Long-term investor
Ninety One North America, Inc. @ninetyonenorthamericainc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633343).
Record
- Tracked since 2025-06-30 (449 days), 126 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.8% · 1 year n/a · all +3.6%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- V · 6.9% · long · since 2025-06-30
- PM · 5.9% · long · since 2025-06-30
- GOOGL · 4.6% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- BKNG · 3.7% · long · since 2025-06-30
- JNJ · 3.4% · long · since 2025-06-30
- NTES · 2.9% · long · since 2025-06-30
- EW · 2.6% · long · since 2025-06-30
- MA · 2.6% · long · since 2025-06-30
- ADSK · 2.5% · long · since 2025-06-30
- MRSH · 2.3% · long · since 2025-06-30
- TSM · 2.2% · long · since 2025-06-30