NS Partners Ltd Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$2.6B
Holdings
74
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (74 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 501,401 | $242.0M | 9.48% | |
| 2 | NVDANVIDIA CORPORATION | 1,173,371 | $218.0M | 8.54% | |
| 3 | GOOGALPHABET INC | 663,607 | $207.0M | 8.11% | |
| 4 | AAPLAPPLE INC | 554,622 | $150.0M | 5.88% | |
| 5 | AMZNAMAZON COM INC | 517,799 | $119.0M | 4.66% | |
| 6 | METAMETA PLATFORMS INC | 170,555 | $112.0M | 4.39% | |
| 7 | INTUINTUIT | 98,760 | $65.0M | 2.55% | |
| 8 | MAMASTERCARD INCORPORATED | 100,638 | $57.0M | 2.23% | |
| 9 | VVISA INC | 157,818 | $55.0M | 2.16% | |
| 10 | JPMJPMORGAN CHASE & CO. | 160,634 | $51.0M | 2.00% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 150,910 | $49.0M | 1.92% | |
| 12 | MSCIMSCI INC | 75,386 | $43.0M | 1.68% | |
| 13 | MARMARRIOTT INTL INC NEW | 137,687 | $42.0M | 1.65% | |
| 14 | SPGIS&P GLOBAL INC | 79,328 | $41.0M | 1.61% | |
| 15 | ISRGINTUITIVE SURGICAL INC | 72,255 | $40.0M | 1.57% | |
| 16 | SYKSTRYKER CORPORATION | 111,263 | $39.0M | 1.53% | |
| 17 | NEENEXTERA ENERGY INC | 485,612 | $38.0M | 1.49% | |
| 18 | TMUST-MOBILE US INC | 189,111 | $38.0M | 1.49% | |
| 19 | MCOMOODYS CORP | 74,641 | $38.0M | 1.49% | |
| 20 | MCDMCDONALDS CORP | 120,967 | $36.0M | 1.41% | |
| 21 | BSXBOSTON SCIENTIFIC CORP | 359,256 | $34.0M | 1.33% | |
| 22 | HDBHDFC BANK LTD | 948,978 | $34.0M | 1.33% | |
| 23 | KOCOCA COLA CO | 447,972 | $31.0M | 1.21% | |
| 24 | AVGOBROADCOM INC | 84,280 | $29.0M | 1.14% | |
| 25 | CRMSALESFORCE INC | 106,996 | $28.0M | 1.10% | |
| 26 | VRSKVERISK ANALYTICS INC | 129,513 | $28.0M | 1.10% | |
| 27 | BKNGBOOKING HOLDINGS INC | 5,091 | $27.0M | 1.06% | |
| 28 | YUMYUM BRANDS INC | 173,844 | $26.0M | 1.02% | |
| 29 | MNSTMONSTER BEVERAGE CORP NEW | 332,727 | $25.0M | 0.98% | |
| 30 | VRSNVERISIGN INC | 104,157 | $25.0M | 0.98% | |
| 31 | BACBANK AMERICA CORP | 468,797 | $25.0M | 0.98% | |
| 32 | IDXXIDEXX LABS INC | 35,564 | $24.0M | 0.94% | |
| 33 | ADBEADOBE INC | 66,958 | $23.0M | 0.90% | |
| 34 | WECWEC ENERGY GROUP INC | 210,995 | $22.0M | 0.86% | |
| 35 | ZTSZOETIS INC | 175,014 | $21.0M | 0.82% | |
| 36 | ADPAUTOMATIC DATA PROCESSING IN | 82,109 | $21.0M | 0.82% | |
| 37 | EFXEQUIFAX INC | 94,791 | $20.0M | 0.78% | |
| 38 | FUTUFUTU HLDGS LTD | 124,842 | $20.0M | 0.78% | |
| 39 | NOWSERVICENOW INC | 129,022 | $19.0M | 0.74% | |
| 40 | ADSKAUTODESK INC | 66,803 | $19.0M | 0.74% | |
| 41 | NOCNORTHROP GRUMMAN CORP | 34,886 | $19.0M | 0.74% | |
| 42 | MCXMCCORMICK & CO INC | 251,211 | $17.0M | 0.67% | |
| 43 | EWEDWARDS LIFESCIENCES CORP | 193,939 | $16.0M | 0.63% | |
| 44 | 4I1PHILIP MORRIS INTL INC | 104,931 | $16.0M | 0.63% | |
| 45 | HONHONEYWELL INTL INC | 85,302 | $16.0M | 0.63% | |
| 46 | GRABGRAB HOLDINGS LIMITED | 3,124,910 | $15.0M | 0.59% | |
| 47 | NKENIKE INC | 237,244 | $15.0M | 0.59% | |
| 48 | VEEVVEEVA SYS INC | 68,595 | $15.0M | 0.59% | |
| 49 | LMTLOCKHEED MARTIN CORP | 32,428 | $15.0M | 0.59% | |
| 50 | SNPSSYNOPSYS INC | 30,289 | $14.0M | 0.55% | |
| 51 | SBUXSTARBUCKS CORP | 177,287 | $14.0M | 0.55% | |
| 52 | TRUTRANSUNION | 171,071 | $14.0M | 0.55% | |
| 53 | CSGPCOSTAR GROUP INC | 214,981 | $14.0M | 0.55% | |
| 54 | 8CWCROWN CASTLE INC | 153,614 | $13.0M | 0.51% | |
| 55 | AUGOAURA MINERALS INC | 277,300 | $13.0M | 0.51% | |
| 56 | TMETENCENT MUSIC ENTMT GROUP | 757,800 | $13.0M | 0.51% | |
| 57 | INFYINFOSYS LTD | 769,900 | $13.0M | 0.51% | |
| 58 | ELLAUDER ESTEE COS INC | 119,238 | $12.0M | 0.47% | |
| 59 | BDXBECTON DICKINSON & CO | 58,812 | $11.0M | 0.43% | |
| 60 | ALLEALLEGION PLC | 71,661 | $11.0M | 0.43% | |
| 61 | VALEVALE S A | 702,500 | $9.0M | 0.35% | |
| 62 | PYPLPAYPAL HLDGS INC | 163,603 | $9.0M | 0.35% | |
| 63 | VNETVNET GROUP INC | 937,500 | $7.0M | 0.27% | |
| 64 | ILMNILLUMINA INC | 52,719 | $6.0M | 0.24% | |
| 65 | 3M4MASIMO CORP | 42,348 | $5.0M | 0.20% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,618 | $4.0M | 0.16% | |
| 67 | STZCONSTELLATION BRANDS INC | 27,641 | $3.0M | 0.12% | |
| 68 | SAJACOMPANHIA DE SANEAMENTO BASI | 74,130 | $1.0M | 0.04% | |
| 69 | IBNICICI BANK LIMITED | 38,800 | $1.0M | 0.04% | |
| 70 | HDHOME DEPOT INC | 2,485 | $0 | 0.00% | |
| 71 | RYAAYRYANAIR HOLDINGS PLC | 12,775 | $0 | 0.00% | |
| 72 | EQIXEQUINIX INC | 277 | $0 | 0.00% | |
| 73 | TECK/BTECK RESOURCES LTD | 6,800 | $0 | 0.00% | |
| 74 | KSAISHARES TR | 8,700 | $0 | 0.00% |