NS PARTNERS LTD

PrivateCIK: 1657111
Location

LONDON, X0

71
Positions
$2.23B
Total AUM (reported)
15.65M
Total Shares

Allocation by class

TOTAL AUM$2.23B71 positions
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 322.5%4–1023.1%11–2525.4%Rest29.0%TOP 1045.6%0%100%
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

SOLE
COM
Shares1.19M
TypeSH
Market value$208.34M
9.33%
Sole
1.19M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares529.44K
TypeSH
Market value$151.88M
6.80%
Sole
529.44K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares384.46K
TypeSH
Market value$142.32M
6.37%
Sole
384.46K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares533.50K
TypeSH
Market value$135.40M
6.06%
Sole
533.50K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares443.45K
TypeSH
Market value$92.36M
4.13%
Sole
443.45K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares123.44K
TypeSH
Market value$70.62M
3.16%
Sole
123.44K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares123.46K
TypeSH
Market value$59.16M
2.65%
Sole
123.46K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares194.06K
TypeSH
Market value$57.08M
2.56%
Sole
194.06K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares176.50K
TypeSH
Market value$54.63M
2.45%
Sole
176.50K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares95.51K
TypeSH
Market value$47.72M
2.14%
Sole
95.51K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares136.58K
TypeSH
Market value$46.68M
2.09%
Sole
136.58K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares152.10K
TypeSH
Market value$45.97M
2.06%
Sole
152.10K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares477.79K
TypeSH
Market value$44.38M
1.99%
Sole
477.79K
Shared
0.00
None
0.00

MARRIOTT INTL INC NEW

SOLE
CL A
Shares133.56K
TypeSH
Market value$43.69M
1.96%
Sole
133.56K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares147.96K
TypeSH
Market value$40.04M
1.79%
Sole
147.96K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares185.85K
TypeSH
Market value$39.03M
1.75%
Sole
185.85K
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares319.51K
TypeSH
Market value$36.99M
1.66%
Sole
319.51K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares117.14K
TypeSH
Market value$36.41M
1.63%
Sole
117.14K
Shared
0.00
None
0.00

AT&T INC

SOLE
COM
Shares1.24M
TypeSH
Market value$36.04M
1.61%
Sole
1.24M
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares107.26K
TypeSH
Market value$35.25M
1.58%
Sole
107.26K
Shared
0.00
None
0.00

VISTA ENERGY S.A.B. DE C.V.

SOLE
SPONSORED ADS
Shares461.37K
TypeSH
Market value$34.82M
1.56%
Sole
461.37K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares437K
TypeSH
Market value$33.23M
1.49%
Sole
437K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares71.49K
TypeSH
Market value$32.95M
1.48%
Sole
71.49K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares182.89K
TypeSH
Market value$31.03M
1.39%
Sole
182.89K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares34.60K
TypeSH
Market value$30.20M
1.35%
Sole
34.60K
Shared
0.00
None
0.00
Page 1 of 3