Ns Partners Ltd Top Holdings and 13F Report (2025) About Ns Partners LtdInvestment ActivityNs Partners Ltd has $2.45 billion in total holdings as of June 30, 2025.Ns Partners Ltd owns shares of 72 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 6.07% of the portfolio was sold this quarter.This quarter, Ns Partners Ltd has purchased 73 new stocks and bought additional shares in 5 stocks.Ns Partners Ltd sold shares of 61 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $255,087,267NVIDIA $236,815,002Meta Platforms $123,189,435Alphabet $118,908,419Apple $114,402,382 Largest New Holdings this Quarter 40415F101 - HDFC Bank $26,971,663 Holding399909100 - Grupo Financiero Galicia $9,720,231 Holding36118L106 - Futu $8,589,505 Holding Largest Purchases this Quarter HDFC Bank 351,789 shares (about $26.97M)UnitedHealth Group 45,552 shares (about $14.21M)Grupo Financiero Galicia 192,900 shares (about $9.72M)Futu 69,500 shares (about $8.59M)ICICI Bank 215,587 shares (about $7.25M) Largest Sales this Quarter PepsiCo 118,708 shares (about $15.67M)Microsoft 18,534 shares (about $9.22M)Alphabet 38,724 shares (about $6.87M)NVIDIA 31,708 shares (about $5.01M)Apple 23,687 shares (about $4.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNs Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$255,087,267$9,218,997 ▼-3.5%512,83110.4%Computer and TechnologyNVDANVIDIA$236,815,002$5,009,547 ▼-2.1%1,498,9249.7%Computer and TechnologyMETAMeta Platforms$123,189,435$3,009,931 ▼-2.4%166,9035.0%Computer and TechnologyGOOGAlphabet$118,908,419$6,869,250 ▼-5.5%670,3224.9%Computer and TechnologyAAPLApple$114,402,382$4,859,862 ▼-4.1%557,5984.7%Computer and TechnologyAMZNAmazon.com$99,347,251$2,226,150 ▼-2.2%452,8344.1%Retail/WholesaleINTUIntuit$77,052,268$2,374,704 ▼-3.0%97,8283.1%Computer and TechnologyVVisa$58,388,328$2,152,668 ▼-3.6%164,4512.4%Business ServicesMAMastercard$57,558,952$1,949,932 ▼-3.3%102,4292.3%Business ServicesJPMJPMorgan Chase & Co.$47,157,631$4,071,786 ▼-7.9%162,6631.9%FinanceTMUST-Mobile US$46,391,605$1,954,447 ▼-4.0%194,7101.9%Computer and TechnologyMSCIMSCI$43,402,568$1,169,629 ▼-2.6%75,2551.8%FinanceSYKStryker$43,274,009$1,208,650 ▼-2.7%109,3801.8%MedicalSPGIS&P Global$42,976,244$1,722,129 ▼-3.9%81,5041.8%FinanceMARMarriott International$40,098,212$3,274,149 ▼-7.5%146,7671.6%Consumer DiscretionaryISRGIntuitive Surgical$39,232,572$868,369 ▼-2.2%72,1971.6%MedicalUNHUnitedHealth Group$39,145,996$14,210,858 ▲57.0%125,4801.6%MedicalBSXBoston Scientific$38,522,704$1,024,477 ▼-2.6%358,6511.6%MedicalVRSKVerisk Analytics$37,889,303$1,038,853 ▼-2.7%121,6351.5%Business ServicesMCOMoody's$37,031,888$1,397,430 ▼-3.6%73,8291.5%FinanceMCDMcDonald's$36,179,996$1,347,196 ▼-3.6%123,8321.5%Retail/WholesaleNEENextEra Energy$32,715,911$993,747 ▼-2.9%471,2751.3%UtilitiesKOCocaCola$31,700,458$1,512,352 ▼-4.6%448,0631.3%Consumer StaplesBKNGBooking$30,787,178$793,126 ▼-2.5%5,3181.3%Retail/WholesaleVRSNVeriSign$29,641,565$835,210 ▼-2.7%102,6371.2%Computer and TechnologyCRMSalesforce$29,234,004$2,603,917 ▼-8.2%107,2061.2%Computer and TechnologyZTSZoetis$27,041,574$837,140 ▼-3.0%173,3991.1%MedicalADPAutomatic Data Processing$27,034,653$790,738 ▼-2.8%87,6611.1%Computer and TechnologyHDBHDFC Bank$26,971,663$26,971,663 ▲New Holding351,7891.1%FinanceADBEAdobe$26,004,913$670,850 ▼-2.5%67,2171.1%Computer and TechnologyYUMYum! Brands$25,565,051$770,832 ▼-2.9%172,5271.0%Retail/WholesaleNOWServiceNow$24,878,507$594,230 ▼-2.3%24,1991.0%Computer and TechnologyEFXEquifax$24,581,014$156,400 ▼-0.6%94,7721.0%Business ServicesEQIXEquinix$24,443,203$646,717 ▼-2.6%30,7281.0%FinanceBACBank of America$22,076,105$600,112 ▼-2.6%466,5280.9%FinanceMNSTMonster Beverage$21,559,498$571,089 ▼-2.6%344,1810.9%Consumer StaplesHONHoneywell International$20,805,732$586,625 ▼-2.7%89,3410.8%Multi-Sector ConglomeratesADSKAutodesk$20,733,760$481,072 ▼-2.3%66,9760.8%Computer and TechnologyIDXXIDEXX Laboratories$20,377,702$627,518 ▼-3.0%37,9940.8%MedicalVEEVVeeva Systems$19,748,517$439,457 ▼-2.2%68,5760.8%MedicalQFINQifu Technology$19,106,454$1,938,192 ▲11.3%440,6470.8%Business ServicesMKCMcCormick & Company, Incorporated$18,967,434$562,660 ▼-2.9%250,1640.8%Consumer StaplesCSGPCoStar Group$17,245,961$403,447 ▼-2.3%214,5020.7%Computer and TechnologyNKENIKE$16,621,726$448,831 ▼-2.6%233,9770.7%Consumer DiscretionaryNOCNorthrop Grumman$16,258,850$504,480 ▼-3.0%32,5190.7%AerospaceSBUXStarbucks$16,099,574$2,505,164 ▼-13.5%175,7020.7%Retail/WholesalePMPhilip Morris International$15,834,200$469,895 ▼-2.9%86,9390.6%Consumer StaplesEWEdwards Lifesciences$15,743,751$390,894 ▼-2.4%201,3010.6%MedicalCCICrown Castle$15,524,146$505,021 ▼-3.2%151,1160.6%FinanceGRABGrab$15,178,578$6,021,463 ▲65.8%3,017,6100.6%Computer and TechnologyTRUTransUnion$15,039,200$77,792 ▼-0.5%170,9000.6%Business ServicesLMTLockheed Martin$14,984,895$436,741 ▼-2.8%32,3550.6%AerospacePYPLPayPal$14,324,437$368,776 ▼-2.5%192,7400.6%Business ServicesBAPCredicorp$13,549,112$2,298,456 ▼-14.5%60,6170.6%FinanceIBNICICI Bank$11,292,511$7,252,347 ▲179.5%335,6870.5%FinanceALLEAllegion$10,862,469$298,040 ▼-2.7%75,3710.4%IndustrialsBDXBecton, Dickinson and Company$10,515,346$900,523 ▼-7.9%61,0470.4%MedicalKVUEKenvue$10,258,002$290,508 ▼-2.8%490,1100.4%Consumer StaplesANSSANSYS$9,936,365$621,659 ▲6.7%28,2910.4%Computer and TechnologyGGALGrupo Financiero Galicia$9,720,231$9,720,231 ▲New Holding192,9000.4%FinanceELEstee Lauder Companies$9,474,689$1,076,498 ▼-10.2%117,2610.4%Consumer StaplesFUTUFutu$8,589,505$8,589,505 ▲New Holding69,5000.4%Business ServicesMASIMasimo$7,160,452$166,370 ▼-2.3%42,5660.3%MedicalILMNIllumina$5,040,129$101,516 ▼-2.0%52,8260.2%MedicalSTZConstellation Brands$4,581,720$108,833 ▼-2.3%28,1640.2%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$3,537,321$158,543 ▼-4.3%15,6180.1%Computer and TechnologyPEPPepsiCo$2,467,564$15,674,207 ▼-86.4%18,6880.1%Consumer StaplesHDHome Depot$1,046,391$62,329 ▼-5.6%2,8540.0%Retail/WholesaleVALEVale$1,016,6370.0%104,7000.0%Basic MaterialsRYAAYRyanair$863,6080.0%14,9750.0%TransportationKSAiShares MSCI Saudi Arabia ETF$377,692$369,984 ▼-49.5%9,8000.0%ETFSQMSociedad Quimica y Minera$215,1470.0%6,1000.0%Basic MaterialsTCOMTrip.com Group$0$25,648,172 ▼-100.0%00.0%Consumer DiscretionaryYMMFull Truck Alliance$0$18,051,672 ▼-100.0%00.0%Business ServicesJNJJohnson & Johnson$0$2,780,142 ▼-100.0%00.0%MedicalPBRPetroleo Brasileiro S.A.- Petrobras$0$2,690,184 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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