Ninety One SA (Pty)
Ninety One SA (Pty) reported 103 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AU (53.5%), MSFT (3.8%) and NVDA (3.7%). Compared with Q2 2026, the fund opened new positions in EIX, AXP and XOM, added to AU, GOOGL and JNJ, trimmed MSFT, NVDA and AAPL and sold out of BRK.A, GS and BR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AU Anglogold Ashanti PLC | $1.1B | 53.5% | 11.4M | +203K (+2%) | 5 of 8 | |
| 2 |  MSFT Microsoft Corp | $76.6M | 3.8% | 148K | −1,675 (−1%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $74.2M | 3.7% | 323K | −4,400 (−1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $67.7M | 3.4% | 195K | +29K (+17%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $42.1M | 2.1% | 125K | −232 (−0%) | 8 of 8 | |
| 6 |  JNJ Johnson & Johnson | $38.1M | 1.9% | 143K | +389 (+0%) | 8 of 8 | |
| 7 |  B Barrick Mng Corp | $31.6M | 1.6% | 773K | +739K (+2158%) | 6 of 8 | |
| 8 |  AMZN Amazon Com Inc | $24.9M | 1.3% | 99K | No change | 8 of 8 | |
| 9 |  V Visa Inc | $23M | 1.1% | 64K | −11K (−15%) | 8 of 8 | |
| 10 |  EW Edwards Lifesciences Cor | $23M | 1.1% | 265K | +2,071 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BRK.A Berkshire Hathaway Inc Dclass A | $67.8M | 91 |
 GS Goldman Sachs Group Inc | $8.6M | 8,494 |
 BR Broadridge Finl Solutions in | $1.3M | 9,638 |
 GOVT Ishares US Treasury Bond | $991K | 43K |
 BKR Baker Hughes Co. A | $942K | 17K |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ninety One SA (Pty) 13F FAQ
What does Ninety One SA (Pty) own?
Ninety One SA (Pty) reported 103 stocks worth $2B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AU (53.5%), MSFT (3.8%) and NVDA (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Ninety One SA (Pty) buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 19 added to, 52 trimmed and 19 sold out. New positions include EIX, AXP and XOM. It sold all of BRK.A, GS and BR.
When will Ninety One SA (Pty) file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Ninety One SA (Pty)'s portfolio worth?
The Q3 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.