NS Partners Ltd
NS Partners Ltd reported 136 holdings worth US$2.33B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
NS Partners Ltd reported 136 holdings worth US$2.33B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 136
- Value as reported
- US$2.33B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 977K | US$196M | 8.4% |
| Alphabet Inc (google) Class C | 493K | US$176M | 7.6% |
| Apple Inc | 518K | US$150M | 6.4% |
| Microsoft Corp. | 329K | US$123M | 5.3% |
| Amazon.com, Inc. | 433K | US$103M | 4.4% |
| Applied Materials, Inc. | 139K | US$101M | 4.3% |
| Broadcom Inc. | 177K | US$66.7M | 2.9% |
| Meta Platforms, Inc. | 114K | US$64.3M | 2.8% |
| Jp Morgan Chase & Co. | 187K | US$61.3M | 2.6% |
| Berkshire Hathaway Inc. | 119K | US$59.6M | 2.6% |
| Unitedhealth Group Incorporated | 139K | US$57.9M | 2.5% |
| Micron Technology, Inc. | 43,692 | US$50.4M | 2.2% |
| Visa Inc. | 143K | US$49.1M | 2.1% |
| Mastercard Incorporated | 92,360 | US$47.4M | 2.0% |
| Ge Vernova Inc. | 35,557 | US$41.8M | 1.8% |
| Advanced Micro Devices Inc | 71,596 | US$41.6M | 1.8% |
| Marriott International | 108K | US$40.1M | 1.7% |
| Ge Aerospace | 107K | US$39.8M | 1.7% |
| Nextera Energy, Inc. | 423K | US$37.1M | 1.6% |
| Wec Energy Group, Inc. | 307K | US$35.8M | 1.5% |
| Coca-cola Company (the) | 427K | US$34.7M | 1.5% |
| Eli Lilly And Company | 28,723 | US$34.5M | 1.5% |
| Bank Of America Corporation | 577K | US$32.9M | 1.4% |
| Philip Morris International Inc | 176K | US$31.9M | 1.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 64,637 | US$30.9M | 1.3% |
| Monster Beverage Corporation | 310K | US$29.8M | 1.3% |
| Lam Research Corporation | 63,560 | US$27.5M | 1.2% |
| Vista Energy Sab De Cv Class A | 431K | US$27.5M | 1.2% |
| Yum! Brands, Inc. | 171K | US$27.4M | 1.2% |
| Hdfc Bank Limited | 1.03M | US$26.6M | 1.1% |
| Stryker Corporation | 83,396 | US$26.3M | 1.1% |
| Verisign, Inc. | 99,126 | US$24.9M | 1.1% |
| Exxon Mobil Corporation | 171K | US$23.4M | 1.0% |
| T-mobile Us, Inc. | 135K | US$22.7M | 0.97% |
| Intel Corporation | 161K | US$22.5M | 0.97% |
| Chevron Corporation | 126K | US$21M | 0.90% |
| Wells Fargo & Company | 251K | US$20.8M | 0.89% |
| Autozone, Inc. | 5,973 | US$19.1M | 0.82% |
| Intuitive Surgical, Inc. | 45,873 | US$18.2M | 0.78% |
| Itau Unibanco Holding S.a. | 2.08M | US$17M | 0.73% |
| Amphenol Corporation | 96,267 | US$17M | 0.73% |
| Northrop Grumman Corporation | 30,180 | US$15.4M | 0.66% |
| Idexx Laboratories, Inc. | 28,950 | US$15.2M | 0.65% |
| Lockheed Martin Corporation | 27,709 | US$14.1M | 0.61% |
| Synopsys, Inc. | 29,579 | US$13.2M | 0.57% |
| Boston Scientific Corporation | 289K | US$12.4M | 0.53% |
| Edwards Lifesciences Corporation | 131K | US$11.8M | 0.51% |
| Mcdonald's Corporation | 41,072 | US$11.1M | 0.48% |
| Crown Castle Inc. | 146K | US$11.1M | 0.48% |
| At&t Inc. | 500K | US$10.3M | 0.44% |
| Texas Instruments Incorporated | 32,084 | US$9.56M | 0.41% |
| Vertiv Holdings, Llc | 28,447 | US$9.52M | 0.41% |
| Cisco Systems, Inc. | 75,094 | US$8.82M | 0.38% |
| Oracle Corporation | 59,674 | US$8.75M | 0.38% |
| Caterpillar, Inc. | 6,377 | US$6.79M | 0.29% |
| Marvell Technology, Inc. | 22,720 | US$6.77M | 0.29% |
| Vale S.a. | 383K | US$5.77M | 0.25% |
| Petroleo Brasileiro Sa | 297K | US$4.81M | 0.21% |
| Waters Corporation | 6,511 | US$2.44M | 0.10% |
| Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp | 364K | US$2.11M | 0.09% |
| Lumentum Holdings Inc. | 1,946 | US$1.67M | 0.07% |
| Fabrinet | 2,861 | US$1.61M | 0.07% |
| Union Pacific Corporation | 3,544 | US$964K | 0.04% |
| Procter & Gamble Company (the) | 3,918 | US$575K | 0.02% |
| Home Depot, Inc. (the) | 1,376 | US$485K | 0.02% |
| Cme Group Inc. | 1,924 | US$425K | 0.02% |
| Teck Resources Limited Class A | 5,900 | US$351K | 0.02% |
| H World Group Limited | 7,500 | US$313K | 0.01% |
| Verizon Communications Inc. | 5,880 | US$249K | 0.01% |
| Becton, Dickinson And Company | 0 | US$0 | 0.00% |
| Constellation Brands, Inc. | 0 | US$0 | 0.00% |
| Credicorp Ltd. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Estee Lauder Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Masimo Corporation | 0 | US$0 | 0.00% |
| Mccormick & Company, Incorporated | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Suzano S.a. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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