NS Partners Ltd Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$2.4T
Holdings
72
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (72 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 512,831 | $255.1B | 10.41% | |
| 2 | NVDANVIDIA CORPORATION | 1,498,924 | $236.8B | 9.67% | |
| 3 | METAMETA PLATFORMS INC | 166,903 | $123.2B | 5.03% | |
| 4 | GOOGALPHABET INC | 670,322 | $118.9B | 4.85% | |
| 5 | AAPLAPPLE INC | 557,598 | $114.4B | 4.67% | |
| 6 | AMZNAMAZON COM INC | 452,834 | $99.3B | 4.06% | |
| 7 | INTUINTUIT | 97,828 | $77.1B | 3.15% | |
| 8 | VVISA INC | 164,451 | $58.4B | 2.38% | |
| 9 | MAMASTERCARD INCORPORATED | 102,429 | $57.6B | 2.35% | |
| 10 | JPMJPMORGAN CHASE & CO. | 162,663 | $47.2B | 1.93% | |
| 11 | TMUST-MOBILE US INC | 194,710 | $46.4B | 1.89% | |
| 12 | MSCIMSCI INC | 75,255 | $43.4B | 1.77% | |
| 13 | SYKSTRYKER CORPORATION | 109,380 | $43.3B | 1.77% | |
| 14 | SPGIS&P GLOBAL INC | 81,504 | $43.0B | 1.75% | |
| 15 | MARMARRIOTT INTL INC NEW | 146,767 | $40.1B | 1.64% | |
| 16 | ISRGINTUITIVE SURGICAL INC | 72,197 | $39.2B | 1.60% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 125,480 | $39.1B | 1.60% | |
| 18 | BSXBOSTON SCIENTIFIC CORP | 358,651 | $38.5B | 1.57% | |
| 19 | VRSKVERISK ANALYTICS INC | 121,635 | $37.9B | 1.55% | |
| 20 | MCOMOODYS CORP | 73,829 | $37.0B | 1.51% | |
| 21 | MCDMCDONALDS CORP | 123,832 | $36.2B | 1.48% | |
| 22 | NEENEXTERA ENERGY INC | 471,275 | $32.7B | 1.34% | |
| 23 | KOCOCA COLA CO | 448,063 | $31.7B | 1.29% | |
| 24 | BKNGBOOKING HOLDINGS INC | 5,318 | $30.8B | 1.26% | |
| 25 | VRSNVERISIGN INC | 102,637 | $29.6B | 1.21% | |
| 26 | CRMSALESFORCE INC | 107,206 | $29.2B | 1.19% | |
| 27 | ZTSZOETIS INC | 173,399 | $27.0B | 1.10% | |
| 28 | ADPAUTOMATIC DATA PROCESSING IN | 87,661 | $27.0B | 1.10% | |
| 29 | HDBHDFC BANK LTD | 351,789 | $27.0B | 1.10% | |
| 30 | ADBEADOBE INC | 67,217 | $26.0B | 1.06% | |
| 31 | YUMYUM BRANDS INC | 172,527 | $25.6B | 1.04% | |
| 32 | NOWSERVICENOW INC | 24,199 | $24.9B | 1.02% | |
| 33 | EFXEQUIFAX INC | 94,772 | $24.6B | 1.00% | |
| 34 | EQIXEQUINIX INC | 30,728 | $24.4B | 1.00% | |
| 35 | BACBANK AMERICA CORP | 466,528 | $22.1B | 0.90% | |
| 36 | MNSTMONSTER BEVERAGE CORP NEW | 344,181 | $21.6B | 0.88% | |
| 37 | HONHONEYWELL INTL INC | 89,341 | $20.8B | 0.85% | |
| 38 | ADSKAUTODESK INC | 66,976 | $20.7B | 0.85% | |
| 39 | IDXXIDEXX LABS INC | 37,994 | $20.4B | 0.83% | |
| 40 | VEEVVEEVA SYS INC | 68,576 | $19.7B | 0.81% | |
| 41 | QFINQIFU TECHNOLOGY INC | 440,647 | $19.1B | 0.78% | |
| 42 | MCXMCCORMICK & CO INC | 250,164 | $19.0B | 0.77% | |
| 43 | CSGPCOSTAR GROUP INC | 214,502 | $17.2B | 0.70% | |
| 44 | NKENIKE INC | 233,977 | $16.6B | 0.68% | |
| 45 | NOCNORTHROP GRUMMAN CORP | 32,519 | $16.3B | 0.66% | |
| 46 | SBUXSTARBUCKS CORP | 175,702 | $16.1B | 0.66% | |
| 47 | 4I1PHILIP MORRIS INTL INC | 86,939 | $15.8B | 0.65% | |
| 48 | EWEDWARDS LIFESCIENCES CORP | 201,301 | $15.7B | 0.64% | |
| 49 | 8CWCROWN CASTLE INC | 151,116 | $15.5B | 0.63% | |
| 50 | GRABGRAB HOLDINGS LIMITED | 3,017,610 | $15.2B | 0.62% | |
| 51 | TRUTRANSUNION | 170,900 | $15.0B | 0.61% | |
| 52 | LMTLOCKHEED MARTIN CORP | 32,355 | $15.0B | 0.61% | |
| 53 | PYPLPAYPAL HLDGS INC | 192,740 | $14.3B | 0.58% | |
| 54 | BAPCREDICORP LTD | 60,617 | $13.5B | 0.55% | |
| 55 | IBNICICI BANK LIMITED | 335,687 | $11.3B | 0.46% | |
| 56 | ALLEALLEGION PLC | 75,371 | $10.9B | 0.44% | |
| 57 | BDXBECTON DICKINSON & CO | 61,047 | $10.5B | 0.43% | |
| 58 | KVUEKENVUE INC | 490,110 | $10.3B | 0.42% | |
| 59 | AKXANSYS INC | 28,291 | $9.9B | 0.41% | |
| 60 | GGALGRUPO FINANCIERO GALICIA S.A | 192,900 | $9.7B | 0.40% | |
| 61 | ELLAUDER ESTEE COS INC | 117,261 | $9.5B | 0.39% | |
| 62 | FUTUFUTU HLDGS LTD | 69,500 | $8.6B | 0.35% | |
| 63 | 3M4MASIMO CORP | 42,566 | $7.2B | 0.29% | |
| 64 | ILMNILLUMINA INC | 52,826 | $5.0B | 0.21% | |
| 65 | STZCONSTELLATION BRANDS INC | 28,164 | $4.6B | 0.19% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,618 | $3.5B | 0.14% | |
| 67 | PEPPEPSICO INC | 18,688 | $2.5B | 0.10% | |
| 68 | HDHOME DEPOT INC | 2,854 | $1.0B | 0.04% | |
| 69 | VALEVALE S A | 104,700 | $1.0B | 0.04% | |
| 70 | RYAAYRYANAIR HOLDINGS PLC | 14,975 | $863.6M | 0.04% | |
| 71 | KSAISHARES TR | 9,800 | $377.7M | 0.02% | |
| 72 | SQMSOCIEDAD QUIMICA Y MINERA DE | 6,100 | $215.1M | 0.01% |