Ns Partners Ltd Portfolio Stock Holdings
Ns Partners Ltd disclosed 71 stock positions valued at approximately $2.2 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 71
- Portfolio Value
- $2.2B
Holdings by Sector
Ns Partners Ltd Portfolio Holdings in Q1 2026
71 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 9.33% | 1,194,585 | +21,214 | +1.81% | $208,335,624 |
| ALPHABET INC | GOOG | Communication Services | 6.80% | 529,440 | -134,167 | -20.22% | $151,875,158 |
| MICROSOFT CORP | MSFT | Technology | 6.37% | 384,464 | -116,937 | -23.32% | $142,317,039 |
| APPLE INC | AAPL | Technology | 6.06% | 533,503 | -21,119 | -3.81% | $135,397,726 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.13% | 443,449 | -74,350 | -14.36% | $92,357,123 |
| META PLATFORMS INC | META | Communication Services | 3.16% | 123,440 | -47,115 | -27.62% | $70,623,727 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.65% | 123,458 | +123,458 | +100.00% | $59,161,074 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.56% | 194,058 | +33,424 | +20.81% | $57,084,102 |
| BROADCOM INC | AVGO | Technology | 2.45% | 176,501 | +92,221 | +109.42% | $54,628,825 |
| MASTERCARD INCORPORATED | MA | Financial Services | 2.14% | 95,511 | -5,127 | -5.09% | $47,723,027 |
| APPLIED MATLS INC | AMAT | Technology | 2.09% | 136,580 | +136,580 | +100.00% | $46,681,678 |
| VISA INC | V | Financial Services | 2.06% | 152,099 | -5,719 | -3.62% | $45,970,402 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.99% | 477,791 | -7,821 | -1.61% | $44,377,228 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 1.96% | 133,565 | -4,122 | -2.99% | $43,685,104 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.79% | 147,955 | -2,955 | -1.96% | $40,035,143 |
| T-MOBILE US INC | TMUS | Communication Services | 1.75% | 185,851 | -3,260 | -1.72% | $39,034,285 |
| WEC ENERGY GROUP INC | WEC | Utilities | 1.66% | 319,515 | +108,520 | +51.43% | $36,990,251 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.63% | 117,139 | -3,828 | -3.16% | $36,405,630 |
| AT&T INC | T | Communication Services | 1.61% | 1,243,215 | +1,243,215 | +100.00% | $36,040,802 |
| STRYKER CORPORATION | SYK | Healthcare | 1.58% | 107,264 | -3,999 | -3.59% | $35,245,878 |
| VISTA ENERGY S.A.B. DE C.V. | VIST | Energy | 1.56% | 461,370 | +461,370 | +100.00% | $34,819,594 |
| COCA COLA CO | KO | Consumer Defensive | 1.49% | 436,995 | -10,977 | -2.45% | $33,233,470 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.48% | 71,487 | -768 | -1.06% | $32,954,792 |
| EXXON MOBIL CORP | XOM | Energy | 1.39% | 182,886 | +182,886 | +100.00% | $31,028,439 |
| GE VERNOVA INC | GEV | Utilities | 1.35% | 34,596 | +34,596 | +100.00% | $30,198,848 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 1.35% | 193,550 | +19,706 | +11.34% | $30,093,154 |
| GE AEROSPACE | GE | Industrials | 1.35% | 105,989 | +105,989 | +100.00% | $30,076,499 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.33% | 179,592 | +74,661 | +71.15% | $29,693,741 |
| BANK AMERICA CORP | BAC | Financial Services | 1.28% | 585,300 | +116,503 | +24.85% | $28,533,376 |
| CHEVRON CORPORATION | CVX | Energy | 1.22% | 131,741 | +131,741 | +100.00% | $27,257,213 |
| VERISIGN INC | VRSN | Technology | 1.13% | 101,770 | -2,387 | -2.29% | $25,275,597 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.10% | 72,557 | +56,939 | +364.57% | $24,520,638 |
| AMPHENOL CORP | APH | Technology | 1.09% | 193,344 | +193,344 | +100.00% | $24,429,015 |
| HDFC BANK LTD | HDB | Financial Services | 1.08% | 968,471 | +19,493 | +2.05% | $24,095,558 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.07% | 329,121 | -3,606 | -1.08% | $23,848,108 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 1.04% | 34,041 | -845 | -2.42% | $23,224,132 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.01% | 358,580 | -676 | -0.19% | $22,500,896 |
| WELLS FARGO & CO | WFC | Financial Services | 0.94% | 262,818 | +262,818 | +100.00% | $20,922,941 |
| ZOETIS INC | ZTS | Healthcare | 0.91% | 171,955 | -3,059 | -1.75% | $20,326,801 |
| IDEXX LABS INC | IDXX | Healthcare | 0.89% | 35,211 | -353 | -0.99% | $19,784,709 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.86% | 31,727 | -701 | -2.16% | $19,175,482 |
| HONEYWELL INTL INC | HON | Industrials | 0.85% | 83,687 | -1,615 | -1.89% | $18,915,772 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 0.80% | 356,100 | +356,100 | +100.00% | $17,908,269 |
| FUTU HLDGS LTD | FUTU | Financial Services | 0.77% | 124,956 | +114 | +0.09% | $17,088,983 |
| CREDICORP LTD | BAP | Other | 0.75% | 49,657 | +49,657 | +100.00% | $16,842,661 |
| PETROLEO BRASILEIRO S A | PBR | Energy | 0.73% | 784,813 | +784,813 | +100.00% | $16,284,870 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.69% | 193,233 | -706 | -0.36% | $15,474,099 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.69% | 171,552 | -5,735 | -3.23% | $15,369,344 |
| ELI LILLY & CO | LLY | Healthcare | 0.67% | 16,195 | +16,195 | +100.00% | $14,895,675 |
| CROWN CASTLE INC | CCI | Real Estate | 0.56% | 153,685 | +71 | +0.05% | $12,496,127 |
| NIKE INC | NKE | Consumer Cyclical | 0.55% | 231,075 | -6,169 | -2.60% | $12,205,382 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.54% | 237,922 | -13,289 | -5.29% | $12,000,786 |
| SYNOPSYS INC | SNPS | Technology | 0.53% | 29,816 | -473 | -1.56% | $11,821,448 |
| ALLEGION PLC | G0176J109 | Other | 0.47% | 71,683 | +22 | +0.03% | $10,414,824 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.44% | 29,174 | +29,174 | +100.00% | $9,856,144 |
| VALE S A | VALE | Basic Materials | 0.42% | 590,200 | -112,300 | -15.99% | $9,390,082 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.40% | 57,396 | -1,416 | -2.41% | $9,024,373 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 0.38% | 117,704 | -1,534 | -1.29% | $8,447,616 |
| MASIMO CORP | MASI | Healthcare | 0.33% | 42,004 | -344 | -0.81% | $7,471,251 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 0.18% | 27,023 | -618 | -2.24% | $4,053,450 |
| SUZANO S A | SUZ | Basic Materials | 0.18% | 390,900 | +390,900 | +100.00% | $3,912,909 |
| WATERS CORP | WAT | Healthcare | 0.10% | 7,858 | +7,858 | +100.00% | $2,340,113 |
| COMPANHIA DE SANEAMENTO BASI | SBS | Utilities | 0.10% | 76,549 | +2,419 | +3.26% | $2,335,510 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 3,231 | +746 | +30.02% | $1,062,644 |
| RYANAIR HOLDINGS PLC | RYAAY | Industrials | 0.04% | 17,181 | +4,406 | +34.49% | $993,062 |
| UNION PAC CORP | UNP | Industrials | 0.04% | 3,458 | +3,458 | +100.00% | $838,980 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.03% | 3,990 | +3,990 | +100.00% | $576,316 |
| CME GROUP INC | CME | Financial Services | 0.03% | 1,924 | +1,924 | +100.00% | $568,253 |
| TECK RESOURCES LTD | TECK | Basic Materials | 0.02% | 8,900 | +2,100 | +30.88% | $460,538 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.02% | 119 | +119 | +100.00% | $401,956 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.01% | 4,115 | +4,115 | +100.00% | $206,573 |