Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NS Partners Ltd (CIK 1657111) reported $2.23B across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($208.3M, 9.33%), GOOG ($151.9M, 6.80%), MSFT ($142.3M, 6.37%), AAPL ($135.4M, 6.06%), AMZN ($92.4M, 4.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $208.3M | 9.33% | 1.2M | Added |
| 2 | GOOG | ALPHABET INC | $151.9M | 6.80% | 529,440 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $142.3M | 6.37% | 384,464 | Trimmed |
| 4 | AAPL | APPLE INC | $135.4M | 6.06% | 533,503 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $92.4M | 4.13% | 443,449 | Trimmed |
| 6 | META | META PLATFORMS INC | $70.6M | 3.16% | 123,440 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.2M | 2.65% | 123,458 | New |
| 8 | JPM | JPMORGAN CHASE & CO | $57.1M | 2.56% | 194,058 | Added |
| 9 | AVGO | BROADCOM INC | $54.6M | 2.45% | 176,501 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $47.7M | 2.14% | 95,511 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC | $46.7M | 2.09% | 136,580 | New |
| 12 | V | VISA INC | $46.0M | 2.06% | 152,099 | Trimmed |
| 13 | NEE | NEXTERA ENERGY INC | $44.4M | 1.99% | 477,791 | Trimmed |
| 14 | MAR | MARRIOTT INTL INC NEW | $43.7M | 1.96% | 133,565 | Trimmed |
| 15 | UNH | UNITEDHEALTH GROUP INC | $40.0M | 1.79% | 147,955 | Trimmed |
| 16 | TMUS | T-MOBILE US INC | $39.0M | 1.75% | 185,851 | Trimmed |
| 17 | WEC | WEC ENERGY GROUP INC | $37.0M | 1.66% | 319,515 | Added |
| 18 | MCD | MCDONALDS CORP | $36.4M | 1.63% | 117,139 | Trimmed |
| 19 | T | AT&T INC | $36.0M | 1.61% | 1.2M | New |
| 20 | SYK | STRYKER CORPORATION | $35.2M | 1.58% | 107,264 | Trimmed |
| 21 | VIST | VISTA ENERGY S.A.B. DE C.V. | $34.8M | 1.56% | 461,370 | New |
| 22 | KO | COCA COLA CO | $33.2M | 1.49% | 436,995 | Trimmed |
| 23 | ISRG | INTUITIVE SURGICAL INC | $33.0M | 1.48% | 71,487 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $31.0M | 1.39% | 182,886 | New |
| 25 | GEV | GE VERNOVA INC | $30.2M | 1.35% | 34,596 | New |
Source: SEC Form 13F filings · as of 2026-03-31