NP

NS Partners Ltd

13F
NS Partners Ltd
Last update 2025-05-12 73 Stocks (2 new)
Value $2.27 Bil Turnover 2 %
Countries:
Top Holdings: MSFT(8.77%)NVDA(7.29%)AAPL(5.68%)GOOG(4.87%)META(4.33%)
Summary Stock Picks Current Portfolio
NS Partners Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
531,365
199,469.1
+0.73%
8.770
+0.06%
0.010
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
1,530,632
165,889.9
+1.53%
7.290
+0.11%
0.010
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
581,285
129,120.8
+0.43%
5.680
+0.02%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
GOOG
Alphabet Inc
709,046
110,774.3
+0.64%
4.870
+0.03%
0.010
+21.57%
+0.80%
2,309,505.8
Interactive Media
META
Meta Platforms Inc
170,981
98,546.6
+0.84%
4.330
+0.04%
0.010
+37.26%
+22.08%
1,794,173.6
Interactive Media
AMZN
Amazon.com Inc
462,981
88,086.8
+1.12%
3.870
+0.04%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
INTU
Intuit Inc
100,843
61,916.6
+0.70%
2.720
+0.02%
0.040
+30.37%
+24.06%
216,462.9
Software
V
Visa Inc
170,514
59,758.3
-0.21%
2.630
0%
0.010
+6.43%
+12.80%
694,059.1
Credit Services
MA
Mastercard Inc
105,899
58,045.4
-2.73%
2.550
-0.06%
0.010
+6.20%
+7.22%
510,423.9
Credit Services
TMUS
T-Mobile US Inc
202,913
54,118.9
+1.14%
2.380
+0.03%
0.020
-9.47%
+6.73%
263,744.5
Telecommunication Services

NS Partners Ltd's Historical Top Holdings Breakdowns

NS Partners Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TCOM
Trip.com Group Ltd
2025-03-31
Reduce
Reduce
-1.04%
●
56.68 ($65.47) 73.5
$64.55
-1.41%
Reduce -47.51%
403,400
-365,100
GLOB
Globant SA
2025-03-31
Sold Out
Sold Out
-0.78%
●
117.72 ($179.36) 228.73
$90.10
-49.77%
Sold Out
0
-88,300
YMM
Full Truck Alliance Co Ltd
2025-03-31
Add
Add
+0.70%
●
10.41 ($12.05) 13.69
$12.09
0.33%
Add 754.66%
1,413,600
1,248,200
ITUB
Itau Unibanco Holding SA
2025-03-31
Sold Out
Sold Out
-0.51%
●
4.43 ($5.18) 5.73
$6.45
24.52%
Sold Out
0
-2,733,448
ANSS
Ansys Inc
2025-03-31
New Buy
New Buy
+0.37%
●
316.56 ($335.47) 360.36
$374.30
11.57%
New holding
26,521
26,521
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.37%
●
142.06 ($156.47) 167.7
$169.10
8.07%
Reduce -78.49%
16,764
-61,179
GRAB
Grab Holdings Ltd
2025-03-31
New Buy
New Buy
+0.36%
●
4.12 ($4.67) 5.34
$5.37
14.99%
New holding
1,820,500
1,820,500
BABA
Alibaba Group Holding Ltd
2025-03-31
Sold Out
Sold Out
-0.24%
●
80.53 ($115.31) 147.57
$122.58
6.30%
Sold Out
0
-68,700
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Reduce
Reduce
-0.18%
●
165.25 ($194.34) 224.62
$240.33
23.66%
Reduce -57.19%
16,318
-21,800
IBN
ICICI Bank Ltd
2025-03-31
Add
Add
+0.15%
●
27.55 ($29.02) 31.67
$34.41
18.57%
Add 717.01%
120,100
105,400

NS Partners Ltd Total Holding History ($B)

To

NS Partners Ltd's Asset Allocation

To

NS Partners Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NS Partners Ltd's Hypothetical Growth since 2025-03-31

NS Partners Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

NS Partners Ltd's Holdings Heat Map

Size field:

NS Partners Ltd's Holdings Bubble Chart

NS Partners Ltd News

  • 1

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