SCHEDULE: Ninety One Discloses 6.38% Stake in TKO Group Holdings

Ninety One Plc and its subsidiary Ninety One UK Limited have disclosed beneficial ownership of 6.38% of TKO Group Holdings, Inc. common stock.

Summary

• Ninety One Plc and its subsidiary Ninety One UK Limited have filed a Schedule 13G, disclosing their beneficial ownership in TKO Group Holdings, Inc.
• Ninety One Plc beneficially owns 5,217,918 shares of TKO Group Holdings, Inc. common stock, representing 6.38% of the class.
• Ninety One UK Limited beneficially owns 5,156,261 shares, representing 6.3% of the class.
• The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
• The filing indicates shared voting power of 2,912,296 shares and shared dispositive power of 5,217,918 shares for Ninety One Plc.
• The event requiring this filing occurred on July 31, 2025, with the filing signed on August 5, 2025.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of a significant institutional ownership stake, which is generally viewed as a positive signal of investor confidence, though it does not contain performance or forward-looking statements.

Positives

• A significant stake by a large financial institution like Ninety One Plc can signal institutional confidence in TKO Group Holdings, Inc.
• The filing explicitly states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer, which suggests a passive investment intent.

Risks

• The joint filing agreement notes that each undersigned party is responsible for the completeness and accuracy of information concerning themselves, but not for others, except if they know or have reason to believe information is inaccurate.

Future Outlook

NA

Industry Context

This filing reflects a standard disclosure of a significant passive investment by a financial institution in a publicly traded company. It does not provide specific insights into broader industry trends or competitive dynamics beyond the fact that TKO Group Holdings, Inc. is attracting institutional investment.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional holder may provide a sense of stability and institutional backing for the company's stock.

Key Dates

Keywords

TKO Group Holdings, Ninety One Plc, Ninety One UK Limited, Beneficial Ownership, Schedule 13G, Institutional Investment, Common Stock, SEC Filing