Investor
NS Partners Ltd
CIK 0001657111 · filed 2026-05-11 · SEC filing
13F book
$2.23B
Positions
71
22 new · 25 sold
Largest name
9.3%
Nvidia Corp · NVDA
Est. mark
−$164.2M
Price effect on 49 names still held. Flow −$154.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 1.19M | $208.3M | 9.3% | −$14.2M | Added−$10.5M |
| Alphabet Inc | — | 529.4K | $151.9M | 6.8% | −$14.3M | Cut−$56.4M |
| Microsoft Corp | MSFT | 384.5K | $142.3M | 6.4% | −$43.6M | Cut−$100.2M |
| Apple Inc. | AAPL | 533.5K | $135.4M | 6.1% | −$9.64M | Cut−$15.4M |
| Amazon Com Inc | AMZN | 443.4K | $92.4M | 4.1% | −$10M | Cut−$27.2M |
| Meta Platforms, Inc. | META | 123.4K | $70.6M | 3.2% | −$10.9M | Cut−$42M |
| Berkshire Hathaway Inc Del | — | 123.5K | $59.2M | 2.6% | — | New |
| Jpmorgan Chase & Co. | — | 194.1K | $57.1M | 2.6% | −$4.51M | Added$5.32M |
| Broadcom Inc. | AVGO | 176.5K | $54.6M | 2.4% | −$3.08M | Added$25.5M |
| Mastercard Inc | MA | 95.5K | $47.7M | 2.1% | −$6.8M | Cut−$9.73M |
| Applied Matls Inc | — | 136.6K | $46.7M | 2.1% | — | New |
| Visa Inc. | V | 152.1K | $46M | 2.1% | −$7.37M | Cut−$9.38M |
| Nextera Energy Inc | — | 477.8K | $44.4M | 2.0% | $6.02M | Cut$5.39M |
| Marriott Intl Inc New | — | 133.6K | $43.7M | 2.0% | $2.25M | Cut$969.1K |
| Unitedhealth Group Inc | UNH | 148K | $40M | 1.8% | −$8.81M | Cut−$9.78M |
| T-Mobile Us Inc | — | 185.9K | $39M | 1.7% | $1.3M | Cut$637.2K |
| Wec Energy Group, Inc. | WEC | 319.5K | $37M | 1.7% | $2.18M | Added$14.7M |
| Mcdonalds Corp | MCD | 117.1K | $36.4M | 1.6% | $604.4K | Cut−$565.5K |
| At&T Inc | — | 1.24M | $36M | 1.6% | — | New |
| Stryker Corp | SYK | 107.3K | $35.2M | 1.6% | −$2.45M | Cut−$3.86M |
| Vista Energy S.A.B. De C.V. | — | 461.4K | $34.8M | 1.6% | — | New |
| Coca Cola Co | KO | 437K | $33.2M | 1.5% | $2.68M | Cut$1.92M |
| Intuitive Surgical Inc | ISRG | 71.5K | $33M | 1.5% | −$7.53M | Cut−$7.97M |
| Exxon Mobil Corp | — | 182.9K | $31M | 1.4% | — | New |
| GE Vernova Inc. | GEV | 34.6K | $30.2M | 1.4% | — | New |
| Yum Brands Inc | YUM | 193.6K | $30.1M | 1.3% | $730.1K | Added$3.79M |
| Ge Aerospace | — | 106K | $30.1M | 1.3% | — | New |
| Philip Morris Intl Inc | — | 179.6K | $29.7M | 1.3% | $518.4K | Added$12.9M |
| Bank America Corp | — | 585.3K | $28.5M | 1.3% | −$2.93M | Added$2.75M |
| Chevron Corp New | CVX | 131.7K | $27.3M | 1.2% | — | New |
| Verisign Inc | — | 101.8K | $25.3M | 1.1% | $550.6K | Cut−$29.3K |
| Taiwan Semiconductor Mfg Ltd | — | 72.6K | $24.5M | 1.1% | $531.9K | Added$19.8M |
| Amphenol Corp New | — | 193.3K | $24.4M | 1.1% | — | New |
| Hdfc Bank Ltd | HDB | 968.5K | $24.1M | 1.1% | −$11.1M | Added−$10.6M |
| Monster Beverage Corp New | — | 329.1K | $23.8M | 1.1% | −$1.39M | Cut−$1.66M |
| Northrop Grumman Corp | — | 34K | $23.2M | 1.0% | $3.81M | Cut$3.33M |
| Boston Scientific Corp | BSX | 358.6K | $22.5M | 1.0% | −$11.7M | Cut−$11.8M |
| Wells Fargo Co New | — | 262.8K | $20.9M | 0.9% | — | New |
| Zoetis Inc. | ZTS | 172K | $20.3M | 0.9% | −$1.31M | Cut−$1.69M |
| Idexx Labs Inc | — | 35.2K | $19.8M | 0.9% | −$4.04M | Cut−$4.28M |
| Lockheed Martin Corp | LMT | 31.7K | $19.2M | 0.9% | $3.83M | Cut$3.49M |
| Honeywell Intl Inc | — | 83.7K | $18.9M | 0.8% | $2.59M | Cut$2.27M |
| H World Group Ltd | — | 356.1K | $17.9M | 0.8% | — | New |
| Futu Hldgs Ltd | — | 125K | $17.1M | 0.8% | −$3.43M | Added−$3.41M |
| Credicorp Ltd | BAP | 49.7K | $16.8M | 0.8% | — | New |
| Petroleo Brasileiro Sa Petro | — | 784.8K | $16.3M | 0.7% | — | New |
| Edwards Lifesciences Corp | EW | 193.2K | $15.5M | 0.7% | −$999K | Cut−$1.06M |
| Starbucks Corp | SBUX | 171.6K | $15.4M | 0.7% | $923K | Cut$440K |
| Eli Lilly & Co | LLY | 16.2K | $14.9M | 0.7% | — | New |
| Crown Castle Inc. | CCI | 153.7K | $12.5M | 0.6% | −$1.16M | Added−$1.16M |
| NIKE, Inc. | NKE | 231.1K | $12.2M | 0.5% | −$2.52M | Cut−$2.91M |
| Mccormick & Co Inc | — | 237.9K | $12M | 0.5% | −$4.2M | Cut−$5.11M |
| Synopsys Inc | SNPS | 29.8K | $11.8M | 0.5% | −$2.18M | Cut−$2.41M |
| Allegion plc | ALLE | 71.7K | $10.4M | 0.5% | −$998.2K | Added−$995K |
| Micron Technology Inc | MU | 29.2K | $9.86M | 0.4% | — | New |
| Vale S.A. | VALE | 590.2K | $9.39M | 0.4% | $1.7M | Cut$236.5K |
| Becton Dickinson & Co | BDX | 57.4K | $9.02M | 0.4% | −$2.11M | Cut−$2.39M |
| Lauder Estee Cos Inc | — | 117.7K | $8.45M | 0.4% | −$3.88M | Cut−$4.04M |
| Masimo Corp | — | 42K | $7.47M | 0.3% | $2.01M | Cut$1.96M |
| Constellation Brands, Inc. | STZ | 27K | $4.05M | 0.2% | $325.4K | Cut$240.1K |
| Suzano S.A. | SUZ | 390.9K | $3.91M | 0.2% | — | New |
| Waters Corp | — | 7.86K | $2.34M | 0.1% | — | New |
| Companhia De Saneamento Basi | — | 76.5K | $2.34M | 0.1% | $493.7K | Added$567.5K |
| Home Depot, Inc. | HD | 3.23K | $1.06M | 0.0% | −$37.8K | Added$207.6K |
| Ryanair Holdings Plc | — | 17.2K | $993.1K | 0.0% | −$183.8K | Added$70.8K |
| Union Pac Corp | — | 3.46K | $839K | 0.0% | — | New |
| Procter And Gamble Co | PG | 3.99K | $576.3K | 0.0% | — | New |
| Cme Group Inc. | CME | 1.92K | $568.3K | 0.0% | — | New |
| Teck Resources Ltd | — | 8.9K | $460.5K | 0.0% | $26.3K | Added$135K |
| Autozone Inc | AZO | 119 | $402K | 0.0% | — | New |
| Verizon Communications Inc | VZ | 4.12K | $206.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.