Ninety One SA (Pty) Ltd
CIK 1491998 · Holdings on Mar 31, 2025 · First reported Apr 30, 2025
Top ten holdings
Q1 2025- BRK.A13.36%
- AMZN6.81%
- MSFT6.53%
- V5.56%
- KGC5.36%
- JPM4.61%
- BKNG3.69%
- GOOGL3.56%
- META2.85%
- ADSK2.65%
Share classes counted separately54.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BKNGWeight increased · +3.04 pp0.65% → 3.69%Shares +3.84K (+650.68%)
- METAWeight increased · +2.67 pp0.18% → 2.85%Shares +26.00K (+1905.79%)
- VWeight increased · +2.44 pp3.12% → 5.56%Shares +41.76K (+93.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.ABERKSHIRE HATHAWAY INC-CL ACommon Stock View history and evidence | $72.07M | 13.36% | 91 shares | 13.67% → 13.36%-0.31 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $36.75M | 6.81% | 195.57K shares | 8.94% → 6.81%-2.13 pp +10.75K (+5.82%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $35.21M | 6.53% | 94.58K shares | 4.69% → 6.53%+1.84 pp +44.17K (+87.63%) | Added | ↗▾ |
| 04 | VVISA INC-CLASS A SHARESCommon Stock View history and evidence | $29.98M | 5.56% | 86.52K shares | 3.12% → 5.56%+2.44 pp +41.76K (+93.30%) | Added | ↗▾ |
| 05 | KGCKINROSS GOLD CORPCommon Stock View history and evidence | $28.90M | 5.36% | 2.30M shares | Prior unavailable +2.30M | New | ↗▾ |
| 06 | JPMJPMORGAN CHASE & COCommon Stock View history and evidence | $24.89M | 4.61% | 102.51K shares | 6.79% → 4.61%-2.18 pp -25.89K (-20.16%) | Reduced | ↗▾ |
| 07 | BKNGBOOKING HOLDINGS INCCommon Stock View history and evidence | $19.92M | 3.69% | 4.43K shares | 0.65% → 3.69%+3.04 pp +3.84K (+650.68%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $19.18M | 3.56% | 125.04K shares | 3.07% → 3.56%+0.49 pp +51.41K (+69.82%) | Added | ↗▾ |
| 09 | METAMETA PLATFORMS INC-CLASS ACommon Stock View history and evidence | $15.40M | 2.85% | 27.36K shares | 0.18% → 2.85%+2.67 pp +26.00K (+1905.79%) | Added | ↗▾ |
| 10 | ADSKAUTODESK INCCommon Stock View history and evidence | $14.28M | 2.65% | 54.83K shares | 2.44% → 2.65%+0.21 pp +17.35K (+46.31%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | Non-derivative | -24,651 | -$21.97M | SEC filing ↗ | SEC filing ↗ |
| BAC BANK OF AMERICA CORP | Non-derivative | -417,764 | -$18.36M | SEC filing ↗ | SEC filing ↗ |
| SYY SYSCO CORP | Non-derivative | -112,622 | -$8.61M | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1491998 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 539605485
}Research all 74 reported holdings.
This page includes 30 of 74 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 74 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1491998","quarter":"2025Q1","page_size":100}
get_institutional_manager_history
{"cik":"1491998","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.