Filed: 11/13/2025ACC: 0001657111-25-000008
📋 What this filing means
NS PARTNERS LTD filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $2.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$2.59B
Total AUM (reported)
18.37M
Total Shares
Allocation by class
COM$1.87B72.4%
CL A$260.42M10.1%
CAP STK CL C$162.59M6.3%
COM CL A$55.21M2.1%
SPONSORED ADS$44.12M1.7%
COM NEW$32.29M1.2%
SPON ADS$25.70M1.0%
Portfolio Concentration
Top 3$701.13M27.1%
4–10$609.57M23.6%
11–25$549.82M21.3%
Rest$724.57M28.0%
Top 3 weight
27.1%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 18.37M
Sole
Full voting authority
18.37M
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)
Sole74
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings74
Rows:
NVIDIA CORPORATION
SOLEShares1.45M
TypeSH
Market value$270.15M
10.45%
Sole
1.45M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares518.18K
TypeSH
Market value$268.39M
10.38%
Sole
518.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares667.59K
TypeSH
Market value$162.59M
6.29%
Sole
667.59K
Shared
0.00
None
0.00
APPLE INC
SOLEShares552.57K
TypeSH
Market value$140.70M
5.44%
Sole
552.57K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares170.79K
TypeSH
Market value$125.42M
4.85%
Sole
170.79K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares511.44K
TypeSH
Market value$112.30M
4.34%
Sole
511.44K
Shared
0.00
None
0.00
INTUIT
SOLEShares97.84K
TypeSH
Market value$66.82M
2.58%
Sole
97.84K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares101.08K
TypeSH
Market value$57.50M
2.22%
Sole
101.08K
Shared
0.00
None
0.00
VISA INC
SOLEShares161.73K
TypeSH
Market value$55.21M
2.14%
Sole
161.73K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares149.51K
TypeSH
Market value$51.63M
2.00%
Sole
149.51K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares161.72K
TypeSH
Market value$51.01M
1.97%
Sole
161.72K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares195.07K
TypeSH
Market value$46.70M
1.81%
Sole
195.07K
Shared
0.00
None
0.00
MSCI INC
SOLEShares75.05K
TypeSH
Market value$42.59M
1.65%
Sole
75.05K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares109.42K
TypeSH
Market value$40.45M
1.56%
Sole
109.42K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares79.79K
TypeSH
Market value$38.83M
1.50%
Sole
79.79K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares145.94K
TypeSH
Market value$38.01M
1.47%
Sole
145.94K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares123.12K
TypeSH
Market value$37.41M
1.45%
Sole
123.12K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares469.24K
TypeSH
Market value$35.42M
1.37%
Sole
469.24K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares358.37K
TypeSH
Market value$34.99M
1.35%
Sole
358.37K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares72.71K
TypeSH
Market value$34.65M
1.34%
Sole
72.71K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares72.21K
TypeSH
Market value$32.29M
1.25%
Sole
72.21K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares121.73K
TypeSH
Market value$30.62M
1.18%
Sole
121.73K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares445.16K
TypeSH
Market value$29.52M
1.14%
Sole
445.16K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares5.31K
TypeSH
Market value$28.68M
1.11%
Sole
5.31K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares102.47K
TypeSH
Market value$28.65M
1.11%
Sole
102.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.45M | SH | $270.15M 10.45% | 1.45M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 518.18K | SH | $268.39M 10.38% | 518.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 667.59K | SH | $162.59M 6.29% | 667.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 552.57K | SH | $140.70M 5.44% | 552.57K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 170.79K | SH | $125.42M 4.85% | 170.79K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 511.44K | SH | $112.30M 4.34% | 511.44K | 0.00 | 0.00 |
INTUITSOLE | COM | 97.84K | SH | $66.82M 2.58% | 97.84K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 101.08K | SH | $57.50M 2.22% | 101.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 161.73K | SH | $55.21M 2.14% | 161.73K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 149.51K | SH | $51.63M 2.00% | 149.51K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 161.72K | SH | $51.01M 1.97% | 161.72K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 195.07K | SH | $46.70M 1.81% | 195.07K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 75.05K | SH | $42.59M 1.65% | 75.05K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 109.42K | SH | $40.45M 1.56% | 109.42K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 79.79K | SH | $38.83M 1.50% | 79.79K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 145.94K | SH | $38.01M 1.47% | 145.94K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 123.12K | SH | $37.41M 1.45% | 123.12K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 469.24K | SH | $35.42M 1.37% | 469.24K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 358.37K | SH | $34.99M 1.35% | 358.37K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 72.71K | SH | $34.65M 1.34% | 72.71K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 72.21K | SH | $32.29M 1.25% | 72.21K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 121.73K | SH | $30.62M 1.18% | 121.73K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 445.16K | SH | $29.52M 1.14% | 445.16K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 5.31K | SH | $28.68M 1.11% | 5.31K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 102.47K | SH | $28.65M 1.11% | 102.47K | 0.00 | 0.00 |
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