Ns Partners Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.23B
Q ending 2026-03-31
Prior quarter
$2.55B
Q ending 2025-12-31
Change
-12.5% QoQ · -1.8% YoY
Positions
71
reported holdings
Largest positions
All 71 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $208.3M | 1.2M |
| Alphabet Inc | GOOG | Shares | $151.9M | 529K |
| Microsoft Corp | MSFT | Shares | $142.3M | 384K |
| Apple Inc | AAPL | Shares | $135.4M | 534K |
| Amazon Com Inc | AMZN | Shares | $92.4M | 443K |
| Meta Platforms Inc | META | Shares | $70.6M | 123K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $59.2M | 123K |
| Jpmorgan Chase & Co | JPM | Shares | $57.1M | 194K |
| Broadcom Inc | AVGO | Shares | $54.6M | 177K |
| Mastercard Incorporated | MA | Shares | $47.7M | 96K |
| Applied Matls Inc | AMAT | Shares | $46.7M | 137K |
| Visa Inc | V | Shares | $46.0M | 152K |
| Nextera Energy Inc | NEE | Shares | $44.4M | 478K |
| Marriott Intl Inc New | MAR | Shares | $43.7M | 134K |
| Unitedhealth Group Inc | UNH | Shares | $40.0M | 148K |
| T-Mobile Us Inc | TMUS | Shares | $39.0M | 186K |
| Wec Energy Group Inc | WEC | Shares | $37.0M | 320K |
| Mcdonalds Corp | MCD | Shares | $36.4M | 117K |
| At&T Inc | T | Shares | $36.0M | 1.2M |
| Stryker Corporation | SYK | Shares | $35.2M | 107K |
| Vista Energy S.A.B. De C.V. | VIST | Shares | $34.8M | 461K |
| Coca Cola Co | KO | Shares | $33.2M | 437K |
| Intuitive Surgical Inc | ISRG | Shares | $33.0M | 71K |
| Exxon Mobil Corp | XOM | Shares | $31.0M | 183K |
| Ge Vernova Inc | GEV | Shares | $30.2M | 35K |
| Yum Brands Inc | YUM | Shares | $30.1M | 194K |
| Ge Aerospace | GE | Shares | $30.1M | 106K |
| Philip Morris Intl Inc | PM | Shares | $29.7M | 180K |
| Bank America Corp | BAC | Shares | $28.5M | 585K |
| Chevron Corporation | CVX | Shares | $27.3M | 132K |
| Verisign Inc | VRSN | Shares | $25.3M | 102K |
| Taiwan Semiconductor Manufac | TSM | Shares | $24.5M | 73K |
| Amphenol Corp | APH | Shares | $24.4M | 193K |
| Hdfc Bank Ltd | HDB | Shares | $24.1M | 968K |
| Monster Beverage Corp New | MNST | Shares | $23.8M | 329K |
| Northrop Grumman Corp | NOC | Shares | $23.2M | 34K |
| Boston Scientific Corp | BSX | Shares | $22.5M | 359K |
| Wells Fargo & Co | WFC | Shares | $20.9M | 263K |
| Zoetis Inc | ZTS | Shares | $20.3M | 172K |
| Idexx Labs Inc | IDXX | Shares | $19.8M | 35K |
| Lockheed Martin Corp | LMT | Shares | $19.2M | 32K |
| Honeywell Intl Inc | HONGBP | Shares | $18.9M | 84K |
| H World Group Ltd | HTHT | Shares | $17.9M | 356K |
| Futu Hldgs Ltd | FUTU | Shares | $17.1M | 125K |
| Credicorp Ltd | Shares | $16.8M | 50K | |
| Petroleo Brasileiro S A | PBR | Shares | $16.3M | 785K |
| Edwards Lifesciences Corp | EW | Shares | $15.5M | 193K |
| Starbucks Corp | SBUX | Shares | $15.4M | 172K |
| Eli Lilly & Co | LLY | Shares | $14.9M | 16K |
| Crown Castle Inc | CCI | Shares | $12.5M | 154K |
| Nike Inc | NKE | Shares | $12.2M | 231K |
| Mccormick & Co Inc | MKC | Shares | $12.0M | 238K |
| Synopsys Inc | SNPS | Shares | $11.8M | 30K |
| Allegion Plc | Shares | $10.4M | 72K | |
| Micron Technology Inc | MU | Shares | $9.9M | 29K |
| Vale S A | VALE | Shares | $9.4M | 590K |
| Becton Dickinson & Co | BDX | Shares | $9.0M | 57K |
| Lauder Estee Cos Inc | EL | Shares | $8.4M | 118K |
| Masimo Corp | MASI* | Shares | $7.5M | 42K |
| Constellation Brands Inc | STZ | Shares | $4.1M | 27K |
| Suzano S A | SUZ | Shares | $3.9M | 391K |
| Waters Corp | WAT | Shares | $2.3M | 8K |
| Companhia De Saneamento Basi | SBS | Shares | $2.3M | 77K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Ryanair Holdings Plc | RYAAY | Shares | $993K | 17K |
| Union Pac Corp | UNP | Shares | $839K | 3K |
| Procter & Gamble Co | PG | Shares | $576K | 4K |
| Cme Group Inc | CME | Shares | $568K | 2K |
| Teck Resources Ltd | TECK | Shares | $461K | 9K |
| Autozone Inc | AZO | Shares | $402K | 119 |
| Verizon Communications Inc | VZ | Shares | $207K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.