Ninety One Uk Ltd Top Holdings and 13F Report (2025) About Ninety One Uk LtdInvestment ActivityNinety One Uk Ltd has $37.38 billion in total holdings as of December 31, 2024.Ninety One Uk Ltd owns shares of 191 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 6.24% of the portfolio was purchased this quarter.About 8.87% of the portfolio was sold this quarter.This quarter, Ninety One Uk Ltd has purchased 194 new stocks and bought additional shares in 67 stocks.Ninety One Uk Ltd sold shares of 91 stocks and completely divested from 17 stocks this quarter.Largest Holdings Microsoft $2,763,614,065Visa $2,239,409,190Alphabet $1,607,922,719Autodesk $1,497,587,278NVIDIA $1,305,142,755 Largest New Holdings this Quarter Planet Fitness $130,375,519 HoldingAPTIV PLC $109,354,009 HoldingKT $59,145,277 HoldingCoupang $46,388,263 HoldingANGLOGOLD ASHANTI PLC $45,042,813 Holding Largest Purchases this Quarter CHENIERE ENERGY INC 1,409,116 shares (about $302.78M)Amazon.com 1,010,977 shares (about $221.80M)NVIDIA 1,541,355 shares (about $206.99M)Planet Fitness 1,318,656 shares (about $130.38M)SEA 1,173,738 shares (about $124.53M) Largest Sales this Quarter Booking 87,348 shares (about $433.98M)Visa 770,462 shares (about $243.50M)S&P Global 433,177 shares (about $215.74M)Tapestry 2,552,903 shares (about $166.78M)Broadcom 687,046 shares (about $159.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNinety One Uk Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,763,614,065$62,238,690 ▲2.3%6,556,6177.4%Computer and TechnologyVVisa$2,239,409,190$243,496,811 ▼-9.8%7,085,8416.0%Business ServicesGOOGLAlphabet$1,607,922,719$882,517 ▲0.1%8,494,0454.3%Computer and TechnologyADSKAutodesk$1,497,587,278$49,656,351 ▼-3.2%5,066,7774.0%Computer and TechnologyNVDANVIDIA$1,305,142,755$206,988,563 ▲18.8%9,718,8383.5%Computer and TechnologyAMZNAmazon.com$1,149,863,578$221,798,244 ▲23.9%5,241,1853.1%Retail/WholesalePMPhilip Morris International$1,098,678,881$28,491,057 ▼-2.5%9,129,0312.9%Consumer StaplesBKNGBooking$1,087,284,065$433,981,550 ▼-28.5%218,8392.9%Retail/WholesaleJNJJohnson & Johnson$1,057,574,967$2,601,569 ▲0.2%7,312,7852.8%MedicalINTUIntuit$904,609,478$24,845,234 ▼-2.7%1,439,3152.4%Computer and TechnologyVRSNVeriSign$809,515,762$3,671,263 ▼-0.5%3,911,4602.2%Computer and TechnologyADPAutomatic Data Processing$726,858,250$30,184,268 ▼-4.0%2,483,0331.9%Business ServicesMCOMoody's$718,445,484$14,760,623 ▼-2.0%1,517,7251.9%FinanceAVGOBroadcom$702,391,506$159,284,745 ▼-18.5%3,029,6391.9%Computer and TechnologyCHKPCheck Point Software Technologies$670,175,707$2,939,965 ▼-0.4%3,589,5861.8%Computer and TechnologyAAPLApple$660,515,305$86,175,532 ▼-11.5%2,637,6301.8%Computer and TechnologyICLRICON Public$618,005,514$52,543,050 ▲9.3%2,946,9531.7%MedicalEAElectronic Arts$613,092,388$12,955,743 ▼-2.1%4,190,6521.6%Consumer DiscretionaryTKO GROUP HOLDINGS INC$589,985,013$23,303,198 ▲4.1%4,151,6081.6%Common StockFDSFactSet Research Systems$581,562,407$12,384,980 ▼-2.1%1,210,8821.6%Business ServicesNTESNetEase$556,022,468$14,464,420 ▼-2.5%6,232,7371.5%Computer and TechnologyMAMastercard$544,373,332$20,328,761 ▲3.9%1,033,8101.5%Business ServicesEWEdwards Lifesciences$531,881,861$9,405,363 ▼-1.7%7,184,6801.4%MedicalTSMTaiwan Semiconductor Manufacturing$529,159,644$5,065,816 ▼-0.9%2,679,4251.4%Computer and TechnologyTSLATesla$528,075,319$26,855,360 ▲5.4%1,307,6351.4%Auto/Tires/TrucksSPGIS&P Global$477,454,887$215,735,141 ▼-31.1%958,6871.3%Business ServicesJPMJPMorgan Chase & Co.$463,267,621$96,068,337 ▲26.2%1,932,6171.2%FinanceMNSTMonster Beverage$449,663,572$772,001 ▼-0.2%8,555,2431.2%Consumer StaplesCHENIERE ENERGY INC$324,392,892$302,776,755 ▲1,400.7%1,509,7170.9%Common StockBSXBoston Scientific$323,589,122$52,872,528 ▼-14.0%3,622,8070.9%MedicalXOMExxon Mobil$321,755,962$30,326,672 ▲10.4%2,991,1310.9%Oils/EnergyTRUTransUnion$283,194,933$17,457,293 ▲6.6%3,054,6320.8%Business ServicesTTWOTake-Two Interactive Software$280,190,193$3,952,198 ▲1.4%1,522,1110.7%Consumer DiscretionarySNXTD SYNNEX$277,315,949$119,185,917 ▲75.4%2,364,5630.7%Computer and TechnologyZTSZoetis$275,171,011$2,006,320 ▲0.7%1,688,8910.7%MedicalMSIMotorola Solutions$273,453,882$4,374,083 ▼-1.6%591,5970.7%Computer and TechnologyZZillow Group$267,895,203$8,236,656 ▲3.2%3,617,7610.7%FinanceTTTrane Technologies$267,475,145$60,652,441 ▼-18.5%724,1780.7%ConstructionJJacobs Solutions$265,648,853$60,016,893 ▲29.2%1,988,0920.7%Business ServicesTMOThermo Fisher Scientific$263,959,500$8,316,917 ▼-3.1%507,3900.7%MedicalALGNAlign Technology$254,507,515$9,075,189 ▲3.7%1,220,6010.7%MedicalAERAerCap$244,068,495$16,061,331 ▲7.0%2,550,3500.7%FinanceCRH PLC$235,724,862$19,367,027 ▲9.0%2,547,8260.6%Common StockICEIntercontinental Exchange$221,918,954$16,918,744 ▲8.3%1,489,2890.6%FinanceLLYEli Lilly and Company$218,553,972$20,095,932 ▼-8.4%283,1010.6%MedicalGMGeneral Motors$217,854,750$60,758,111 ▲38.7%4,089,6330.6%Auto/Tires/TrucksCNICanadian National Railway$207,421,625$21,377,876 ▲11.5%2,043,6650.6%TransportationTPRTapestry$203,515,625$166,781,154 ▼-45.0%3,115,1940.5%Retail/WholesaleBAPCredicorp$199,696,709$8,988,363 ▲4.7%1,089,3340.5%FinanceMMCMarsh & McLennan Companies$198,525,608$11,920,449 ▲6.4%934,6340.5%FinanceNEENextEra Energy$185,940,059$77,101,663 ▼-29.3%2,593,6680.5%UtilitiesWMWaste Management$178,239,291$60,642,133 ▼-25.4%883,2910.5%Business ServicesELVElevance Health$169,079,044$101,137,993 ▼-37.4%458,3330.5%MedicalSYFSynchrony Financial$168,693,005$7,144,280 ▼-4.1%2,595,2770.5%FinanceROKRockwell Automation$163,736,236$40,167,213 ▼-19.7%572,9250.4%Computer and TechnologyTCOMTrip.com Group$158,907,940$25,268,734 ▼-13.7%2,314,4180.4%Consumer DiscretionaryPINSPinterest$158,676,778$8,072,498 ▲5.4%5,471,6130.4%Computer and TechnologyACMAECOM$158,042,220$13,406,230 ▼-7.8%1,479,5190.4%ConstructionANSSANSYS$150,732,200$54,020,364 ▼-26.4%446,8390.4%Computer and TechnologyMETAMeta Platforms$142,114,988$6,964,056 ▲5.2%242,7200.4%Computer and TechnologyFCXFreeport-McMoRan$134,090,648$11,508,271 ▼-7.9%3,521,2880.4%Basic MaterialsSESEA$131,976,517$124,533,602 ▲1,673.2%1,243,8880.4%Computer and TechnologyPLNTPlanet Fitness$130,375,519$130,375,519 ▲New Holding1,318,6560.3%Consumer DiscretionaryNEMNewmont$128,649,293$27,718,404 ▲27.5%3,456,4560.3%Basic MaterialsUNHUnitedHealth Group$119,956,606$3,724,647 ▼-3.0%237,1340.3%MedicalTE CONNECTIVITY PLC$119,051,834$41,869,479 ▼-26.0%832,7050.3%Common StockAPTIV PLC$109,354,009$109,354,009 ▲New Holding1,808,1020.3%Common StockCOCA-COLA EUROPACIFIC PARTNERS$107,815,202$5,309,030 ▼-4.7%1,403,6610.3%Common StockGOLDBarrick Gold$105,453,770$146,891,346 ▼-58.2%6,803,4690.3%Basic MaterialsKRKroger$101,114,400$3,833,188 ▲3.9%1,653,5470.3%Retail/WholesaleTXNTexas Instruments$100,928,008$22,085,865 ▼-18.0%538,2540.3%Computer and TechnologyTTEKTetra Tech$94,229,967$29,799,802 ▼-24.0%2,365,2100.3%Industrial ProductsACNAccenture$94,086,940$7,417,140 ▼-7.3%267,4520.3%Computer and TechnologySCHWCharles Schwab$93,056,696$11,939,589 ▼-11.4%1,257,3530.2%FinanceFBINFortune Brands Innovations$82,398,054$5,081,634 ▲6.6%1,205,8840.2%Retail/WholesaleMCKMcKesson$70,937,838$608,664 ▼-0.9%124,4720.2%MedicalTXTernium$70,312,794$1,988,083 ▲2.9%2,417,9090.2%Basic MaterialsGLPIGaming and Leisure Properties$67,188,594$7,993,693 ▲13.5%1,395,1120.2%FinanceBEKEKE$66,506,995$1,146,921 ▲1.8%3,610,5860.2%FinanceAEMAgnico Eagle Mines$65,159,755$66,205,211 ▼-50.4%833,2450.2%Basic MaterialsBRBroadridge Financial Solutions$64,932,822$5,129,982 ▼-7.3%287,1990.2%Business ServicesLNWLight & Wonder$64,729,199$11,106,654 ▼-14.6%749,3540.2%Consumer DiscretionaryBWABorgWarner$62,426,691$11,479,751 ▲22.5%1,963,7210.2%Auto/Tires/TrucksCMECME Group$59,849,387$4,575,395 ▼-7.1%257,7160.2%FinanceKTKT$59,145,277$59,145,277 ▲New Holding3,810,9070.2%Computer and TechnologyVALEVale$56,858,448$2,361,416 ▼-4.0%6,410,1970.2%Basic MaterialsCDNSCadence Design Systems$56,401,751$1,023,968 ▼-1.8%187,7180.2%Computer and TechnologyKASPI.KZ JSC$56,260,961$11,547,706 ▲25.8%594,0340.2%ADRREGNRegeneron Pharmaceuticals$55,565,302$6,995,081 ▲14.4%78,0050.1%MedicalFMXFomento Económico Mexicano$55,068,213$2,043,382 ▲3.9%644,1480.1%Consumer StaplesHDBHDFC Bank$54,344,158$36,336 ▲0.1%850,9890.1%FinanceAXPAmerican Express$52,863,642$450,230 ▼-0.8%178,1180.1%FinanceSTZConstellation Brands$52,174,564$23,254,062 ▼-30.8%236,0840.1%Consumer StaplesPGProcter & Gamble$50,074,541$3,450,740 ▼-6.4%298,6850.1%Consumer StaplesCCICrown Castle$48,670,414$1,493,637 ▼-3.0%536,2540.1%FinanceLWLamb Weston$47,604,079$11,982,953 ▲33.6%712,3160.1%Consumer StaplesQRVOQorvo$46,952,891$7,418,874 ▲18.8%671,4270.1%Computer and TechnologyCPNGCoupang$46,388,263$46,388,263 ▲New Holding2,110,4760.1%Retail/WholesaleANGLOGOLD ASHANTI PLC$45,042,813$45,042,813 ▲New Holding1,951,5950.1%Common StockASMLASML$44,763,958$24,369,386 ▲119.5%64,5870.1%Computer and TechnologyShowing largest 100 holdings. 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