UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
06-30-2020
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Ninety One North America, Inc.
Address:
666 FIFTH AVENUE
37TH FLOOR
NEW YORK, NY 10103
Form 13F File Number:
028-16538

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Dana Troetel
Title:
Chief Compliance Officer
Phone:
917-206-5179


Signature, Place, and Date of Signing:

/s/ Dana Troetel
                         [Signature]
New York, NEW YORK
                 [City, State]
08-13-2020
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
98
Form 13F Information table Value Total:
1227107
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
58.COM INCADR31680Q10415,399237,892SHSOLE237,892 0 0
ABBOTT LABORATORIESCommon Stock00282410024,585283,036SHSOLE283,036 0 0
ABBVIE INCCommon Stock00287Y10910,899123,099SHSOLE123,099 0 0
AFLAC INCCommon Stock0010551022,13640,376SHSOLE40,376 0 0
AGILENT TECHNOLOGIES INCCommon Stock00846U1011,71720,127SHSOLE20,127 0 0
ALCON INCCommon StockH0130112889115,753SHSOLE15,753 0 0
ALEXION PHARMACEUTICALS INCCommon Stock01535110922,901211,752SHSOLE211,752 0 0
ALIBABA GROUP HOLDING LTDADR01609W102165,577780,653SHSOLE780,653 0 0
ALPHABET INCCommon Stock02079K1073,5422,649SHSOLE2,649 0 0
ALPHABET INCCommon Stock02079K30510,8428,095SHSOLE8,095 0 0
ALTRIA GROUP INCCommon Stock02209S10378815,782SHSOLE15,782 0 0
AMAZON.COM INCCommon Stock0231351062,1211,148SHSOLE1,148 0 0
AMBEV SAADR02319V10322,1754,758,610SHSOLE4,758,610 0 0
AMC NETWORKS INCCommon Stock00164V1031,23031,144SHSOLE31,144 0 0
ANHEUSER-BUSCH INBEV SA/NVADR03524A1087368,968SHSOLE8,968 0 0
ANTHEM INCCommon Stock03675210323,46977,703SHSOLE77,703 0 0
APPLE INCCommon Stock0378331008,28428,211SHSOLE28,211 0 0
AUTOMATIC DATA PROCESSING INCCommon Stock0530151031,0085,910SHSOLE5,910 0 0
BANCOLOMBIA SAADR05968L10217,517319,713SHSOLE319,713 0 0
BANK OF AMERICA CORPCommon Stock0605051042,64675,114SHSOLE75,114 0 0
BECTON DICKINSON AND COCommon Stock0758871094,09215,045SHSOLE15,045 0 0
BOOKING HOLDINGS INCCommon Stock09857L10840,26319,605SHSOLE19,605 0 0
BROADCOM INCCommon Stock11135F10121,73168,766SHSOLE68,766 0 0
CHARLES SCHWAB CORP/THECommon Stock8085131053,96683,394SHSOLE83,394 0 0
CHECK POINT SOFTWARE TECHNOLOGCommon StockM224651042,07218,673SHSOLE18,673 0 0
CHIPOTLE MEXICAN GRILL INCCommon Stock1696561052,1822,607SHSOLE2,607 0 0
CITIGROUP INCCommon Stock17296742430,464381,328SHSOLE381,328 0 0
CME GROUP INC/ILCommon Stock12572Q1051,1935,946SHSOLE5,946 0 0
COCA-COLA EUROPEAN PARTNERS PLCommon StockG258391043,44967,790SHSOLE67,790 0 0
DELPHI TECHNOLOGIES PLCCommon StockG2709G10755443,187SHSOLE43,187 0 0
DELTA AIR LINES INCCommon Stock2473617021,64428,104SHSOLE28,104 0 0
DISCOVER FINANCIAL SERVICESCommon Stock25470910826,921317,387SHSOLE317,387 0 0
EBAY INCCommon Stock27864210323,258644,101SHSOLE644,101 0 0
FACEBOOK INCCommon Stock30303M10229,234142,432SHSOLE142,432 0 0
FACTSET RESEARCH SYSTEMS INCCommon Stock3030751052,4339,069SHSOLE9,069 0 0
FAIR ISAAC CORPCommon Stock3032501041,1303,016SHSOLE3,016 0 0
FIDELITY NATIONAL FINANCIAL INCommon Stock31620R3032,01244,366SHSOLE44,366 0 0
FIDELITY NATIONAL INFORMATIONCommon Stock31620M10627,730199,369SHSOLE199,369 0 0
FLEETCOR TECHNOLOGIES INCCommon Stock3390411052,5688,924SHSOLE8,924 0 0
FOX CORPCommon Stock35137L1052,48567,048SHSOLE67,048 0 0
GAMING AND LEISURE PROPERTIESREIT36467J1082,47457,475SHSOLE57,475 0 0
GENERAC HOLDINGS INCCommon Stock3687361042,25022,370SHSOLE22,370 0 0
GOLDMAN SACHS GROUP INC/THECommon Stock38141G1042,39210,403SHSOLE10,403 0 0
HDFC BANK LTDADR40415F10190914,343SHSOLE14,343 0 0
HESS CORPCommon Stock42809H1071,63524,473SHSOLE24,473 0 0
HONEYWELL INTERNATIONAL INCCommon Stock43851610627,464155,166SHSOLE155,166 0 0
ICON PLCCommon StockG4705A1001,0496,093SHSOLE6,093 0 0
INGERSOLL-RAND PLCCommon StockG4779110125,147189,187SHSOLE189,187 0 0
INTERCONTINENTAL EXCHANGE INCCommon Stock45866F10422,611244,308SHSOLE244,308 0 0
INTUIT INCCommon Stock4612021034,44916,986SHSOLE16,986 0 0
IQVIA HOLDINGS INCCommon Stock46266C10525,399164,381SHSOLE164,381 0 0
ISHARES MSCI INDIA ETFETP46429B5983,833109,053SHSOLE109,053 0 0
JACOBS ENGINEERING GROUP INCCommon Stock4698141072,28425,424SHSOLE25,424 0 0
JOHNSON & JOHNSONCommon Stock4781601046,77446,440SHSOLE46,440 0 0
KINROSS GOLD CORPCommon Stock4969024041,401295,591SHSOLE295,591 0 0
LAS VEGAS SANDS CORPCommon Stock5178341077,714111,730SHSOLE111,730 0 0
MARSH & MCLENNAN COS INCCommon Stock57174810222,686203,630SHSOLE203,630 0 0
MASTERCARD INCCommon Stock57636Q10428,96096,988SHSOLE96,988 0 0
MEDTRONIC PLCCommon StockG5960L1037,98870,412SHSOLE70,412 0 0
MERCK & CO INCCommon Stock58933Y1054,49049,363SHSOLE49,363 0 0
MICROSOFT CORPCommon Stock59491810452,972335,905SHSOLE335,905 0 0
MONDELEZ INTERNATIONAL INCCommon Stock6092071053,63866,055SHSOLE66,055 0 0
MONSTER BEVERAGE CORPCommon Stock61174X1091,36721,515SHSOLE21,515 0 0
MOODY'S CORPCommon Stock6153691054,86120,475SHSOLE20,475 0 0
MSCI INCCommon Stock55354G1001,2894,992SHSOLE4,992 0 0
NETEASE INCADR64110W10233,019107,679SHSOLE107,679 0 0
NIKE INCCommon Stock6541061035,54054,688SHSOLE54,688 0 0
NOMAD FOODS LTDCommon StockG6564A1058,219367,392SHSOLE367,392 0 0
NXP SEMICONDUCTOR NVCommon StockN6596X10941,792328,401SHSOLE328,401 0 0
O'REILLY AUTOMOTIVE INCCommon Stock67103H1072,4385,562SHSOLE5,562 0 0
PAYPAL HOLDINGS INCCommon Stock70450Y1031,0459,664SHSOLE9,664 0 0
PEPSICO INCCommon Stock7134481081,1018,057SHSOLE8,057 0 0
PETROLEO BRASILEIRO SAADR71654V40837,7922,370,900SHSOLE2,370,900 0 0
PHILIP MORRIS INTERNATIONAL INCommon Stock7181721094,60854,149SHSOLE54,149 0 0
POPULAR INCCommon Stock73317470021,936373,373SHSOLE373,373 0 0
RADIAN GROUP INCCommon Stock7502361011,90875,834SHSOLE75,834 0 0
RANGE RESOURCES CORPCommon Stock75281A1098,6501,783,451SHSOLE1,783,451 0 0
RAYTHEON COCommon Stock75511150726,672121,380SHSOLE121,380 0 0
RESIDEO TECHNOLOGIES INCCommon Stock76118Y10498482,483SHSOLE82,483 0 0
S&P GLOBAL INCCommon Stock78409V10427,01298,928SHSOLE98,928 0 0
SNAP-ON INCCommon Stock8330341011,95411,536SHSOLE11,536 0 0
STATE STREET CORPCommon Stock85747710317,636222,953SHSOLE222,953 0 0
STRYKER CORPCommon Stock8636671012,0549,786SHSOLE9,786 0 0
TAIWAN SEMICONDUCTOR MANUFACTUADR87403910010,803185,938SHSOLE185,938 0 0
TERNIUM SAADR8808901087,823355,577SHSOLE355,577 0 0
THERMO FISHER SCIENTIFIC INCCommon Stock88355610230,19892,955SHSOLE92,955 0 0
TIFFANY & COCommon Stock8865471082,20516,502SHSOLE16,502 0 0
TRADEWEB MARKETS INCCommon Stock89267210673415,846SHSOLE15,846 0 0
TRANSUNIONCommon Stock89400J10723,578275,416SHSOLE275,416 0 0
UNITEDHEALTH GROUP INCCommon Stock91324P1023,68912,549SHSOLE12,549 0 0
VALERO ENERGY CORPCommon Stock91913Y1002,20423,531SHSOLE23,531 0 0
VERISIGN INCCommon Stock92343E1026,52133,846SHSOLE33,846 0 0
VIPSHOP HOLDINGS LTDADR92763W10396267,890SHSOLE67,890 0 0
VISA INCCommon Stock92826C83911,18759,538SHSOLE59,538 0 0
VMWARE INCCommon Stock92856340221,549141,964SHSOLE141,964 0 0
WATERS CORPCommon Stock9418481031,0624,544SHSOLE4,544 0 0
WYNDHAM WORLDWIDE CORPCommon Stock98310W10824,699477,838SHSOLE477,838 0 0
ZOETIS INCCommon Stock98978V1031,65312,491SHSOLE12,491 0 0