Filed: 2/10/2026ACC: 0001657111-26-000001
📋 What this filing means
NS PARTNERS LTD filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $2.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$2.55B
Total AUM (reported)
18.77M
Total Shares
Allocation by class
COM$1.80B70.5%
CL A$251.07M9.8%
CAP STK CL C$208.24M8.2%
COM CL A$55.35M2.2%
SPONSORED ADS$48.58M1.9%
COM NEW$40.92M1.6%
SPON ADS CL A$20.50M0.8%
Portfolio Concentration
Top 3$669.56M26.2%
4–10$612.86M24.0%
11–25$568.14M22.3%
Rest$702.12M27.5%
Top 3 weight
26.2%
Top 10 weight
50.2%
Voting Authority Distribution
Total shares with voting rights: 18.77M
Sole
Full voting authority
18.77M
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:
MICROSOFT CORP
SOLEShares501.40K
TypeSH
Market value$242.49M
9.50%
Sole
501.40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.17M
TypeSH
Market value$218.83M
8.57%
Sole
1.17M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares663.61K
TypeSH
Market value$208.24M
8.16%
Sole
663.61K
Shared
0.00
None
0.00
APPLE INC
SOLEShares554.62K
TypeSH
Market value$150.78M
5.91%
Sole
554.62K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares517.80K
TypeSH
Market value$119.52M
4.68%
Sole
517.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares170.56K
TypeSH
Market value$112.58M
4.41%
Sole
170.56K
Shared
0.00
None
0.00
INTUIT
SOLEShares98.76K
TypeSH
Market value$65.42M
2.56%
Sole
98.76K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares100.64K
TypeSH
Market value$57.45M
2.25%
Sole
100.64K
Shared
0.00
None
0.00
VISA INC
SOLEShares157.82K
TypeSH
Market value$55.35M
2.17%
Sole
157.82K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares160.63K
TypeSH
Market value$51.76M
2.03%
Sole
160.63K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares150.91K
TypeSH
Market value$49.82M
1.95%
Sole
150.91K
Shared
0.00
None
0.00
MSCI INC
SOLEShares75.39K
TypeSH
Market value$43.25M
1.69%
Sole
75.39K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares137.69K
TypeSH
Market value$42.72M
1.67%
Sole
137.69K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares79.33K
TypeSH
Market value$41.46M
1.62%
Sole
79.33K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares72.25K
TypeSH
Market value$40.92M
1.60%
Sole
72.25K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares111.26K
TypeSH
Market value$39.11M
1.53%
Sole
111.26K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares485.61K
TypeSH
Market value$38.98M
1.53%
Sole
485.61K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares189.11K
TypeSH
Market value$38.40M
1.50%
Sole
189.11K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares74.64K
TypeSH
Market value$38.13M
1.49%
Sole
74.64K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares120.97K
TypeSH
Market value$36.97M
1.45%
Sole
120.97K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares948.98K
TypeSH
Market value$34.68M
1.36%
Sole
948.98K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares359.26K
TypeSH
Market value$34.26M
1.34%
Sole
359.26K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares447.97K
TypeSH
Market value$31.32M
1.23%
Sole
447.97K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares84.28K
TypeSH
Market value$29.17M
1.14%
Sole
84.28K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares129.51K
TypeSH
Market value$28.97M
1.13%
Sole
129.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 501.40K | SH | $242.49M 9.50% | 501.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.17M | SH | $218.83M 8.57% | 1.17M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 663.61K | SH | $208.24M 8.16% | 663.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 554.62K | SH | $150.78M 5.91% | 554.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 517.80K | SH | $119.52M 4.68% | 517.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 170.56K | SH | $112.58M 4.41% | 170.56K | 0.00 | 0.00 |
INTUITSOLE | COM | 98.76K | SH | $65.42M 2.56% | 98.76K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 100.64K | SH | $57.45M 2.25% | 100.64K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 157.82K | SH | $55.35M 2.17% | 157.82K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 160.63K | SH | $51.76M 2.03% | 160.63K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 150.91K | SH | $49.82M 1.95% | 150.91K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 75.39K | SH | $43.25M 1.69% | 75.39K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 137.69K | SH | $42.72M 1.67% | 137.69K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 79.33K | SH | $41.46M 1.62% | 79.33K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 72.25K | SH | $40.92M 1.60% | 72.25K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 111.26K | SH | $39.11M 1.53% | 111.26K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 485.61K | SH | $38.98M 1.53% | 485.61K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 189.11K | SH | $38.40M 1.50% | 189.11K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 74.64K | SH | $38.13M 1.49% | 74.64K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 120.97K | SH | $36.97M 1.45% | 120.97K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 948.98K | SH | $34.68M 1.36% | 948.98K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 359.26K | SH | $34.26M 1.34% | 359.26K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 447.97K | SH | $31.32M 1.23% | 447.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 84.28K | SH | $29.17M 1.14% | 84.28K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 129.51K | SH | $28.97M 1.13% | 129.51K | 0.00 | 0.00 |
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