13F filer · graded

Ninety One North America, Inc.

#62 of 161

rank in today's book

62th

percentile

62.3%

niche skew

8

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

UNH2026-07-16— at buyConsensus now
COST2026-07-16Crowded at buyConsensus now+5.3%
AZN2026-04-24— at buyConsensus now
LLY2026-01-27Crowded at buyConsensus now+29.3%
•••2026-01-27Crowded at buyEarly Conviction now
BSX2026-01-27— at buyCrowded now
ELV2026-01-27— at buyConsensus now
CL2026-01-27— at buyConsensus now

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As of 2026-10-29. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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