Managers / Q4 2025 · view latest →
Ninety One SA (PTY) Ltd
CIK 0001491998 · 36 HANS STRIJDOM AVENUE, CAPE TOWN, 8001 · 27 (0) 21 416 2000
Reported Value
$2.3B
Q4 2025
Positions
96
Filings on Record
32
2019–present window
Filed
Jan 27, 2026
original filing
Summary
Ninety One Sa (Pty) Ltd reported $2.3B in U.S.-listed holdings across 96 positions for Q4 2025.
The portfolio is heavily concentrated: Anglogold Ashanti alone accounts for 59.6% of reported value.
Compared with Q3 2025, the fund opened 5 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.3B | 97 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.3B | 96 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025REVEALED | $2.9B | 172 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $609M | 74 | Jul 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $540M | 74 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $453M | 74 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $458M | 75 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $645M | 71 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $694M | 73 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $657M | 71 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $518M | 69 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $404M | 65 | Jul 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $393M | 73 | Apr 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $307.7B | 72 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $252M | 77 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $282M | 97 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $358M | 104 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $342M | 112 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $257M | 109 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $273M | 112 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $263M | 113 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $254M | 113 | Feb 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $198M | 105 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $206M | 118 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $204M | 109 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $177M | 103 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $177M | 103 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $179M | 103 | Jul 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $189M | 108 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $170M | 113 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.