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Ninety One North America, Inc.
Ninety One North America, Inc. is an SEC-registered investment adviser and wholly-owned subsidiary of Ninety One International Limited, itself part of the dual-listed Ninety One group (Ninety One Plc and Ninety One Ltd), with a principal office in New York, NY. Originally established in 1991 (as Investec Asset Management before rebranding), the firm has about 67 employees and provides asset management and sub-advisory services to institutional clients and investment funds, specializing in global equities and multi-asset strategies. The firm leverages its global affiliate platform and serves both North American and international investors.
Investment Strategy
Ninety One North America focuses on high-conviction, quality-driven active investment approaches across global equities and multi-asset strategies. Its philosophy emphasizes selecting securities of companies with strong global brands, sustainable business models, healthy balance sheets, and durable competitive advantages. The firm invests with a long-term growth perspective and seeks resilient capital appreciation for institutional and fund clients, using fundamental, bottom-up research and a disciplined risk management approach.
Latest 13F Filing Activity
Ninety One North America, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $2B. The fund increased holdings in Nu Holdings Ltd/cayman Islands, Alphabet Inc., XP Inc. among other positions. Ninety One North America, Inc. reduced exposure to Accenture PLC, Fomento Economico Mexicano Sab de CV, Makemytrip LTD among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V V | Visa Inc | 6.88% | $147.5M | 431,985 | $251.82 | $341.38 | -$6.5M |
M MSFT | Microsoft Corp | 6.61% | $141.8M | 273,804 | $309.11 | $517.95 | +$4.9M |
P PM | Philip Morris International Inc | 5.25% | $112.7M | 694,699 | $102.70 | $162.20 | -$13.6M |
A ADSK | Autodesk Inc | 4.39% | $94.1M | 296,108 | $263.98 | $317.67 | +$3.4M |
| Alphabet Inc | 4.24% | $90.9M | 373,856 | $136.77 | $243.10 | +$25.0M |
Industry Allocation
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