Ninety One North America, Inc. Top Holdings and 13F Report (2025) About Ninety One North America, Inc.Investment ActivityNinety One North America, Inc. has $2.04 billion in total holdings as of June 30, 2025.Ninety One North America, Inc. owns shares of 65 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 22.12% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Ninety One North America, Inc. has purchased 68 new stocks and bought additional shares in 36 stocks.Ninety One North America, Inc. sold shares of 26 stocks and completely divested from 4 stocks this quarter.Largest Holdings Visa $153,963,527Microsoft $136,918,569Philip Morris International $126,307,520Booking $91,058,956Autodesk $90,617,950 Largest New Holdings this Quarter G85158106 - StoneCo $7,576,735 Holding Largest Purchases this Quarter Microsoft 90,713 shares (about $45.12M)Visa 124,674 shares (about $44.27M)AON 107,302 shares (about $38.28M)Booking 4,723 shares (about $27.34M)Intuit 34,261 shares (about $26.98M) Largest Sales this Quarter Waste Management 27,521 shares (about $6.30M)SEA 26,044 shares (about $4.17M)Taiwan Semiconductor Manufacturing 17,555 shares (about $3.98M)Vale 196,743 shares (about $1.91M)Fomento Economico Mexicano 18,366 shares (about $1.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNinety One North America, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$153,963,527$44,265,504 ▲40.4%433,6397.6%Business ServicesMSFTMicrosoft$136,918,569$45,121,553 ▲49.2%275,2636.7%Computer and TechnologyPMPhilip Morris International$126,307,520$14,987,478 ▲13.5%693,5026.2%Consumer StaplesBKNGBooking$91,058,956$27,342,581 ▲42.9%15,7294.5%Retail/WholesaleADSKAutodesk$90,617,950$22,029,001 ▲32.1%292,7224.4%Computer and TechnologyINTUIntuit$84,200,798$26,984,992 ▲47.2%106,9044.1%Computer and TechnologyMAMastercard$73,525,916$666,461 ▼-0.9%130,8433.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$70,756,835$3,976,032 ▼-5.3%312,4063.5%Computer and TechnologyGOOGLAlphabet$65,884,643$21,113,411 ▲47.2%373,8563.2%Computer and TechnologyNTESNetEase$65,102,403$22,398,419 ▲52.5%483,7453.2%Computer and TechnologyICLRIcon$62,376,378$10,609,850 ▲20.5%428,8513.1%MedicalVRSNVeriSign$60,386,636$166,349 ▲0.3%209,0953.0%Computer and TechnologySESEA$53,358,384$4,165,477 ▼-7.2%333,6152.6%Computer and TechnologyEAElectronic Arts$51,584,378$15,443,948 ▲42.7%323,0082.5%Consumer DiscretionaryADPAutomatic Data Processing$50,974,203$13,299,750 ▲35.3%165,2862.5%Computer and TechnologyBAPCredicorp$46,234,889$601,492 ▼-1.3%206,8492.3%FinanceCHKPCheck Point Software Technologies$44,259,072$13,915,298 ▲45.9%200,0412.2%Computer and TechnologyAONAON$40,950,697$38,281,062 ▲1,433.9%114,7852.0%FinanceFDSFactSet Research Systems$37,878,355$11,335,865 ▲42.7%84,6861.9%Business ServicesEWEdwards Lifesciences$37,570,677$11,940,165 ▲46.6%480,3821.8%MedicalJNJJohnson & Johnson$36,777,618$10,929,110 ▲42.3%240,7701.8%MedicalSPGIS&P Global$36,125,166$10,668,132 ▲41.9%68,5111.8%FinanceACNAccenture$33,516,330$411,870 ▼-1.2%112,1361.6%Computer and TechnologyINDAiShares MSCI India ETF$33,195,748$808,752 ▲2.5%596,1881.6%ETFCPNGCoupang$32,962,831$8,512,864 ▲34.8%1,100,2281.6%Retail/WholesaleMNSTMonster Beverage$32,743,557$9,850,203 ▲43.0%522,7261.6%Consumer StaplesMCOMoody's$32,394,187$9,527,200 ▲41.7%64,5831.6%FinanceTXTernium$30,793,775$5,844,637 ▲23.4%1,023,0491.5%Basic MaterialsALGNAlign Technology$26,342,051$8,356,080 ▲46.5%139,1331.3%MedicalVISTVista Energy$26,209,490$6,848,735 ▲35.4%548,2011.3%EnergyVALEVale$24,191,184$1,910,375 ▼-7.3%2,491,3681.2%Basic MaterialsNEENextEra Energy$22,944,005$986,875 ▲4.5%330,5101.1%UtilitiesFMXFomento Economico Mexicano$22,865,886$1,891,331 ▼-7.6%222,0421.1%Consumer StaplesMMCMarsh & McLennan Companies$21,436,559$6,858,300 ▲47.0%98,0451.1%FinanceMMYTMakeMyTrip$19,886,396$1,144,089 ▲6.1%202,8811.0%Computer and TechnologyMSIMotorola Solutions$18,884,961$5,665,699 ▲42.9%44,9150.9%Computer and TechnologyTE Connectivity PLC$17,504,067$451,192 ▲2.6%103,7770.9%Common StockCPCanadian Pacific Kansas City$16,394,285$9,438,656 ▲135.7%206,7850.8%TransportationMELIMercadoLibre$15,927,462$2,822,721 ▲21.5%6,0940.8%Retail/WholesaleACMAECOM$14,840,413$754,921 ▲5.4%131,4940.7%ConstructionTTEKTetra Tech$13,837,013$685,506 ▲5.2%384,7890.7%IndustrialsWMWaste Management$9,358,738$6,297,355 ▼-40.2%40,9000.5%Business ServicesIBNICICI Bank$9,152,032$113,972 ▼-1.2%272,0580.4%FinanceHDBHDFC Bank$8,676,131$3,403,995 ▲64.6%113,1620.4%FinanceSTNEStoneCo$7,576,735$7,576,735 ▲New Holding472,3650.4%Computer and TechnologyPGProcter & Gamble$5,719,429$1,036,855 ▼-15.3%35,8990.3%Consumer StaplesERJEmbraer-Empresa Brasileira de Aeronautica$5,043,592$237,485 ▲4.9%88,6240.2%AerospaceFTITechnipFMC$3,638,035$111,964 ▼-3.0%105,6340.2%EnergyASXASE Technology$2,815,215$195,258 ▼-6.5%272,5280.1%Computer and TechnologyICEIntercontinental Exchange$1,574,540$285,479 ▼-15.3%8,5820.1%FinanceABTAbbott Laboratories$1,206,001$218,568 ▼-15.3%8,8670.1%MedicalAJGArthur J. Gallagher & Co.$1,065,360$193,032 ▼-15.3%3,3280.1%FinanceKOCocaCola$1,019,649$184,870 ▼-15.3%14,4120.1%Consumer StaplesCMECME Group$847,532$153,520 ▼-15.3%3,0750.0%FinanceROPRoper Technologies$810,015$146,812 ▼-15.3%1,4290.0%Computer and TechnologyBDXBecton, Dickinson and Company$738,781$133,838 ▼-15.3%4,2890.0%MedicalUNHUnitedHealth Group$687,582$124,788 ▼-15.4%2,2040.0%MedicalEFXEquifax$676,956$122,682 ▼-15.3%2,6100.0%Business ServicesSRLNSPDR Blackstone Senior Loan ETF$664,1930.0%15,9700.0%ETFOTISOtis Worldwide$544,016$98,624 ▼-15.3%5,4940.0%IndustrialsBRBroadridge Financial Solutions$522,029$94,782 ▼-15.4%2,1480.0%Computer and TechnologyBKLNInvesco Senior Loan ETF$418,4000.0%20,0000.0%ETFSTESTERIS$417,263$75,669 ▼-15.4%1,7370.0%MedicalZTSZoetis$373,657$67,682 ▼-15.3%2,3960.0%MedicalJKHYJack Henry & Associates$157,829$28,647 ▼-15.4%8760.0%Computer and TechnologyKTKT$0$18,201,630 ▼-100.0%00.0%Computer and TechnologyANSSANSYS$0$6,097,896 ▼-100.0%00.0%Computer and TechnologyBNBrookfield$0$4,159,226 ▼-100.0%00.0%FinanceTMOThermo Fisher Scientific$0$1,097,208 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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