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:
12-31-2022
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:
Head of Legal, America and Chief Compliance Officer
Phone:
917-206-5136


Signature, Place, and Date of Signing:

/s/ Dana Troetel
                         [Signature]
New York, NEW YORK
                 [City, State]
02-06-2023
                           [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:
82
Form 13F Information table Value Total:
2045013046
          (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
ACCENTURE PLCCommon StockG1151C1014,287,58516,068SHSOLE16,068 0 0
ACTIVISION BLIZZARD INCCommon Stock00507V1096,822,44289,124SHSOLE89,124 0 0
ADOBE INCCommon Stock00724F1016,669,35219,818SHSOLE19,818 0 0
AGILENT TECHNOLOGIES INCCommon Stock00846U1014,346,88429,047SHSOLE29,047 0 0
AIR PRODUCTS AND CHEMICALS INCCommon Stock0091581062,140,5576,944SHSOLE6,944 0 0
ALCON INCCommon StockH013011285,260,80176,744SHSOLE76,744 0 0
ALIGN TECHNOLOGY INCCommon Stock0162551013,424,80516,239SHSOLE16,239 0 0
ALLEGION PLCCommon StockG0176J1095,257,10549,944SHSOLE49,944 0 0
ALPHABET INCCommon Stock02079K30526,212,251297,090SHSOLE297,090 0 0
ANALOG DEVICES INCCommon Stock0326541053,502,69721,354SHSOLE21,354 0 0
ANSYS INCCommon Stock03662Q1053,841,52315,901SHSOLE15,901 0 0
APTIV PLCCommon StockG6095L1093,335,54435,816SHSOLE35,816 0 0
ASML HOLDING NVNY Reg ShrsN070592104,044,9997,403SHSOLE7,403 0 0
AUTODESK INCCommon Stock05276910674,313,153397,673SHSOLE397,673 0 0
AUTOMATIC DATA PROCESSING INCCommon Stock05301510367,370,463282,050SHSOLE282,050 0 0
BECTON DICKINSON AND COCommon Stock07588710974,336,976292,320SHSOLE292,320 0 0
BOOKING HOLDINGS INCCommon Stock09857L10897,090,14548,177SHSOLE48,177 0 0
BOSTON SCIENTIFIC CORPCommon Stock1011371075,762,929124,550SHSOLE124,550 0 0
BROADCOM INCCommon Stock11135F1017,203,27212,883SHSOLE12,883 0 0
CADENCE DESIGN SYSTEMS INCCommon Stock1273871084,087,32425,444SHSOLE25,444 0 0
CHARLES SCHWAB CORP/THECommon Stock80851310556,399,658677,392SHSOLE677,392 0 0
CHECK POINT SOFTWARE TECHNOLOGCommon StockM2246510454,907,860435,224SHSOLE435,224 0 0
COSTAR GROUP INCCommon Stock22160N1094,960,60364,190SHSOLE64,190 0 0
DOLBY LABORATORIES INCCommon Stock25659T1075,917,24883,885SHSOLE83,885 0 0
EBAY INCCommon Stock2786421033,613,24087,129SHSOLE87,129 0 0
ELECTRONIC ARTS INCCommon Stock28551210966,908,578547,623SHSOLE547,623 0 0
ESTEE LAUDER COS INC/THECommon Stock51843910478,548,152316,586SHSOLE316,586 0 0
FACTSET RESEARCH SYSTEMS INCCommon Stock30307510559,373,864147,987SHSOLE147,987 0 0
FOX CORPCommon Stock35137L10532,562,9871,072,209SHSOLE1,072,209 0 0
GENERAL MOTORS COCommon Stock37045V1003,134,60993,181SHSOLE93,181 0 0
HDFC BANK LTDADR40415F1017,384,517107,945SHSOLE107,945 0 0
HESS CORPCommon Stock42809H1074,629,99832,647SHSOLE32,647 0 0
HUNTINGTON BANCSHARES INC/OHCommon Stock4461501044,359,410309,178SHSOLE309,178 0 0
ICON PLCCommon StockG4705A10052,265,293269,062SHSOLE269,062 0 0
IDEXX LABORATORIES INCCommon Stock45168D1042,642,3576,477SHSOLE6,477 0 0
INFOSYS LTDADR45678810853,974,9072,996,941SHSOLE2,996,941 0 0
INTERCONTINENTAL EXCHANGE INCCommon Stock45866F1045,617,93154,761SHSOLE54,761 0 0
INTUIT INCCommon Stock46120210386,702,647222,760SHSOLE222,760 0 0
INVESCO SENIOR LOAN ETFETP46138G5081,073,71952,300SHSOLE52,300 0 0
IQVIA HOLDINGS INCCommon Stock46266C1054,899,73923,914SHSOLE23,914 0 0
ISHARES MSCI INDIA ETFETP46429B5984,244,457101,688SHSOLE101,688 0 0
ISHARES MSCI SAUDI ARABIA ETFETP46434V4234,818,617127,747SHSOLE127,747 0 0
JACOBS SOLUTIONS INCCommon Stock46982L1084,459,28037,139SHSOLE37,139 0 0
JOHNSON & JOHNSONCommon Stock47816010484,605,104478,942SHSOLE478,942 0 0
KEYSIGHT TECHNOLOGIES INCCommon Stock49338L1037,234,72142,291SHSOLE42,291 0 0
M&T BANK CORPCommon Stock55261F1043,677,99625,355SHSOLE25,355 0 0
MARSH & MCLENNAN COS INCCommon Stock5717481024,604,64627,826SHSOLE27,826 0 0
MASTERCARD INCCommon Stock57636Q10414,142,87540,672SHSOLE40,672 0 0
META PLATFORMS INCCommon Stock30303M1023,009,10225,005SHSOLE25,005 0 0
MICROSOFT CORPCommon Stock594918104130,611,008544,621SHSOLE544,621 0 0
MONDELEZ INTERNATIONAL INCCommon Stock6092071055,797,35086,982SHSOLE86,982 0 0
MONSTER BEVERAGE CORPCommon Stock61174X1095,170,61850,927SHSOLE50,927 0 0
MOODY'S CORPCommon Stock615369105109,954,040394,638SHSOLE394,638 0 0
MOSAIC CO/THECommon Stock61945C10318,338,976418,030SHSOLE418,030 0 0
NETEASE INCADR64110W10245,607,210627,939SHSOLE627,939 0 0
NEXTERA ENERGY INCCommon Stock65339F1014,193,20950,158SHSOLE50,158 0 0
NVIDIA CORPCommon Stock67066G10410,387,63171,080SHSOLE71,080 0 0
O'REILLY AUTOMOTIVE INCCommon Stock67103H1074,825,3205,717SHSOLE5,717 0 0
PHILIP MORRIS INTERNATIONAL INCommon Stock71817210971,559,417707,039SHSOLE707,039 0 0
PIONEER NATURAL RESOURCES COCommon Stock7237871071,990,4198,715SHSOLE8,715 0 0
QIAGEN NVCommon StockN724821236,062,147121,559SHSOLE121,559 0 0
ROCKWELL AUTOMATION INCCommon Stock7739031094,047,45515,714SHSOLE15,714 0 0
S&P GLOBAL INCCommon Stock78409V10466,737,130199,251SHSOLE199,251 0 0
SOCIEDAD QUIMICA Y MINERA DE CADR83363510517,564,401219,995SHSOLE219,995 0 0
STARBUCKS CORPCommon Stock8552441095,822,54458,695SHSOLE58,695 0 0
STRYKER CORPCommon Stock8636671014,209,38417,217SHSOLE17,217 0 0
SVB FINANCIAL GROUPCommon Stock78486Q1011,528,5906,642SHSOLE6,642 0 0
SYNOPSYS INCCommon Stock8716071074,857,99715,215SHSOLE15,215 0 0
TAIWAN SEMICONDUCTOR MANUFACTUADR87403910011,300,803151,709SHSOLE151,709 0 0
TAPESTRY INCCommon Stock8760301073,485,99591,544SHSOLE91,544 0 0
TE CONNECTIVITY LTDCommon StockH849891044,019,03335,009SHSOLE35,009 0 0
TERNIUM SAADR88089010814,903,501487,680SHSOLE487,680 0 0
THERMO FISHER SCIENTIFIC INCCommon Stock8835561027,346,75513,341SHSOLE13,341 0 0
TRADEWEB MARKETS INCCommon Stock8926721063,638,54756,038SHSOLE56,038 0 0
TRANE TECHNOLOGIES PLCCommon StockG8994E1034,426,81826,336SHSOLE26,336 0 0
TRIP.COM GROUP LTDADR89677Q10711,615,263337,653SHSOLE337,653 0 0
UNITEDHEALTH GROUP INCCommon Stock91324P1025,126,8419,670SHSOLE9,670 0 0
VALE SAADR91912E10544,375,5322,614,940SHSOLE2,614,940 0 0
VERISIGN INCCommon Stock92343E102100,439,821488,901SHSOLE488,901 0 0
VISA INCCommon Stock92826C839178,344,508858,416SHSOLE858,416 0 0
WASTE MANAGEMENT INCCommon Stock94106L1093,163,01520,162SHSOLE20,162 0 0
ZOETIS INCCommon Stock98978V1033,576,84624,407SHSOLE24,407 0 0