NS Partners

NS Partners as of March 31, 2025

Portfolio Holdings for NS Partners

NS Partners holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.8 $200M 531k 375.39
NVIDIA Corporation (NVDA) 7.3 $166M 1.5M 108.38
Apple (AAPL) 5.7 $129M 581k 222.13
Alphabet Cap Stk Cl C (GOOG) 4.9 $111M 709k 156.23
Meta Platforms Cl A (META) 4.3 $99M 171k 576.36
Amazon (AMZN) 3.9 $88M 463k 190.26
Intuit (INTU) 2.7 $62M 101k 613.99
Visa Com Cl A (V) 2.6 $60M 171k 350.46
Mastercard Incorporated Cl A (MA) 2.6 $58M 106k 548.12
Metropcs Communications (TMUS) 2.4 $54M 203k 266.71
Msci (MSCI) 1.9 $44M 77k 565.50
JPMorgan Chase & Co. (JPM) 1.9 $43M 177k 245.30
S&p Global (SPGI) 1.9 $43M 85k 508.10
UnitedHealth (UNH) 1.8 $42M 80k 523.75
Stryker Corporation (SYK) 1.8 $42M 112k 372.25
McDonald's Corporation (MCD) 1.8 $40M 128k 312.37
Marriott Intl Cl A (MAR) 1.7 $38M 159k 238.20
Verisk Analytics (VRSK) 1.6 $37M 125k 297.62
Boston Scientific Corporation (BSX) 1.6 $37M 368k 100.88
Intuitive Surgical Com New (ISRG) 1.6 $37M 74k 495.27
Moody's Corporation (MCO) 1.6 $36M 77k 465.69
Nextera Energy (NEE) 1.5 $34M 486k 70.89
Coca-Cola Company (KO) 1.5 $34M 469k 71.62
salesforce (CRM) 1.4 $31M 117k 268.36
Zoetis Cl A (ZTS) 1.3 $29M 179k 164.65
Yum! Brands (YUM) 1.2 $28M 178k 157.36
Automatic Data Processing (ADP) 1.2 $28M 90k 305.53
Verisign (VRSN) 1.2 $27M 106k 253.87
Adobe Systems Incorporated (ADBE) 1.2 $26M 69k 383.53
Equinix (EQIX) 1.1 $26M 32k 815.35
Trip Com Group Ads (TCOM) 1.1 $26M 403k 63.58
Booking Holdings (BKNG) 1.1 $25M 5.5k 4606.91
Equifax (EFX) 1.0 $23M 95k 243.56
Mccormick & Co Com Non Vtg (MKC) 0.9 $21M 258k 82.31
Monster Beverage Corp (MNST) 0.9 $21M 353k 58.52
Pepsi (PEP) 0.9 $21M 137k 149.94
Bank of America Corporation (BAC) 0.9 $20M 479k 41.73
Starbucks Corporation (SBUX) 0.9 $20M 203k 98.09
Servicenow (NOW) 0.9 $20M 25k 796.14
Honeywell International (HON) 0.9 $20M 92k 211.75
Full Truck Alliance Sponsored Ads (YMM) 0.8 $18M 1.4M 12.77
Autodesk (ADSK) 0.8 $18M 69k 261.80
Qifu Technology American Dep (QFIN) 0.8 $18M 396k 44.91
CoStar (CSGP) 0.8 $17M 220k 79.23
Northrop Grumman Corporation (NOC) 0.8 $17M 34k 512.01
IDEXX Laboratories (IDXX) 0.7 $16M 39k 419.95
Crown Castle Intl (CCI) 0.7 $16M 156k 104.23
Veeva Sys Cl A Com (VEEV) 0.7 $16M 70k 231.63
Nike CL B (NKE) 0.7 $15M 240k 63.48
Becton, Dickinson and (BDX) 0.7 $15M 66k 229.06
Edwards Lifesciences (EW) 0.7 $15M 206k 72.48
Lockheed Martin Corporation (LMT) 0.7 $15M 33k 446.71
Transunion (TRU) 0.6 $14M 172k 82.99
Philip Morris International (PM) 0.6 $14M 90k 158.73
Credicorp (BAP) 0.6 $13M 71k 186.16
Paypal Holdings (PYPL) 0.6 $13M 198k 65.25
Kenvue (KVUE) 0.5 $12M 504k 23.98
Allegion Ord Shs (ALLE) 0.4 $10M 77k 130.46
Lauder Estee Cos Cl A (EL) 0.4 $8.6M 131k 66.00
Ansys (ANSS) 0.4 $8.4M 27k 316.56
Grab Holdings Class A Ord (GRAB) 0.4 $8.2M 1.8M 4.53
Masimo Corporation (MASI) 0.3 $7.3M 44k 166.60
Constellation Brands Cl A (STZ) 0.2 $5.3M 29k 183.52
Illumina (ILMN) 0.2 $4.3M 54k 79.34
Icici Bank Adr (IBN) 0.2 $3.8M 120k 31.52
Johnson & Johnson (JNJ) 0.1 $2.8M 17k 165.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.7M 16k 166.00
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $2.7M 188k 14.34
Home Depot (HD) 0.0 $1.1M 3.0k 366.49
Vale S A Sponsored Ads (VALE) 0.0 $1.0M 105k 9.98
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $803k 19k 41.37
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $635k 15k 42.37
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $242k 6.1k 39.73