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Ninety One North America, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Ninety One North America, Inc.
报告期 2026-03-31 · CIK 0001633343
持仓数
100
前50大市值合计
$2.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 88 项
建仓 6
增持 42
减持 35
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
ABEV
AMBEV SA
+$41.4M
14,686,079
增持
BKNG
BOOKING HOLDINGS INC
+$30.9M
48,259
+0%
减持
SCHW
CHARLES SCHWAB CORP/THE
-$27.4M
552,753
-18%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$27.4M
547,985
+1%
增持
TCOM
TRIP.COM GROUP LTD
+$19.3M
820,163
+143%
清仓
MOS
MOSAIC CO/THE
-$18.3M
0
-100%
增持
V
VISA INC
+$17.2M
867,336
+1%
建仓
EDU
NEW ORIENTAL EDUCATION & TECHN
+$14.0M
363,517
增持
INTU
INTUIT INC
+$13.7M
225,198
+1%
增持
NTES
NETEASE INC
+$10.7M
636,976
+1%
减持
JNJ
JOHNSON & JOHNSON
-$10.5M
477,929
-0%
增持
ADSK
AUTODESK INC
+$10.2M
405,812
+2%
增持
VRSN
VERISIGN INC
+$8.1M
513,755
+5%
减持
SPGI
S&P GLOBAL INC
-$7.7M
171,200
-14%
增持
TX
TERNIUM SA
+$7.1M
532,081
+9%
减持
NVDA
NVIDIA CORP
+$6.9M
62,297
-12%
增持
—
ICON PLC
+$5.7M
271,326
+1%
增持
GOOGL
ALPHABET INC
+$4.9M
299,886
+1%
清仓
HBAN
HUNTINGTON BANCSHARES INC/OH
-$4.4M
0
-100%
增持
FOXA
FOX CORP
+$4.3M
1,083,548
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTU
+$4.3M
167,800
+11%
建仓
TXN
TEXAS INSTRUMENTS INC
+$4.3M
22,987
减持
EA
ELECTRONIC ARTS INC
-$4.2M
520,907
-5%
减持
VALE
VALE SA
-$4.0M
2,556,936
-2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.9M
20,480
-52%
增持
ADP
AUTOMATIC DATA PROCESSING INC
-$3.9M
285,301
+1%
清仓
MTB
M&T BANK CORP
-$3.7M
0
-100%
建仓
—
WORLD WRESTLING ENTERTAINMENT
+$3.6M
39,561
建仓
WST
WEST PHARMACEUTICAL SERVICES I
+$3.2M
9,200
减持
INFY
INFOSYS LTD
-$2.9M
2,930,563
-2%
增持
FDS
FACTSET RESEARCH SYSTEMS INC
+$2.7M
149,617
+1%
增持
INDA
ISHARES MSCI INDIA ETF
+$2.4M
170,047
+67%
减持
AVGO
BROADCOM INC
-$2.4M
7,432
-42%
增持
META
META PLATFORMS INC
+$2.4M
25,666
+3%
增持
PM
PHILIP MORRIS INTERNATIONAL IN
-$2.2M
713,465
+1%
增持
—
CHECK POINT SOFTWARE TECHNOLOG
+$2.1M
438,881
+1%
建仓
FCX
FREEPORT-MCMORAN INC
+$2.1M
51,535
减持
EL
ESTEE LAUDER COS INC/THE
-$2.0M
310,568
-2%
清仓
—
PIONEER NATURAL RESOURCES CO
-$2.0M
0
-100%
增持
APD
AIR PRODUCTS AND CHEMICALS INC
+$1.9M
14,093
+103%
增持
ANSS
ANSYS INC
+$1.8M
17,047
+7%
减持
IQV
IQVIA HOLDINGS INC
-$1.8M
15,766
-34%
增持
WM
WASTE MANAGEMENT INC
+$1.7M
29,993
+49%
增持
ZTS
ZOETIS INC
+$1.6M
31,177
+28%
清仓
—
SVB FINANCIAL GROUP
-$1.5M
0
-100%
减持
MDLZ
MONDELEZ INTERNATIONAL INC
-$1.5M
62,038
-29%
增持
DLB
DOLBY LABORATORIES INC
+$1.4M
86,103
+3%
增持
CDNS
CADENCE DESIGN SYSTEMS INC
+$1.4M
26,113
+3%
增持
—
APTIV PLC
+$1.4M
42,100
+18%
增持
—
TE CONNECTIVITY LTD
+$1.3M
40,795
+17%
减持
HDB
HDFC BANK LTD
-$1.3M
91,618
-15%
增持
—
TRANE TECHNOLOGIES PLC
+$1.2M
30,724
+17%
减持
MCO
MOODY'S CORP
+$1.2M
363,225
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
13,354
+38%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.2M
20,621
-26%
增持
ADBE
ADOBE INC
+$1.2M
20,342
+3%
减持
ALGN
ALIGN TECHNOLOGY INC
+$1.1M
13,649
-16%
增持
BDX
BECTON DICKINSON & CO
-$1.1M
295,886
+1%
减持
—
QIAGEN NV
-$1.1M
108,190
-11%
减持
ADI
ANALOG DEVICES INC
-$1.0M
12,605
-41%
增持
TW
TRADEWEB MARKETS INC
+$906.7K
57,520
+3%
增持
SYK
STRYKER CORP
+$835.4K
17,672
+3%
减持
SNPS
SYNOPSYS INC
+$801.7K
14,653
-4%
减持
—
ACTIVISION BLIZZARD INC
+$799.9K
89,056
-0%
增持
MA
MASTERCARD INC
+$753.3K
40,990
+1%
增持
IDXX
IDEXX LABORATORIES INC
+$717.2K
6,718
+4%
减持
—
ASML HOLDING NV
+$703.0K
6,975
-6%
增持
ROK
ROCKWELL AUTOMATION INC
+$687.7K
16,136
+3%
增持
GM
GENERAL MOTORS CO
+$630.9K
102,657
+10%
减持
BKLN
POWERSHARES SENIOR LOAN
-$589.1K
23,300
-55%
减持
SBUX
STARBUCKS CORP
-$509.8K
51,020
-13%
增持
MNST
MONSTER BEVERAGE CORP
+$475.8K
104,544
+105%
减持
—
HESS CORP
-$469.1K
31,441
-4%
增持
NEE
NEXTERA ENERGY INC
+$453.5K
60,284
+20%
增持
CSGP
COSTAR GROUP INC
-$424.3K
65,887
+3%
减持
TPR
TAPESTRY INC
+$314.7K
88,162
-4%
增持
—
ALCON INC
+$295.9K
78,774
+3%
减持
J
JACOBS SOLUTIONS INC
-$256.3K
35,767
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
+$238.1K
119,949
-4%
减持
—
ACCENTURE PLC
+$225.4K
15,790
-2%
增持
A
AGILENT TECHNOLOGIES INC
-$222.4K
29,814
+3%
减持
—
ALLEGION PLC
-$123.5K
48,099
-4%
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE C
-$121.3K
215,187
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$117.9K
52,738
-4%
减持
EBAY
EBAY INC
+$109.9K
83,911
-4%
减持
KSA
ISHARES MSCI SAUDI ARABIA ETF
-$72.6K
122,541
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$58.4K
12,848
-4%
减持
ORLY
O'REILLY AUTOMOTIVE INC
-$22.6K
5,657
-1%
