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NS Partners Ltd13F | |
| NS Partners Ltd | |
| Last update 2026-05-11 | 71 Stocks (22 new) |
| Value $2.23 Bil | Turnover 23 % |
NS Partners Ltd Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,194,585 | 208,335.6 | +1.81% | 9.330 | +0.17% | 0.000 | +13.27% | +4.01% | 4,692,576.5 | Semiconductors | |
GOOG | Alphabet Inc | 529,440 | 151,875.2 | -20.22% | 6.800 | -1.65% | 0.000 | +22.02% | +9.24% | 4,187,866.5 | Interactive Media | |
MSFT | Microsoft Corp | 384,464 | 142,317.0 | -23.32% | 6.370 | -2.22% | 0.010 | +0.94% | -23.44% | 2,738,195.3 | Software | |
AAPL | Apple Inc | 533,503 | 135,397.7 | -3.81% | 6.060 | -0.23% | 0.000 | +9.22% | +1.69% | 4,052,975.9 | Hardware | |
AMZN | Amazon.com Inc | 443,449 | 92,357.1 | -14.36% | 4.130 | -0.67% | 0.000 | +11.77% | +0.49% | 2,495,209.4 | Retail - Cyclical | |
META | Meta Platforms Inc | 123,440 | 70,623.7 | -27.62% | 3.160 | -1.22% | 0.000 | +1.60% | -15.65% | 1,410,843.0 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 123,458 | 59,161.1 | New Holding | 2.650 | +2.65% | 0.010 | +4.31% | -1.37% | 1,070,169.6 | Insurance | |
JPM | JPMorgan Chase & Co | 194,058 | 57,084.1 | +20.81% | 2.560 | +0.44% | 0.010 | +14.28% | +3.91% | 888,552.8 | Banks | |
AVGO | Broadcom Inc | 176,501 | 54,628.8 | +109.42% | 2.450 | +1.28% | 0.000 | +20.39% | +7.85% | 1,769,415.4 | Semiconductors | |
MA | Mastercard Inc | 95,511 | 47,723.0 | -5.09% | 2.140 | -0.11% | 0.010 | +0.79% | -11.46% | 445,184.9 | Credit Services |
NS Partners Ltd's Historical Top Holdings Breakdowns
NS Partners Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2026-03-31 | New Buy New Buy | +2.65% | 468.49 ($490.9) 508.09 | $496.67 | 1.18% | New holding | 123,458 | 123,458 | |
INTU | Intuit Inc | 2026-03-31 | Sold Out Sold Out | -2.56% | 358.71 ($476.99) 652.75 | $268.52 | -43.71% | Sold Out | 0 | -98,760 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -2.22% | 356.77 ($418.44) 483.47 | $368.47 | -11.94% | Reduce -23.32% | 384,464 | -116,937 | |
AMAT | Applied Materials Inc | 2026-03-31 | New Buy New Buy | +2.09% | 268.87 ($336.38) 394.95 | $638.58 | 89.84% | New holding | 136,580 | 136,580 | |
MSCI | MSCI Inc | 2026-03-31 | Sold Out Sold Out | -1.69% | 511.84 ($563.88) 624.75 | $563.45 | -0.08% | Sold Out | 0 | -75,386 | |
GOOG | Alphabet Inc | 2026-03-31 | Reduce Reduce | -1.65% | 273.14 ($314.16) 344.9 | $343.06 | 9.20% | Reduce -20.22% | 529,440 | -134,167 | |
SPGI | S&P Global Inc | 2026-03-31 | Sold Out Sold Out | -1.62% | 390.76 ($464.26) 546.35 | $414.36 | -10.75% | Sold Out | 0 | -79,328 | |
T | AT&T Inc | 2026-03-31 | New Buy New Buy | +1.61% | 23 ($26.71) 29.1 | $22.57 | -15.48% | New holding | 1,243,215 | 1,243,215 | |
VIST | Vista Energy SAB de CV | 2026-03-31 | New Buy New Buy | +1.56% | 43.88 ($58.33) 76.55 | $65.77 | 12.75% | New holding | 461,370 | 461,370 | |
MCO | Moodys Corp | 2026-03-31 | Sold Out Sold Out | -1.49% | 412.23 ($473.05) 539.61 | $449.11 | -5.06% | Sold Out | 0 | -74,641 |
NS Partners Ltd Total Holding History ($B)
NS Partners Ltd's Asset Allocation
NS Partners Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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NS Partners Ltd's Hypothetical Growth since 2026-03-31
NS Partners Ltd's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
NS Partners Ltd's Holdings Heat Map
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NS Partners Ltd's Holdings Bubble Chart
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