HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
151,923 | -6,379 | $63,948 |
| MSFT | 151,923 | -6,379 | $63,948 |
 BERKSHIRE HATHAWAY INC |
$57,398 | ||
| BRK.A | 91 | UNCH | $57,398 |
| AMAZON.COM INC |
253,874 | +7,748 | $45,881 |
| AMZN | 253,874 | +7,748 | $45,881 |
| ALPHABET INC |
281,882 | +136,420 | $42,469 |
| GOOGL | 281,882 | +136,420 | $42,469 |
| EXXON MOBIL CORP |
287,564 | +13,278 | $33,286 |
| XOM | 287,564 | +13,278 | $33,286 |
| CONSTELLATION BRANDS INC |
112,123 | +112,123 | $30,384 |
| STZ | 112,123 | +112,123 | $30,384 |
| TAIWAN SEMICONDUCTOR MANUFACTU |
162,489 | +131,137 | $22,135 |
| TSM | 162,489 | +131,137 | $22,135 |
| ELEVANCE HEALTH INC |
40,521 | +372 | $21,043 |
| ELV | 40,521 | +372 | $21,043 |
| VISA INC |
65,592 | -2,188 | $18,304 |
| V | 65,592 | -2,188 | $18,304 |
| CITIGROUP INC |
281,872 | +281,872 | $17,806 |
| C | 281,872 | +281,872 | $17,806 |
| COCA COLA CO THE |
285,074 | UNCH | $17,441 |
| KO | 285,074 | UNCH | $17,441 |
| NVIDIA CORP |
18,377 | +17,176 | $16,625 |
| NVDA | 18,377 | +17,176 | $16,625 |
| MASTERCARD INC |
32,039 | -11,852 | $15,410 |
| MA | 32,039 | -11,852 | $15,410 |
| THERMO FISHER SCIENTIFIC INC |
22,896 | +1,713 | $13,275 |
| TMO | 22,896 | +1,713 | $13,275 |
| BARRICK GOLD CORP |
784,210 | -990,848 | $12,954 |
| GOLD | 784,210 | -990,848 | $12,954 |
| KLA CORP |
18,150 | +2,530 | $12,632 |
| KLAC | 18,150 | +2,530 | $12,632 |
| INTERCONTINENTAL EXCHANGE INC (ICE) |
90,044 | +9,133 | $12,357 |
| ICE | 90,044 | +9,133 | $12,357 |
| RYANAIR HOLDINGS PLC |
82,990 | -64,512 | $12,147 |
| RYAAY | 82,990 | -64,512 | $12,147 |
| UNITEDHEALTH GROUP INC |
23,686 | +487 | $11,687 |
| UNH | 23,686 | +487 | $11,687 |
| APPLE INC |
65,251 | -25,122 | $11,166 |
| AAPL | 65,251 | -25,122 | $11,166 |
| JPMORGAN CHASE & CO |
54,312 | -113,052 | $10,855 |
| JPM | 54,312 | -113,052 | $10,855 |
| TRANE TECHNOLOGIES PLC |
34,822 | -8,299 | $10,450 |
| TT | 34,822 | -8,299 | $10,450 |
| TECK RESOURCES LTD |
226,389 | +79,296 | $10,283 |
| TECK | 226,389 | +79,296 | $10,283 |
| CLEVELAND CLIFFS INC |
440,039 | +4,085 | $9,945 |
| CLF | 440,039 | +4,085 | $9,945 |
| JOHNSON & JOHNSON |
62,404 | -3,473 | $9,888 |
| JNJ | 62,404 | -3,473 | $9,888 |
| META PLATFORMS INC |
18,956 | +10,247 | $9,246 |
| META | 18,956 | +10,247 | $9,246 |
| BECTON DICKINSON & CO |
35,400 | -5,110 | $8,756 |
| BDX | 35,400 | -5,110 | $8,756 |
| SYNOPSYS INC |
15,073 | +15,073 | $8,633 |
| SNPS | 15,073 | +15,073 | $8,633 |
| HDFC BANK LTD |
151,043 | +2,331 | $8,429 |
| HDB | 151,043 | +2,331 | $8,429 |
| EDWARDS LIFESCIENCES CORP |
82,180 | +73,187 | $7,841 |
| EW | 82,180 | +73,187 | $7,841 |
| NEXTERA ENERGY INC |
119,679 | +6,196 | $7,648 |
| NEE | 119,679 | +6,196 | $7,648 |
| TKO GROUP HOLDINGS INC |
78,431 | -30,172 | $6,802 |
| TKO | 78,431 | -30,172 | $6,802 |
| DOLBY LABORATORIES INC |
76,920 | UNCH | $6,455 |
| DLB | 76,920 | UNCH | $6,455 |
| TE CONNECTIVITY LTD |
44,428 | -2,601 | $6,454 |
| TEL | 44,428 | -2,601 | $6,454 |
| JACOBS SOLUTIONS INC |
41,363 | +901 | $6,366 |
| J | 41,363 | +901 | $6,366 |
| GENERAL MOTORS CO |
137,550 | -408,661 | $6,239 |
| GM | 137,550 | -408,661 | $6,239 |
| PHILIP MORRIS INTERNATIONAL IN |
65,530 | -63,325 | $6,013 |
| PM | 65,530 | -63,325 | $6,013 |
| INTUIT INC |
8,088 | -583 | $5,260 |
| INTU | 8,088 | -583 | $5,260 |
| AGNICO EAGLE MINES LTD |
88,083 | UNCH | $5,217 |
| AEM | 88,083 | UNCH | $5,217 |
| AMERICAN TOWER CORP |
22,809 | UNCH | $4,494 |
| AMT | 22,809 | UNCH | $4,494 |
| TD SYNNEX CORP |
37,948 | +37,948 | $4,292 |
| SNX | 37,948 | +37,948 | $4,292 |
| AUTODESK INC |
14,031 | -1,205 | $3,658 |
| ADSK | 14,031 | -1,205 | $3,658 |
| BOOKING HOLDINGS INC |
989 | -147 | $3,588 |
| BKNG | 989 | -147 | $3,588 |
| PINTEREST INC |
96,991 | +96,991 | $3,370 |
| PINS | 96,991 | +96,991 | $3,370 |
| S&P GLOBAL INC |
7,506 | -1,821 | $3,191 |
| SPGI | 7,506 | -1,821 | $3,191 |
| MOODY S CORP |
7,990 | -1,711 | $3,140 |
| MCO | 7,990 | -1,711 | $3,140 |
| NEWMONT CORP |
85,390 | UNCH | $3,063 |
| NEM | 85,390 | UNCH | $3,063 |
| VERISIGN INC |
15,414 | -1,945 | $2,921 |
| VRSN | 15,414 | -1,945 | $2,921 |
| NETEASE INC |
25,881 | -2,521 | $2,677 |
| NTES | 25,881 | -2,521 | $2,677 |
| IDEXX LABORATORIES INC |
4,116 | UNCH | $2,222 |
| IDXX | 4,116 | UNCH | $2,222 |
See Full List: All Stocks Held By Ninety One SA PTY Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ninety One SA PTY Ltd
|
Size ($ in 1000's)
At 03/31/2024: $694,278 At 12/31/2023: $657,499 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 |
