Ninety One SA (Pty) Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Ninety One SA (Pty) Ltd reported 74 stock positions worth $453.4 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 13.7% of the portfolio, followed by Amazon.com (AMZN, 8.9%) and JPMorgan Chase (JPM, 6.8%). Compared with Q3 2024, it opened 6 new positions, sold out of 7, added to 30 and reduced 17. The biggest buy was a new position in Bank of America (BAC) and the biggest sale an exit from Citigroup (C).
- Most Recent 13F
- Q2 2026
- Location
- Cape Town, T3
- CIK
- 0001491998
- Portfolio Value
- $453.4M (Q4 2024)
- SEC Filing
- 0001140361-25-001958 ↗ filed Jan 27, 2025
Holdings Value
Holdings 74 stocks · $453.4M
| BRK.A Berkshire Hathaway Inc. Class A | 13.67% | 91 | $62.0M | No change |
| AMZN Amazon.com Inc. | 8.94% | 184,814 | $40.5M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 6.79% | 128,397 | $30.8M | Add +15.7% |
| NFLX Netflix Inc. | 4.85% | 24,651 | $22.0M | No change |
| MSFT Microsoft Corp. | 4.69% | 50,407 | $21.2M | Reduce -40.9% |
| NVDA Nvidia Corp. | 4.11% | 138,901 | $18.7M | Add +19.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 4.05% | 417,764 | $18.4M | New |
| V Visa Inc. Class A | 3.12% | 44,759 | $14.1M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 3.07% | 73,633 | $13.9M | Add +0.8% |
| AAPL Apple Inc. | 2.51% | 45,484 | $11.4M | Reduce -16.6% |
| ADSK Autodesk Inc. | 2.44% | 37,472 | $11.1M | Add +14.3% |
| TKO Tko Group Holdings Inc. | 2.17% | 69,116 | $9.8M | Add +9.7% |
| JNJ Johnson & Johnson | 2.01% | 63,010 | $9.1M | Reduce -7.5% |
| AVGO Broadcom Inc. | 1.92% | 37,513 | $8.7M | Reduce -3.6% |
| SYY Sysco Corp. | 1.90% | 112,622 | $8.6M | No change |
| TSLA Tesla Inc. | 1.72% | 19,327 | $7.8M | Add +41.3% |
| TMO Thermo Fisher Scientific Inc. | 1.71% | 14,922 | $7.8M | Add +4.6% |
| MA Mastercard Inc. Class A | 1.70% | 14,609 | $7.7M | Add +0.8% |
| ACM Aecom | 1.56% | 66,336 | $7.1M | Add +8.5% |
| TTWO Take-Two Interactive Softwre | 1.56% | 38,331 | $7.1M | Add +4.8% |
| SYF Synchrony Financial | 1.53% | 106,946 | $7.0M | New |
| COIN Coinbase Global Inc. Class A | 1.40% | 25,488 | $6.3M | New |
| GM General Motors Co. | 1.30% | 110,428 | $5.9M | Add +16.9% |
| CNI Canadian Natl Railway Co. | 1.19% | 53,243 | $5.4M | Add +2.4% |
| CRH CRH PLC | 1.15% | 56,484 | $5.2M | Add +8.4% |
| PM Philip Morris International | 1.14% | 42,826 | $5.2M | Reduce -1.9% |
| SNX TD Synnex Corp. | 1.14% | 43,882 | $5.1M | Add +95.6% |
| J Jacobs Solutions Inc. | 1.06% | 35,804 | $4.8M | Add +79.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.94% | 21,575 | $4.3M | Add +6.5% |
| EW Edwards Lifesciences Corp. | 0.87% | 53,096 | $3.9M | Reduce -29.7% |
| AEM Agnico Eagle Mines Ltd. | 0.85% | 49,498 | $3.9M | Reduce -17.5% |
| Z Zillow Group Inc. Class C | 0.80% | 48,988 | $3.6M | Add +10.4% |
| HDB HDFC Bank Ltd.-ADR | 0.78% | 55,050 | $3.5M | Reduce -22.2% |
| TPR Tapestry Inc. | 0.78% | 53,783 | $3.5M | Reduce -28.4% |
| AMT American Tower Corp. | 0.75% | 18,419 | $3.4M | Reduce -20.6% |
| BKNG Booking Holdings Inc. | 0.65% | 590 | $2.9M | Reduce -25.3% |
| VRSN Verisign Inc. | 0.64% | 14,109 | $2.9M | Add +6.0% |
| TECK Teck Resources Ltd.-CLS B | 0.63% | 70,425 | $2.9M | Reduce -13.5% |
| SPGI S&P Global Inc. | 0.63% | 5,692 | $2.8M | Reduce -0.8% |
| MCO Moody's Corp. | 0.57% | 5,499 | $2.6M | Add +6.4% |
| INTU Intuit Inc. | 0.56% | 4,062 | $2.6M | Add +4.0% |
| PLNT Planet Fitness Inc. Class A | 0.56% | 25,684 | $2.5M | New |
| UNH Unitedhealth Group Inc. | 0.54% | 4,822 | $2.4M | Reduce -38.7% |
| PINS Pinterest Inc. Class A | 0.51% | 79,006 | $2.3M | Add +12.9% |
| EA Electronic Arts Inc. | 0.47% | 14,449 | $2.1M | Add +6.3% |
| ELV Elevance Health Inc. | 0.46% | 5,674 | $2.1M | Reduce -67.1% |
| IDXX Idexx Laboratories Inc. | 0.41% | 4,457 | $1.8M | Add +8.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.35% | 21,113 | $1.6M | Add +36.3% |
| VRSK Verisk Analytics Inc. | 0.30% | 4,977 | $1.4M | Add +8.3% |
| META Meta Platforms Inc. Class A | 0.18% | 1,364 | $799K | No change |
| ROK Rockwell Automation Inc. | 0.16% | 2,546 | $728K | No change |
| NEE Nextera Energy Inc. | 0.14% | 9,082 | $651K | No change |
| DHR Danaher Corp. | 0.14% | 2,795 | $642K | No change |
| KLAC KLA Corp. | 0.14% | 992 | $625K | No change |
| PAAS Pan American Silver Corp. | 0.13% | 29,925 | $605K | Add +14.0% |
| ZTS Zoetis Inc. | 0.13% | 3,655 | $596K | No change |
| CHKP Check Point Software Tech | 0.12% | 2,844 | $531K | No change |
| PLD Prologis Inc. | 0.12% | 4,994 | $528K | No change |
| AON Aon PLC Class A | 0.11% | 1,409 | $506K | No change |
| ALGN Align Technology Inc. | 0.11% | 2,423 | $505K | Add +188.4% |
| FDS Factset Research Systems Inc. | 0.11% | 1,047 | $503K | No change |
| ICLR Icon PLC | 0.11% | 2,355 | $494K | Add +12.9% |
| ZG Zillow Group Inc. Class A | 0.10% | 6,700 | $475K | No change |
| ADP Automatic Data Processing | 0.10% | 1,507 | $441K | No change |
| PG The Procter & Gamble Co. | 0.09% | 2,540 | $426K | No change |
| NTES Netease Inc.-ADR | 0.09% | 4,714 | $421K | No change |
| XOM Exxon Mobil Corp. | 0.09% | 3,695 | $397K | Reduce -51.5% |
| WM Waste Management Inc. | 0.09% | 1,965 | $397K | No change |
| APTV Aptiv PLC | 0.08% | 5,802 | $351K | New |
| MNST Monster Beverage Corp. | 0.06% | 5,456 | $287K | No change |
| TT Trane Technologies PLC | 0.05% | 607 | $224K | Reduce -43.3% |
| LLY Eli Lilly & Co. | 0.05% | 288 | $222K | New |
| MSI Motorola Solutions Inc. | 0.05% | 469 | $217K | No change |
| DLR Digital Realty Trust Inc. | 0.03% | 826 | $146K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| C Citigroup Inc. | Sold out | 0.00% | −3.97 |
| MS Morgan Stanley | Sold out | 0.00% | −3.93 |
| MSFT Microsoft Corp. | Reduce -40.9% | 4.69% | −3.29 |
| B Barrick Gold Corp. | Sold out | 0.00% | −1.57 |
| ELV Elevance Health Inc. | Reduce -67.1% | 0.46% | −1.49 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −1.47 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.72 |
| UNH Unitedhealth Group Inc. | Reduce -38.7% | 0.54% | −0.47 |
| AMT American Tower Corp. | Reduce -20.6% | 0.75% | −0.43 |
| JNJ Johnson & Johnson | Reduce -7.5% | 2.01% | −0.40 |
| TECK Teck Resources Ltd.-CLS B | Reduce -13.5% | 0.63% | −0.30 |
| AAPL Apple Inc. | Reduce -16.6% | 2.51% | −0.26 |
| EW Edwards Lifesciences Corp. | Reduce -29.7% | 0.87% | −0.22 |
| AEM Agnico Eagle Mines Ltd. | Reduce -17.5% | 0.85% | −0.20 |
| HDB HDFC Bank Ltd.-ADR | Reduce -22.2% | 0.78% | −0.19 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -51.5% | 0.09% | −0.11 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -25.3% | 0.65% | −0.08 |
| TT Trane Technologies PLC | Reduce -43.3% | 0.05% | −0.04 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.63% | −0.02 |
| PM Philip Morris International | Reduce -1.9% | 1.14% | −0.02 |
| TPR Tapestry Inc. | Reduce -28.4% | 0.78% | +0.00 |
| AVGO Broadcom Inc. | Reduce -3.6% | 1.92% | +0.45 |
Portfolio Buys Q3 2024 → Q4 2024
| BAC Bank of America Corp. | New | 4.05% | +4.05 |
| AMZN Amazon.com Inc. | Add +13.6% | 8.94% | +2.35 |
| JPM JPMorgan Chase & Co. | Add +15.7% | 6.79% | +1.70 |
| SYF Synchrony Financial | New | 1.53% | +1.53 |
| COIN Coinbase Global Inc. Class A | New | 1.40% | +1.40 |
| NVDA Nvidia Corp. | Add +19.6% | 4.11% | +1.04 |
| TSLA Tesla Inc. | Add +41.3% | 1.72% | +0.94 |
| PLNT Planet Fitness Inc. Class A | New | 0.56% | +0.56 |
| SNX TD Synnex Corp. | Add +95.6% | 1.14% | +0.55 |
| V Visa Inc. Class A | Add +3.1% | 3.12% | +0.51 |
| J Jacobs Solutions Inc. | Add +79.3% | 1.06% | +0.48 |
| ADSK Autodesk Inc. | Add +14.3% | 2.44% | +0.47 |
| TKO Tko Group Holdings Inc. | Add +9.7% | 2.17% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +0.8% | 3.07% | +0.43 |
| GM General Motors Co. | Add +16.9% | 1.30% | +0.37 |
| TTWO Take-Two Interactive Softwre | Add +4.8% | 1.56% | +0.33 |
| ACM Aecom | Add +8.5% | 1.56% | +0.18 |
| Z Zillow Group Inc. Class C | Add +10.4% | 0.80% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.5% | 0.94% | +0.17 |
| MA Mastercard Inc. Class A | Add +0.8% | 1.70% | +0.13 |
| CRH CRH PLC | Add +8.4% | 1.15% | +0.10 |
| VRSN Verisign Inc. | Add +6.0% | 0.64% | +0.09 |
| APTV Aptiv PLC | New | 0.08% | +0.08 |
| ALGN Align Technology Inc. | Add +188.4% | 0.11% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.05% | +0.05 |
| EA Electronic Arts Inc. | Add +6.3% | 0.47% | +0.04 |
| MCO Moody's Corp. | Add +6.4% | 0.57% | +0.04 |
| INTU Intuit Inc. | Add +4.0% | 0.56% | +0.03 |
| VRSK Verisk Analytics Inc. | Add +8.3% | 0.30% | +0.03 |
| PAAS Pan American Silver Corp. | Add +14.0% | 0.13% | +0.01 |
| EL Estee Lauder Companies Class A | Add +36.3% | 0.35% | +0.01 |
| PINS Pinterest Inc. Class A | Add +12.9% | 0.51% | +0.01 |
| ICLR Icon PLC | Add +12.9% | 0.11% | −0.02 |
| IDXX Idexx Laboratories Inc. | Add +8.3% | 0.41% | −0.05 |
| CNI Canadian Natl Railway Co. | Add +2.4% | 1.19% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Add +4.6% | 1.71% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 110 | $1.8B | AU, BRK.A, NVDA, GOOGL, MSFT |
| Q1 2026 | 96 | $2.3B | AU, GOOGL, BRK.A, NVDA, MSFT |
| Q4 2025 | 96 | $2.3B | AU, MSFT, BRK.A, GOOGL, NVDA |
| Q3 2025Amended | 97 | $2.2B | AU, MSFT, BRK.A, NVDA, GOOGL |
| Q2 2025 | 74 | $608.8M | BRK.A, MSFT, TSM, AMZN, BKNG |
| Q1 2025 | 74 | $539.6M | BRK.A, AMZN, MSFT, V, KGC |
| Q4 2024 | 74 | $453.4M | BRK.A, AMZN, JPM, NFLX, MSFT |
| Q3 2024 | 75 | $457.9M | BRK.A, MSFT, AMZN, JPM, C |
| Q2 2024 | 71 | $645.1M | MSFT, BRK.A, TSM, AAPL, GOOGL |
| Q1 2024 | 73 | $694.3M | MSFT, BRK.A, AMZN, GOOGL, XOM |