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:
12-31-2020
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:
65 E 55TH ST
30TH FLOOR
NEW YORK, NY 10022
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]
02-05-2021
                           [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:
105
Form 13F Information table Value Total:
1630946
          (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
ABBVIE INCCommon Stock00287Y1095,76453,798SHSOLE53,798 0 0
ACCENTURE PLCCommon StockG1151C1013281,255SHSOLE1,255 0 0
ACTIVISION BLIZZARD INCCommon Stock00507V1095,52859,533SHSOLE59,533 0 0
AGILENT TECHNOLOGIES INCCommon Stock00846U1015,14943,454SHSOLE43,454 0 0
ALCON INCCommon StockH013011283,90059,109SHSOLE59,109 0 0
ALIBABA GROUP HOLDING LTDADR01609W1023881,668SHSOLE1,668 0 0
ALIGN TECHNOLOGY INCCommon Stock0162551016,45412,077SHSOLE12,077 0 0
ALPHABET INCCommon Stock02079K1079,4745,408SHSOLE5,408 0 0
ALPHABET INCCommon Stock02079K30512,3727,059SHSOLE7,059 0 0
AMAZON.COM INCCommon Stock02313510612,1033,716SHSOLE3,716 0 0
AMEDISYS INCCommon Stock0234361084,36714,887SHSOLE14,887 0 0
ANTHEM INCCommon Stock0367521032,1616,729SHSOLE6,729 0 0
APPLE INCCommon Stock03783310011,39985,907SHSOLE85,907 0 0
ASML HOLDING NVNY Reg ShrsN070592102,9406,029SHSOLE6,029 0 0
AUTODESK INCCommon Stock05276910629,57796,866SHSOLE96,866 0 0
AUTOMATIC DATA PROCESSING INCCommon Stock0530151036,25235,480SHSOLE35,480 0 0
AUTOZONE INCCommon Stock0533321027,9486,705SHSOLE6,705 0 0
BARRICK GOLD CORPCommon Stock0679011082,533111,202SHSOLE111,202 0 0
BECTON DICKINSON AND COCommon Stock07588710929,174116,592SHSOLE116,592 0 0
BOOKING HOLDINGS INCCommon Stock09857L10862,58628,100SHSOLE28,100 0 0
BROADCOM INCCommon Stock11135F10114,69833,568SHSOLE33,568 0 0
BURFORD CAPITAL LTDCommon StockG179771107,903817,289SHSOLE817,289 0 0
CHARLES SCHWAB CORP/THECommon Stock80851310534,900657,999SHSOLE657,999 0 0
CHECK POINT SOFTWARE TECHNOLOGCommon StockM2246510428,064211,147SHSOLE211,147 0 0
CITIGROUP INCCommon Stock1729674244,57274,150SHSOLE74,150 0 0
COCA-COLA EUROPEAN PARTNERS PLCommon StockG258391044,06181,489SHSOLE81,489 0 0
CONCENTRIX CORPCommon Stock20602D1012,37524,058SHSOLE24,058 0 0
CONSTELLATION BRANDS INCCommon Stock21036P1082,76512,623SHSOLE12,623 0 0
DAQO NEW ENERGY CORPADR23703Q20330,821537,322SHSOLE537,322 0 0
DENTSPLY SIRONA INCCommon Stock24906P1098,488162,114SHSOLE162,114 0 0
DESCARTES SYSTEMS GROUP INC/THCommon Stock2499061085,893100,849SHSOLE100,849 0 0
EASTMAN CHEMICAL COCommon Stock2774321007,10070,803SHSOLE70,803 0 0
EBAY INCCommon Stock2786421038,937177,852SHSOLE177,852 0 0
ELECTRONIC ARTS INCCommon Stock28551210934,044237,072SHSOLE237,072 0 0
ESTEE LAUDER COS INC/THECommon Stock51843910439,336147,773SHSOLE147,773 0 0
FACEBOOK INCCommon Stock30303M10219,39571,001SHSOLE71,001 0 0
FACTSET RESEARCH SYSTEMS INCCommon Stock30307510524,40273,389SHSOLE73,389 0 0
FIDELITY NATIONAL INFORMATIONCommon Stock31620M1066,96449,232SHSOLE49,232 0 0
FIRST AMERICAN FINANCIAL CORPCommon Stock31847R1022,08940,468SHSOLE40,468 0 0
FOX CORPCommon Stock35137L10517,186590,192SHSOLE590,192 0 0
FREEPORT-MCMORAN INCCommon Stock35671D8573,668140,966SHSOLE140,966 0 0
GAMING AND LEISURE PROPERTIESREIT36467J1082,13750,402SHSOLE50,402 0 0
GENERAC HOLDINGS INCCommon Stock3687361044,29218,875SHSOLE18,875 0 0
GODADDY INCCommon Stock3802371073,31539,964SHSOLE39,964 0 0
GOLDMAN SACHS GROUP INC/THECommon Stock38141G1043,10111,760SHSOLE11,760 0 0
GRUPO AEROPORTUARIO DEL SURESTADR40051E20220,435123,904SHSOLE123,904 0 0
HDFC BANK LTDADR40415F1011,53821,291SHSOLE21,291 0 0
HESS CORPCommon Stock42809H1071,25623,783SHSOLE23,783 0 0
ICON PLCCommon StockG4705A10022,380114,782SHSOLE114,782 0 0
INFOSYS LTDADR45678810848,7932,878,668SHSOLE2,878,668 0 0
INGERSOLL RAND INCCommon Stock45687V1069,186201,628SHSOLE201,628 0 0
INTERCONTINENTAL EXCHANGE INCCommon Stock45866F10412,199105,814SHSOLE105,814 0 0
INTUIT INCCommon Stock46120210347,043123,846SHSOLE123,846 0 0
IQVIA HOLDINGS INCCommon Stock46266C1052,47513,815SHSOLE13,815 0 0
ISHARES MSCI INDIA ETFETP46429B59861115,189SHSOLE15,189 0 0
JACOBS ENGINEERING GROUP INCCommon Stock4698141072,69224,708SHSOLE24,708 0 0
JD.COM INCADR47215P1061,04011,834SHSOLE11,834 0 0
JOHNSON & JOHNSONCommon Stock47816010445,402288,484SHSOLE288,484 0 0
KEYSIGHT TECHNOLOGIES INCCommon Stock49338L10310,28277,844SHSOLE77,844 0 0
KINROSS GOLD CORPCommon Stock4969024042,456334,592SHSOLE334,592 0 0
LEAR CORPCommon Stock52186520413,95687,755SHSOLE87,755 0 0
MARSH & MCLENNAN COS INCCommon Stock5717481022,45721,001SHSOLE21,001 0 0
MASTERCARD INCCommon Stock57636Q10421,21059,422SHSOLE59,422 0 0
MEDTRONIC PLCCommon StockG5960L10311,729100,125SHSOLE100,125 0 0
MICROSOFT CORPCommon Stock594918104106,356478,176SHSOLE478,176 0 0
MONDELEZ INTERNATIONAL INCCommon Stock6092071059,365160,172SHSOLE160,172 0 0
MONSTER BEVERAGE CORPCommon Stock61174X1093,81641,267SHSOLE41,267 0 0
MOODY'S CORPCommon Stock61536910560,256207,608SHSOLE207,608 0 0
MORGAN STANLEY INTL LTDCommon Stock6174464489,590139,932SHSOLE139,932 0 0
MSCI INCCommon Stock55354G1003,7528,403SHSOLE8,403 0 0
NETAPP INCCommon Stock64110D1043,60854,463SHSOLE54,463 0 0
NETEASE INCADR64110W10222,762237,678SHSOLE237,678 0 0
NIKE INCCommon Stock6541061038,30258,681SHSOLE58,681 0 0
NOMAD FOODS LTDCommon StockG6564A1053,379132,925SHSOLE132,925 0 0
NVIDIA CORPCommon Stock67066G1049,53118,251SHSOLE18,251 0 0
NXP SEMICONDUCTOR NVCommon StockN6596X1098,58553,991SHSOLE53,991 0 0
O'REILLY AUTOMOTIVE INCCommon Stock67103H1075,24011,578SHSOLE11,578 0 0
PENTAIR PLCCommon StockG7S00T1042,63949,708SHSOLE49,708 0 0
PEPSICO INCCommon Stock7134481082,69018,142SHSOLE18,142 0 0
PETROLEO BRASILEIRO SAADR71654V40851,3794,575,156SHSOLE4,575,156 0 0
PHILIP MORRIS INTERNATIONAL INCommon Stock71817210934,561417,451SHSOLE417,451 0 0
QIAGEN NVCommon StockN724821236,145116,275SHSOLE116,275 0 0
RAYTHEON TECHNOLOGIES CORPCommon Stock75513E1015,03270,369SHSOLE70,369 0 0
RELIANCE STEEL & ALUMINUM COCommon Stock7595091025,78148,276SHSOLE48,276 0 0
RESIDEO TECHNOLOGIES INCCommon Stock76118Y1041,69179,519SHSOLE79,519 0 0
S&P GLOBAL INCCommon Stock78409V10437,911115,327SHSOLE115,327 0 0
STATE STREET CORPCommon Stock85747710310,743147,605SHSOLE147,605 0 0
STRYKER CORPCommon Stock8636671013,46714,149SHSOLE14,149 0 0
SVB FINANCIAL GROUPCommon Stock78486Q1018,50121,920SHSOLE21,920 0 0
SYNOPSYS INCCommon Stock8716071079,87738,099SHSOLE38,099 0 0
TAIWAN SEMICONDUCTOR MANUFACTUADR87403910011,688107,192SHSOLE107,192 0 0
TE CONNECTIVITY LTDCommon StockH849891046,23251,474SHSOLE51,474 0 0
TENCENT MUSIC ENTERTAINMENT GRADR88034P10941,6402,164,238SHSOLE2,164,238 0 0
TERNIUM SAADR88089010819,231661,329SHSOLE661,329 0 0
TEXAS ROADHOUSE INCCommon Stock8826811094,08852,305SHSOLE52,305 0 0
THERMO FISHER SCIENTIFIC INCCommon Stock88355610211,38324,438SHSOLE24,438 0 0
TRADEWEB MARKETS INCCommon Stock8926721063,86361,855SHSOLE61,855 0 0
TRANE TECHNOLOGIES PLCCommon StockG8994E1033,75025,836SHSOLE25,836 0 0
TRANSUNIONCommon Stock89400J1073,86138,912SHSOLE38,912 0 0
UNITEDHEALTH GROUP INCCommon Stock91324P1025,11414,583SHSOLE14,583 0 0
VALE SAADR91912E10564,1563,827,946SHSOLE3,827,946 0 0
VERISIGN INCCommon Stock92343E10255,420256,100SHSOLE256,100 0 0
VISA INCCommon Stock92826C83999,883456,650SHSOLE456,650 0 0
YUM CHINA HOLDINGS INCCommon Stock98850P10944,180771,644SHSOLE771,644 0 0
ZOETIS INCCommon Stock98978V1033,45520,879SHSOLE20,879 0 0