NS Partners Ltd
Net seller this quarter
$2.33B
77
-$116M
47.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $196M | 8.39% | 0.00% | -18.2% | Q2 2018 |
 GOOG | $176M | 7.56% | Not reported | -5.8% | Q4 2015 |
 AAPL | $150M | 6.43% | 0.00% | -2.9% | Q2 2015 |
 MSFT | $123M | 5.26% | 0.00% | -14.5% | Q2 2015 |
 AMZN | $103M | 4.42% | 0.00% | -2.5% | Q4 2015 |
 AMAT | $101M | 4.32% | 0.02% | +2.1% | Q1 2026 |
 AVGO | $66.7M | 2.86% | 0.00% | +0.1% | Q1 2016 |
 META | $64.3M | 2.76% | Not reported | -7.5% | Q2 2015 |
 JPM | $61.3M | 2.63% | 0.01% | -3.6% | Q2 2015 |
 BRK.B | $59.6M | 2.56% | Not reported | -3.5% | Q1 2017 |
 UNH | $57.9M | 2.48% | 0.02% | -5.8% | Q2 2015 |
 MU | $50.4M | 2.16% | 0.00% | +49.8% | Q1 2026 |
 V | $49.1M | 2.11% | 0.01% | -6.0% | Q2 2015 |
 MA | $47.4M | 2.04% | 0.01% | -3.3% | Q2 2015 |
 GEV | $41.8M | 1.79% | 0.01% | +2.8% | Q1 2026 |
 AMD | $41.6M | 1.78% | 0.00% | New | Q2 2026 |
 MAR | $40.1M | 1.72% | 0.04% | -19.1% | Q4 2016 |
 GE | $39.8M | 1.71% | 0.01% | +0.5% | Q1 2026 |
 NEE | $37.1M | 1.59% | 0.02% | -11.4% | Q2 2015 |
 WEC | $35.8M | 1.54% | 0.09% | -4.0% | Q4 2025 |
 KO | $34.7M | 1.49% | 0.01% | -2.2% | Q4 2015 |
 LLY | $34.5M | 1.48% | 0.00% | +77.4% | Q1 2026 |
 BAC | $32.9M | 1.41% | 0.01% | -1.4% | Q2 2015 |
 PM | $31.9M | 1.37% | 0.01% | -1.7% | Q4 2015 |
 TSM | $30.9M | 1.32% | 0.00% | -10.9% | Q2 2015 |
 MNST | $29.8M | 1.28% | 0.03% | -5.8% | Q1 2018 |
 LRCX | $27.5M | 1.18% | 0.01% | New | Q2 2026 |
 VIST | $27.5M | 1.18% | 0.45% | -6.5% | Q3 2024 |
 YUM | $27.4M | 1.17% | 0.06% | -11.6% | Q2 2015 |
 HDB | $26.6M | 1.14% | 0.01% | +6.3% | Q4 2015 |
 SYK | $26.3M | 1.13% | 0.02% | -22.3% | Q2 2015 |
 VRSN | $24.9M | 1.07% | 0.11% | -2.6% | Q4 2020 |
 XOM | $23.4M | 1.00% | 0.00% | -6.5% | Q2 2015 |
 TMUS | $22.7M | 0.97% | 0.01% | -27.1% | Q2 2015 |
 INTC | $22.5M | 0.97% | 0.00% | Not reported | Q2 2015 |
 LIN | $21M | 0.90% | 0.01% | New | Q2 2026 |
 CVX | $21M | 0.90% | 0.01% | -4.1% | Q2 2015 |
 WFC | $20.8M | 0.89% | 0.01% | -4.4% | Q2 2015 |
 AZO | $19.1M | 0.82% | 0.04% | +4919.3% | Q1 2026 |
 ISRG | $18.2M | 0.78% | 0.01% | -35.8% | Q2 2019 |
 ITUB | $17M | 0.73% | 0.04% | Not reported | Q2 2015 |
 APH | $17M | 0.73% | 0.01% | -50.2% | Q1 2026 |
 NOC | $15.4M | 0.66% | 0.02% | -11.3% | Q2 2015 |
 IDXX | $15.2M | 0.65% | 0.04% | -17.8% | Q4 2018 |
 LMT | $14.1M | 0.61% | 0.01% | -12.7% | Q2 2015 |
 FLEX | $13.5M | 0.58% | 0.02% | New | Q2 2026 |
 SNPS | $13.2M | 0.57% | 0.02% | -0.8% | Q3 2025 |
 BSX | $12.4M | 0.53% | 0.02% | -19.3% | Q1 2020 |
 EW | $11.8M | 0.51% | 0.02% | -32.3% | Q3 2018 |
 MCD | $11.1M | 0.48% | 0.01% | -64.9% | Q2 2015 |
| Q1 2026 | |||||
| NVDA | $208M | 9.33% | 0.00% | +1.8% | Q2 2018 |
| GOOG | $152M | 6.80% | Not reported | -20.2% | Q4 2015 |
| MSFT | $142M | 6.37% | 0.01% | -23.3% | Q2 2015 |
| AAPL | $135M | 6.06% | 0.00% | -3.8% | Q2 2015 |
| AMZN | $92.4M | 4.13% | 0.00% | -14.4% | Q4 2015 |
| META | $70.6M | 3.16% | Not reported | -27.6% | Q2 2015 |
| BRK.B | $59.2M | 2.65% | Not reported | Not reported | Q1 2017 |
| JPM | $57.1M | 2.56% | 0.01% | +20.8% | Q2 2015 |
| AVGO | $54.6M | 2.45% | 0.00% | +109.4% | Q1 2016 |
| MA | $47.7M | 2.14% | 0.01% | -5.1% | Q2 2015 |
| AMAT | $46.7M | 2.09% | 0.02% | New | Q1 2026 |
| V | $46M | 2.06% | 0.01% | -3.6% | Q2 2015 |
| NEE | $44.4M | 1.99% | 0.02% | -1.6% | Q2 2015 |
| MAR | $43.7M | 1.96% | 0.05% | -3.0% | Q4 2016 |
| UNH | $40M | 1.79% | 0.02% | -2.0% | Q2 2015 |
| TMUS | $39M | 1.75% | 0.02% | -1.7% | Q2 2015 |
| WEC | $37M | 1.66% | 0.10% | +51.4% | Q4 2025 |
| MCD | $36.4M | 1.63% | 0.02% | -3.2% | Q2 2015 |
 T | $36M | 1.61% | 0.02% | Not reported | Q2 2015 |
| SYK | $35.2M | 1.58% | 0.03% | -3.6% | Q2 2015 |
| VIST | $34.8M | 1.56% | 0.48% | Not reported | Q3 2024 |
| KO | $33.2M | 1.49% | 0.01% | -2.5% | Q4 2015 |
| ISRG | $33M | 1.48% | 0.02% | -1.1% | Q2 2019 |
| XOM | $31M | 1.39% | 0.00% | Not reported | Q2 2015 |
| GEV | $30.2M | 1.35% | 0.01% | New | Q1 2026 |
| YUM | $30.1M | 1.35% | 0.07% | +11.3% | Q2 2015 |
| GE | $30.1M | 1.35% | 0.01% | New | Q1 2026 |
| PM | $29.7M | 1.33% | 0.01% | +71.2% | Q4 2015 |
| BAC | $28.5M | 1.28% | 0.01% | +24.9% | Q2 2015 |
| CVX | $27.3M | 1.22% | 0.01% | Not reported | Q2 2015 |
| VRSN | $25.3M | 1.13% | 0.11% | -2.3% | Q4 2020 |
| TSM | $24.5M | 1.10% | 0.00% | +364.6% | Q2 2015 |
| APH | $24.4M | 1.09% | 0.02% | New | Q1 2026 |
| HDB | $24.1M | 1.08% | 0.01% | +2.1% | Q4 2015 |
| MNST | $23.8M | 1.07% | 0.03% | -1.1% | Q1 2018 |
| NOC | $23.2M | 1.04% | 0.02% | -2.4% | Q2 2015 |
| BSX | $22.5M | 1.01% | 0.02% | -0.2% | Q1 2020 |
| WFC | $20.9M | 0.94% | 0.01% | Not reported | Q2 2015 |
 ZTS | $20.3M | 0.91% | 0.04% | -1.8% | Q3 2017 |
| IDXX | $19.8M | 0.89% | 0.04% | -1.0% | Q4 2018 |
| LMT | $19.2M | 0.86% | 0.01% | -2.2% | Q2 2015 |
 HON | $18.9M | 0.85% | 0.01% | -1.9% | Q2 2015 |
 HTHT | $17.9M | 0.80% | 0.01% | New | Q1 2026 |
 FUTU | $17.1M | 0.77% | 0.03% | +0.1% | Q2 2025 |
 BAP | $16.8M | 0.75% | 0.05% | Not reported | Q3 2015 |
 PBR | $16.3M | 0.73% | 0.01% | Not reported | Q1 2019 |
| EW | $15.5M | 0.69% | 0.03% | -0.4% | Q3 2018 |
 SBUX | $15.4M | 0.69% | 0.02% | -3.2% | Q2 2015 |
| LLY | $14.9M | 0.67% | 0.00% | New | Q1 2026 |
 CCI | $12.5M | 0.56% | 0.04% | +0.1% | Q2 2015 |
| Q4 2025 | |||||
| MSFT | $242M | 9.50% | 0.01% | -3.2% | Q2 2015 |
| NVDA | $219M | 8.57% | 0.00% | -19.0% | Q2 2018 |
| GOOG | $208M | 8.16% | Not reported | -0.6% | Q4 2015 |
| AAPL | $151M | 5.91% | 0.00% | +0.4% | Q2 2015 |
| AMZN | $120M | 4.68% | 0.00% | +1.2% | Q4 2015 |
| META | $113M | 4.41% | Not reported | -0.1% | Q2 2015 |
 INTU | $65.4M | 2.56% | 0.04% | +0.9% | Q3 2017 |
| MA | $57.5M | 2.25% | 0.01% | -0.4% | Q2 2015 |
| V | $55.3M | 2.17% | 0.01% | -2.4% | Q2 2015 |
| JPM | $51.8M | 2.03% | 0.01% | -0.7% | Q2 2015 |
| UNH | $49.8M | 1.95% | 0.02% | +0.9% | Q2 2015 |
 MSCI | $43.3M | 1.69% | 0.10% | +0.4% | Q2 2017 |
| MAR | $42.7M | 1.67% | 0.05% | -5.7% | Q4 2016 |
 SPGI | $41.5M | 1.62% | 0.03% | -0.6% | Q2 2017 |
| ISRG | $40.9M | 1.60% | 0.02% | +0.1% | Q2 2019 |
| SYK | $39.1M | 1.53% | 0.03% | +1.7% | Q2 2015 |
| NEE | $39M | 1.53% | 0.02% | +3.5% | Q2 2015 |
| TMUS | $38.4M | 1.50% | 0.02% | -3.1% | Q2 2015 |
 MCO | $38.1M | 1.49% | 0.04% | +2.7% | Q1 2020 |
| MCD | $37M | 1.45% | 0.02% | -1.8% | Q2 2015 |
| HDB | $34.7M | 1.36% | 0.01% | +31.2% | Q4 2015 |
| BSX | $34.3M | 1.34% | 0.02% | +0.3% | Q1 2020 |
| KO | $31.3M | 1.23% | 0.01% | +0.6% | Q4 2015 |
| AVGO | $29.2M | 1.14% | 0.00% | Not reported | Q1 2016 |
 VRSK | $29M | 1.13% | 0.09% | +6.4% | Q2 2020 |
 CRM | $28.3M | 1.11% | 0.01% | -0.3% | Q3 2018 |
 BKNG | $27.3M | 1.07% | 0.02% | -4.2% | Q1 2018 |
| YUM | $26.3M | 1.03% | 0.06% | +1.4% | Q2 2015 |
| BAC | $25.8M | 1.01% | 0.01% | +0.6% | Q2 2015 |
| MNST | $25.5M | 1.00% | 0.03% | -3.4% | Q1 2018 |
| VRSN | $25.3M | 0.99% | 0.11% | +1.7% | Q4 2020 |
| IDXX | $24.1M | 0.94% | 0.04% | -6.2% | Q4 2018 |
 ADBE | $23.4M | 0.92% | 0.02% | -0.3% | Q2 2022 |
| WEC | $22.3M | 0.87% | 0.06% | New | Q4 2025 |
| ZTS | $22M | 0.86% | 0.04% | +1.0% | Q3 2017 |
 ADP | $21.1M | 0.83% | 0.02% | -5.7% | Q4 2017 |
 EFX | $20.6M | 0.81% | 0.08% | Not reported | Q3 2017 |
| FUTU | $20.5M | 0.80% | 0.03% | -9.8% | Q2 2025 |
| NOC | $19.9M | 0.78% | 0.02% | +8.3% | Q2 2015 |
 ADSK | $19.8M | 0.77% | 0.03% | -0.3% | Q3 2021 |
 NOW | $19.8M | 0.77% | 0.01% | 0.0% | Q2 2024 |
 MKC | $17.1M | 0.67% | Not reported | +1.3% | Q1 2019 |
| PM | $16.8M | 0.66% | 0.01% | +6.7% | Q4 2015 |
| HON | $16.6M | 0.65% | 0.01% | -4.6% | Q2 2015 |
| EW | $16.5M | 0.65% | 0.03% | -3.6% | Q3 2018 |
| LMT | $15.7M | 0.61% | 0.01% | +0.8% | Q2 2015 |
 GRAB | $15.6M | 0.61% | Not reported | +17.8% | Q1 2025 |
 VEEV | $15.3M | 0.60% | 0.04% | +0.1% | Q1 2020 |
 NKE | $15.1M | 0.59% | 0.01% | +1.0% | Q4 2015 |
| SBUX | $14.9M | 0.58% | 0.02% | +0.9% | Q2 2015 |
| Q3 2025 | |||||
| NVDA | $270M | 10.45% | 0.01% | -3.4% | Q2 2018 |
| MSFT | $268M | 10.38% | 0.01% | +1.0% | Q2 2015 |
| GOOG | $163M | 6.29% | Not reported | -0.4% | Q4 2015 |
| AAPL | $141M | 5.44% | 0.00% | -0.9% | Q2 2015 |
| META | $125M | 4.85% | Not reported | +2.3% | Q2 2015 |
| AMZN | $112M | 4.34% | 0.00% | +12.9% | Q4 2015 |
| INTU | $66.8M | 2.58% | 0.04% | 0.0% | Q3 2017 |
| MA | $57.5M | 2.22% | 0.01% | -1.3% | Q2 2015 |
| V | $55.2M | 2.14% | 0.01% | -1.7% | Q2 2015 |
| UNH | $51.6M | 2.00% | 0.02% | +19.2% | Q2 2015 |
| JPM | $51M | 1.97% | 0.01% | -0.6% | Q2 2015 |
| TMUS | $46.7M | 1.81% | 0.02% | +0.2% | Q2 2015 |
| MSCI | $42.6M | 1.65% | 0.10% | -0.3% | Q2 2017 |
| SYK | $40.4M | 1.56% | 0.03% | 0.0% | Q2 2015 |
| SPGI | $38.8M | 1.50% | 0.03% | -2.1% | Q2 2017 |
| MAR | $38M | 1.47% | 0.05% | -0.6% | Q4 2016 |
| MCD | $37.4M | 1.45% | 0.02% | -0.6% | Q2 2015 |
| NEE | $35.4M | 1.37% | 0.02% | -0.4% | Q2 2015 |
| BSX | $35M | 1.35% | 0.02% | -0.1% | Q1 2020 |
| MCO | $34.6M | 1.34% | 0.04% | -1.5% | Q1 2020 |
| ISRG | $32.3M | 1.25% | 0.02% | 0.0% | Q2 2019 |
| VRSK | $30.6M | 1.18% | 0.09% | +0.1% | Q2 2020 |
| KO | $29.5M | 1.14% | 0.01% | -0.7% | Q4 2015 |
| BKNG | $28.7M | 1.11% | 0.02% | -0.1% | Q1 2018 |
| VRSN | $28.6M | 1.11% | 0.11% | -0.2% | Q4 2020 |
| YUM | $26.1M | 1.01% | 0.06% | -0.6% | Q2 2015 |
 TME | $25.7M | 0.99% | 0.03% | Not reported | Q2 2020 |
| ADP | $25.6M | 0.99% | 0.02% | -0.7% | Q4 2017 |
| CRM | $25.4M | 0.98% | 0.01% | +0.1% | Q3 2018 |
| ZTS | $25.4M | 0.98% | 0.04% | 0.0% | Q3 2017 |
| HDB | $24.7M | 0.96% | 0.00% | +2.8% | Q4 2015 |
| EFX | $24.3M | 0.94% | 0.08% | 0.0% | Q3 2017 |
| IDXX | $24.2M | 0.94% | 0.05% | -0.2% | Q4 2018 |
| FUTU | $24.1M | 0.93% | 0.03% | +99.2% | Q2 2025 |
| BAC | $24M | 0.93% | 0.01% | -0.1% | Q2 2015 |
 EQIX | $23.9M | 0.93% | 0.03% | -0.6% | Q1 2018 |
| NOW | $23.7M | 0.92% | 0.01% | +6.6% | Q2 2024 |
| ADBE | $23.7M | 0.92% | 0.02% | -0.1% | Q2 2022 |
| MNST | $23.2M | 0.90% | 0.04% | +0.1% | Q1 2018 |
| ADSK | $21.3M | 0.82% | 0.03% | 0.0% | Q3 2021 |
| VEEV | $20.4M | 0.79% | 0.04% | 0.0% | Q1 2020 |
| NOC | $19.6M | 0.76% | 0.02% | -0.9% | Q2 2015 |
| HON | $18.8M | 0.73% | 0.01% | +0.1% | Q2 2015 |
 CSGP | $18.1M | 0.70% | 0.05% | +0.1% | Q4 2020 |
| MKC | $16.6M | 0.64% | Not reported | -0.8% | Q1 2019 |
| NKE | $16.4M | 0.63% | 0.01% | +0.4% | Q4 2015 |
| LMT | $16.1M | 0.62% | 0.01% | -0.6% | Q2 2015 |
| GRAB | $16M | 0.62% | Not reported | -12.1% | Q1 2025 |
| PM | $16M | 0.62% | 0.01% | +13.2% | Q4 2015 |
| EW | $15.6M | 0.61% | 0.03% | 0.0% | Q3 2018 |