13F filer · graded

Ninety One North America, Inc.

#57 of 134

rank in today's book

58th

percentile

61.9%

niche skew

5

names held

Recent disclosed buys

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

•••2026-07-16Crowded at buyEmerging now
LLY2026-01-27Crowded at buyConsensus now+8.4%
TMO2026-01-27Crowded at buyConsensus now+4.2%
•••2026-01-27— at buyEarly Conviction now
BSX2026-01-27— at buyCrowded now

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

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