Instuitional Investor - Investec Asset Management North America, Inc.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Visa Inc.	V	428,570	$147,038,086	6.89%
2.	Philip Morris International Inc.	PM	697,104	$126,113,091	5.91%
3.	Alphabet Inc.	GOOGL	276,644	$98,864,270	4.63%
4.	Microsoft Corp	MSFT	240,494	$89,709,077	4.2%
5.	Booking Holdings Inc.	BKNG	445,385	$79,385,425	3.72%