Fund HoldingsNinety One North America, Inc.

Total Portfolio Value
$1.62B
Total Bought
$254.63M
Total Sold
$97.96M
Net Transaction
+$156.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
21,391647,858+626,4671,25234,1032.11%+32,851
SEA LTD(SE)0287,713+287,713030,5261.89%+30,526
MASTERCARD INC(MA)46,15893,385+47,22722,79349,1743.04%+26,381
TAIWAN SEMICONDUCTOR MANUFACTU(TSM)337,412419,085+81,67358,59882,7655.12%+24,167
VISTA ENERGY SAB DE CV(VIST)0432,512+432,512023,4031.45%+23,403
COUPANG INC(CPNG)0848,029+848,029018,6401.15%+18,640
ACCENTURE PLC
SHS CLASS A
41,23779,980+38,74314,57628,1361.74%+13,560
KT CORP(KT)0821,472+821,472012,7490.79%+12,749
APTIV PLC(APTV)0189,967+189,967011,4890.71%+11,489
BROOKFIELD CORP(BN)0158,195+158,19509,0880.56%+9,088
TRIP.COM GROUP LTD(TCOM)617,774622,663+4,88936,71442,7522.65%+6,038
VISA INC(V)421,321384,127-37,194115,842121,3997.52%+5,557
MERCADOLIBRE INC(MELI)02,895+2,89504,9230.30%+4,923
ICICI BANK LTD(IBN)92,749257,219+164,4702,7697,6810.48%+4,912
ALPHABET INC(GOOG)285,590274,096-11,49447,36551,8863.21%+4,521
AUTODESK INC234,301229,282-5,01964,54567,7694.20%+3,224
AECOM(ACM)86,357107,777+21,4208,91811,5130.71%+2,595
VERISIGN INC233,319224,106-9,21344,32146,3812.87%+2,060
ICON PLC(ICLR)217,307307,373+90,06662,43464,4593.99%+2,025
PHILIP MORRIS INTERNATIONAL IN(PM)615,167636,336+21,16974,68176,5834.74%+1,902
EDWARDS LIFESCIENCES CORP369,018354,003-15,01524,35126,2071.62%+1,855
ANSYS INC55,21455,430+21617,59318,6981.16%+1,105
ROCKWELL AUTOMATION INC(ROK)33,36734,632+1,2658,9589,8970.61%+940
CREDICORP LTD(BAP)217,285218,943+1,65839,32240,1372.48%+815
HDFC BANK LTD(HDB)56,15863,976+7,8183,5134,0860.25%+572
EMBRAER SA(EMBJ)73,78684,451+10,6652,6103,0980.19%+488
ASE TECHNOLOGY HOLDING CO LTD(ASX)254,629291,430+36,8012,4852,9350.18%+450
SPDR BLACKSTONE SENIOR LOAN ET
ST STR BL LN ETF
010,600+10,60004420.03%+442
TECHNIPFMC PLC(FTI)132,047130,767-1,2803,4643,7840.23%+321
AUTOMATIC DATA PROCESSING INC149,771142,405-7,36641,44641,6862.58%+240
FACTSET RESEARCH SYSTEMS INC(FDS)66,73964,043-2,69630,69030,7591.90%+69
POWERSHARES SENIOR LOAN
SR LN ETF
20,00020,00004204210.03%+1
JACK HENRY & ASSOCIATES INC(JKHY)1,3571,200-1572402100.01%-29
BROADRIDGE FINANCIAL SOLUTIONS(BR)3,3282,943-3857166650.04%-50
CME GROUP INC(CME)4,7624,211-5511,0519780.06%-73
AON PLC(AON)5,1474,551-5961,7811,6350.10%-146
ARTHUR J GALLAGHER & CO(AJG)5,1554,558-5971,4501,2940.08%-157
STERIS PLC(STE)2,6902,379-3116524890.03%-163
HOLOGIC INC9,4978,398-1,0997746050.04%-168
OTIS WORLDWIDE CORP(OTIS)8,5107,525-9858856970.04%-188
ZOETIS INC(ZTS)3,7123,282-4307255350.03%-191
ABBOTT LABORATORIES13,73412,145-1,5891,5661,3740.09%-192
ROPER TECHNOLOGIES INC(ROP)2,2131,957-2561,2311,0170.06%-214
MOTOROLA SOLUTIONS INC(MSI)35,73334,275-1,45816,06715,8430.98%-224
CDW CORP/DE(CDW)3,6963,268-4288365690.04%-268
BECTON DICKINSON & CO(BDX)6,6435,874-7691,6021,3330.08%-269
EQUIFAX INC(EFX)4,0433,575-4681,1889110.06%-277
COCA-COLA CO/THE(KO)22,32619,742-2,5841,6041,2290.08%-375
INTERCONTINENTAL EXCHANGE INC(ICE)13,29511,756-1,5392,1361,7520.11%-384
WASTE MANAGEMENT INC(WM)99,274100,008+73420,60920,1811.25%-429
THERMO FISHER SCIENTIFIC INC(TMO)2,8922,557-3351,7891,3300.08%-459
UNITEDHEALTH GROUP INC(UNH)3,4153,020-3951,9971,5280.09%-469
TE CONNECTIVITY PLC(TEL)100,165102,503+2,33815,12414,6550.91%-469
MONSTER BEVERAGE CORP(MNST)412,659395,806-16,85321,52820,8041.29%-725
ELECTRONIC ARTS INC(EA)253,620243,507-10,11336,37935,6252.21%-754
PROCTER & GAMBLE CO/THE(PG)55,60949,173-6,4369,6318,2440.51%-1,388
INTUIT INC(INTU)81,74078,438-3,30250,76149,2983.05%-1,462
TETRA TECH INC(TTEK)265,745272,713+6,96812,53310,8650.67%-1,668
MOODY'S CORP(MCO)91,38087,633-3,74743,36841,4832.57%-1,885
KE HOLDINGS INC(BEKE)1,603,4501,615,517+12,06731,92529,7581.84%-2,167
NETEASE INC(NTES)345,317337,536-7,78132,29130,1121.86%-2,179
NEXTERA ENERGY INC(NEE)318,982341,823+22,84126,96424,5051.52%-2,458
ISHARES MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
62,4600-62,4602,6670-2,667
CHECK POINT SOFTWARE TECHNOLOG
ORD
208,121199,703-8,41840,12837,2852.31%-2,843
FOMENTO ECONOMICO MEXICANO SAB(FMX)248,952250,422+1,47024,57421,4091.33%-3,165
ALIGN TECHNOLOGY INC64,41661,792-2,62416,38212,8840.80%-3,498
JOHNSON & JOHNSON(JNJ)198,906189,812-9,09432,23527,4511.70%-4,784
MICROSOFT CORP(MSFT)209,603200,417-9,18690,19284,4765.23%-5,716
TERNIUM SA(TX)856,942863,284+6,34231,63025,1041.55%-6,525
TRANE TECHNOLOGIES PLC(TT)17,4670-17,4676,7900-6,790
VALE SA2,799,9002,820,592+20,69232,70325,0191.55%-7,684
APTIV PLC(APTV)185,0830-185,08313,3280-13,328
BOOKING HOLDINGS INC(BKNG)17,22811,826-5,40272,56658,7573.64%-13,810
S&P GLOBAL INC(SPGI)76,79151,568-25,22339,67225,6821.59%-13,989
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