, Alphabet holding 90,248,403 shares, and Microsoft holding 116,446,767 shares.
The filing was signed by Dana Troetel, Head of Legal, America and Chief Compliance Officer, on October 15, 2026. The company’s address is listed as 65 E 55th St, 30th Floor, New York, NY 10022.
