Investec Asset Management North America, Inc.

Long Only Manager

Investec Asset Management North America, Inc. is a Long Only Manager based in New York, NY led by Sangeeth Sewnath, reporting $39.5B in AUM as of Q3 2025 with V as the largest holding (7% allocation).

CEOSangeeth Sewnath

Portfolio Value: $2.2B
Positions: 70
Top Holding: V at 6.68%
Last Reported: Q3 2025

Address65 East 55th Street, 30th Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Investec Asset Management North America, Inc.'s portfolio (44.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Visa V	Financial - Credit Services Financial Services	$147.5M	6.68%	-$564.6K Sold	0.02% 432.0K shares	Q4 2017 Held for 7y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$141.8M	6.43%	-$755.7K Sold	0.00% 273.8K shares	Q1 2017 Held for 8y 8m
3 Philip Morris International PM	Tobacco Consumer Defensive	$112.7M	5.11%	+$194.2K Bought	0.04% 694.7K shares	Q4 2017 Held for 7y 11m
4 Autodesk ADSK	Software - Application Technology	$94.1M	4.26%	+$1.1M Bought	0.14% 296.1K shares	Q3 2020 Held for 5y 2m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$90.9M	4.12%	—	0.00% 373.9K shares	Q1 2016 Held for 9y 8m
6 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$85.4M	3.87%	-$1.8M Sold	— 305.9K shares	Q4 2022 Held for 2y 11m
7 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$84.9M	3.85%	—	0.05% 15.7K shares	Q3 2015 Held for 10y 2m
8 Mastercard MA	Financial - Credit Services Financial Services	$82.2M	3.73%	+$7.8M Bought	0.02% 144.5K shares	Q1 2018 Held for 7y 8m
9 Icon ICLR	Medical - Diagnostics & Research Healthcare	$77.5M	3.51%	+$2.4M Bought	0.57% 442.8K shares	Q4 2019 Held for 5y 11m
10 NTES NetEase, Inc. NTES	Unknown Unknown	$73.5M	3.33%	—	— 483.7K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Investec Asset Management North America, Inc.'s latest filing

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Increased Positions

Position	Shares Δ	Change
1 Nu Holdings NU	New	0 → 2.2M +$36.0M
2 XP Inc. XP	New	0 → 1.2M +$23.3M
3 AGCO AGCO	New	0 → 97.9K +$10.5M
4 Ferrari RACE	New	0 → 19.4K +$9.4M
5 iShares MSCI Emerging Markets EEM	New	0 → 150.9K +$8.1M

Decreased Positions

Position	Shares Δ	Change
1 FMX Fomento Economico Mexicano FMX	Sold	222.0K → 0 −$22.9M
2 MakeMyTrip MMYT	Sold	202.9K → 0 −$19.9M
3 Becton, Dickinson and Company BDX	Sold	4.3K → 0 −$738.8K
4 UnitedHealth Group UNH	Sold	2.2K → 0 −$687.6K
5 Accenture ACN	-95.85%	112.1K → 4.7K −$26.5M