HoldingsChannel.com
Ninety One SA PTY Ltd Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC CL B      $25,149
     BRK.A91UNCH$25,149
NIKE INC 266,190 +266,190 $22,602
     NKE266,190+266,190$22,602
ALPHABET INC 16,778 +12,354 $19,504
     GOOGL16,778+12,354$19,504
WAL MART STORES INC 149,046 +149,046 $17,158
     WMT149,046+149,046$17,158
TEXTAINER GROUP HOLDINGS LTD 1,444,418 +1,444,418 $11,538
     TGH1,444,418+1,444,418$11,538
MICROSOFT CORP 55,372 +7,945 $8,954
     MSFT55,372+7,945$8,954
AMAZON.COM INC 2,638 +59 $5,216
     AMZN2,638+59$5,216
BOOKING HOLDINGS INC 2,303 -355 $3,145
     BKNG2,303-355$3,145
UNITEDHEALTH GROUP INC 12,332 +533 $3,092
     UNH12,332+533$3,092
CHEMED CORP 6,409 -745 $2,759
     CHE6,409-745$2,759
FACEBOOK INC 16,198 +843 $2,738
     FB16,198+843$2,738
NOMAD FOODS LTD 147,388 +5,167 $2,719
     NOMD147,388+5,167$2,719
KEYSIGHT TECHNOLOGIES INC 30,128 +30,128 $2,589
     KEYS30,128+30,128$2,589
CITIGROUP INC 51,708 +2,264 $2,261
     C51,708+2,264$2,261
POPULAR INC 58,246 +1,550 $2,113
     BPOP58,246+1,550$2,113
LAM RESEARCH CORP 8,355 +222 $2,097
     LRCX8,355+222$2,097
MERCK & CO INC 26,741 -12,311 $2,038
     MRK26,741-12,311$2,038
SPOTIFY TECHNOLOGY SA 15,718 +15,718 $1,942
     SPOT15,718+15,718$1,942
BROADCOM INC 7,623 +7,623 $1,907
     AVGO7,623+7,623$1,907
BANK OF AMERICA CORP 84,079 +2,707 $1,866
     BAC84,079+2,707$1,866
ESTEE LAUDER COS INC THE 11,489 +5,889 $1,863
     EL11,489+5,889$1,863
FIDELITY NATIONAL INFORMATION 15,141 +15,141 $1,854
     FIS15,141+15,141$1,854
VISA INC 11,459 +390 $1,846
     V11,459+390$1,846
PLANET FITNESS INC 36,341 -9,094 $1,813
     PLNT36,341-9,094$1,813
DIGITAL REALTY TRUST INC 12,559 -22,641 $1,745
     DLR12,559-22,641$1,745
BARRICK GOLD CORP 92,064 -1,151 $1,738
     GOLD92,064-1,151$1,738
CME GROUP INC IL 10,154 -22 $1,726
     CME10,154-22$1,726
JACOBS ENGINEERING GROUP INC 21,067 +974 $1,638
     JEC21,067+974$1,638
IQVIA HOLDINGS INC 15,016 +635 $1,614
     IQV15,016+635$1,614
VALERO ENERGY CORP 34,011 +9,115 $1,600
     VLO34,011+9,115$1,600
PROLOGIS INC 19,200 -4,700 $1,543
     PLD19,200-4,700$1,543
NICE SYSTEMS LTD 10,296 +274 $1,513
     NICE10,296+274$1,513
VERISIGN INC 8,107 UNCH $1,460
     VRSN8,107UNCH$1,460
ABBOTT LABORATORIES 17,862 +1,083 $1,425
     ABT17,862+1,083$1,425
THERMO FISHER SCIENTIFIC INC 5,016 -3,221 $1,412
     TMO5,016-3,221$1,412
SCORPIO TANKERS INC 69,380 +16,830 $1,381
     STNG69,380+16,830$1,381
MOODY&apos S CORP 6,458 UNCH $1,366
     MCO6,458UNCH$1,366
SUN COMMUNITIES INC 10,355 -900 $1,293
     SUI10,355-900$1,293
ALLY FINANCIAL INC 83,757 -41 $1,281
     ALLY83,757-41$1,281
GAMING AND LEISURE PROPERTIES 40,235 -7,544 $1,117
     GLPI40,235-7,544$1,117
MORGAN STANLEY INTL LTD 31,499 +838 $1,099
     MS31,499+838$1,099
JOHNSON & JOHNSON 8,056 -136 $1,056
     JNJ8,056-136$1,056
SIMON PROPERTY GROUP INC 18,508 +351 $1,015
     SPG18,508+351$1,015
HUDSON PACIFIC PROPERTIES INC 39,872 -3,600 $1,011
     HPP39,872-3,600$1,011
AMERICAN HOMES 4 RENT 42,100 -3,700 $977
     AMH42,100-3,700$977
CYRUSONE INC 15,823 -1,410 $977
     CONE15,823-1,410$977
ALEXION PHARMACEUTICALS INC 10,753 +573 $958
     ALXN10,753+573$958
ESSEX PROPERTY TRUST INC 4,300 -1,000 $947
     ESS4,300-1,000$947
NATIONAL STORAGE AFFILIATES TR 30,943 +13,194 $916
     NSA30,943+13,194$916
PHILIP MORRIS INTERNATIONAL IN 12,445 UNCH $908
     PM12,445UNCH$908

See Full List: All Stocks Held By Ninety One SA PTY Ltd
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ninety One SA PTY Ltd

Size ($ in 1000's)
At 03/31/2020: $204,149
At 12/31/2019: $177,416

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

Ninety One SA PTY Ltd Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.