NS Partners Ltd 13F Holdings

CIK 0001657111 · LONDON, X0

As of Sep 30, 2025, NS Partners Ltd reported 74 positions worth $2.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,447,886$270.1M10.45%
MICROSOFT CORPMSFTTechnology518,184$268.4M10.38%
ALPHABET INCGOOGEquity667,593 62.6M6.29%
APPLE INCAAPLTechnology552,568 40.7M5.44%
META PLATFORMS INCMETACommunication Services170,787 25.4M4.85%
AMAZON.COM INCAMZNEquity511,444 12.3M4.34%
INTUIT INCINTUTechnology97,844$66.8M2.58%
MASTERCARD INCMAFinancial Services101,080$57.5M2.22%
VISA INC-CLASS A SHARESVFinancial Services161,729$55.2M2.14%
UNITEDHEALTH GROUP INCUNHHealthcare149,512$51.6M2.00%
JPMORGAN CHASE & COJPMFinancial Services161,720$51.0M1.97%
T-MOBILE US INCTMUSCommunication Services195,075$46.7M1.81%
MSCI INCMSCIFinancial Services75,053$42.6M1.65%
STRYKER CORPSYKHealthcare109,418$40.4M1.56%
S&P GLOBAL INCSPGIFinancial Services79,790$38.8M1.50%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical145,937$38.0M1.47%
MCDONALDS CORPMCDConsumer Cyclical123,119$37.4M1.45%
NEXTERA ENERGY INCNEEUtilities469,236$35.4M1.37%
BOSTON SCIENTIFIC CORPBSXHealthcare358,366$35.0M1.35%
MOODYS CORPMCOFinancial Services72,713$34.6M1.34%
INTUITIVE SURGICAL INCISRGHealthcare72,206$32.3M1.25%
VERISK ANALYTICS INCVRSKIndustrials121,730$30.6M1.18%
COCA COLA COKOConsumer Defensive445,159$29.5M1.14%
BOOKING HOLDINGS INCBKNGIndustrials5,312$28.7M1.11%
VERISIGN INCVRSNTechnology102,469$28.6M1.11%