Generalist · London, X0
Ninety One UK LTD
- Software
- $4.4B
- Weight of 13F
- 10.0%
- Names
- 14
- Vs prior quarter
- −$309M
Filed 16 July 2026.
271 positions in the whole 13F.
Software held
- MicrosoftMSFT5,568,293 shares · 47.7% of their software$2.1B+$79.5M
- AutodeskADSK3,799,635 shares · 17.0% of their software$739M−$225M
- IntuitINTU2,368,014 shares · 14.2% of their software$618M−$195M
- Check PointCHKP2,550,778 shares · 7.7% of their software$335MFlat
- FactSetFDS1,189,240 shares · 6.3% of their software$274MFlat
- FortinetFTNT538,961 shares · 1.9% of their software$82.8M+$9.9M
- CadenceCDNS151,677 shares · 1.3% of their software$56.9M+$13.3M
- AdobeADBE268,370 shares · 1.3% of their software$55.0M+$8.1M
- DescartesDSGX640,007 shares · 1.0% of their software$44.3MNew
- TrimbleTRMB653,402 shares · 0.8% of their software$33.4M−$22.7M
- PaycomPAYC155,434 shares · 0.4% of their software$19.5M+$1.7M
- VeevaVEEV65,614 shares · 0.3% of their software$11.6M−$1.4M