NINETY ONE SA (PTY) LTD
NINETY ONE SA (PTY) LTD runs NINETY ONE SA (PTY) LTD and currently holds 110 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.85B. Their top holdings are AU, BRK-A, NVDA, GOOGL, MSFT. The top five represent 62.5% of reported portfolio weight. NINETY ONE SA (PTY) LTD ranks #695 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NINETY ONE SA (PTY) LTD initiated 19 new positions. They added to 40 existing positions. They trimmed 32 positions. Their current best-performing preview position is SNX with returns of +60.16%.
110 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AU Anglogold Ashanti Plc | 49.08% | $70.33 | $121.21 | +72.34% | Trimmed -26.84% |
BRK-A Berkshire Hathaway Inc | 3.67% | $204,850.00 | $743,666.12 | +263.03% | Held |
NVDA NVIDIA Corp | 3.52% | $156.55 | $214.76 | +37.18% | Added +6.21% |
GOOGL Alphabet Inc | 3.21% | $204.60 | $344.82 | +68.53% | Trimmed -29.57% |
MSFT Microsoft Corp | 3.01% | $405.44 | $483.24 | +19.19% | Added +35.10% |
JNJ Johnson & Johnson | 1.96% | $177.84 | $270.30 | +51.99% | Trimmed -6.87% |
AAPL Apple Inc | 1.96% | $263.09 | $309.35 | +17.58% | Added +25.54% |
V Visa Inc | 1.38% | $292.38 | $371.13 | +26.93% | Trimmed -4.30% |
EW Edwards Lifesciences Corp | 1.29% | $79.67 | $89.80 | +12.71% | Added +2.75% |
AMZN Amazon.com Inc | 1.28% | $153.21 | $258.63 | +68.81% | Trimmed -9.44% |
Showing 1-10 of 110