Ninety One Sa (Pty) Ltd Top Holdings and 13F Report (2025) About Ninety One Sa (Pty) LtdInvestment ActivityNinety One Sa (Pty) Ltd has $453.38 million in total holdings as of December 31, 2024.Ninety One Sa (Pty) Ltd owns shares of 74 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 13.62% of the portfolio was purchased this quarter.About 19.00% of the portfolio was sold this quarter.This quarter, Ninety One Sa (Pty) Ltd has purchased 75 new stocks and bought additional shares in 30 stocks.Ninety One Sa (Pty) Ltd sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $61,963,721Amazon.com $40,546,344JPMorgan Chase & Co. $30,778,045Netflix $21,971,930Microsoft $21,246,551 Largest New Holdings this Quarter Bank of America $18,360,728 HoldingSynchrony Financial $6,951,490 HoldingCoinbase Global $6,328,671 HoldingPlanet Fitness $2,539,378 HoldingAPTIV PLC $350,905 Holding Largest Purchases this Quarter Bank of America 417,764 shares (about $18.36M)Synchrony Financial 106,946 shares (about $6.95M)Coinbase Global 25,488 shares (about $6.33M)Amazon.com 22,104 shares (about $4.85M)JPMorgan Chase & Co. 17,378 shares (about $4.17M) Largest Sales this Quarter Microsoft 34,896 shares (about $14.71M)Elevance Health 11,554 shares (about $4.26M)Apple 9,078 shares (about $2.27M)Edwards Lifesciences 22,422 shares (about $1.66M)UnitedHealth Group 3,042 shares (about $1.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNinety One Sa (Pty) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$61,963,7210.0%9113.7%FinanceAMZNAmazon.com$40,546,344$4,849,397 ▲13.6%184,8148.9%Retail/WholesaleJPMJPMorgan Chase & Co.$30,778,045$4,165,680 ▲15.7%128,3976.8%FinanceNFLXNetflix$21,971,9300.0%24,6514.8%Consumer DiscretionaryMSFTMicrosoft$21,246,551$14,708,664 ▼-40.9%50,4074.7%Computer and TechnologyNVDANVIDIA$18,653,016$3,056,441 ▲19.6%138,9014.1%Computer and TechnologyBACBank of America$18,360,728$18,360,728 ▲New Holding417,7644.0%FinanceVVisa$14,145,635$429,182 ▲3.1%44,7593.1%Business ServicesGOOGLAlphabet$13,938,727$116,230 ▲0.8%73,6333.1%Computer and TechnologyAAPLApple$11,390,104$2,273,313 ▼-16.6%45,4842.5%Computer and TechnologyADSKAutodesk$11,075,599$1,385,928 ▲14.3%37,4722.4%Computer and TechnologyTKO GROUP HOLDINGS INC$9,822,075$865,308 ▲9.7%69,1162.2%Common StockJNJJohnson & Johnson$9,112,507$734,380 ▼-7.5%63,0102.0%MedicalAVGOBroadcom$8,697,014$327,126 ▼-3.6%37,5131.9%Computer and TechnologySYYSysco$8,611,0790.0%112,6221.9%Consumer StaplesTSLATesla$7,805,016$2,280,485 ▲41.3%19,3271.7%Auto/Tires/TrucksTMOThermo Fisher Scientific$7,762,873$339,710 ▲4.6%14,9221.7%MedicalMAMastercard$7,692,662$60,556 ▲0.8%14,6091.7%Business ServicesACMAECOM$7,086,012$556,853 ▲8.5%66,3361.6%ConstructionTTWOTake-Two Interactive Software$7,055,971$324,717 ▲4.8%38,3311.6%Consumer DiscretionarySYFSynchrony Financial$6,951,490$6,951,490 ▲New Holding106,9461.5%FinanceCOINCoinbase Global$6,328,671$6,328,671 ▲New Holding25,4881.4%Business ServicesGMGeneral Motors$5,882,500$848,325 ▲16.9%110,4281.3%Auto/Tires/TrucksCNICanadian National Railway$5,403,895$127,376 ▲2.4%53,2431.2%TransportationCRH PLC$5,225,900$403,757 ▲8.4%56,4841.2%Common StockPMPhilip Morris International$5,154,110$97,965 ▼-1.9%42,8261.1%Consumer StaplesSNXTD SYNNEX$5,146,481$2,514,952 ▲95.6%43,8821.1%Computer and TechnologyJJacobs Solutions$4,784,131$2,116,407 ▲79.3%35,8041.1%Business ServicesTSMTaiwan Semiconductor Manufacturing$4,260,847$259,304 ▲6.5%21,5750.9%Computer and TechnologyEWEdwards Lifesciences$3,930,697$1,659,901 ▼-29.7%53,0960.9%MedicalAEMAgnico Eagle Mines$3,871,239$821,909 ▼-17.5%49,4980.9%Basic MaterialsZZillow Group$3,627,562$341,074 ▲10.4%48,9880.8%FinanceHDBHDFC Bank$3,515,493$1,002,857 ▼-22.2%55,0500.8%FinanceTPRTapestry$3,513,644$1,392,640 ▼-28.4%53,7830.8%Retail/WholesaleAMTAmerican Tower$3,378,229$878,901 ▼-20.6%18,4190.7%FinanceBKNGBooking$2,931,368$993,684 ▼-25.3%5900.6%Retail/WholesaleVRSNVeriSign$2,919,999$165,775 ▲6.0%14,1090.6%Computer and TechnologyTECKTeck Resources$2,854,326$445,992 ▼-13.5%70,4250.6%Basic MaterialsSPGIS&P Global$2,834,787$22,411 ▼-0.8%5,6920.6%Business ServicesMCOMoody's$2,603,062$157,159 ▲6.4%5,4990.6%FinanceINTUIntuit$2,552,967$98,046 ▲4.0%4,0620.6%Computer and TechnologyPLNTPlanet Fitness$2,539,378$2,539,378 ▲New Holding25,6840.6%Consumer DiscretionaryUNHUnitedHealth Group$2,439,257$1,538,826 ▼-38.7%4,8220.5%MedicalPINSPinterest$2,291,175$261,957 ▲12.9%79,0060.5%Computer and TechnologyEAElectronic Arts$2,113,889$125,525 ▲6.3%14,4490.5%Consumer DiscretionaryELVElevance Health$2,093,139$4,262,271 ▼-67.1%5,6740.5%MedicalIDXXIDEXX Laboratories$1,842,703$140,983 ▲8.3%4,4570.4%MedicalELEstée Lauder Companies$1,583,053$421,613 ▲36.3%21,1130.3%Consumer StaplesVRSKVerisk Analytics$1,370,816$104,939 ▲8.3%4,9770.3%Business ServicesMETAMeta Platforms$798,6360.0%1,3640.2%Computer and TechnologyROKRockwell Automation$727,6220.0%2,5460.2%Computer and TechnologyNEENextEra Energy$651,0890.0%9,0820.1%UtilitiesDHRDanaher$641,5930.0%2,7950.1%Multi-Sector ConglomeratesKLACKLA$625,0800.0%9920.1%Computer and TechnologyPAASPan American Silver$605,084$74,187 ▲14.0%29,9250.1%Basic MaterialsZTSZoetis$595,5100.0%3,6550.1%MedicalCHKPCheck Point Software Technologies$530,9750.0%2,8440.1%Computer and TechnologyPLDPrologis$527,8660.0%4,9940.1%FinanceAONAON$506,0570.0%1,4090.1%FinanceALGNAlign Technology$505,220$330,072 ▲188.5%2,4230.1%MedicalFDSFactSet Research Systems$502,8540.0%1,0470.1%Business ServicesICLRICON Public$493,867$56,412 ▲12.9%2,3550.1%MedicalZGZillow Group$474,6960.0%6,7000.1%FinanceADPAutomatic Data Processing$441,1450.0%1,5070.1%Business ServicesPGProcter & Gamble$425,8320.0%2,5400.1%Consumer StaplesNTESNetEase$420,5360.0%4,7140.1%Computer and TechnologyXOMExxon Mobil$397,472$422,751 ▼-51.5%3,6950.1%Oils/EnergyWMWaste Management$396,5180.0%1,9650.1%Business ServicesAPTIV PLC$350,905$350,905 ▲New Holding5,8020.1%Common StockMNSTMonster Beverage$286,7680.0%5,4560.1%Consumer StaplesTTTrane Technologies$224,196$171,009 ▼-43.3%6070.0%ConstructionLLYEli Lilly and Company$222,336$222,336 ▲New Holding2880.0%MedicalMSIMotorola Solutions$216,7860.0%4690.0%Computer and TechnologyDLRDigital Realty Trust$146,4750.0%8260.0%FinanceCCitigroup$0$18,168,399 ▼-100.0%00.0%FinanceMSMorgan Stanley$0$17,978,616 ▼-100.0%00.0%FinanceGOLDBarrick Gold$0$7,168,469 ▼-100.0%00.0%Basic MaterialsSTZConstellation Brands$0$6,730,354 ▼-100.0%00.0%Consumer StaplesDLBDolby Laboratories$0$3,310,705 ▼-100.0%00.0%Consumer DiscretionaryAMENTUM HOLDINGS INC$0$643,872 ▼-100.0%00.0%Equity / Common StockSTLDSteel Dynamics$0$407,896 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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