Ns Partners Ltd Top Holdings and 13F Report (2026) About Ns Partners LtdInvestment ActivityNs Partners Ltd has $2.35 billion in total holdings as of September 30, 2026.Ns Partners Ltd owns shares of 153 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 15.96% of the portfolio was purchased this quarter.About 14.99% of the portfolio was sold this quarter.This quarter, Ns Partners Ltd has purchased 77 new stocks and bought additional shares in 19 stocks.Ns Partners Ltd sold shares of 52 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $196,764,671Apple $171,107,674Microsoft $158,209,647Alphabet $149,831,556Amazon.com $97,844,693 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $29,412,994 Holding88160R101 - Tesla $25,767,012 Holding478160104 - Johnson & Johnson $15,960,910 Holding883556102 - Thermo Fisher Scientific $15,213,602 Holding00287Y109 - AbbVie $11,635,000 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 180,725 shares (about $29.41M)Tesla 72,622 shares (about $25.77M)Johnson & Johnson 60,289 shares (about $15.96M)Thermo Fisher Scientific 22,537 shares (about $15.21M)AbbVie 44,478 shares (about $11.64M) Largest Sales this Quarter Applied Materials 82,167 shares (about $42.02M)NVIDIA 115,691 shares (about $26.42M)UnitedHealth Group 66,300 shares (about $24.34M)Berkshire Hathaway 44,815 shares (about $22.32M)Alphabet 58,805 shares (about $20.04M) 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 PortfolioSectorNVDANVIDIA$196,764,671$26,421,511 ▼-11.8%861,5678.4%TechnologyAAPLApple$171,107,674$1,500,588 ▼-0.9%513,8067.3%TechnologyMSFTMicrosoft$158,209,647$10,414,435 ▼-6.2%308,4616.7%TechnologyGOOGAlphabet$149,831,556$20,037,216 ▼-11.8%439,7246.4%Communication ServicesAMZNAmazon.com$97,844,693$9,918,661 ▼-9.2%392,7144.2%Consumer DiscretionaryMETAMeta Platforms$65,506,235$17,328,901 ▼-20.9%90,3312.8%Communication ServicesAVGOBroadcom$60,463,329$1,564,903 ▼-2.5%172,1672.6%TechnologyJPMJPMorgan Chase & Co.$53,380,744$8,536,407 ▼-13.8%161,3542.3%FinanceVVisa$44,827,855$6,566,756 ▼-12.8%124,7541.9%FinanceAMDAdvanced Micro Devices$43,450,866$348,703 ▼-0.8%71,0261.9%TechnologyMUMicron Technology$43,211,513$3,325,273 ▼-7.1%40,5701.8%TechnologyMAMastercard$39,651,244$11,282,525 ▼-22.2%71,9011.7%FinanceBRK.BBerkshire Hathaway$37,031,048$22,315,629 ▼-37.6%74,3671.6%FinanceTSMTaiwan Semiconductor Manufacturing$32,730,264$3,243,511 ▲11.0%71,7471.4%TechnologyLLYEli Lilly and Company$32,599,572$635,237 ▼-1.9%28,1741.4%HealthcareNEENextEra Energy$30,074,536$1,975,223 ▼-6.2%397,0761.3%UtilitiesMARMarriott International$30,010,723$8,437,915 ▼-21.9%84,3781.3%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$29,412,994$29,412,994 ▲New Holding180,7251.3%COM SHSAMATApplied Materials$29,258,607$42,018,561 ▼-59.0%57,2151.2%TechnologyBACBank of America$29,202,838$2,223,574 ▼-7.1%536,5211.2%FinanceKOCoca-Cola$29,108,468$7,683,415 ▼-20.9%338,1561.2%Consumer StaplesGEGE Aerospace$27,719,797$5,552,516 ▼-16.7%88,7631.2%IndustrialsCVXChevron$27,434,592$1,623,878 ▲6.3%134,3451.2%EnergyUNHUnitedHealth Group$26,810,789$24,337,404 ▼-47.6%73,0381.1%HealthcarePMPhilip Morris International$25,941,216$7,732,790 ▼-23.0%135,9461.1%Consumer StaplesTSLATesla$25,767,012$25,767,012 ▲New Holding72,6221.1%Consumer DiscretionaryVISTVista Energy$25,621,775$2,561,720 ▼-9.1%392,0701.1%EnergyGE VERNOVA INC$24,431,395$9,365,178 ▼-27.7%25,7041.0%COMHDBHDFC Bank$23,449,650$449,034 ▲2.0%1,049,6711.0%FinanceVRSNVeriSign$22,977,893$4,976,631 ▼-17.8%81,4791.0%TechnologyYUMYum! Brands$22,897,894$441,333 ▼-1.9%167,9471.0%Consumer DiscretionarySYKStryker$21,555,601$1,410,823 ▼-6.1%78,2730.9%HealthcareTMUST-Mobile US$21,490,356$599,482 ▼-2.7%131,7780.9%Communication ServicesWFCWells Fargo & Company$19,918,842$203,567 ▼-1.0%248,8300.8%FinanceINTCIntel$19,226,821$163,152 ▼-0.8%159,9170.8%TechnologyLAM RESEARCH CORP$17,972,125$2,907,971 ▼-13.9%54,7080.8%COM NEWLINDE PLC$16,810,679$2,420,715 ▼-12.6%35,4170.7%SHSAPHAmphenol$16,052,322$7,937,014 ▲97.8%190,4190.7%TechnologyJNJJohnson & Johnson$15,960,910$15,960,910 ▲New Holding60,2890.7%HealthcareTMOThermo Fisher Scientific$15,213,602$15,213,602 ▲New Holding22,5370.6%HealthcareWECWEC Energy Group$14,452,759$16,455,258 ▼-53.2%143,4090.6%UtilitiesNOCNorthrop Grumman$14,448,316$143,110 ▼-1.0%29,8840.6%IndustrialsLMTLockheed Martin$13,934,099$176,710 ▼-1.3%27,3620.6%IndustrialsAZOAutoZone$13,533,156$3,370,554 ▼-19.9%4,7820.6%Consumer DiscretionaryMNSTMonster Beverage$12,975,784$68,090 ▲0.5%311,7680.6%Consumer StaplesSNPSSynopsys$12,824,206$40,884 ▼-0.3%29,4850.5%TechnologyISRGIntuitive Surgical$12,761,269$5,892,069 ▼-31.6%31,3830.5%HealthcareGLOBGlobant$12,495,470$6,683,220 ▲115.0%360,1000.5%TechnologyCSCOCisco Systems$12,081,898$3,999,531 ▲49.5%112,2540.5%TechnologyABBVAbbVie$11,635,000$11,635,000 ▲New Holding44,4780.5%HealthcareWALMART INC$11,118,713$11,118,713 ▲New Holding106,9930.5%COMEWEdwards Lifesciences$11,048,356$242,387 ▼-2.1%127,9930.5%HealthcareCATCaterpillar$10,591,350$5,420,942 ▲104.8%13,0630.5%IndustrialsCOSTCostco Wholesale$10,317,794$10,317,794 ▲New Holding11,3340.4%Consumer StaplesIDXXIDEXX Laboratories$9,976,962$5,140,438 ▼-34.0%19,1060.4%HealthcareVALEVale$9,932,787$4,791,393 ▲93.2%740,7000.4%MaterialsITUBItau Unibanco$9,870,063$7,898,780 ▼-44.5%1,157,1000.4%FinanceMRKMerck & Co., Inc.$9,712,666$9,712,666 ▲New Holding66,8410.4%HealthcareTXNTexas Instruments$9,653,022$666,614 ▲7.4%34,4640.4%TechnologyFLEXFlex$9,071,095$89,752 ▼-1.0%82,4720.4%TechnologyPANWPalo Alto Networks$8,871,535$8,871,535 ▲New Holding22,3290.4%TechnologyWDCWestern Digital$8,692,002$8,692,002 ▲New Holding19,1260.4%TechnologyHONEYWELL INTL INC$8,634,407$8,649 ▲0.1%40,9330.4%COMPBRPetroleo Brasileiro S.A. - Petrobras$8,417,142$2,210,133 ▲35.6%403,3130.4%EnergyORCLOracle$8,182,394$10,847 ▼-0.1%59,5950.3%TechnologyMSMorgan Stanley$8,169,067$8,169,067 ▲New Holding43,4340.3%FinanceMCDMcDonald's$8,132,321$1,352,846 ▼-14.3%35,2140.3%Consumer DiscretionaryGSThe Goldman Sachs Group$8,098,738$8,098,738 ▲New Holding8,9950.3%FinancePALANTIR TECHNOLOGIES INC$7,896,316$7,896,316 ▲New Holding42,2150.3%CL ACRWDCrowdStrike$7,720,904$7,720,904 ▲New Holding29,1630.3%TechnologyCCICrown Castle$7,381,021$2,373,806 ▼-24.3%110,7430.3%Real EstateALLEAllegion$7,175,062$7,227 ▼-0.1%46,6610.3%IndustrialsBSXBoston Scientific$7,012,809$5,618,061 ▼-44.5%160,6600.3%HealthcareVRTVertiv$6,935,008$70,463 ▲1.0%28,7390.3%IndustrialsSANDISK CORP$6,750,773$6,750,773 ▲New Holding3,8800.3%COMHONEYWELL AEROSPACE INC$6,271,636$65,397 ▼-1.0%40,4700.3%COMMRVLMarvell Technology$5,989,376$13,475 ▼-0.2%22,6690.3%TechnologyARISTA NETWORKS INC$5,624,988$5,624,988 ▲New Holding27,6290.2%COM SHSAMGNAmgen$5,622,522$5,622,522 ▲New Holding13,3390.2%HealthcarePGProcter & Gamble$5,592,844$5,023,637 ▲882.6%38,4970.2%Consumer StaplesSTXSeagate Technology$5,322,824$5,322,824 ▲New Holding5,7710.2%TechnologyGILDGilead Sciences$5,135,518$5,135,518 ▲New Holding34,4550.2%HealthcareUNPUnion Pacific$4,999,300$4,034,871 ▲418.4%18,3710.2%IndustrialsDEDeere & Company$4,745,172$4,745,172 ▲New Holding7,0660.2%IndustrialsHDHome Depot$4,312,299$3,920,841 ▲1,001.6%15,1580.2%Consumer DiscretionaryETNEaton$4,274,325$4,274,325 ▲New Holding9,9470.2%IndustrialsWELLWelltower$4,022,523$4,022,523 ▲New Holding17,4710.2%Real EstatePFEPfizer$4,001,955$4,001,955 ▲New Holding140,3210.2%HealthcareNFLXNetflix$3,953,118$3,953,118 ▲New Holding56,8140.2%Communication ServicesDELLDell Technologies$3,933,490$3,933,490 ▲New Holding7,3120.2%TechnologyTJXTJX Companies$3,466,522$3,466,522 ▲New Holding26,2000.1%Consumer DiscretionaryDHRDanaher$3,343,633$3,343,633 ▲New Holding15,0920.1%HealthcareVRTXVertex Pharmaceuticals$3,249,787$3,249,787 ▲New Holding6,2160.1%HealthcareGLWCorning$3,076,584$3,076,584 ▲New Holding20,0090.1%TechnologyPGRProgressive$2,948,570$2,948,570 ▲New Holding14,2230.1%FinanceCBChubb$2,908,711$2,908,711 ▲New Holding8,9430.1%FinanceWATWaters$2,852,080$8,788 ▼-0.3%6,4910.1%HealthcareBABoeing$2,807,308$2,807,308 ▲New Holding15,0890.1%IndustrialsMCKMcKesson$2,805,620$2,805,620 ▲New Holding3,2860.1%HealthcareBLACKROCK INC$2,624,559$2,624,559 ▲New Holding2,4800.1%COMShowing largest 100 holdings. 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