NS Partners

NS Partners as of Sept. 30, 2025

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 1.4M 186.58
Microsoft Corporation (MSFT) 10.4 $268M 518k 517.95
Alphabet Cap Stk Cl C (GOOG) 6.3 $163M 668k 243.55
Apple (AAPL) 5.4 $141M 553k 254.63
Meta Platforms Cl A (META) 4.9 $125M 171k 734.38
Amazon (AMZN) 4.3 $112M 511k 219.57
Intuit (INTU) 2.6 $67M 98k 682.91
Mastercard Incorporated Cl A (MA) 2.2 $58M 101k 568.81
Visa Com Cl A (V) 2.1 $55M 162k 341.38
UnitedHealth (UNH) 2.0 $52M 150k 345.30
JPMorgan Chase & Co. (JPM) 2.0 $51M 162k 315.43
Metropcs Communications (TMUS) 1.8 $47M 195k 239.38
Msci (MSCI) 1.6 $43M 75k 567.41
Stryker Corporation (SYK) 1.6 $40M 109k 369.67
S&p Global (SPGI) 1.5 $39M 80k 486.71
Marriott Intl Cl A (MAR) 1.5 $38M 146k 260.44
McDonald's Corporation (MCD) 1.4 $37M 123k 303.89
Nextera Energy (NEE) 1.4 $35M 469k 75.49
Boston Scientific Corporation (BSX) 1.4 $35M 358k 97.63
Moody's Corporation (MCO) 1.3 $35M 73k 476.48
Intuitive Surgical Com New (ISRG) 1.2 $32M 72k 447.23
Verisk Analytics (VRSK) 1.2 $31M 122k 251.51
Coca-Cola Company (KO) 1.1 $30M 445k 66.32
Booking Holdings (BKNG) 1.1 $29M 5.3k 5399.27
Verisign (VRSN) 1.1 $29M 103k 279.57
Yum! Brands (YUM) 1.0 $26M 172k 152.00
Tencent Music Entmt Group Spon Ads (TME) 1.0 $26M 1.1M 23.34
Automatic Data Processing (ADP) 1.0 $26M 87k 293.50
salesforce (CRM) 1.0 $25M 107k 237.00
Zoetis Cl A (ZTS) 1.0 $25M 173k 146.32
Hdfc Bank Sponsored Ads (HDB) 1.0 $25M 724k 34.16
Equifax (EFX) 0.9 $24M 95k 256.53
IDEXX Laboratories (IDXX) 0.9 $24M 38k 638.89
Futu Hldgs Spon Ads Cl A (FUTU) 0.9 $24M 138k 173.91
Bank of America Corporation (BAC) 0.9 $24M 466k 51.59
Equinix (EQIX) 0.9 $24M 31k 783.24
Servicenow (NOW) 0.9 $24M 26k 920.28
Adobe Systems Incorporated (ADBE) 0.9 $24M 67k 352.75
Monster Beverage Corp (MNST) 0.9 $23M 345k 67.31
Autodesk (ADSK) 0.8 $21M 67k 317.67
Veeva Sys Cl A Com (VEEV) 0.8 $20M 69k 297.91
Northrop Grumman Corporation (NOC) 0.8 $20M 32k 609.32
Honeywell International (HON) 0.7 $19M 89k 210.50
CoStar (CSGP) 0.7 $18M 215k 84.37
Mccormick & Co Com Non Vtg (MKC) 0.6 $17M 248k 66.91
Nike CL B (NKE) 0.6 $16M 235k 69.73
Lockheed Martin Corporation (LMT) 0.6 $16M 32k 499.21
Grab Holdings Class A Ord (GRAB) 0.6 $16M 2.7M 6.02
Philip Morris International (PM) 0.6 $16M 98k 162.20
Edwards Lifesciences (EW) 0.6 $16M 201k 77.77
Starbucks Corporation (SBUX) 0.6 $15M 176k 84.60
Crown Castle Intl (CCI) 0.6 $14M 150k 96.49
Synopsys (SNPS) 0.6 $14M 29k 493.39
Transunion (TRU) 0.6 $14M 171k 83.78
Allegion Ord Shs (ALLE) 0.5 $13M 75k 177.35
Paypal Holdings (PYPL) 0.5 $13M 193k 67.06
Becton, Dickinson and (BDX) 0.4 $11M 60k 187.17
Credicorp (BAP) 0.4 $11M 40k 266.28
Lauder Estee Cos Cl A (EL) 0.4 $10M 117k 88.12
Icici Bank Adr (IBN) 0.4 $9.9M 328k 30.23
Vale S A Sponsored Ads (VALE) 0.3 $8.8M 815k 10.86
Kenvue (KVUE) 0.3 $8.2M 506k 16.23
Vnet Group Sponsored Ads A (VNET) 0.3 $7.1M 687k 10.33
Masimo Corporation (MASI) 0.2 $6.3M 42k 147.55
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.2 $6.2M 180k 34.40
Qfin Holdings American Dep (QFIN) 0.2 $5.2M 179k 28.78
Illumina (ILMN) 0.2 $5.0M 53k 94.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $4.4M 16k 279.29
Constellation Brands Cl A (STZ) 0.1 $3.8M 28k 134.67
Companhia De Saneamento Basi Sponsored Adr (SBS) 0.1 $1.7M 68k 24.89
Home Depot (HD) 0.0 $968k 2.4k 405.19
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $902k 15k 60.22
Ishares Tr Msci Saudi Arbia (KSA) 0.0 $353k 8.7k 40.58
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.0 $262k 6.1k 42.98