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:
03-31-2022
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:
917-206-5179


Signature, Place, and Date of Signing:

/s/ Dana Troetel
                         [Signature]
New York, NEW YORK
                 [City, State]
04-25-2022
                           [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:
102
Form 13F Information table Value Total:
2726264
          (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 StockG1151C1016,07518,013SHSOLE18,013 0 0
ACTIVISION BLIZZARD INCCommon Stock00507V1096,44280,414SHSOLE80,414 0 0
ADOBE SYSTEMS INCCommon Stock00724F1017,71416,931SHSOLE16,931 0 0
AGILENT TECHNOLOGIES INCCommon Stock00846U1014,81036,352SHSOLE36,352 0 0
ALCON INCCommon StockH013011286,31279,566SHSOLE79,566 0 0
ALIGN TECHNOLOGY INCCommon Stock0162551015,07811,646SHSOLE11,646 0 0
ALLEGION PLCCommon StockG0176J1097,35967,038SHSOLE67,038 0 0
ALPHABET INCCommon Stock02079K30579,84128,706SHSOLE28,706 0 0
AMAZON.COM INCCommon Stock02313510625,9887,972SHSOLE7,972 0 0
ANALOG DEVICES INCCommon Stock0326541055963,609SHSOLE3,609 0 0
ANSYS INCCommon Stock03662Q1051,8395,789SHSOLE5,789 0 0
ANTHEM INCCommon Stock0367521033,8547,845SHSOLE7,845 0 0
APPLE INCCommon Stock03783310013,53877,535SHSOLE77,535 0 0
APTIV PLCCommon StockG6095L1091,52112,707SHSOLE12,707 0 0
ASML HOLDING NVNY Reg ShrsN070592103,7225,572SHSOLE5,572 0 0
AUTODESK INCCommon Stock05276910671,519333,657SHSOLE333,657 0 0
AUTOMATIC DATA PROCESSING INCCommon Stock05301510369,627306,001SHSOLE306,001 0 0
AUTOZONE INCCommon Stock0533321025,2482,567SHSOLE2,567 0 0
BARRICK GOLD CORPCommon Stock0679011082,665108,651SHSOLE108,651 0 0
BECTON DICKINSON AND COCommon Stock07588710983,123312,493SHSOLE312,493 0 0
BEYOND MEAT INCCommon Stock08862E10953611,087SHSOLE11,087 0 0
BOOKING HOLDINGS INCCommon Stock09857L108119,56950,914SHSOLE50,914 0 0
BROADCOM INCCommon Stock11135F10116,38426,020SHSOLE26,020 0 0
BURFORD CAPITAL LTDCommon StockG179771109,072987,159SHSOLE987,159 0 0
CADENCE DESIGN SYSTEMS INCCommon Stock1273871084,51327,441SHSOLE27,441 0 0
CHARLES SCHWAB CORP/THECommon Stock80851310558,455693,331SHSOLE693,331 0 0
CHECK POINT SOFTWARE TECHNOLOGCommon StockM2246510462,133449,391SHSOLE449,391 0 0
COCA-COLA EUROPACIFIC PARTNERSCommon StockG258391044,81499,042SHSOLE99,042 0 0
CONCENTRIX CORPCommon Stock20602D1013,94523,685SHSOLE23,685 0 0
CONSTELLATION BRANDS INCCommon Stock21036P1083,95817,183SHSOLE17,183 0 0
COSTAR GROUP INCCommon Stock22160N1093,71255,732SHSOLE55,732 0 0
DENTSPLY SIRONA INCCommon Stock24906P1091,97340,094SHSOLE40,094 0 0
DESCARTES SYSTEMS GROUP INC/THCommon Stock24990610814,648199,888SHSOLE199,888 0 0
DOLBY LABORATORIES INCCommon Stock25659T1078,737111,694SHSOLE111,694 0 0
EASTMAN CHEMICAL COCommon Stock27743210011,02698,394SHSOLE98,394 0 0
EBAY INCCommon Stock27864210310,599185,102SHSOLE185,102 0 0
ELECTRONIC ARTS INCCommon Stock28551210967,286531,867SHSOLE531,867 0 0
ESTEE LAUDER COS INC/THECommon Stock51843910484,501310,302SHSOLE310,302 0 0
FACTSET RESEARCH SYSTEMS INCCommon Stock30307510565,202150,182SHSOLE150,182 0 0
FOX CORPCommon Stock35137L10546,6791,183,248SHSOLE1,183,248 0 0
FREEPORT-MCMORAN INCCommon Stock35671D8574,40888,616SHSOLE88,616 0 0
GAMING AND LEISURE PROPERTIESREIT36467J1082,31149,246SHSOLE49,246 0 0
GENERAC HOLDINGS INCCommon Stock3687361043,27611,021SHSOLE11,021 0 0
GENERAL MOTORS COCommon Stock37045V1007,661175,156SHSOLE175,156 0 0
HDFC BANK LTDADR40415F1014,69976,615SHSOLE76,615 0 0
HESS CORPCommon Stock42809H1077,97074,459SHSOLE74,459 0 0
HUNTINGTON BANCSHARES INC/OHCommon Stock4461501048,535583,820SHSOLE583,820 0 0
ICON PLCCommon StockG4705A10070,813291,148SHSOLE291,148 0 0
INFOSYS LTDADR45678810874,5862,996,621SHSOLE2,996,621 0 0
INTERCONTINENTAL EXCHANGE INCCommon Stock45866F10414,128106,935SHSOLE106,935 0 0
INTUIT INCCommon Stock461202103110,894230,626SHSOLE230,626 0 0
IQVIA HOLDINGS INCCommon Stock46266C1053,58115,490SHSOLE15,490 0 0
ISHARES MSCI INDIA ETFETP46429B59828,293634,802SHSOLE634,802 0 0
ISHARES MSCI SAUDI ARABIA ETFETP46434V4236,063127,747SHSOLE127,747 0 0
JACOBS ENGINEERING GROUP INCCommon Stock46981410710,89779,076SHSOLE79,076 0 0
JOHNSON & JOHNSONCommon Stock47816010490,658511,528SHSOLE511,528 0 0
KEYSIGHT TECHNOLOGIES INCCommon Stock49338L10312,54279,392SHSOLE79,392 0 0
LEAR CORPCommon Stock5218652042,13914,998SHSOLE14,998 0 0
LYONDELLBASELL INDUSTRIES NVCommon StockN537451002,40823,420SHSOLE23,420 0 0
MARSH & MCLENNAN COS INCCommon Stock57174810213,30378,058SHSOLE78,058 0 0
MASTERCARD INCCommon Stock57636Q10414,02339,238SHSOLE39,238 0 0
META PLATFORMS INCCommon Stock30303M1025,76425,923SHSOLE25,923 0 0
MICROSOFT CORPCommon Stock594918104196,182636,313SHSOLE636,313 0 0
MONDELEZ INTERNATIONAL INCCommon Stock6092071053,12849,826SHSOLE49,826 0 0
MONSTER BEVERAGE CORPCommon Stock61174X1093,56544,623SHSOLE44,623 0 0
MOODY'S CORPCommon Stock615369105139,498413,437SHSOLE413,437 0 0
MOSAIC CO/THECommon Stock61945C10320,660310,679SHSOLE310,679 0 0
NETAPP INCCommon Stock64110D1047,23887,207SHSOLE87,207 0 0
NETEASE INCADR64110W10254,282605,219SHSOLE605,219 0 0
NEXTERA ENERGY INCCommon Stock65339F1012,22026,209SHSOLE26,209 0 0
NIKE INCCommon Stock6541061039,89973,564SHSOLE73,564 0 0
NOMAD FOODS LTDCommon StockG6564A1052,933129,876SHSOLE129,876 0 0
NVIDIA CORPCommon Stock67066G10432,622119,554SHSOLE119,554 0 0
O'REILLY AUTOMOTIVE INCCommon Stock67103H1075,1247,480SHSOLE7,480 0 0
PHILIP MORRIS INTERNATIONAL INCommon Stock718172109100,6241,071,147SHSOLE1,071,147 0 0
PIONEER NATURAL RESOURCES COCommon Stock72378710716,56866,266SHSOLE66,266 0 0
QIAGEN NVCommon StockN724821238,923182,098SHSOLE182,098 0 0
RAYTHEON TECHNOLOGIES CORPCommon Stock75513E1015,73557,884SHSOLE57,884 0 0
RESIDEO TECHNOLOGIES INCCommon Stock76118Y1042,713113,842SHSOLE113,842 0 0
ROCKWELL AUTOMATION INCCommon Stock7739031091,4795,281SHSOLE5,281 0 0
S&P GLOBAL INCCommon Stock78409V10482,348200,760SHSOLE200,760 0 0
STARBUCKS CORPCommon Stock8552441095,42959,679SHSOLE59,679 0 0
STATE STREET CORPCommon Stock85747710312,663145,347SHSOLE145,347 0 0
STERIS PLCCommon StockG8473T1008,39434,721SHSOLE34,721 0 0
STRYKER CORPCommon Stock8636671014,77217,849SHSOLE17,849 0 0
SVB FINANCIAL GROUPCommon Stock78486Q10110,62818,998SHSOLE18,998 0 0
SYNOPSYS INCCommon Stock87160710713,89441,689SHSOLE41,689 0 0
TAIWAN SEMICONDUCTOR MANUFACTUADR87403910015,626149,873SHSOLE149,873 0 0
TE CONNECTIVITY LTDCommon StockH8498910417,438133,135SHSOLE133,135 0 0
TERNIUM SAADR88089010822,152485,254SHSOLE485,254 0 0
THERMO FISHER SCIENTIFIC INCCommon Stock8835561024,2087,125SHSOLE7,125 0 0
TRADEWEB MARKETS INCCommon Stock8926721065,10558,095SHSOLE58,095 0 0
TRANE TECHNOLOGIES PLCCommon StockG8994E1035,45835,741SHSOLE35,741 0 0
TRANSUNIONCommon Stock89400J10710,17198,421SHSOLE98,421 0 0
TRIMBLE INCCommon Stock8962391002,24331,091SHSOLE31,091 0 0
UNITEDHEALTH GROUP INCCommon Stock91324P10218,19335,675SHSOLE35,675 0 0
VALE SAADR91912E10552,1022,606,394SHSOLE2,606,394 0 0
VERISIGN INCCommon Stock92343E102110,206495,399SHSOLE495,399 0 0
VISA INCCommon Stock92826C839198,891896,834SHSOLE896,834 0 0
WASTE MANAGEMENT INCCommon Stock94106L1092,53215,975SHSOLE15,975 0 0
WORLD WRESTLING ENTERTAINMENTCommon Stock98156Q1082,08133,325SHSOLE33,325 0 0
ZOETIS INCCommon Stock98978V1034,77225,304SHSOLE25,304 0 0