
NINETY ONE NORTH AMERICA, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NU | 2.58M | $37.12M |
![]() | XP | 1.92M | $36.64M |
![]() | ALC | 748K | $55.13M |
![]() | PM | 718K | $118.64M |
![]() | IBN | 648K | $16.78M |
![]() | EW | 637K | $51.04M |
![]() | VIST | 615K | $46.44M |
![]() | TX | 598K | $24.02M |
![]() | NTES | 506K | $56.63M |
![]() | MNST | 474K | $34.33M |
![]() | ASX | 452K | $9.79M |
![]() | V | 445K | $134.63M |
![]() | TTEK | 413K | $12.44M |
![]() | GOOGL | 377K | $108.49M |
![]() | EA | 339K | $69.15M |
![]() | ADSK | 301K | $71.95M |
![]() | JNJ | 283K | $69.25M |
![]() | NEE | 257K | $23.90M |
![]() | MSFT | 245K | $90.76M |
![]() | CP | 214K | $16.82M |

Nu Holdings Ltd.
NU
Shares Held
2.58M
Value
$37.12M

XP Inc.
XP
Shares Held
1.92M
Value
$36.64M

Alcon Inc.
ALC
Shares Held
748K
Value
$55.13M

Philip Morris International Inc.
PM
Shares Held
718K
Value
$118.64M

ICICI Bank Limited
IBN
Shares Held
648K
Value
$16.78M

Edwards Lifesciences Corporation
EW
Shares Held
637K
Value
$51.04M

Vista Energy, S.A.B. de C.V.
VIST
Shares Held
615K
Value
$46.44M

Ternium S.A.
TX
Shares Held
598K
Value
$24.02M

NetEase, Inc.
NTES
Shares Held
506K
Value
$56.63M

Monster Beverage Corporation
MNST
Shares Held
474K
Value
$34.33M

ASE Technology Holding Co., Ltd.
ASX
Shares Held
452K
Value
$9.79M

Visa Inc.
V
Shares Held
445K
Value
$134.63M

Tetra Tech, Inc.
TTEK
Shares Held
413K
Value
$12.44M

Alphabet Inc.
GOOGL
Shares Held
377K
Value
$108.49M

Electronic Arts Inc.
EA
Shares Held
339K
Value
$69.15M

Autodesk, Inc.
ADSK
Shares Held
301K
Value
$71.95M

Johnson & Johnson
JNJ
Shares Held
283K
Value
$69.25M

NextEra Energy, Inc.
NEE
Shares Held
257K
Value
$23.90M

Microsoft Corporation
MSFT
Shares Held
245K
Value
$90.76M

Canadian Pacific Kansas City Ltd.
CP
Shares Held
214K
Value
$16.82M
