DOSSIER · 13F-HR · Q1 2026

Ninety One UK Ltd

Ninety One UK's hedge fund based in Omaha, NE $43.1B in tracked AUM across 237 positions as of Q1 2026.

NO
Ninety One UK·Omaha, NE·Hedge Fund
CIK 0001418329 · last filed Mar 31, 2026
Total AUM
$43.1B
5.3%
vs prior
Holdings
237
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Ninety One UK Ltd
1. Portfolio Overview

Ninety One UK Ltd reported a substantial expansion in its U.S. equity portfolio during the quarter ended December 31, 2025. The total portfolio value surged by 87.7%, rising from $24.85 billion to $46.64 billion. This significant increase in AUM suggests either substantial capital inflows into their strategy or a marked appreciation in existing asset values, though the high level of trading activi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOGL
Alphabet Inc
$2.4B8.3M5.5%
02
MSFT
Microsoft Corp
$2.0B5.4M4.6%
03
NVDA
NVIDIA Corp
$2.0B11.3M4.6%
04
V
Visa Inc
$1.8B6.1M4.3%
05
JNJ
Johnson & Johnson
$1.6B6.6M3.8%
06
AAPL
Apple Inc
$1.3B5.1M3.0%
07
PM
Philip Morris International Inc
$1.2B7.2M2.7%
08
BKNG
Booking Holdings Inc
$1.1B253K2.5%
09
EW
Edwards Lifesciences Corp
$993M12.4M2.3%
10
ADSK
Autodesk Inc
$964M4.0M2.2%

Filing history

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