Filing analysis
Ninety One UK Ltd
13F-HR · period Q2 2026 · filed Jul 16, 2026
$44.73BReported 13F value
271Positions
+57New
72Increased
113Reduced
−23Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| IBKR Interactive Brokers Group… | $457.72M | 1.0% |
| LTM LATAM Airlines Group S.A. | $105.25M | 0.2% |
| LAUR Laureate Education, Inc. | $103.80M | 0.2% |
| WSE Wise Group plc Class A… | $62.84M | 0.1% |
| VIK Viking Holdings Ltd | $61.94M | 0.1% |
| FMX Fomento Económico Mexicano… | $61.66M | 0.1% |
| OGC OceanaGold Corporation | $57.09M | 0.1% |
| AYA | $53.55M | 0.1% |
| DSGX The Descartes Systems Group… | $44.31M | 0.1% |
| SU Suncor Energy Inc. | $35.28M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| EA Electronic Arts Inc. | ▼ Trim | -61.9% | $326.10M |
| UNH UnitedHealth Group… | ▲ Add | +1090.3% | $458.59M |
| NVDA NVIDIA Corporation | ▲ Add | +2.5% | $2.31B |
| BSX Boston Scientific Corporation | ▼ Trim | -52.1% | $149.46M |
| COST Costco Wholesale Corporation | ▲ Add | +151372.8% | $286.23M |
| V Visa Inc. | ▼ Trim | -0.3% | $2.09B |
| ADSK Autodesk, Inc. | ▼ Trim | -5.6% | $738.72M |
| LLY Eli Lilly and Company | ▲ Add | +8.8% | $684.16M |
| INTU Intuit Inc. | ▲ Add | +25.9% | $618.05M |
| AMZN Amazon.com, Inc. | ▲ Add | +5.4% | $1.12B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.