Institutional Manager · CIK 0001418329
Ninety One UK Ltd
London, X0 · File #028-12634
Latest AUM
$46.64B
Positions
225
Top-10 Concentration
46.1%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025225 pos · $46.64B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2025212 pos · $46.31B
- 13F HOLDINGS REPORTQ/E Sep 2025206 pos · $45.45B
- 13F HOLDINGS REPORTQ/E Jun 2025202 pos · $42.61B
- 13F HOLDINGS REPORTQ/E Mar 2025193 pos · $35.94B
- 13F HOLDINGS REPORTQ/E Dec 2024191 pos · $37.38B
- 13F HOLDINGS REPORTQ/E Sep 2024194 pos · $37.47B
- 13F HOLDINGS REPORTQ/E Jun 2024187 pos · $36.22B
- 13F HOLDINGS REPORTQ/E Mar 2024185 pos · $35.61B
- 13F HOLDINGS REPORTQ/E Dec 2023177 pos · $31.62B
- 13F HOLDINGS REPORTQ/E Sep 2023183 pos · $34.27B
- 13F HOLDINGS REPORTQ/E Jun 2023180 pos · $32.10B
- 13F HOLDINGS REPORTQ/E Mar 2023187 pos · $31.19B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 6,592,893 | $3.19B | 8.25% |
| 2 | Alphabet Inc | GOOG | 8,980,667 | $2.81B | 7.27% |
| 3 | NVIDIA Corp | NVDA | 12,517,280 | $2.33B | 6.04% |
| 4 | Visa Inc | V | 6,114,846 | $2.14B | 5.55% |
| 5 | Johnson & Johnson | JNJ | 6,810,748 | $1.41B | 3.64% |
| 6 | Autodesk Inc | ADSK | 4,641,297 | $1.37B | 3.55% |
| 7 | Broadcom Inc | AVGO | 3,588,876 | $1.24B | 3.21% |
| 8 | Philip Morris International Inc | 718172109 | 7,151,439 | $1.15B | 2.97% |
| 9 | Booking Holdings Inc | BKNG | 208,465 | $1.12B | 2.89% |
| 10 | TKO Group Holdings Inc | TKO | 5,006,158 | $1.05B | 2.71% |
| 11 | Amazon.com Inc | AMZN | 4,434,952 | $1.02B | 2.65% |
| 12 | Intuit Inc | INTU | 1,392,267 | $922.3M | 2.38% |
| 13 | NetEase Inc | NETTF | 6,295,537 | $866.4M | 2.24% |
| 14 | Electronic Arts Inc | EA | 4,156,717 | $849.3M | 2.20% |
| 15 | Apple Inc | AAPL | 2,994,661 | $814.1M | 2.11% |
| 16 | Mastercard Inc | MA | 1,236,730 | $706.0M | 1.83% |
| 17 | Edwards Lifesciences Corp | EW | 7,734,946 | $659.4M | 1.71% |
| 18 | Monster Beverage Corp | MNST | 8,586,241 | $658.3M | 1.70% |
| 19 | Marsh & McLennan Cos Inc | 571748102 | 3,542,004 | $657.1M | 1.70% |
| 20 | JPMorgan Chase & Co | VYLD | 2,021,611 | $651.4M | 1.68% |