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NS Partners Ltd 13F holdings

Filed 2026-08-13 · NS Partners Ltd · 136 positions · $2.3B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION975.3K$195.2M8.4%
GOOGALPHABET INC497.5K$175.8M7.5%
AAPLAPPLE INC517.2K$149.7M6.4%
MSFTMICROSOFT CORP328.1K$122.4M5.3%
AMZNAMAZON COM INC431.6K$102.9M4.4%
AMATAPPLIED MATLS INC139.1K$100.5M4.3%
AVGOBROADCOM INC176.3K$66.6M2.9%
METAMETA PLATFORMS INC113.9K$64.2M2.8%
JPMJPMORGAN CHASE & CO186.8K$61.1M2.6%
BRK-BBERKSHIRE HATHAWAY INC DEL118.9K$59.5M2.6%
UNHUNITEDHEALTH GROUP INC139.0K$57.8M2.5%
MUMICRON TECHNOLOGY INC43.6K$50.3M2.2%
VVISA INC142.7K$49.0M2.1%
MAMASTERCARD INCORPORATED92.2K$47.3M2.0%
GEVGE VERNOVA INC35.5K$41.7M1.8%
AMDADVANCED MICRO DEVICES INC71.4K$41.5M1.8%
MARMARRIOTT INTL INC NEW107.9K$40.0M1.7%
GEGE AEROSPACE106.3K$39.7M1.7%
NEENEXTERA ENERGY INC422.4K$37.1M1.6%
WECWEC ENERGY GROUP INC306.1K$35.7M1.5%
KOCOCA COLA CO426.6K$34.7M1.5%
LLYELI LILLY & CO28.7K$34.4M1.5%
BACBANK OF AMER CORP576.3K$32.8M1.4%
PMPHILIP MORRIS INTL INC176.5K$31.9M1.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC64.6K$30.9M1.3%
MNSTMONSTER BEVERAGE CORP NEW309.4K$29.7M1.3%
VISTVISTA ENERGY S.A.B. DE C.V.431.3K$27.5M1.2%
LRCXLAM RESEARCH CORP63.4K$27.5M1.2%
YUMYUM BRANDS INC170.9K$27.3M1.2%
HDBHDFC BANK LTD1.0M$26.6M1.1%
SYKSTRYKER CORPORATION83.3K$26.2M1.1%
VRSNVERISIGN INC98.9K$24.9M1.1%
EXMOCEXXON MOBIL CORP170.8K$23.4M1.0%
TMUST-MOBILE US INC135.2K$22.7M1.0%
INTCINTEL CORP160.9K$22.5M1.0%
LINLINDE PLC40.4K$21.0M0.9%
CVXCHEVRON CORPORATION126.2K$20.9M0.9%
WFCWELLS FARGO & CO250.9K$20.7M0.9%
AZOAUTOZONE INC6.0K$19.1M0.8%
ISRGINTUITIVE SURGICAL INC45.8K$18.2M0.8%
ITUBITAU UNIBANCO HLDG S A2.1M$17.0M0.7%
APHAMPHENOL CORP96.0K$16.9M0.7%
NOCNORTHROP GRUMMAN CORP30.1K$15.3M0.7%
IDXXIDEXX LABS INC28.9K$15.2M0.7%
LMTLOCKHEED MARTIN CORP27.7K$14.1M0.6%
FLEXFLEX LTD83.1K$13.5M0.6%
SNPSSYNOPSYS INC29.5K$13.2M0.6%
BSXBOSTON SCIENTIFIC CORP288.7K$12.3M0.5%
EWEDWARDS LIFESCIENCES CORP130.5K$11.8M0.5%
MCDMCDONALDS CORP41.0K$11.1M0.5%
CCICROWN CASTLE INC146.1K$11.1M0.5%
TAT&T INC498.8K$10.3M0.4%
TXNTEXAS INSTRS INC32.0K$9.5M0.4%
VRTVERTIV HOLDINGS CO28.4K$9.5M0.4%
HONHONEYWELL INTL INC40.8K$9.1M0.4%
HONAHONEYWELL AEROSPACE INC40.8K$9.0M0.4%
CSCOCISCO SYS INC75.0K$8.8M0.4%
ORCLORACLE CORP59.5K$8.7M0.4%
CATCATERPILLAR INC6.4K$6.8M0.3%
MRVLMARVELL TECHNOLOGY INC22.7K$6.8M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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