Filed: 5/12/2025ACC: 0001657111-25-000003
📋 What this filing means
NS PARTNERS LTD filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $2.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$2.28B
Total AUM (reported)
16.45M
Total Shares
Allocation by class
COM$1.69B74.1%
CL A$237.75M10.5%
CAP STK CL C$110.77M4.9%
COM CL A$59.76M2.6%
COM NEW$36.55M1.6%
ADS$25.65M1.1%
SPONSORED ADS$21.81M1.0%
Portfolio Concentration
Top 3$494.48M21.7%
4–10$531.25M23.4%
11–25$567.15M24.9%
Rest$682.24M30.0%
Top 3 weight
21.7%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 16.45M
Sole
Full voting authority
16.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
MICROSOFT CORP
SOLEShares531.37K
TypeSH
Market value$199.47M
8.77%
Sole
531.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.53M
TypeSH
Market value$165.89M
7.29%
Sole
1.53M
Shared
0.00
None
0.00
APPLE INC
SOLEShares581.28K
TypeSH
Market value$129.12M
5.68%
Sole
581.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares709.05K
TypeSH
Market value$110.77M
4.87%
Sole
709.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares170.98K
TypeSH
Market value$98.55M
4.33%
Sole
170.98K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares462.98K
TypeSH
Market value$88.09M
3.87%
Sole
462.98K
Shared
0.00
None
0.00
INTUIT
SOLEShares100.84K
TypeSH
Market value$61.92M
2.72%
Sole
100.84K
Shared
0.00
None
0.00
VISA INC
SOLEShares170.51K
TypeSH
Market value$59.76M
2.63%
Sole
170.51K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares105.90K
TypeSH
Market value$58.05M
2.55%
Sole
105.90K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares202.91K
TypeSH
Market value$54.12M
2.38%
Sole
202.91K
Shared
0.00
None
0.00
MSCI INC
SOLEShares77.28K
TypeSH
Market value$43.70M
1.92%
Sole
77.28K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares176.71K
TypeSH
Market value$43.35M
1.91%
Sole
176.71K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares84.77K
TypeSH
Market value$43.07M
1.89%
Sole
84.77K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares79.93K
TypeSH
Market value$41.86M
1.84%
Sole
79.93K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares112.44K
TypeSH
Market value$41.85M
1.84%
Sole
112.44K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares128.44K
TypeSH
Market value$40.12M
1.76%
Sole
128.44K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares158.75K
TypeSH
Market value$37.81M
1.66%
Sole
158.75K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares124.97K
TypeSH
Market value$37.19M
1.63%
Sole
124.97K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares368.19K
TypeSH
Market value$37.14M
1.63%
Sole
368.19K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares73.80K
TypeSH
Market value$36.55M
1.61%
Sole
73.80K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares76.61K
TypeSH
Market value$35.68M
1.57%
Sole
76.61K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares485.59K
TypeSH
Market value$34.42M
1.51%
Sole
485.59K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares469.44K
TypeSH
Market value$33.62M
1.48%
Sole
469.44K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares116.75K
TypeSH
Market value$31.33M
1.38%
Sole
116.75K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares178.77K
TypeSH
Market value$29.43M
1.29%
Sole
178.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 531.37K | SH | $199.47M 8.77% | 531.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.53M | SH | $165.89M 7.29% | 1.53M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 581.28K | SH | $129.12M 5.68% | 581.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 709.05K | SH | $110.77M 4.87% | 709.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 170.98K | SH | $98.55M 4.33% | 170.98K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 462.98K | SH | $88.09M 3.87% | 462.98K | 0.00 | 0.00 |
INTUITSOLE | COM | 100.84K | SH | $61.92M 2.72% | 100.84K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 170.51K | SH | $59.76M 2.63% | 170.51K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 105.90K | SH | $58.05M 2.55% | 105.90K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 202.91K | SH | $54.12M 2.38% | 202.91K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 77.28K | SH | $43.70M 1.92% | 77.28K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 176.71K | SH | $43.35M 1.91% | 176.71K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 84.77K | SH | $43.07M 1.89% | 84.77K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 79.93K | SH | $41.86M 1.84% | 79.93K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 112.44K | SH | $41.85M 1.84% | 112.44K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 128.44K | SH | $40.12M 1.76% | 128.44K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 158.75K | SH | $37.81M 1.66% | 158.75K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 124.97K | SH | $37.19M 1.63% | 124.97K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 368.19K | SH | $37.14M 1.63% | 368.19K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 73.80K | SH | $36.55M 1.61% | 73.80K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 76.61K | SH | $35.68M 1.57% | 76.61K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 485.59K | SH | $34.42M 1.51% | 485.59K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 469.44K | SH | $33.62M 1.48% | 469.44K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 116.75K | SH | $31.33M 1.38% | 116.75K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 178.77K | SH | $29.43M 1.29% | 178.77K | 0.00 | 0.00 |
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