Ns Partners Ltd Top Holdings and 13F Report (2025) About Ns Partners LtdInvestment ActivityNs Partners Ltd has $2.28 billion in total holdings as of March 31, 2025.Ns Partners Ltd owns shares of 73 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 3.69% of the portfolio was sold this quarter.This quarter, Ns Partners Ltd has purchased 77 new stocks and bought additional shares in 53 stocks.Ns Partners Ltd sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $199,469,107NVIDIA $165,889,896Apple $129,120,837Alphabet $110,774,256Meta Platforms $98,546,609 Largest New Holdings this Quarter 03662Q105 - ANSYS $8,395,487 HoldingG4124C109 - Grab $8,246,865 Holding Largest Purchases this Quarter Full Truck Alliance 1,248,200 shares (about $15.94M)ANSYS 26,521 shares (about $8.40M)Grab 1,820,500 shares (about $8.25M)ICICI Bank 105,400 shares (about $3.32M)NVIDIA 23,019 shares (about $2.49M) Largest Sales this Quarter Trip.com Group 365,100 shares (about $23.21M)Johnson & Johnson 61,179 shares (about $10.15M)Taiwan Semiconductor Manufacturing 21,800 shares (about $3.62M)Qifu Technology 51,600 shares (about $2.32M)Credicorp 9,300 shares (about $1.73M) 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$199,469,107$1,440,371 ▲0.7%531,3658.8%Computer and TechnologyNVDANVIDIA$165,889,896$2,494,799 ▲1.5%1,530,6327.3%Computer and TechnologyAAPLApple$129,120,837$554,214 ▲0.4%581,2855.7%Computer and TechnologyGOOGAlphabet$110,774,256$701,316 ▲0.6%709,0464.9%Computer and TechnologyMETAMeta Platforms$98,546,609$821,313 ▲0.8%170,9814.3%Computer and TechnologyAMZNAmazon.com$88,086,765$978,697 ▲1.1%462,9813.9%Retail/WholesaleINTUIntuit$61,916,593$431,635 ▲0.7%100,8432.7%Computer and TechnologyVVisa$59,758,336$127,217 ▼-0.2%170,5142.6%Business ServicesMAMastercard$58,045,360$1,631,205 ▼-2.7%105,8992.6%Business ServicesTMUST-Mobile US$54,118,926$611,566 ▲1.1%202,9132.4%Computer and TechnologyMSCIMSCI$43,703,537$368,706 ▲0.9%77,2831.9%FinanceJPMJPMorgan Chase & Co.$43,346,472$598,041 ▲1.4%176,7081.9%FinanceSPGIS&P Global$43,071,637$327,725 ▲0.8%84,7701.9%Business ServicesUNHUnitedHealth Group$41,862,290$464,566 ▼-1.1%79,9281.8%MedicalSYKStryker$41,853,929$259,458 ▲0.6%112,4351.8%MedicalMCDMcDonald's$40,121,740$298,938 ▲0.8%128,4431.8%Retail/WholesaleMARMarriott International$37,814,488$230,578 ▲0.6%158,7511.7%Consumer DiscretionaryVRSKVerisk Analytics$37,193,571$121,727 ▲0.3%124,9701.6%Business ServicesBSXBoston Scientific$37,142,906$575,420 ▲1.6%368,1891.6%MedicalISRGIntuitive Surgical$36,548,450$614,630 ▲1.7%73,7951.6%MedicalMCOMoody's$35,678,839$324,586 ▲0.9%76,6151.6%FinanceNEENextEra Energy$34,423,475$126,680 ▲0.4%485,5901.5%UtilitiesKOCoca-Cola$33,621,221$1,576 ▼0.0%469,4391.5%Consumer StaplesCRMSalesforce$31,332,372$503,980 ▲1.6%116,7551.4%Computer and TechnologyZTSZoetis$29,433,987$176,011 ▲0.6%178,7671.3%MedicalYUMYum! Brands$27,967,436$244,852 ▲0.9%177,7291.2%Retail/WholesaleADPAutomatic Data Processing$27,566,445$243,813 ▲0.9%90,2251.2%Business ServicesVRSNVeriSign$26,790,647$233,307 ▲0.9%105,5291.2%Computer and TechnologyADBEAdobe$26,444,777$208,640 ▼-0.8%68,9511.2%Computer and TechnologyEQIXEquinix$25,716,954$533,239 ▲2.1%31,5411.1%FinanceTCOMTrip.com Group$25,648,172$23,213,058 ▼-47.5%403,4001.1%Consumer DiscretionaryBKNGBooking$25,130,694$350,125 ▲1.4%5,4551.1%Retail/WholesaleEFXEquifax$23,229,535$496,132 ▲2.2%95,3751.0%Business ServicesMKCMcCormick & Company, Incorporated$21,201,821$237,300 ▲1.1%257,5850.9%Consumer StaplesMNSTMonster Beverage$20,674,999$156,365 ▲0.8%353,2980.9%Consumer StaplesPEPPepsiCo$20,601,156$135,246 ▲0.7%137,3960.9%Consumer StaplesBACBank of America$19,997,434$109,625 ▲0.6%479,2100.9%FinanceSBUXStarbucks$19,916,390$271,023 ▼-1.3%203,0420.9%Retail/WholesaleNOWServiceNow$19,725,960$296,164 ▲1.5%24,7770.9%Computer and TechnologyHONHoneywell International$19,451,355$90,417 ▲0.5%91,8600.9%Multi-Sector ConglomeratesYMMFull Truck Alliance$18,051,672$15,939,514 ▲754.7%1,413,6000.8%Business ServicesADSKAutodesk$17,941,154$231,955 ▲1.3%68,5300.8%Computer and TechnologyQFINQifu Technology$17,781,980$2,317,356 ▼-11.5%395,9470.8%Business ServicesCSGPCoStar Group$17,392,570$370,400 ▲2.2%219,5200.8%Computer and TechnologyNOCNorthrop Grumman$17,166,672$81,410 ▲0.5%33,5280.8%AerospaceIDXXIDEXX Laboratories$16,446,922$11,759 ▼-0.1%39,1640.7%MedicalCCICrown Castle$16,263,216$57,639 ▲0.4%156,0320.7%FinanceVEEVVeeva Systems$16,237,726$200,360 ▲1.2%70,1020.7%MedicalNKENIKE$15,253,926$279,502 ▲1.9%240,2950.7%Consumer DiscretionaryBDXBecton, Dickinson and Company$15,180,952$789,112 ▼-4.9%66,2750.7%MedicalEWEdwards Lifesciences$14,952,552$79,656 ▲0.5%206,2990.7%MedicalLMTLockheed Martin$14,874,549$101,850 ▲0.7%33,2980.7%AerospaceTRUTransUnion$14,256,354$248,223 ▲1.8%171,7840.6%Business ServicesPMPhilip Morris International$14,209,351$39,048 ▲0.3%89,5190.6%Consumer StaplesBAPCredicorp$13,198,744$1,731,288 ▼-11.6%70,9000.6%FinancePYPLPayPal$12,900,056$68,904 ▲0.5%197,7020.6%Computer and TechnologyKVUEKenvue$12,085,680$72,683 ▲0.6%503,9900.5%Consumer StaplesALLEAllegion$10,102,692$17,482 ▲0.2%77,4390.4%IndustrialsELEstée Lauder Companies$8,618,544$37,620 ▲0.4%130,5840.4%Consumer StaplesANSSANSYS$8,395,487$8,395,487 ▲New Holding26,5210.4%Computer and TechnologyGRABGrab$8,246,865$8,246,865 ▲New Holding1,820,5000.4%Computer and TechnologyMASIMasimo$7,256,263$150,940 ▲2.1%43,5550.3%MedicalSTZConstellation Brands$5,291,432$88,824 ▲1.7%28,8330.2%Consumer StaplesILMNIllumina$4,275,633$25,706 ▲0.6%53,8900.2%MedicalIBNICICI Bank$3,785,552$3,322,208 ▲717.0%120,1000.2%FinanceJNJJohnson & Johnson$2,780,142$10,145,926 ▼-78.5%16,7640.1%MedicalTSMTaiwan Semiconductor Manufacturing$2,708,788$3,618,800 ▼-57.2%16,3180.1%Computer and TechnologyPBRPetróleo Brasileiro S.A. - Petrobras$2,690,1840.0%187,6000.1%EnergyHDHome Depot$1,108,266$63,036 ▼-5.4%3,0240.0%Retail/WholesaleVALEVale$1,044,9060.0%104,7000.0%Basic MaterialsKSAiShares MSCI Saudi Arabia ETF$802,578$244,083 ▼-23.3%19,4000.0%ETFRYAAYRyanair$634,491$72,029 ▲12.8%14,9750.0%TransportationSQMSociedad Química y Minera de Chile$242,3530.0%6,1000.0%Basic MaterialsGLOBGlobant$0$18,933,286 ▼-100.0%00.0%Computer and TechnologyITUBItaú Unibanco$0$12,325,367 ▼-100.0%00.0%FinanceBABAAlibaba Group$0$5,825,073 ▼-100.0%00.0%Retail/WholesaleYNDXYandex$0$925,679 ▼-100.0%00.0%Computer and TechnologySPOTSpotify Technology$0$805,284 ▼-100.0%00.0%Business ServicesAERAerCap$0$209,200 ▼-100.0%00.0%TransportationShowing 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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