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Ns Partners Ltd Top Holdings and 13F Report (2025)

About Ns Partners Ltd

Investment Activity

  • Ns 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
$255,087,267
NVIDIA
$236,815,002
Meta Platforms
$123,189,435
Alphabet
$118,908,419
Apple
$114,402,382

Largest New Holdings this Quarter

40415F101 - HDFC Bank
$26,971,663 Holding
399909100 - Grupo Financiero Galicia
$9,720,231 Holding
36118L106 - 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 Time

Map of 500 Largest Holdings ofNs Partners Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$255,087,267$9,218,997 -3.5%512,83110.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$236,815,002$5,009,547 -2.1%1,498,9249.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$123,189,435$3,009,931 -2.4%166,9035.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$118,908,419$6,869,250 -5.5%670,3224.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$114,402,382$4,859,862 -4.1%557,5984.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$99,347,251$2,226,150 -2.2%452,8344.1%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$77,052,268$2,374,704 -3.0%97,8283.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$58,388,328$2,152,668 -3.6%164,4512.4%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$57,558,952$1,949,932 -3.3%102,4292.3%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$47,157,631$4,071,786 -7.9%162,6631.9%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$46,391,605$1,954,447 -4.0%194,7101.9%Computer and Technology
MSCI Inc stock logo
MSCI
MSCI
$43,402,568$1,169,629 -2.6%75,2551.8%Finance
Stryker Corporation stock logo
SYK
Stryker
$43,274,009$1,208,650 -2.7%109,3801.8%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$42,976,244$1,722,129 -3.9%81,5041.8%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$40,098,212$3,274,149 -7.5%146,7671.6%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$39,232,572$868,369 -2.2%72,1971.6%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$39,145,996$14,210,858 57.0%125,4801.6%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$38,522,704$1,024,477 -2.6%358,6511.6%Medical
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$37,889,303$1,038,853 -2.7%121,6351.5%Business Services
Moody's Corporation stock logo
MCO
Moody's
$37,031,888$1,397,430 -3.6%73,8291.5%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$36,179,996$1,347,196 -3.6%123,8321.5%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$32,715,911$993,747 -2.9%471,2751.3%Utilities
CocaCola Company (The) stock logo
KO
CocaCola
$31,700,458$1,512,352 -4.6%448,0631.3%Consumer Staples
Booking Holdings Inc. stock logo
BKNG
Booking
$30,787,178$793,126 -2.5%5,3181.3%Retail/Wholesale
VeriSign, Inc. stock logo
VRSN
VeriSign
$29,641,565$835,210 -2.7%102,6371.2%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$29,234,004$2,603,917 -8.2%107,2061.2%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$27,041,574$837,140 -3.0%173,3991.1%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$27,034,653$790,738 -2.8%87,6611.1%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$26,971,663$26,971,663 New Holding351,7891.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$26,004,913$670,850 -2.5%67,2171.1%Computer and Technology
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$25,565,051$770,832 -2.9%172,5271.0%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$24,878,507$594,230 -2.3%24,1991.0%Computer and Technology
Equifax, Inc. stock logo
EFX
Equifax
$24,581,014$156,400 -0.6%94,7721.0%Business Services
Equinix, Inc. stock logo
EQIX
Equinix
$24,443,203$646,717 -2.6%30,7281.0%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$22,076,105$600,112 -2.6%466,5280.9%Finance
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$21,559,498$571,089 -2.6%344,1810.9%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$20,805,732$586,625 -2.7%89,3410.8%Multi-Sector Conglomerates
Autodesk, Inc. stock logo
ADSK
Autodesk
$20,733,760$481,072 -2.3%66,9760.8%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$20,377,702$627,518 -3.0%37,9940.8%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$19,748,517$439,457 -2.2%68,5760.8%Medical
Qifu Technology, Inc. stock logo
QFIN
Qifu Technology
$19,106,454$1,938,192 11.3%440,6470.8%Business Services
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$18,967,434$562,660 -2.9%250,1640.8%Consumer Staples
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$17,245,961$403,447 -2.3%214,5020.7%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$16,621,726$448,831 -2.6%233,9770.7%Consumer Discretionary
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$16,258,850$504,480 -3.0%32,5190.7%Aerospace
Starbucks Corporation stock logo
SBUX
Starbucks
$16,099,574$2,505,164 -13.5%175,7020.7%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$15,834,200$469,895 -2.9%86,9390.6%Consumer Staples
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$15,743,751$390,894 -2.4%201,3010.6%Medical
Crown Castle Inc. stock logo
CCI
Crown Castle
$15,524,146$505,021 -3.2%151,1160.6%Finance
Grab Holdings Limited stock logo
GRAB
Grab
$15,178,578$6,021,463 65.8%3,017,6100.6%Computer and Technology
TransUnion stock logo
TRU
TransUnion
$15,039,200$77,792 -0.5%170,9000.6%Business Services
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$14,984,895$436,741 -2.8%32,3550.6%Aerospace
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$14,324,437$368,776 -2.5%192,7400.6%Business Services
Credicorp Ltd. stock logo
BAP
Credicorp
$13,549,112$2,298,456 -14.5%60,6170.6%Finance
ICICI Bank Limited stock logo
IBN
ICICI Bank
$11,292,511$7,252,347 179.5%335,6870.5%Finance
Allegion PLC stock logo
ALLE
Allegion
$10,862,469$298,040 -2.7%75,3710.4%Industrials
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$10,515,346$900,523 -7.9%61,0470.4%Medical
Kenvue Inc. stock logo
KVUE
Kenvue
$10,258,002$290,508 -2.8%490,1100.4%Consumer Staples
ANSYS, Inc. stock logo
ANSS
ANSYS
$9,936,365$621,659 6.7%28,2910.4%Computer and Technology
Grupo Financiero Galicia S.A. stock logo
GGAL
Grupo Financiero Galicia
$9,720,231$9,720,231 New Holding192,9000.4%Finance
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$9,474,689$1,076,498 -10.2%117,2610.4%Consumer Staples
Futu Holdings Limited Sponsored ADR stock logo
FUTU
Futu
$8,589,505$8,589,505 New Holding69,5000.4%Business Services
Masimo Corporation stock logo
MASI
Masimo
$7,160,452$166,370 -2.3%42,5660.3%Medical
Illumina, Inc. stock logo
ILMN
Illumina
$5,040,129$101,516 -2.0%52,8260.2%Medical
Constellation Brands Inc stock logo
STZ
Constellation Brands
$4,581,720$108,833 -2.3%28,1640.2%Consumer Staples
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,537,321$158,543 -4.3%15,6180.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,467,564$15,674,207 -86.4%18,6880.1%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$1,046,391$62,329 -5.6%2,8540.0%Retail/Wholesale
Vale S.A. stock logo
VALE
Vale
$1,016,6370.0%104,7000.0%Basic Materials
Ryanair Holdings PLC stock logo
RYAAY
Ryanair
$863,6080.0%14,9750.0%Transportation
iShares MSCI Saudi Arabia ETF stock logo
KSA
iShares MSCI Saudi Arabia ETF
$377,692$369,984 -49.5%9,8000.0%ETF
Sociedad Quimica y Minera S.A. stock logo
SQM
Sociedad Quimica y Minera
$215,1470.0%6,1000.0%Basic Materials
Trip.com Group Limited Sponsored ADR stock logo
TCOM
Trip.com Group
$0$25,648,172 -100.0%00.0%Consumer Discretionary
Full Truck Alliance Co. Ltd. Sponsored ADR stock logo
YMM
Full Truck Alliance
$0$18,051,672 -100.0%00.0%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$2,780,142 -100.0%00.0%Medical
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$0$2,690,184 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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