Filed: 8/7/2025ACC: 0001657111-25-000004
📋 What this filing means
NS PARTNERS LTD filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $2.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$2.45B
Total AUM (reported)
16.01M
Total Shares
Allocation by class
COM$1.81B73.8%
CL A$261.94M10.7%
CAP STK CL C$118.91M4.9%
COM CL A$58.39M2.4%
COM NEW$39.23M1.6%
SPONSORED ADS$31.53M1.3%
CL A COM$19.75M0.8%
Portfolio Concentration
Top 3$615.09M25.1%
4–10$572.82M23.4%
11–25$568.99M23.2%
Rest$692.49M28.3%
Top 3 weight
25.1%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 16.01M
Sole
Full voting authority
16.01M
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)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
MICROSOFT CORP
SOLEShares512.83K
TypeSH
Market value$255.09M
10.41%
Sole
512.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.50M
TypeSH
Market value$236.82M
9.67%
Sole
1.50M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares166.90K
TypeSH
Market value$123.19M
5.03%
Sole
166.90K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares670.32K
TypeSH
Market value$118.91M
4.85%
Sole
670.32K
Shared
0.00
None
0.00
APPLE INC
SOLEShares557.60K
TypeSH
Market value$114.40M
4.67%
Sole
557.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares452.83K
TypeSH
Market value$99.35M
4.06%
Sole
452.83K
Shared
0.00
None
0.00
INTUIT
SOLEShares97.83K
TypeSH
Market value$77.05M
3.15%
Sole
97.83K
Shared
0.00
None
0.00
VISA INC
SOLEShares164.45K
TypeSH
Market value$58.39M
2.38%
Sole
164.45K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares102.43K
TypeSH
Market value$57.56M
2.35%
Sole
102.43K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares162.66K
TypeSH
Market value$47.16M
1.93%
Sole
162.66K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares194.71K
TypeSH
Market value$46.39M
1.89%
Sole
194.71K
Shared
0.00
None
0.00
MSCI INC
SOLEShares75.25K
TypeSH
Market value$43.40M
1.77%
Sole
75.25K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares109.38K
TypeSH
Market value$43.27M
1.77%
Sole
109.38K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares81.50K
TypeSH
Market value$42.98M
1.75%
Sole
81.50K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares146.77K
TypeSH
Market value$40.10M
1.64%
Sole
146.77K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares72.20K
TypeSH
Market value$39.23M
1.60%
Sole
72.20K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares125.48K
TypeSH
Market value$39.15M
1.60%
Sole
125.48K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares358.65K
TypeSH
Market value$38.52M
1.57%
Sole
358.65K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares121.64K
TypeSH
Market value$37.89M
1.55%
Sole
121.64K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares73.83K
TypeSH
Market value$37.03M
1.51%
Sole
73.83K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares123.83K
TypeSH
Market value$36.18M
1.48%
Sole
123.83K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares471.27K
TypeSH
Market value$32.72M
1.34%
Sole
471.27K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares448.06K
TypeSH
Market value$31.70M
1.29%
Sole
448.06K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares5.32K
TypeSH
Market value$30.79M
1.26%
Sole
5.32K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares102.64K
TypeSH
Market value$29.64M
1.21%
Sole
102.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 512.83K | SH | $255.09M 10.41% | 512.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.50M | SH | $236.82M 9.67% | 1.50M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 166.90K | SH | $123.19M 5.03% | 166.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 670.32K | SH | $118.91M 4.85% | 670.32K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 557.60K | SH | $114.40M 4.67% | 557.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 452.83K | SH | $99.35M 4.06% | 452.83K | 0.00 | 0.00 |
INTUITSOLE | COM | 97.83K | SH | $77.05M 3.15% | 97.83K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 164.45K | SH | $58.39M 2.38% | 164.45K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 102.43K | SH | $57.56M 2.35% | 102.43K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 162.66K | SH | $47.16M 1.93% | 162.66K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 194.71K | SH | $46.39M 1.89% | 194.71K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 75.25K | SH | $43.40M 1.77% | 75.25K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 109.38K | SH | $43.27M 1.77% | 109.38K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 81.50K | SH | $42.98M 1.75% | 81.50K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 146.77K | SH | $40.10M 1.64% | 146.77K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 72.20K | SH | $39.23M 1.60% | 72.20K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 125.48K | SH | $39.15M 1.60% | 125.48K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 358.65K | SH | $38.52M 1.57% | 358.65K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 121.64K | SH | $37.89M 1.55% | 121.64K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 73.83K | SH | $37.03M 1.51% | 73.83K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 123.83K | SH | $36.18M 1.48% | 123.83K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 471.27K | SH | $32.72M 1.34% | 471.27K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 448.06K | SH | $31.70M 1.29% | 448.06K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 5.32K | SH | $30.79M 1.26% | 5.32K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 102.64K | SH | $29.64M 1.21% | 102.64K | 0.00 | 0.00 |
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