Ninety One SA (Pty) Ltd has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by General Counsel Adam Fletcher, lists a total of 103 securities held by the firm.
The portfolio is diversified across various sectors, with significant positions in large-cap technology and financial services companies. The filing details specific holdings, including:
- Technology: Microsoft Corp, NVIDIA Corp, Apple Inc, Meta Platforms Inc, and Lam Research Corp.
- Financial Services: JPMorgan Chase & Co, Visa Inc, UBS Group AG, and TD SYNNEX Corp.
- Healthcare: UnitedHealth Group Inc, Eli Lilly & Co, and Edwards Lifesciences Corp.
- Energy & Materials: ExxonMobil Holdings Corp, SLB Ltd, and Newmont Corp.
The filing provides the total number of shares held for each security, though it does not disclose the total dollar value of the portfolio.
