Filed: 5/11/2026ACC: 0001657111-26-000003
📋 What this filing means
NS PARTNERS LTD filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $2.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$2.23B
Total AUM (reported)
15.65M
Total Shares
Allocation by class
COM$1.51B67.5%
CL A$219.29M9.8%
CAP STK CL C$151.88M6.8%
SPONSORED ADS$110.73M5.0%
COM NEW$63.03M2.8%
CL B NEW$59.16M2.6%
COM CL A$45.97M2.1%
Portfolio Concentration
Top 3$502.53M22.5%
4–10$516.98M23.1%
11–25$566.70M25.4%
Rest$647.42M29.0%
Top 3 weight
22.5%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 15.65M
Sole
Full voting authority
15.65M
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)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
NVIDIA CORPORATION
SOLEShares1.19M
TypeSH
Market value$208.34M
9.33%
Sole
1.19M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares529.44K
TypeSH
Market value$151.88M
6.80%
Sole
529.44K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares384.46K
TypeSH
Market value$142.32M
6.37%
Sole
384.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares533.50K
TypeSH
Market value$135.40M
6.06%
Sole
533.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares443.45K
TypeSH
Market value$92.36M
4.13%
Sole
443.45K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares123.44K
TypeSH
Market value$70.62M
3.16%
Sole
123.44K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares123.46K
TypeSH
Market value$59.16M
2.65%
Sole
123.46K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares194.06K
TypeSH
Market value$57.08M
2.56%
Sole
194.06K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares176.50K
TypeSH
Market value$54.63M
2.45%
Sole
176.50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares95.51K
TypeSH
Market value$47.72M
2.14%
Sole
95.51K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares136.58K
TypeSH
Market value$46.68M
2.09%
Sole
136.58K
Shared
0.00
None
0.00
VISA INC
SOLEShares152.10K
TypeSH
Market value$45.97M
2.06%
Sole
152.10K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares477.79K
TypeSH
Market value$44.38M
1.99%
Sole
477.79K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares133.56K
TypeSH
Market value$43.69M
1.96%
Sole
133.56K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares147.96K
TypeSH
Market value$40.04M
1.79%
Sole
147.96K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares185.85K
TypeSH
Market value$39.03M
1.75%
Sole
185.85K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares319.51K
TypeSH
Market value$36.99M
1.66%
Sole
319.51K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares117.14K
TypeSH
Market value$36.41M
1.63%
Sole
117.14K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.24M
TypeSH
Market value$36.04M
1.61%
Sole
1.24M
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares107.26K
TypeSH
Market value$35.25M
1.58%
Sole
107.26K
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares461.37K
TypeSH
Market value$34.82M
1.56%
Sole
461.37K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares437K
TypeSH
Market value$33.23M
1.49%
Sole
437K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares71.49K
TypeSH
Market value$32.95M
1.48%
Sole
71.49K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares182.89K
TypeSH
Market value$31.03M
1.39%
Sole
182.89K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares34.60K
TypeSH
Market value$30.20M
1.35%
Sole
34.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.19M | SH | $208.34M 9.33% | 1.19M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 529.44K | SH | $151.88M 6.80% | 529.44K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 384.46K | SH | $142.32M 6.37% | 384.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 533.50K | SH | $135.40M 6.06% | 533.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 443.45K | SH | $92.36M 4.13% | 443.45K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 123.44K | SH | $70.62M 3.16% | 123.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 123.46K | SH | $59.16M 2.65% | 123.46K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 194.06K | SH | $57.08M 2.56% | 194.06K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 176.50K | SH | $54.63M 2.45% | 176.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 95.51K | SH | $47.72M 2.14% | 95.51K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 136.58K | SH | $46.68M 2.09% | 136.58K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 152.10K | SH | $45.97M 2.06% | 152.10K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 477.79K | SH | $44.38M 1.99% | 477.79K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 133.56K | SH | $43.69M 1.96% | 133.56K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 147.96K | SH | $40.04M 1.79% | 147.96K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 185.85K | SH | $39.03M 1.75% | 185.85K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 319.51K | SH | $36.99M 1.66% | 319.51K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 117.14K | SH | $36.41M 1.63% | 117.14K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.24M | SH | $36.04M 1.61% | 1.24M | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 107.26K | SH | $35.25M 1.58% | 107.26K | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 461.37K | SH | $34.82M 1.56% | 461.37K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 437K | SH | $33.23M 1.49% | 437K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 71.49K | SH | $32.95M 1.48% | 71.49K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 182.89K | SH | $31.03M 1.39% | 182.89K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 34.60K | SH | $30.20M 1.35% | 34.60K | 0.00 | 0.00 |
Page 1 of 3