NS Partners Ltd Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.6T
Holdings
74
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,447,886 | $270.1B | 10.45% | |
| 2 | MSFTMICROSOFT CORP | 518,184 | $268.4B | 10.38% | |
| 3 | GOOGALPHABET INC | 667,593 | $162.6B | 6.29% | |
| 4 | AAPLAPPLE INC | 552,568 | $140.7B | 5.44% | |
| 5 | METAMETA PLATFORMS INC | 170,787 | $125.4B | 4.85% | |
| 6 | AMZNAMAZON COM INC | 511,444 | $112.3B | 4.34% | |
| 7 | INTUINTUIT | 97,844 | $66.8B | 2.58% | |
| 8 | MAMASTERCARD INCORPORATED | 101,080 | $57.5B | 2.22% | |
| 9 | VVISA INC | 161,729 | $55.2B | 2.14% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 149,512 | $51.6B | 2.00% | |
| 11 | JPMJPMORGAN CHASE & CO. | 161,720 | $51.0B | 1.97% | |
| 12 | TMUST-MOBILE US INC | 195,075 | $46.7B | 1.81% | |
| 13 | MSCIMSCI INC | 75,053 | $42.6B | 1.65% | |
| 14 | SYKSTRYKER CORPORATION | 109,418 | $40.4B | 1.56% | |
| 15 | SPGIS&P GLOBAL INC | 79,790 | $38.8B | 1.50% | |
| 16 | MARMARRIOTT INTL INC NEW | 145,937 | $38.0B | 1.47% | |
| 17 | MCDMCDONALDS CORP | 123,119 | $37.4B | 1.45% | |
| 18 | NEENEXTERA ENERGY INC | 469,236 | $35.4B | 1.37% | |
| 19 | BSXBOSTON SCIENTIFIC CORP | 358,366 | $35.0B | 1.35% | |
| 20 | MCOMOODYS CORP | 72,713 | $34.6B | 1.34% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 72,206 | $32.3B | 1.25% | |
| 22 | VRSKVERISK ANALYTICS INC | 121,730 | $30.6B | 1.18% | |
| 23 | KOCOCA COLA CO | 445,159 | $29.5B | 1.14% | |
| 24 | BKNGBOOKING HOLDINGS INC | 5,312 | $28.7B | 1.11% | |
| 25 | VRSNVERISIGN INC | 102,469 | $28.6B | 1.11% | |
| 26 | YUMYUM BRANDS INC | 171,503 | $26.1B | 1.01% | |
| 27 | TMETENCENT MUSIC ENTMT GROUP | 1,101,300 | $25.7B | 0.99% | |
| 28 | ADPAUTOMATIC DATA PROCESSING IN | 87,082 | $25.6B | 0.99% | |
| 29 | CRMSALESFORCE INC | 107,321 | $25.4B | 0.98% | |
| 30 | ZTSZOETIS INC | 173,339 | $25.4B | 0.98% | |
| 31 | HDBHDFC BANK LTD | 723,478 | $24.7B | 0.96% | |
| 32 | EFXEQUIFAX INC | 94,791 | $24.3B | 0.94% | |
| 33 | IDXXIDEXX LABS INC | 37,910 | $24.2B | 0.94% | |
| 34 | FUTUFUTU HLDGS LTD | 138,442 | $24.1B | 0.93% | |
| 35 | BACBANK AMERICA CORP | 465,878 | $24.0B | 0.93% | |
| 36 | EQIXEQUINIX INC | 30,531 | $23.9B | 0.93% | |
| 37 | NOWSERVICENOW INC | 25,803 | $23.7B | 0.92% | |
| 38 | ADBEADOBE INC | 67,179 | $23.7B | 0.92% | |
| 39 | MNSTMONSTER BEVERAGE CORP NEW | 344,479 | $23.2B | 0.90% | |
| 40 | ADSKAUTODESK INC | 66,985 | $21.3B | 0.82% | |
| 41 | VEEVVEEVA SYS INC | 68,558 | $20.4B | 0.79% | |
| 42 | NOCNORTHROP GRUMMAN CORP | 32,218 | $19.6B | 0.76% | |
| 43 | HONHONEYWELL INTL INC | 89,413 | $18.8B | 0.73% | |
| 44 | CSGPCOSTAR GROUP INC | 214,803 | $18.1B | 0.70% | |
| 45 | MCXMCCORMICK & CO INC | 248,095 | $16.6B | 0.64% | |
| 46 | NKENIKE INC | 234,907 | $16.4B | 0.63% | |
| 47 | LMTLOCKHEED MARTIN CORP | 32,159 | $16.1B | 0.62% | |
| 48 | GRABGRAB HOLDINGS LIMITED | 2,651,810 | $16.0B | 0.62% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 98,376 | $16.0B | 0.62% | |
| 50 | EWEDWARDS LIFESCIENCES CORP | 201,212 | $15.6B | 0.61% | |
| 51 | SBUXSTARBUCKS CORP | 175,711 | $14.9B | 0.58% | |
| 52 | 8CWCROWN CASTLE INC | 149,594 | $14.4B | 0.56% | |
| 53 | SNPSSYNOPSYS INC | 29,105 | $14.4B | 0.56% | |
| 54 | TRUTRANSUNION | 170,919 | $14.3B | 0.55% | |
| 55 | ALLEALLEGION PLC | 75,428 | $13.4B | 0.52% | |
| 56 | PYPLPAYPAL HLDGS INC | 192,837 | $12.9B | 0.50% | |
| 57 | BDXBECTON DICKINSON & CO | 60,434 | $11.3B | 0.44% | |
| 58 | BAPCREDICORP LTD | 40,217 | $10.7B | 0.41% | |
| 59 | ELLAUDER ESTEE COS INC | 117,330 | $10.3B | 0.40% | |
| 60 | IBNICICI BANK LIMITED | 327,687 | $9.9B | 0.38% | |
| 61 | VALEVALE S A | 814,900 | $8.8B | 0.34% | |
| 62 | KVUEKENVUE INC | 505,762 | $8.2B | 0.32% | |
| 63 | VNETVNET GROUP INC | 686,700 | $7.1B | 0.27% | |
| 64 | 3M4MASIMO CORP | 42,394 | $6.3B | 0.24% | |
| 65 | VISTVISTA ENERGY S.A.B. DE C.V. | 180,100 | $6.2B | 0.24% | |
| 66 | QFINQFIN HOLDINGS INC | 179,447 | $5.2B | 0.20% | |
| 67 | ILMNILLUMINA INC | 52,706 | $5.0B | 0.19% | |
| 68 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,618 | $4.4B | 0.17% | |
| 69 | STZCONSTELLATION BRANDS INC | 28,143 | $3.8B | 0.15% | |
| 70 | SAJACOMPANHIA DE SANEAMENTO BASI | 68,000 | $1.7B | 0.07% | |
| 71 | HDHOME DEPOT INC | 2,389 | $968.0M | 0.04% | |
| 72 | RYAAYRYANAIR HOLDINGS PLC | 14,975 | $901.8M | 0.03% | |
| 73 | KSAISHARES TR | 8,700 | $353.0M | 0.01% | |
| 74 | SQMSOCIEDAD QUIMICA Y MINERA DE | 6,100 | $262.2M | 0.01% |