Ns Partners Ltd Top Holdings and 13F Report (2026) About Ns Partners LtdInvestment ActivityNs Partners Ltd has $2.33 billion in total holdings as of June 30, 2026.Ns Partners Ltd owns shares of 77 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 11.94% of the portfolio was purchased this quarter.About 17.36% of the portfolio was sold this quarter.This quarter, Ns Partners Ltd has purchased 71 new stocks and bought additional shares in 12 stocks.Ns Partners Ltd sold shares of 46 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $195,539,553Alphabet $176,145,252Apple $149,978,760Microsoft $122,636,294Amazon.com $103,087,770 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $41,590,833 Holding512807306 - LAM RESEARCH CORP $27,542,454 Holding458140100 - Intel $22,518,688 HoldingG54950103 - LINDE PLC $21,025,892 Holding465562106 - Itau Unibanco $17,018,927 Holding Largest Purchases this Quarter Advanced Micro Devices 71,596 shares (about $41.59M)LAM RESEARCH CORP 63,560 shares (about $27.54M)Intel 161,274 shares (about $22.52M)LINDE PLC 40,517 shares (about $21.03M)AutoZone 5,854 shares (about $18.71M) Largest Sales this Quarter NVIDIA 217,327 shares (about $43.48M)Microsoft 55,698 shares (about $20.78M)McDonald's 76,067 shares (about $20.56M)Amphenol 97,077 shares (about $17.12M)AT&T 743,636 shares (about $15.39M) 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$195,539,553$43,484,959 â–¼-18.2%977,2588.4%TechnologyGOOGAlphabet$176,145,252$10,921,784 â–¼-5.8%498,5297.6%Communication ServicesAAPLApple$149,978,760$4,395,668 â–¼-2.8%518,3126.4%TechnologyMSFTMicrosoft$122,636,294$20,776,468 â–¼-14.5%328,7665.3%TechnologyAMZNAmazon.com$103,087,770$2,603,864 â–¼-2.5%432,5244.4%Consumer DiscretionaryAMATApplied Materials$100,773,186$2,025,846 â–²2.1%139,3824.3%TechnologyAVGOBroadcom$66,719,338$46,085 â–²0.1%176,6232.9%TechnologyMETAMeta Platforms$64,342,927$5,189,591 â–¼-7.5%114,2272.8%Communication ServicesJPMJPMorgan Chase & Co.$61,262,100$2,258,904 â–¼-3.6%187,1572.6%FinanceBRK.BBerkshire Hathaway$59,637,481$2,139,668 â–¼-3.5%119,1822.6%FinanceUNHUnitedHealth Group$57,913,053$3,581,484 â–¼-5.8%139,3382.5%HealthcareMUMicron Technology$50,433,238$16,757,982 â–²49.8%43,6922.2%TechnologyVVisa$49,071,820$3,111,826 â–¼-6.0%143,0292.1%FinanceMAMastercard$47,436,096$1,618,354 â–¼-3.3%92,3602.0%FinanceGE VERNOVA INC$41,774,497$1,129,040 â–²2.8%35,5571.8%COMAMDAdvanced Micro Devices$41,590,833$41,590,833 â–²New Holding71,5961.8%TechnologyMARMarriott International$40,061,520$9,436,333 â–¼-19.1%108,1021.7%Consumer DiscretionaryGEGE Aerospace$39,818,315$207,046 â–²0.5%106,5431.7%IndustrialsNEENextEra Energy$37,140,314$4,795,402 â–¼-11.4%423,1551.6%UtilitiesWECWEC Energy Group$35,811,958$1,497,809 â–¼-4.0%306,6881.5%UtilitiesKOCocaCola$34,736,017$778,567 â–¼-2.2%427,4151.5%Consumer StaplesLLYEli Lilly and Company$34,451,228$15,026,459 â–²77.4%28,7231.5%HealthcareBACBank of America$32,898,713$451,680 â–¼-1.4%577,3731.4%FinancePMPhilip Morris International$31,925,188$564,801 â–¼-1.7%176,4701.4%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$30,868,692$3,782,354 â–¼-10.9%64,6371.3%TechnologyMNSTMonster Beverage$29,809,888$1,825,223 â–¼-5.8%310,1321.3%Consumer StaplesLAM RESEARCH CORP$27,542,454$27,542,454 â–²New Holding63,5601.2%COM NEWVISTVista Energy$27,515,026$1,920,380 â–¼-6.5%431,2701.2%EnergyYUMYum! Brands$27,365,474$3,575,429 â–¼-11.6%171,1841.2%Consumer DiscretionaryHDBHDFC Bank$26,593,819$1,578,213 â–²6.3%1,029,5711.1%FinanceSYKStryker$26,256,397$7,514,601 â–¼-22.3%83,3961.1%HealthcareVRSNVeriSign$24,936,137$665,125 â–¼-2.6%99,1261.1%TechnologyXOMExxonMobil$23,389,511$1,614,663 â–¼-6.5%171,0761.0%EnergyTMUST-Mobile US$22,719,699$8,453,089 â–¼-27.1%135,4541.0%Communication ServicesINTCIntel$22,518,688$22,518,688 â–²New Holding161,2741.0%TechnologyLINDE PLC$21,025,892$21,025,892 â–²New Holding40,5170.9%SHSCVXChevron$20,950,904$886,484 â–¼-4.1%126,3930.9%EnergyWFCWells Fargo & Company$20,773,465$945,815 â–¼-4.4%251,3730.9%FinanceAZOAutoZone$19,089,349$18,709,032 â–²4,919.3%5,9730.8%Consumer DiscretionaryISRGIntuitive Surgical$18,242,774$10,186,175 â–¼-35.8%45,8730.8%HealthcareITUBItau Unibanco$17,018,927$17,018,927 â–²New Holding2,083,1000.7%FinanceAPHAmphenol$16,973,798$17,116,617 â–¼-50.2%96,2670.7%TechnologyNOCNorthrop Grumman$15,370,976$1,966,446 â–¼-11.3%30,1800.7%IndustrialsIDXXIDEXX Laboratories$15,240,438$3,296,041 â–¼-17.8%28,9500.7%HealthcareLMTLockheed Martin$14,116,627$2,047,010 â–¼-12.7%27,7090.6%IndustrialsFLEXFlex$13,498,486$13,498,486 â–²New Holding83,2880.6%TechnologySNPSSynopsys$13,194,304$105,719 â–¼-0.8%29,5790.6%TechnologyBSXBoston Scientific$12,350,184$2,954,011 â–¼-19.3%289,3670.5%HealthcareEWEdwards Lifesciences$11,832,258$5,647,599 â–¼-32.3%130,8010.5%HealthcareMCDMcDonald's$11,102,173$20,561,672 â–¼-64.9%41,0720.5%Consumer DiscretionaryCCICrown Castle$11,083,767$554,798 â–¼-4.8%146,3590.5%Real EstateTAT&T$10,341,285$15,393,265 â–¼-59.8%499,5790.4%Communication ServicesTXNTexas Instruments$9,563,277$9,563,277 â–²New Holding32,0840.4%TechnologyVRTVertiv$9,524,625$9,524,625 â–²New Holding28,4470.4%IndustrialsHONEYWELL INTL INC$9,155,719$9,155,719 â–²New Holding40,8920.4%COMHONEYWELL AEROSPACE INC$9,040,404$9,040,404 â–²New Holding40,8920.4%COMCSCOCisco Systems$8,820,541$8,820,541 â–²New Holding75,0940.4%TechnologyORCLOracle$8,745,224$8,745,224 â–²New Holding59,6740.4%TechnologyCATCaterpillar$6,790,867$6,790,867 â–²New Holding6,3770.3%IndustrialsMRVLMarvell Technology$6,768,061$6,768,061 â–²New Holding22,7200.3%TechnologyALLEAllegion$6,562,007$3,508,738 â–¼-34.8%46,7080.3%IndustrialsVALEVale$5,766,336$3,110,272 â–¼-35.0%383,4000.2%MaterialsGLOBGlobant$4,847,450$4,847,450 â–²New Holding167,5000.2%TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$4,806,194$7,876,384 â–¼-62.1%297,4130.2%EnergyWATWaters$2,441,885$505,179 â–¼-17.1%6,5110.1%HealthcareSBSCompanhia de saneamento Basico Do Estado De Sao Paulo - Sabesp$2,106,492$1,664,039 â–²376.1%364,4450.1%UtilitiesLITELumentum$1,669,784$1,669,784 â–²New Holding1,9460.1%TechnologyFNFabrinet$1,608,111$1,608,111 â–²New Holding2,8610.1%TechnologyRYAAYRyanair$1,235,495$123,025 â–²11.1%19,0810.1%IndustrialsBIDUBaidu$1,188,616$1,188,616 â–²New Holding10,4000.1%Communication ServicesUNPUnion Pacific$963,968$23,392 â–²2.5%3,5440.0%IndustrialsPGProcter & Gamble$574,536$10,558 â–¼-1.8%3,9180.0%Consumer StaplesHDHome Depot$485,288$654,222 â–¼-57.4%1,3760.0%Consumer DiscretionaryCMECME Group$424,8770.0%1,9240.0%FinanceTECKTeck Resources$351,048$178,499 â–¼-33.7%5,9000.0%MaterialsHTHTH World Group$312,900$14,543,592 â–¼-97.9%7,5000.0%Consumer DiscretionaryVZVerizon Communications$248,959$74,730 â–²42.9%5,8800.0%Communication ServicesZTSZoetis$0$20,326,801 â–¼-100.0%00.0%HealthcareHONHoneywell International$0$18,915,772 â–¼-100.0%00.0%IndustrialsFUTUFutu$0$17,088,983 â–¼-100.0%00.0%FinanceBAPCredicorp$0$16,842,661 â–¼-100.0%00.0%FinanceSBUXStarbucks$0$15,369,344 â–¼-100.0%00.0%Consumer DiscretionaryNKENIKE$0$12,205,382 â–¼-100.0%00.0%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$0$12,000,786 â–¼-100.0%00.0%Consumer StaplesBDXBecton, Dickinson and Company$0$9,024,373 â–¼-100.0%00.0%HealthcareELEstee Lauder Companies$0$8,447,616 â–¼-100.0%00.0%Consumer StaplesMASIMasimo$0$7,471,251 â–¼-100.0%00.0%HealthcareSTZConstellation Brands$0$4,053,450 â–¼-100.0%00.0%Consumer StaplesSUZSuzano$0$3,912,909 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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