NS Partners

NS Partners as of June 30, 2025

Portfolio Holdings for NS Partners

NS Partners holds 72 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.4 $255M 513k 497.41
NVIDIA Corporation (NVDA) 9.7 $237M 1.5M 157.99
Meta Platforms Cl A (META) 5.0 $123M 167k 738.09
Alphabet Cap Stk Cl C (GOOG) 4.9 $119M 670k 177.39
Apple (AAPL) 4.7 $114M 558k 205.17
Amazon (AMZN) 4.1 $99M 453k 219.39
Intuit (INTU) 3.1 $77M 98k 787.63
Visa Com Cl A (V) 2.4 $58M 165k 355.05
Mastercard Incorporated Cl A (MA) 2.3 $58M 102k 561.94
JPMorgan Chase & Co. (JPM) 1.9 $47M 163k 289.91
Metropcs Communications (TMUS) 1.9 $46M 195k 238.26
Msci (MSCI) 1.8 $43M 75k 576.74
Stryker Corporation (SYK) 1.8 $43M 109k 395.63
S&p Global (SPGI) 1.8 $43M 82k 527.29
Marriott Intl Cl A (MAR) 1.6 $40M 147k 273.21
Intuitive Surgical Com New (ISRG) 1.6 $39M 72k 543.41
UnitedHealth (UNH) 1.6 $39M 126k 311.97
Boston Scientific Corporation (BSX) 1.6 $39M 359k 107.41
Verisk Analytics (VRSK) 1.5 $38M 122k 311.50
Moody's Corporation (MCO) 1.5 $37M 74k 501.59
McDonald's Corporation (MCD) 1.5 $36M 124k 292.17
Nextera Energy (NEE) 1.3 $33M 471k 69.42
Coca-Cola Company (KO) 1.3 $32M 448k 70.75
Booking Holdings (BKNG) 1.3 $31M 5.3k 5789.24
Verisign (VRSN) 1.2 $30M 103k 288.80
salesforce (CRM) 1.2 $29M 107k 272.69
Zoetis Cl A (ZTS) 1.1 $27M 173k 155.95
Automatic Data Processing (ADP) 1.1 $27M 88k 308.40
Hdfc Bank Sponsored Ads (HDB) 1.1 $27M 352k 76.67
Adobe Systems Incorporated (ADBE) 1.1 $26M 67k 386.88
Yum! Brands (YUM) 1.0 $26M 173k 148.18
Servicenow (NOW) 1.0 $25M 24k 1028.08
Equifax (EFX) 1.0 $25M 95k 259.37
Equinix (EQIX) 1.0 $24M 31k 795.47
Bank of America Corporation (BAC) 0.9 $22M 467k 47.32
Monster Beverage Corp (MNST) 0.9 $22M 344k 62.64
Honeywell International (HON) 0.8 $21M 89k 232.88
Autodesk (ADSK) 0.8 $21M 67k 309.57
IDEXX Laboratories (IDXX) 0.8 $20M 38k 536.34
Veeva Sys Cl A Com (VEEV) 0.8 $20M 69k 287.98
Qifu Technology American Dep (QFIN) 0.8 $19M 441k 43.36
Mccormick & Co Com Non Vtg (MKC) 0.8 $19M 250k 75.82
CoStar (CSGP) 0.7 $17M 215k 80.40
Nike CL B (NKE) 0.7 $17M 234k 71.04
Northrop Grumman Corporation (NOC) 0.7 $16M 33k 499.98
Starbucks Corporation (SBUX) 0.7 $16M 176k 91.63
Philip Morris International (PM) 0.6 $16M 87k 182.13
Edwards Lifesciences (EW) 0.6 $16M 201k 78.21
Crown Castle Intl (CCI) 0.6 $16M 151k 102.73
Grab Holdings Class A Ord (GRAB) 0.6 $15M 3.0M 5.03
Transunion (TRU) 0.6 $15M 171k 88.00
Lockheed Martin Corporation (LMT) 0.6 $15M 32k 463.14
Paypal Holdings (PYPL) 0.6 $14M 193k 74.32
Credicorp (BAP) 0.6 $14M 61k 223.52
Icici Bank Adr (IBN) 0.5 $11M 336k 33.64
Allegion Ord Shs (ALLE) 0.4 $11M 75k 144.12
Becton, Dickinson and (BDX) 0.4 $11M 61k 172.25
Kenvue (KVUE) 0.4 $10M 490k 20.93
Ansys (ANSS) 0.4 $9.9M 28k 351.22
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.4 $9.7M 193k 50.39
Lauder Estee Cos Cl A (EL) 0.4 $9.5M 117k 80.80
Futu Hldgs Spon Ads Cl A (FUTU) 0.4 $8.6M 70k 123.59
Masimo Corporation (MASI) 0.3 $7.2M 43k 168.22
Illumina (ILMN) 0.2 $5.0M 53k 95.41
Constellation Brands Cl A (STZ) 0.2 $4.6M 28k 162.68
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.5M 16k 226.49
Pepsi (PEP) 0.1 $2.5M 19k 132.04
Home Depot (HD) 0.0 $1.0M 2.9k 366.64
Vale S A Sponsored Ads (VALE) 0.0 $1.0M 105k 9.71
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $864k 15k 57.67
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $378k 9.8k 38.54
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $215k 6.1k 35.27