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Nest Egg BCI Worldwide Equity Fund  |  Worldwide-Equity-General
2.2795    +0.0267    (+1.185%)
NAV price (ZAR) Tue 28 Oct 2025 (change prev day)


Full Portfolio Holdings
 
SecurityChange# UnitsValue (Rm)% Fund# UnitsValue (Rm)% Fund
Ferrari N.V650 5.42 1.38 650 5.68 1.53 
OReilly Automotive2,895 5.38 1.37 2,895 4.59 1.24 
Tesla Motors570 4.37 1.11 570 3.28 0.89 
Auto Total4,115 15.16 3.86 4,115 13.54 3.66 
Capitec Bank Holdings Ltd.2,925 10.15 2.58 2,925 10.40 2.81 
Banks Total2,925 10.15 2.58 2,925 10.40 2.81 
China Resources17,590 17,590 1.09 0.28 0.00 0.00 
Basic Resources Total17,590 17,590 1.09 0.28 0.00 0.00 
Cash on call3.51 0.89 3.96 1.07 
Cash on call Total3.51 0.89 3.96 1.07 
Alibaba Group Holdings Limited16.13 4.11 10.66 2.88 
Consumer Services Total16.13 4.11 10.66 2.88 
Accenture Ltd395 1.69 0.43 395 2.07 0.56 
Alphabet Inc A5,250 22.14 5.64 5,250 16.66 4.50 
Anta Sports Products-7,000 6,850 1.42 0.36 13,850 2.96 0.80 
L'Oreal565 4.20 1.07 565 4.27 1.16 
Tencent Holdings Ltd1,400 2.06 0.52 1,400 1.59 0.43 
Yihai International Holding Ltd-36,060 0.00 0.00 36,060 1.14 0.31 
Cyclical Goods & Services Total-43,060 14,460 31.52 8.02 57,520 28.71 7.76 
Constellation Energy Group Inc58 2.71 0.69 58 3.76 1.02 
Energy Total58 2.71 0.69 58 3.76 1.02 
BYD Company3,500 3,500 0.86 0.22 0.00 0.00 
Equities Total3,500 3,500 0.86 0.22 0.00 0.00 
3I Group Plc3,038 2.89 0.74 3,038 3.09 0.84 
Apollo Global Management914 2.19 0.56 914 2.32 0.63 
Blackstone Group LP907 2.76 0.70 907 2.44 0.66 
KKR & Co Inc1,088 2.53 0.64 1,088 2.60 0.70 
Mastercard Inc562 5.52 1.40 562 5.50 1.49 
Moody's Corporation620 5.15 1.31 620 5.38 1.45 
Pacific Horizon Investment Trust PLC5,300 0.91 0.23 5,300 0.79 0.21 
Partners Group Holdingg125 2.84 0.72 119 2.78 0.75 
Financial Services Total12,554 24.79 6.31 12,548 24.89 6.73 
JP Morgan Chase & Company925 2,561 13.97 3.56 1,636 8.35 2.26 
Morgan Stanley2,000 5.57 1.42 2,000 5.00 1.35 
S&P Global Inc352 2.99 0.76 352 3.24 0.88 
Financials Total925 4,913 22.53 5.73 3,988 16.59 4.48 
Hershey Company1,071 1,071 3.41 0.87 0.00 0.00 
Monster Beverage Corporation3,226 3.73 0.95 3,226 3.54 0.96 
Nestle SA-3,200 0.00 0.00 3,200 5.63 1.52 
Pepsico Incorporated1,920 4.65 1.18 1,920 4.47 1.21 
Starbucks Corp-1,900 0.00 0.00 1,900 3.11 0.84 
Food & Beverage Total-4,029 6,217 11.79 3.00 10,246 16.76 4.53 
Canada - Currency1,386 1,386 0.02 0.00 0.02 0.00 
European - Currency3,806 3,806 0.08 0.02 0.08 0.02 
Foreign - Currency0.00 0.00 0.01 0.00 
Hong Kong - Currency1.64 0.42 1.44 0.39 
Switzerland - Currency243,415 243,415 5.28 1.34 0.42 0.11 
United Kingdom - Currency156,469 156,469 3.64 0.93 3.78 1.02 
USA - Currency8.96 2.28 14.59 3.94 
For Currency Total405,076 405,076 19.61 4.99 20.32 5.49 
Foreign - Equities0.00 0.00 6.97 1.88 
Foreign Invest Total0.00 0.00 6.97 1.88 
ASML Holding NV126 967 16.09 4.09 841 11.90 3.22 
Danaher Corporation1,300 4.19 1.07 1,300 4.60 1.24 
Lockheed Martin Corporation641 5.45 1.39 641 5.23 1.41 
Goods & Services Total126 2,908 25.72 6.55 2,782 21.73 5.87 
Eli Lilly & Company300 3.77 0.96 300 4.14 1.12 
IDEXX Laboratories548 5.97 1.52 548 5.18 1.40 
Intuitive Surgical Inc409 4.91 1.25 409 5.65 1.53 
Johnson & Johnson1,935 6.07 1.55 1,935 5.24 1.42 
Novo-Nordisk A/S5,512 5.29 1.35 5,512 6.71 1.81 
Stryker Corporation600 3.84 0.98 600 4.21 1.14 
Zoetis Inc2,000 4.94 1.26 2,000 5.55 1.50 
Healthcare Total11,304 34.80 8.86 11,304 36.68 9.91 
Berkshire Hathaway Inc1,300 11.22 2.85 1,300 11.23 3.03 
Insurance Total1,300 11.22 2.85 1,300 11.23 3.03 
Factset Research Systems Inc550 2.76 0.70 550 4.32 1.17 
Media Total550 2.76 0.70 550 4.32 1.17 
Compagnie Financière Richemont SA1,500 4.90 1.25 1,500 5.00 1.35 
Personal Goods Total1,500 4.90 1.25 1,500 5.00 1.35 
Chow Tai Fook Jewellery Group52,427 52,427 1.81 0.46 0.00 0.00 
TJX Companies Incorporated2,242 5.56 1.42 2,242 4.92 1.33 
Visa Inc2,900 17.05 4.34 2,900 17.97 4.86 
Retail Total52,427 57,569 24.42 6.22 5,142 22.89 6.19 
Prosus NV21,298 26.09 6.64 21,298 21.09 5.70 
Software and Computer Services Total21,298 26.09 6.64 21,298 21.09 5.70 
Schroder Asian Total Return Investment Company PLC7,800 0.96 0.25 7,800 0.87 0.24 
Specialist Securities Total7,800 0.96 0.25 7,800 0.87 0.24 
Amazon.Com2,050 7.87 2.00 2,050 8.14 2.20 
Apple Computer Company2,700 11.87 3.02 2,700 9.65 2.61 
Automatic Data Processing470 470 2.39 0.61 0.00 0.00 
Cadence Design Systems Incorporated739 4.45 1.13 739 4.01 1.08 
Cintas Corporation1,050 1,050 3.70 0.94 0.00 0.00 
Micron Technology1,770 1,770 5.01 1.28 0.00 0.00 
Microsoft Corporation-255 2,160 19.21 4.89 2,415 21.29 5.75 
Netease.Com3,702 1.95 0.50 3,702 1.77 0.48 
Nvidia Corporation4,396 13.82 3.52 4,396 12.33 3.33 
SAP AG1,020 4.65 1.18 1,020 5.46 1.48 
Sunny Optical Technology-4,600 0.00 0.00 4,600 0.72 0.20 
Taiwan Semiconductors2,800 13.25 3.37 2,800 11.41 3.08 
Veeva Systems Inc3,624 4,423 1.46 0.37 799 4.03 1.09 
Xiaomi Corporation B7,800 7,800 0.94 0.24 0.00 0.00 
Technology Total9,859 35,080 90.57 23.05 25,221 78.81 21.30 
British American Tobacco plc12,750 11.61 2.96 12,750 10.90 2.94 
Tobacco Total12,750 11.61 2.96 12,750 10.90 2.94 
Portfolio Total442,420 623,467 392.91 100.00 181,047 370.07 100.00