NS Partners
Latest statistics and disclosures from NS Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOG, AAPL, META, and represent 37.42% of NS Partners's stock portfolio.
- Added to shares of these 10 stocks: TME (+$26M), SNPS (+$14M), AMZN (+$13M), HDB (+$13M), FUTU (+$12M), UNH (+$8.3M), VALE (+$7.7M), VNET (+$7.1M), VIST (+$6.2M), META.
- Started 5 new stock positions in SNPS, VNET, VIST, TME, SBS.
- Reduced shares in these 10 stocks: , GGAL (-$9.7M), NVDA (-$9.5M), QFIN (-$7.5M), BAP (-$5.4M), PEP, GRAB, AAPL, V, SPGI.
- Sold out of its positions in ANSS, GGAL, PEP.
- NS Partners was a net buyer of stock by $63M.
- NS Partners has $2.6B in assets under management (AUM), dropping by 5.54%.
- Central Index Key (CIK): 0001657111
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Portfolio Holdings for NS Partners
NS Partners holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.5 | $270M | -3% | 1.4M | 186.58 |
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| Microsoft Corporation (MSFT) | 10.4 | $268M | 518k | 517.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $163M | 668k | 243.55 |
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| Apple (AAPL) | 5.4 | $141M | 553k | 254.63 |
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| Meta Platforms Cl A (META) | 4.9 | $125M | +2% | 171k | 734.38 |
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| Amazon (AMZN) | 4.3 | $112M | +12% | 511k | 219.57 |
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| Intuit (INTU) | 2.6 | $67M | 98k | 682.91 |
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| Mastercard Incorporated Cl A (MA) | 2.2 | $58M | 101k | 568.81 |
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| Visa Com Cl A (V) | 2.1 | $55M | 162k | 341.38 |
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| UnitedHealth (UNH) | 2.0 | $52M | +19% | 150k | 345.30 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $51M | 162k | 315.43 |
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| Metropcs Communications (TMUS) | 1.8 | $47M | 195k | 239.38 |
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| Msci (MSCI) | 1.6 | $43M | 75k | 567.41 |
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| Stryker Corporation (SYK) | 1.6 | $40M | 109k | 369.67 |
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| S&p Global (SPGI) | 1.5 | $39M | -2% | 80k | 486.71 |
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| Marriott Intl Cl A (MAR) | 1.5 | $38M | 146k | 260.44 |
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| McDonald's Corporation (MCD) | 1.4 | $37M | 123k | 303.89 |
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| Nextera Energy (NEE) | 1.4 | $35M | 469k | 75.49 |
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| Boston Scientific Corporation (BSX) | 1.4 | $35M | 358k | 97.63 |
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| Moody's Corporation (MCO) | 1.3 | $35M | 73k | 476.48 |
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| Intuitive Surgical Com New (ISRG) | 1.2 | $32M | 72k | 447.23 |
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| Verisk Analytics (VRSK) | 1.2 | $31M | 122k | 251.51 |
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| Coca-Cola Company (KO) | 1.1 | $30M | 445k | 66.32 |
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| Booking Holdings (BKNG) | 1.1 | $29M | 5.3k | 5399.27 |
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| Verisign (VRSN) | 1.1 | $29M | 103k | 279.57 |
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| Yum! Brands (YUM) | 1.0 | $26M | 172k | 152.00 |
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| Tencent Music Entmt Group Spon Ads (TME) | 1.0 | $26M | NEW | 1.1M | 23.34 |
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| Automatic Data Processing (ADP) | 1.0 | $26M | 87k | 293.50 |
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| salesforce (CRM) | 1.0 | $25M | 107k | 237.00 |
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| Zoetis Cl A (ZTS) | 1.0 | $25M | 173k | 146.32 |
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| Hdfc Bank Sponsored Ads (HDB) | 1.0 | $25M | +105% | 724k | 34.16 |
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| Equifax (EFX) | 0.9 | $24M | 95k | 256.53 |
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| IDEXX Laboratories (IDXX) | 0.9 | $24M | 38k | 638.89 |
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| Futu Hldgs Spon Ads Cl A (FUTU) | 0.9 | $24M | +99% | 138k | 173.91 |
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| Bank of America Corporation (BAC) | 0.9 | $24M | 466k | 51.59 |
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| Equinix (EQIX) | 0.9 | $24M | 31k | 783.24 |
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| Servicenow (NOW) | 0.9 | $24M | +6% | 26k | 920.28 |
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| Adobe Systems Incorporated (ADBE) | 0.9 | $24M | 67k | 352.75 |
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| Monster Beverage Corp (MNST) | 0.9 | $23M | 345k | 67.31 |
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| Autodesk (ADSK) | 0.8 | $21M | 67k | 317.67 |
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| Veeva Sys Cl A Com (VEEV) | 0.8 | $20M | 69k | 297.91 |
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| Northrop Grumman Corporation (NOC) | 0.8 | $20M | 32k | 609.32 |
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| Honeywell International (HON) | 0.7 | $19M | 89k | 210.50 |
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| CoStar (CSGP) | 0.7 | $18M | 215k | 84.37 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.6 | $17M | 248k | 66.91 |
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| Nike CL B (NKE) | 0.6 | $16M | 235k | 69.73 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $16M | 32k | 499.21 |
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| Grab Holdings Class A Ord (GRAB) | 0.6 | $16M | -12% | 2.7M | 6.02 |
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| Philip Morris International (PM) | 0.6 | $16M | +13% | 98k | 162.20 |
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| Edwards Lifesciences (EW) | 0.6 | $16M | 201k | 77.77 |
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| Starbucks Corporation (SBUX) | 0.6 | $15M | 176k | 84.60 |
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| Crown Castle Intl (CCI) | 0.6 | $14M | 150k | 96.49 |
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| Synopsys (SNPS) | 0.6 | $14M | NEW | 29k | 493.39 |
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| Transunion (TRU) | 0.6 | $14M | 171k | 83.78 |
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| Allegion Ord Shs (ALLE) | 0.5 | $13M | 75k | 177.35 |
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| Paypal Holdings (PYPL) | 0.5 | $13M | 193k | 67.06 |
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| Becton, Dickinson and (BDX) | 0.4 | $11M | 60k | 187.17 |
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| Credicorp (BAP) | 0.4 | $11M | -33% | 40k | 266.28 |
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| Lauder Estee Cos Cl A (EL) | 0.4 | $10M | 117k | 88.12 |
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| Icici Bank Adr (IBN) | 0.4 | $9.9M | -2% | 328k | 30.23 |
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| Vale S A Sponsored Ads (VALE) | 0.3 | $8.8M | +678% | 815k | 10.86 |
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| Kenvue (KVUE) | 0.3 | $8.2M | +3% | 506k | 16.23 |
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| Vnet Group Sponsored Ads A (VNET) | 0.3 | $7.1M | NEW | 687k | 10.33 |
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| Masimo Corporation (MASI) | 0.2 | $6.3M | 42k | 147.55 |
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| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.2 | $6.2M | NEW | 180k | 34.40 |
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| Qfin Holdings American Dep (QFIN) | 0.2 | $5.2M | -59% | 179k | 28.78 |
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| Illumina (ILMN) | 0.2 | $5.0M | 53k | 94.97 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $4.4M | 16k | 279.29 |
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| Constellation Brands Cl A (STZ) | 0.1 | $3.8M | 28k | 134.67 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $1.7M | NEW | 68k | 24.89 |
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| Home Depot (HD) | 0.0 | $968k | -16% | 2.4k | 405.19 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $902k | 15k | 60.22 |
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| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $353k | -11% | 8.7k | 40.58 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $262k | 6.1k | 42.98 |
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Past Filings by NS Partners
SEC 13F filings are viewable for NS Partners going back to 2015
- NS Partners 2025 Q3 filed Nov. 13, 2025
- NS Partners 2025 Q2 filed Aug. 7, 2025
- NS Partners 2025 Q1 filed May 12, 2025
- NS Partners 2024 Q4 filed Feb. 7, 2025
- NS Partners 2024 Q3 filed Nov. 8, 2024
- NS Partners 2024 Q2 filed Aug. 8, 2024
- NS Partners 2024 Q1 filed May 9, 2024
- NS Partners 2023 Q4 filed Feb. 9, 2024
- NS Partners 2023 Q3 filed Nov. 13, 2023
- NS Partners 2023 Q2 filed Aug. 10, 2023
- NS Partners 2023 Q1 filed May 10, 2023
- NS Partners 2022 Q4 filed Feb. 10, 2023
- NS Partners 2022 Q3 filed Nov. 10, 2022
- NS Partners 2022 Q2 filed Aug. 5, 2022
- NS Partners 2022 Q1 filed May 12, 2022
- NS Partners 2021 Q4 filed Feb. 10, 2022