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:
09-30-2020
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]
11-12-2020
                           [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:
99
Form 13F Information table Value Total:
913069
          (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 Stock00287Y1094,71253,798SHSOLE53,798 0 0
ACCENTURE PLCCommon StockG1151C1012841,255SHSOLE1,255 0 0
ACTIVISION BLIZZARD INCCommon Stock00507V1093,58844,323SHSOLE44,323 0 0
AGILENT TECHNOLOGIES INCCommon Stock00846U1014,03039,927SHSOLE39,927 0 0
ALCON INCCommon StockH013011283,09654,368SHSOLE54,368 0 0
ALIBABA GROUP HOLDING LTDADR01609W1024,17614,205SHSOLE14,205 0 0
ALIGN TECHNOLOGY INCCommon Stock0162551014,22212,896SHSOLE12,896 0 0
ALPHABET INCCommon Stock02079K1076,8594,667SHSOLE4,667 0 0
ALPHABET INCCommon Stock02079K30510,4257,113SHSOLE7,113 0 0
ALTRIA GROUP INCCommon Stock02209S1033,30185,423SHSOLE85,423 0 0
AMAZON.COM INCCommon Stock02313510612,1073,845SHSOLE3,845 0 0
AMEDISYS INCCommon Stock0234361083,52014,887SHSOLE14,887 0 0
ANTHEM INCCommon Stock0367521031,8216,780SHSOLE6,780 0 0
APPLE INCCommon Stock03783310012,378106,880SHSOLE106,880 0 0
ASML HOLDING NVNY Reg ShrsN070592102,0785,628SHSOLE5,628 0 0
AUTODESK INCCommon Stock0527691063,86616,736SHSOLE16,736 0 0
AUTOMATIC DATA PROCESSING INCCommon Stock0530151034,64033,262SHSOLE33,262 0 0
AUTOZONE INCCommon Stock05333210210,8949,251SHSOLE9,251 0 0
BARRICK GOLD CORPCommon Stock0679011083,150112,051SHSOLE112,051 0 0
BECTON DICKINSON AND COCommon Stock07588710913,31157,208SHSOLE57,208 0 0
BOOKING HOLDINGS INCCommon Stock09857L10822,62413,225SHSOLE13,225 0 0
BROADCOM INCCommon Stock11135F10112,26833,674SHSOLE33,674 0 0
CHARLES SCHWAB CORP/THECommon Stock80851310511,372313,889SHSOLE313,889 0 0
CHECK POINT SOFTWARE TECHNOLOGCommon StockM2246510410,40786,479SHSOLE86,479 0 0
CITIGROUP INCCommon Stock1729674242,27852,839SHSOLE52,839 0 0
COCA-COLA EUROPEAN PARTNERS PLCommon StockG258391043,51190,461SHSOLE90,461 0 0
DENTSPLY SIRONA INCCommon Stock24906P1092,31152,851SHSOLE52,851 0 0
DESCARTES SYSTEMS GROUP INC/THCommon Stock2499061085,727100,849SHSOLE100,849 0 0
DR REDDY'S LABORATORIES LTDADR2561352033,86955,627SHSOLE55,627 0 0
DROPBOX INCCommon Stock26210C1042,593134,632SHSOLE134,632 0 0
EBAY INCCommon Stock2786421037,618146,216SHSOLE146,216 0 0
ELECTRONIC ARTS INCCommon Stock28551210910,99784,330SHSOLE84,330 0 0
ESTEE LAUDER COS INC/THECommon Stock51843910413,05859,831SHSOLE59,831 0 0
FACEBOOK INCCommon Stock30303M10217,56167,054SHSOLE67,054 0 0
FACTSET RESEARCH SYSTEMS INCCommon Stock30307510511,29133,717SHSOLE33,717 0 0
FIDELITY NATIONAL INFORMATIONCommon Stock31620M10610,16569,051SHSOLE69,051 0 0
FIRST AMERICAN FINANCIAL CORPCommon Stock31847R1022,07640,777SHSOLE40,777 0 0
FOX CORPCommon Stock35137L1056,732241,913SHSOLE241,913 0 0
FREEPORT-MCMORAN INCCommon Stock35671D8571,30883,644SHSOLE83,644 0 0
GAMING AND LEISURE PROPERTIESREIT36467J1081,56142,265SHSOLE42,265 0 0
GENERAC HOLDINGS INCCommon Stock3687361044,24221,907SHSOLE21,907 0 0
GODADDY INCCommon Stock3802371073,05940,269SHSOLE40,269 0 0
GOLDMAN SACHS GROUP INC/THECommon Stock38141G1042,38111,850SHSOLE11,850 0 0
GRUPO AEROPORTUARIO DEL SURESTADR40051E20214,834127,850SHSOLE127,850 0 0
HDFC BANK LTDADR40415F10192718,547SHSOLE18,547 0 0
HESS CORPCommon Stock42809H10798123,965SHSOLE23,965 0 0
ICON PLCCommon StockG4705A1009,19148,100SHSOLE48,100 0 0
INGERSOLL RAND INCCommon Stock45687V1066,304177,073SHSOLE177,073 0 0
INTERCONTINENTAL EXCHANGE INCCommon Stock45866F1048,06880,639SHSOLE80,639 0 0
INTUIT INCCommon Stock46120210319,49359,756SHSOLE59,756 0 0
IQVIA HOLDINGS INCCommon Stock46266C1052,19413,920SHSOLE13,920 0 0
ISHARES MSCI INDIA ETFETP46429B59876122,486SHSOLE22,486 0 0
JACOBS ENGINEERING GROUP INCCommon Stock4698141072,31024,897SHSOLE24,897 0 0
JD.COM INCADR47215P1063,67947,403SHSOLE47,403 0 0
JOHNSON & JOHNSONCommon Stock47816010423,332156,718SHSOLE156,718 0 0
KEYSIGHT TECHNOLOGIES INCCommon Stock49338L1037,71378,085SHSOLE78,085 0 0
KINROSS GOLD CORPCommon Stock4969024042,974337,147SHSOLE337,147 0 0
MARSH & MCLENNAN COS INCCommon Stock5717481022,98426,017SHSOLE26,017 0 0
MASTERCARD INCCommon Stock57636Q10419,59657,947SHSOLE57,947 0 0
MEDTRONIC PLCCommon StockG5960L1034,65944,835SHSOLE44,835 0 0
MERCK & CO INCCommon Stock58933Y1054705,672SHSOLE5,672 0 0
MICROSOFT CORPCommon Stock59491810461,837293,999SHSOLE293,999 0 0
MONDELEZ INTERNATIONAL INCCommon Stock6092071059,236160,774SHSOLE160,774 0 0
MONSTER BEVERAGE CORPCommon Stock61174X1093,04137,918SHSOLE37,918 0 0
MOODY'S CORPCommon Stock61536910525,92089,425SHSOLE89,425 0 0
MORGAN STANLEY INTL LTDCommon Stock6174464486,766139,932SHSOLE139,932 0 0
MSCI INCCommon Stock55354G1002,7557,721SHSOLE7,721 0 0
NETEASE INCADR64110W10210,29822,649SHSOLE22,649 0 0
NIKE INCCommon Stock6541061037,05356,185SHSOLE56,185 0 0
NOMAD FOODS LTDCommon StockG6564A1058,888348,822SHSOLE348,822 0 0
NVIDIA CORPCommon Stock67066G10411,10720,523SHSOLE20,523 0 0
NXP SEMICONDUCTOR NVCommon StockN6596X1098,59368,845SHSOLE68,845 0 0
O'REILLY AUTOMOTIVE INCCommon Stock67103H1074,90510,639SHSOLE10,639 0 0
PENTAIR PLCCommon StockG7S00T1041,88441,157SHSOLE41,157 0 0
PEPSICO INCCommon Stock7134481082,31016,670SHSOLE16,670 0 0
PETROLEO BRASILEIRO SAADR71654V40831,4904,422,800SHSOLE4,422,800 0 0
PHILIP MORRIS INTERNATIONAL INCommon Stock71817210913,081174,438SHSOLE174,438 0 0
RAYTHEON TECHNOLOGIES CORPCommon Stock75513E1012,76848,109SHSOLE48,109 0 0
RELIANCE STEEL & ALUMINUM COCommon Stock7595091024,92648,276SHSOLE48,276 0 0
RESIDEO TECHNOLOGIES INCCommon Stock76118Y10488180,126SHSOLE80,126 0 0
S&P GLOBAL INCCommon Stock78409V10427,06775,062SHSOLE75,062 0 0
STATE STREET CORPCommon Stock8574771037,384124,457SHSOLE124,457 0 0
STRYKER CORPCommon Stock8636671012,70913,000SHSOLE13,000 0 0
SVB FINANCIAL GROUPCommon Stock78486Q1015,28821,977SHSOLE21,977 0 0
SYNNEX CORPCommon Stock87162W1001,60611,467SHSOLE11,467 0 0
SYNOPSYS INCCommon Stock8716071073,57716,718SHSOLE16,718 0 0
TAIWAN SEMICONDUCTOR MANUFACTUADR87403910010,028123,692SHSOLE123,692 0 0
TENCENT MUSIC ENTERTAINMENT GRADR88034P10932,5792,205,734SHSOLE2,205,734 0 0
TERNIUM SAADR88089010812,881684,092SHSOLE684,092 0 0
THERMO FISHER SCIENTIFIC INCCommon Stock88355610211,12425,194SHSOLE25,194 0 0
TRADEWEB MARKETS INCCommon Stock8926721063,29656,835SHSOLE56,835 0 0
TRANE TECHNOLOGIES PLCCommon StockG8994E1033,15726,033SHSOLE26,033 0 0
TRANSUNIONCommon Stock89400J1073,29939,209SHSOLE39,209 0 0
UNITEDHEALTH GROUP INCCommon Stock91324P1023,83112,288SHSOLE12,288 0 0
VALE SAADR91912E10533,0583,124,557SHSOLE3,124,557 0 0
VERISIGN INCCommon Stock92343E10224,577119,975SHSOLE119,975 0 0
VISA INCCommon Stock92826C83943,430217,181SHSOLE217,181 0 0
YUM CHINA HOLDINGS INCCommon Stock98850P10951,330980,850SHSOLE980,850 0 0
ZOETIS INCCommon Stock98978V1033,17219,184SHSOLE19,184 0 0