Notify me when Ninety One North America, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 102 | $2,467,081,828 | +$393,862,826 | -$159,897,878 | +$233,964,948 | V, GOOGL, MSFT, PM, MA | 13F-HR | 27 Jan 2026, 06:48 |
| Q3 2025 | 70 | $2,206,270,934 | $0 | $0 | $0 | V, MSFT, PM, ADSK, GOOGL | New Holdings | 13 Nov 2025, 15:00 |
| Q3 2025 | 70 | $2,206,270,934 | +$260,126,985 | -$126,514,732 | +$133,612,253 | V, MSFT, PM, ADSK, GOOGL | 13F-HR | 21 Oct 2025, 06:02 |
| Q2 2025 | 65 | $2,037,387,480 | +$450,607,113 | -$52,863,395 | +$397,743,718 | V, MSFT, PM, BKNG, ADSK | 13F-HR | 18 Jul 2025, 11:50 |
| Q1 2025 | 68 | $1,485,562,496 | +$110,336,000 | -$258,853,112 | -$148,517,112 | V, PM, MA, MSFT, ICLR | 13F-HR | 30 Apr 2025, 06:00 |
| Q4 2024 | 71 | $1,615,157,474 | +$232,948,159 | -$102,449,594 | +$130,498,565 | V, MSFT, TSM, PM, ADSK | 13F-HR | 27 Jan 2025, 08:38 |
| Q3 2024 | 66 | $1,471,929,858 | +$187,242,574 | -$781,360,086 | -$594,117,512 | V, MSFT, PM, BKNG, ADSK | 13F-HR | 12 Nov 2024, 06:07 |
| Q2 2024 | 62 | $1,979,796,163 | +$162,136,259 | -$239,144,816 | -$77,008,557 | MSFT, V, BKNG, GOOGL, ADSK | 13F-HR | 22 Jul 2024, 06:35 |
| Q1 2024 | 61 | $2,058,310,029 | +$185,928,167 | -$242,205,322 | -$56,277,155 | V, MSFT, BKNG, GOOGL, INTU | 13F-HR | 25 Apr 2024, 08:57 |
| Q4 2023 | 68 | $2,047,881,968 | +$117,417,918 | -$333,333,432 | -$215,915,514 | V, MSFT, BKNG, INTU, GOOGL | 13F-HR | 31 Jan 2024, 10:04 |
| Q3 2023 | 68 | $2,040,324,481 | +$44,839,377 | -$326,582,492 | -$281,743,115 | V, MSFT, BKNG, INTU, VRSN | 13F-HR | 10 Oct 2023, 06:25 |
| Q2 2023 | 89 | $2,359,017,569 | +$183,797,135 | -$147,225,446 | +$36,571,689 | V, MSFT, BKNG, VRSN, INTU | 13F-HR | 19 Jul 2023, 09:13 |
| Q1 2023 | 83 | $2,208,787,806 | +$124,248,759 | -$85,121,090 | +$39,127,669 | V, MSFT, BKNG, MCO, VRSN | 13F-HR | 28 Apr 2023, 06:05 |
| Q4 2022 | 82 | $2,045,013,046 | +$48,626,172 | -$286,143,944 | -$237,517,772 | V, MSFT, MCO, VRSN, BKNG | 13F-HR | 07 Feb 2023, 06:01 |
| Q3 2022 | 80 | $2,083,642,000 | +$108,845,222 | -$96,951,464 | +$11,893,758 | V, MSFT, MCO, INTU, VRSN | 13F-HR | 14 Nov 2022, 13:04 |
| Q2 2022 | 79 | $2,256,944,000 | +$184,596,494 | -$270,844,136 | -$86,247,642 | V, MSFT, MCO, PM, INTU | 13F-HR | 15 Aug 2022, 11:49 |
| Q1 2022 | 102 | $2,726,264,000 | +$233,583,382 | -$172,175,778 | +$61,407,604 | V, MSFT, MCO, BKNG, INTU | 13F-HR | 27 Apr 2022, 10:57 |
| Q4 2021 | 109 | $2,859,072,000 | +$533,658,941 | -$30,071,650 | +$503,587,291 | MSFT, V, MCO, INTU, VRSN | 13F-HR | 11 Feb 2022, 07:18 |
| Q3 2021 | 108 | $2,169,190,000 | +$222,989,711 | -$137,241,765 | +$85,747,946 | V, MSFT, MCO, INTU, BKNG | 13F-HR | 02 Nov 2021, 12:23 |
| Q2 2021 | 106 | $2,132,595,000 | +$314,776,767 | -$71,964,148 | +$242,812,619 | V, MSFT, MCO, INTU, VRSN | 13F-HR | 12 Aug 2021, 07:35 |
| Q1 2021 | 107 | $1,732,371,000 | +$202,428,485 | -$181,147,893 | +$21,280,592 | V, MSFT, MCO, BKNG, VALE | 13F-HR | 07 May 2021, 15:14 |
| Q4 2020 | 105 | $1,630,946,000 | +$631,728,096 | -$55,106,823 | +$576,621,273 | MSFT, V, VALE, BKNG, MCO | 13F-HR | 05 Feb 2021, 12:37 |
| Q3 2020 | 99 | $913,069,000 | +$323,126,285 | -$508,040,817 | -$184,914,532 | MSFT, YUMC, V, VALE, TME | 13F-HR | 12 Nov 2020, 10:51 |
| Q2 2020 | 99 | $962,647,000 | +$193,719,593 | -$673,112,444 | -$479,392,851 | BABA, JD, NTES, PBR, MSFT | Restatement | 20 Aug 2020, 10:32 |
| Q1 2020 | 99 | $1,204,007,000 | +$395,167,939 | -$150,318,879 | +$244,849,060 | BABA, MSFT, NTES, ASHR, INDA | 13F-HR | 12 May 2020, 06:04 |
| Q4 2019 | 98 | $1,227,107,000 | +$179,428,768 | -$176,456,153 | +$2,972,615 | BABA, MSFT, NXPI, BKNG, PBR | 13F-HR | 07 Feb 2020, 11:44 |
| Q3 2019 | 102 | $1,106,844,000 | +$229,742,523 | -$241,319,608 | -$11,577,085 | BABA, MSFT, BKNG, PBR, TMO | 13F-HR | 14 Nov 2019, 13:04 |
| Q2 2019 | 114 | $1,136,682,000 | +$215,236,145 | -$150,168,272 | +$65,067,873 | BABA, MSFT, INFY, BKNG, PBR | 13F-HR | 30 Jul 2019, 08:41 |
| Q1 2019 | 118 | $1,058,410,000 | +$130,231,594 | -$150,991,062 | -$20,759,468 | BABA, INFY, MSFT, WP, BKNG | 13F-HR | 24 Apr 2019, 10:46 |
| Q4 2018 | 120 | $938,643,000 | +$164,342,959 | -$223,422,842 | -$59,079,883 | BABA, MSFT, BIDU, BKNG, INFY | 13F-HR | 08 Feb 2019, 12:54 |
| Q3 2018 | 112 | $1,168,364,000 | +$144,991,676 | -$422,563,250 | -$277,571,574 | BABA, MSFT, CX, BIDU, BKNG | 13F-HR | 13 Nov 2018, 07:35 |
| Q2 2018 | 117 | $1,393,383,000 | +$163,679,052 | -$128,905,174 | +$34,773,878 | BABA, MSFT, BKNG, LVS, GOOGL | 13F-HR | 10 Aug 2018, 11:20 |
| Q1 2018 | 113 | $1,315,462,000 | +$756,696,237 | -$66,902,930 | +$689,793,307 | BABA, BKNG, MSFT, CX, LVS | 13F-HR | 14 May 2018, 18:18 |
| Q4 2017 | 87 | $629,649,000 | +$120,532,836 | -$102,957,355 | +$17,575,481 | BABA, BIDU, CX, VALE, LVS | 13F-HR | 13 Feb 2018, 10:57 |
| Q3 2017 | 75 | $591,300,000 | +$113,873,553 | -$106,885,802 | +$6,987,751 | BABA, CX, BIDU, GOOGL, CI | 13F-HR | 13 Nov 2017, 06:47 |
| Q2 2017 | 78 | $545,372,000 | +$70,017,907 | -$81,030,765 | -$11,012,858 | BABA, CX, BBD, CM, GOOGL | 13F-HR | 11 Aug 2017, 06:02 |
| Q1 2017 | 86 | $529,753,000 | +$129,913,002 | -$302,305,231 | -$172,392,229 | BABA, BBD, LRCX, GOOGL, CM | 13F-HR | 12 May 2017, 07:28 |
| Q4 2016 | 106 | $667,868,000 | +$94,422,041 | -$186,974,780 | -$92,552,739 | SLB, EOG, ABEV, COP, BBD | 13F-HR | 10 Feb 2017, 06:05 |
| Q3 2016 | 117 | $745,170,000 | +$83,359,366 | -$49,724,375 | +$33,634,991 | ABEV, EOG, SLB, BBD, COP | 13F-HR | 14 Nov 2016, 06:09 |
| Q2 2016 | 116 | $679,169,000 | +$133,926,928 | -$81,909,885 | +$52,017,043 | ABEV, SLB, COP, EOG, FMX | 13F-HR | 12 Aug 2016, 11:03 |
| Q1 2016 | 112 | $601,499,000 | +$128,844,178 | -$98,126,506 | +$30,717,672 | SLB, ABEV, COP, EOG, FMX | 13F-HR | 12 May 2016, 10:13 |
| Q4 2015 | 110 | $565,274,000 | +$186,250,643 | -$22,313,585 | +$163,937,058 | NTES, ITUB, COP, SLB, ABEV | 13F-HR | 16 Feb 2016, 06:10 |
| Q3 2015 | 107 | $395,749,000 | +$166,311,771 | -$46,615,934 | +$119,695,837 | COP, ITUB, SLB, NXPI, EOG | 13F-HR | 30 Oct 2015, 10:52 |
| Q2 2015 | 92 | $311,498,000 | +$55,943,931 | -$72,046,792 | -$16,102,861 | INDA, ITUB, VRX, NXPI, CHKP | 13F-HR | 11 Aug 2015, 07:51 |
| Q1 2015 | 90 | $322,217,000 | +$61,107,598 | -$107,385,731 | -$46,278,133 | INDA, NXPI, ITUB, CI, VRX | 13F-HR | 14 May 2015, 06:12 |
| Q4 2014 | 93 | $340,948,000 | $0 | $0 | $0 | COR, INDA, ITUB, VRX, GS | 13F-HR | 13 Feb 2015, 08:01 |