HoldingsChannel.com
Ninety One North America Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALIBABA GROUP HOLDING LTD 1,161,743 +381,090 $225,936
     BABA1,161,743+381,090$225,936
MICROSOFT CORP 336,812 +907 $53,119
     MSFT336,812+907$53,119
NETEASE INC 122,710 +15,031 $39,385
     NTES122,710+15,031$39,385
XTRACKERS HARVEST CSI 300 CHIN 1,302,427 +1,302,427 $33,720
     ASHR1,302,427+1,302,427$33,720
ISHARES MSCI INDIA ETF (INDA) 1,328,233 +1,219,180 $32,024
     INDA1,328,233+1,219,180$32,024
PETROLEO BRASILEIRO SA 5,685,851 +3,314,951 $31,272
     PBR5,685,851+3,314,951$31,272
FIDELITY NATIONAL INFORMATION 232,104 +32,735 $28,233
     FIS232,104+32,735$28,233
MASTERCARD INC 116,647 +19,659 $28,177
     MA116,647+19,659$28,177
BROADCOM INC 110,308 +41,542 $26,154
     AVGO110,308+41,542$26,154
S&P GLOBAL INC 104,942 +6,014 $25,716
     SPGI104,942+6,014$25,716
JOHNSON & JOHNSON 194,213 +147,773 $25,467
     JNJ194,213+147,773$25,467
ALPHABET INC 21,461 +13,366 $24,937
     GOOGL21,461+13,366$24,937
FACEBOOK INC 145,795 +3,363 $24,319
     FB145,795+3,363$24,319
NXP SEMICONDUCTOR NV 283,216 -45,185 $23,487
     NXPI283,216-45,185$23,487
ABBOTT LABORATORIES 288,729 +5,693 $22,784
     ABT288,729+5,693$22,784
TAIWAN SEMICONDUCTOR MANUFACTU 451,437 +265,499 $21,574
     TSM451,437+265,499$21,574
HONEYWELL INTERNATIONAL INC 157,924 +2,758 $21,129
     HON157,924+2,758$21,129
INTERCONTINENTAL EXCHANGE INC (ICE) 252,660 +8,352 $20,402
     ICE252,660+8,352$20,402
ABBVIE INC 259,879 +136,780 $19,800
     ABBV259,879+136,780$19,800
EBAY INC 657,357 +13,256 $19,760
     EBAY657,357+13,256$19,760
ALEXION PHARMACEUTICALS INC 215,905 +4,153 $19,386
     ALXN215,905+4,153$19,386
MARSH & MCLENNAN COS INC 223,636 +20,006 $19,336
     MMC223,636+20,006$19,336
TRANSUNION 289,849 +14,433 $19,182
     TRU289,849+14,433$19,182
AMBEV SA 7,989,845 +3,231,235 $18,377
     ABEV7,989,845+3,231,235$18,377
58.COM INC 373,864 +135,972 $18,215
     WUBA373,864+135,972$18,215
STATE STREET CORP 337,093 +114,140 $17,957
     STT337,093+114,140$17,957
RAYTHEON CO 134,509 +13,129 $17,641
     RTN134,509+13,129$17,641
KEYSIGHT TECHNOLOGIES INC 210,501 +210,501 $17,615
     KEYS210,501+210,501$17,615
RELIANCE STEEL & ALUMINUM CO 196,883 +196,883 $17,245
     RS196,883+196,883$17,245
THERMO FISHER SCIENTIFIC INC 60,204 -32,751 $17,074
     TMO60,204-32,751$17,074
CITIGROUP INC 390,594 +9,266 $16,452
     C390,594+9,266$16,452
TRANE TECHNOLOGIES PLC 197,629 +197,629 $16,322
     TT197,629+197,629$16,322
MORGAN STANLEY INTL LTD 417,550 +417,550 $14,197
     MS417,550+417,550$14,197
POPULAR INC 381,938 +8,565 $13,368
     BPOP381,938+8,565$13,368
BANCOLOMBIA SA 519,463 +199,750 $12,966
     CIB519,463+199,750$12,966
MONDELEZ INTERNATIONAL INC 246,231 +180,176 $12,331
     MDLZ246,231+180,176$12,331
VISA INC 72,535 +12,997 $11,687
     V72,535+12,997$11,687
WYNDHAM WORLDWIDE CORP 530,864 +53,026 $11,520
     WYND530,864+53,026$11,520
AMEDISYS INC 61,015 +61,015 $11,199
     AMED61,015+61,015$11,199
AMAZON.COM INC 4,072 +2,924 $7,939
     AMZN4,072+2,924$7,939
BOOKING HOLDINGS INC 5,555 -14,050 $7,473
     BKNG5,555-14,050$7,473
VERISIGN INC 40,050 +6,204 $7,213
     VRSN40,050+6,204$7,213
APPLE INC 28,066 -145 $7,137
     AAPL28,066-145$7,137
NOMAD FOODS LTD 380,786 +13,394 $7,067
     NOMD380,786+13,394$7,067
INGERSOLL RAND INC 278,852 +89,665 $6,916
     IR278,852+89,665$6,916
MEDTRONIC PLC 74,049 +3,637 $6,678
     MDT74,049+3,637$6,678
TERNIUM SA 507,897 +152,320 $6,044
     TX507,897+152,320$6,044
MOODY&apos S CORP 24,980 +4,505 $5,283
     MCO24,980+4,505$5,283
PHILIP MORRIS INTERNATIONAL IN 67,225 +13,076 $4,905
     PM67,225+13,076$4,905
INTUIT INC 20,921 +3,935 $4,812
     INTU20,921+3,935$4,812

See Full List: All Stocks Held By Ninety One North America Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ninety One North America Inc.

Size ($ in 1000's)
At 03/31/2020: $1,204,007
At 12/31/2019: $1,227,107

Ninety One North America Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ninety One North America Inc. 13F filings. Link to 13F filings: SEC filings

Ninety One North America Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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