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NS Partners Ltd
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,345,499,635
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $196,764,671
- APPLE INC · COM · 037833100 · shares: $171,107,674
- MICROSOFT CORP · COM · 594918104 · shares: $158,209,647
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $149,831,556
- AMAZON COM INC · COM · 023135106 · shares: $97,844,693
- META PLATFORMS INC · CL A · 30303M102 · shares: $65,506,235
- BROADCOM INC · COM · 11135F101 · shares: $60,463,329
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $53,380,744
- VISA INC · COM CL A · 92826C839 · shares: $44,827,855
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $43,450,866
Reported holdings
153 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 861,567 shares | $196,764,671 |
| APPLE INC | COM | 037833100 | — | 513,806 shares | $171,107,674 |
| MICROSOFT CORP | COM | 594918104 | — | 308,461 shares | $158,209,647 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 439,724 shares | $149,831,556 |
| AMAZON COM INC | COM | 023135106 | — | 392,714 shares | $97,844,693 |
| META PLATFORMS INC | CL A | 30303M102 | — | 90,331 shares | $65,506,235 |
| BROADCOM INC | COM | 11135F101 | — | 172,167 shares | $60,463,329 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 161,354 shares | $53,380,744 |
| VISA INC | COM CL A | 92826C839 | — | 124,754 shares | $44,827,855 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 71,026 shares | $43,450,866 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 40,570 shares | $43,211,513 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 71,901 shares | $39,651,244 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 74,367 shares | $37,031,048 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 71,747 shares | $32,730,264 |
| ELI LILLY & CO | COM | 532457108 | — | 28,174 shares | $32,599,572 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 397,076 shares | $30,074,536 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 84,378 shares | $30,010,723 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 180,725 shares | $29,412,994 |
| APPLIED MATLS INC | COM | 038222105 | — | 57,215 shares | $29,258,607 |
| BANK OF AMER CORP | COM | 060505104 | — | 536,521 shares | $29,202,838 |
| COCA COLA CO | COM | 191216100 | — | 338,156 shares | $29,108,468 |
| GE AEROSPACE | COM NEW | 369604301 | — | 88,763 shares | $27,719,797 |
| CHEVRON CORPORATION | COM | 166764100 | — | 134,345 shares | $27,434,592 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 73,038 shares | $26,810,789 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 135,946 shares | $25,941,216 |
| TESLA INC | COM | 88160R101 | — | 72,622 shares | $25,767,012 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | — | 392,070 shares | $25,621,775 |
| GE VERNOVA INC | COM | 36828A101 | — | 25,704 shares | $24,431,395 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 1,049,671 shares | $23,449,650 |
| VERISIGN INC | COM | 92343E102 | — | 81,479 shares | $22,977,893 |
| YUM BRANDS INC | COM | 988498101 | — | 167,947 shares | $22,897,894 |
| STRYKER CORPORATION | COM | 863667101 | — | 78,273 shares | $21,555,601 |
| T-MOBILE US INC | COM | 872590104 | — | 131,778 shares | $21,490,356 |
| WELLS FARGO & CO | COM | 949746101 | — | 248,830 shares | $19,918,842 |
| INTEL CORP | COM | 458140100 | — | 159,917 shares | $19,226,821 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 54,708 shares | $17,972,125 |
| LINDE PLC | SHS | G54950103 | — | 35,417 shares | $16,810,679 |
| AMPHENOL CORP | CL A | 032095101 | — | 190,419 shares | $16,052,322 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 60,289 shares | $15,960,910 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 22,537 shares | $15,213,602 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 143,409 shares | $14,452,759 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 29,884 shares | $14,448,316 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 27,362 shares | $13,934,099 |
| AUTOZONE INC | COM | 053332102 | — | 4,782 shares | $13,533,156 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 311,768 shares | $12,975,784 |
| SYNOPSYS INC | COM | 871607107 | — | 29,485 shares | $12,824,206 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 31,383 shares | $12,761,269 |
| GLOBANT S A | COM | L44385109 | — | 360,100 shares | $12,495,470 |
| CISCO SYS INC | COM | 17275R102 | — | 112,254 shares | $12,081,898 |
| ABBVIE INC | COM | 00287Y109 | — | 44,478 shares | $11,635,000 |
| WALMART INC | COM | 931142103 | — | 106,993 shares | $11,118,713 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 127,993 shares | $11,048,356 |
| CATERPILLAR INC | COM | 149123101 | — | 13,063 shares | $10,591,350 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 11,334 shares | $10,317,794 |
| IDEXX LABS INC | COM | 45168D104 | — | 19,106 shares | $9,976,962 |
| VALE S A | SPONSORED ADS | 91912E105 | — | 740,700 shares | $9,932,787 |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | 465562106 | — | 1,157,100 shares | $9,870,063 |
| MERCK & CO INC | COM | 58933Y105 | — | 66,841 shares | $9,712,666 |
| TEXAS INSTRS INC | COM | 882508104 | — | 34,464 shares | $9,653,022 |
| FLEX LTD | ORD | Y2573F102 | — | 82,472 shares | $9,071,095 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 22,329 shares | $8,871,535 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 19,126 shares | $8,692,002 |
| HONEYWELL INTL INC | COM | 438516205 | — | 40,933 shares | $8,634,407 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 403,313 shares | $8,417,142 |
| ORACLE CORP | COM | 68389X105 | — | 59,595 shares | $8,182,394 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 43,434 shares | $8,169,067 |
| MCDONALDS CORP | COM | 580135101 | — | 35,214 shares | $8,132,321 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 8,995 shares | $8,098,738 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 42,215 shares | $7,896,316 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 29,163 shares | $7,720,904 |
| CROWN CASTLE INC | COM | 22822V101 | — | 110,743 shares | $7,381,021 |
| ALLEGION PLC | ORD SHS | G0176J109 | — | 46,661 shares | $7,175,062 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 160,660 shares | $7,012,809 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 28,739 shares | $6,935,008 |
| SANDISK CORP | COM | 80004C200 | — | 3,880 shares | $6,750,773 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 40,470 shares | $6,271,636 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 22,669 shares | $5,989,376 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 27,629 shares | $5,624,988 |
| AMGEN INC | COM | 031162100 | — | 13,339 shares | $5,622,522 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 38,497 shares | $5,592,844 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 5,771 shares | $5,322,824 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 34,455 shares | $5,135,518 |
| UNION PAC CORP | COM | 907818108 | — | 18,371 shares | $4,999,300 |
| DEERE & CO | COM | 244199105 | — | 7,066 shares | $4,745,172 |
| HOME DEPOT INC | COM | 437076102 | — | 15,158 shares | $4,312,299 |
| EATON CORP PLC | SHS | G29183103 | — | 9,947 shares | $4,274,325 |
| WELLTOWER INC | COM | 95040Q104 | — | 17,471 shares | $4,022,523 |
| PFIZER INC | COM | 717081103 | — | 140,321 shares | $4,001,955 |
| NETFLIX INC. | COM | 64110L106 | — | 56,814 shares | $3,953,118 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 7,312 shares | $3,933,490 |
| TJX COS INC NEW | COM | 872540109 | — | 26,200 shares | $3,466,522 |
| DANAHER CORP DEL | COM | 235851102 | — | 15,092 shares | $3,343,633 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 6,216 shares | $3,249,787 |
| CORNING INC | COM | 219350105 | — | 20,009 shares | $3,076,584 |
| PROGRESSIVE CORP | COM | 743315103 | — | 14,223 shares | $2,948,570 |
| CHUBB LIMITED | COM | H1467J104 | — | 8,943 shares | $2,908,711 |
| WATERS CORP | COM | 941848103 | — | 6,491 shares | $2,852,080 |
| BOEING CO | COM | 097023105 | — | 15,089 shares | $2,807,308 |
| MCKESSON CORP | COM | 58155Q103 | — | 3,286 shares | $2,805,620 |
| BLACKROCK INC | COM | 09290D101 | — | 2,480 shares | $2,624,559 |