Q2 2026 13F · SEC CIK 1657111

NS Partners Ltd

Institutional asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 77
Top holdings a year, 3 yrs: +19.1%
Assets under management: $5.9B

NS Partners Ltd is an institutional asset manager that reported 77 positions worth $2.3B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 8.4%), Alphabet Inc (GOOG, 7.6%), Apple Inc (AAPL, 6.4%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.

NS Partners Ltd holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

NS Partners Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.4%	9.3%	977,258	-18.2%	$195.5M
GOOGAlphabet Inc	7.6%	6.8%	498,529	-5.8%	$176.1M
AAPLApple Inc	6.4%	6.1%	518,312	-2.8%	$150.0M
MSFTMicrosoft Corp	5.3%	6.4%	328,766	-14.5%	$122.6M
AMZNAmazon Com Inc	4.4%	4.1%	432,524	-2.5%	$103.1M
AMATApplied Matls Inc	4.3%	2.1%	139,382	+2.1%	$100.8M
AVGOBroadcom Inc	2.9%	2.4%	176,623	+0.1%	$66.7M
METAMeta Platforms Inc	2.8%	3.2%	114,227	-7.5%	$64.3M
JPMJpmorgan Chase & Co	2.6%	2.6%	187,157	-3.6%	$61.3M
BRK-BBerkshire Hathaway Inc Del	2.6%	2.6%	119,182	-3.5%	$59.6M
UNHUnitedhealth Group Inc	2.5%	1.8%	139,338	-5.8%	$57.9M
MUMicron Technology Inc	2.2%	—	43,692	—	$50.4M
VVisa Inc	2.1%	2.1%	143,029	-6.0%	$49.1M
MAMastercard Incorporated	2.0%	2.1%	92,360	-3.3%	$47.4M
GEVGe Vernova Inc	1.8%	1.4%	35,557	+2.8%	$41.8M
AMDAdvanced Micro Devices Inc	1.8%	—	71,596	—	$41.6M
MARMarriott Intl Inc New	1.7%	2.0%	108,102	-19.1%	$40.1M
GEGe Aerospace	1.7%	1.3%	106,543	+0.5%	$39.8M
NEENextera Energy Inc	1.6%	2.0%	423,155	-11.4%	$37.1M
WECWec Energy Group Inc	1.5%	1.7%	306,688	-4.0%	$35.8M
KOCoca Cola Co	1.5%	1.5%	427,415	-2.2%	$34.7M
LLYEli Lilly & Co	1.5%	0.7%	28,723	+77.4%	$34.5M
BACBank of Amer Corp	1.4%	1.3%	577,373	-1.4%	$32.9M
PMPhilip Morris Intl Inc	1.4%	1.3%	176,470	-1.7%	$31.9M
TSMTaiwan Semiconductor Manufac	1.3%	1.1%	64,637	-10.9%	$30.9M
MNSTMonster Beverage Corp New	1.3%	1.1%	310,132	-5.8%	$29.8M
LRCXLam Research Corp	1.2%	—	63,560	—	$27.5M
VISTVista Energy S.a.b. de C.v.	1.2%	1.6%	431,270	-6.5%	$27.5M
YUMYum Brands Inc	1.2%	1.3%	171,184	-11.6%	$27.4M
HDBHdfc Bank Ltd	1.1%	1.1%	1,029,571	+6.3%	$26.6M
SYKStryker Corporation	1.1%	1.6%	83,396	-22.3%	$26.3M
VRSNVerisign Inc	1.1%	1.1%	99,126	-2.6%	$24.9M
XOMExxon Mobil Corp	1.0%	1.4%	171,076	-6.5%	$23.4M
TMUST-Mobile US Inc	1.0%	1.7%	135,454	-27.1%	$22.7M
INTCIntel Corp	1.0%	—	161,274	—	$22.5M
LINLinde PLC	0.9%	—	40,517	—	$21.0M
CVXChevron Corporation	0.9%	1.2%	126,393	-4.1%	$21.0M
WFCWells Fargo & Co	0.9%	0.9%	251,373	-4.4%	$20.8M
AZOAutozone Inc	0.8%	—	5,973	—	$19.1M
ISRGIntuitive Surgical Inc	0.8%	1.5%	45,873	-35.8%	$18.2M
ITUBItau Unibanco Hldg S A	0.7%	—	2,083,100	—	$17.0M
APHAmphenol Corp	0.7%	1.1%	96,267	-50.2%	$17.0M
NOCNorthrop Grumman Corp	0.7%	1.0%	30,180	-11.3%	$15.4M
IDXXIdexx Labs Inc	0.7%	0.9%	28,950	-17.8%	$15.2M
LMTLockheed Martin Corp	0.6%	0.9%	27,709	-12.7%	$14.1M
FLEXFlex Ltd Ord	0.6%	—	83,288	—	$13.5M
SNPSSynopsys Inc	0.6%	—	29,579	—	$13.2M
BSXBoston Scientific Corp	0.5%	1.0%	289,367	-19.3%	$12.4M
EWEdwards Lifesciences Corp	0.5%	0.7%	130,801	-32.3%	$11.8M
MCDMcdonalds Corp	0.5%	1.6%	41,072	-64.9%	$11.1M

What NS Partners Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.1% /yr; S&P 500 +20.1%
3 years: +19.1% /yr; S&P 500 +20.4%
5 years: +9.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.3B	77
Q1 2026	$2.2B	71
Q4 2025	$2.6B	74
Q3 2025	$2.6B	74
Q2 2025	$2.4B	72
Q1 2025	$2.3B	73
Q4 2024	$2.4B	77
Q3 2024	$2.4B	74
Q2 2024	$2.2B	73
Q1 2024	$2.2B	74
Q4 2023	$2.1B	74
Q3 2023	$1.9B	74

Questions about NS Partners Ltd's portfolio

What stocks does NS Partners Ltd own?

NS Partners Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 77 positions worth $2.3B. The largest are Nvidia Corporation (NVDA) at 8.4%, Alphabet Inc (GOOG) at 7.6%, Apple Inc (AAPL) at 6.4%, Microsoft Corp (MSFT) at 5.3% and Amazon Com Inc (AMZN) at 4.4%.

What did NS Partners Ltd buy last quarter?

In Q2 2026, NS Partners Ltd added Eli Lilly & Co (LLY) (+77.4% shares) and Hdfc Bank Ltd (HDB) (+6.3% shares), compared with its Q1 2026 filing.

What did NS Partners Ltd sell last quarter?

In Q2 2026, NS Partners Ltd cut from its top 50 At&t Inc (T), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Huazhu Group Ltd Sponsored Ads (HTHT), cut from its top 50 Futu Holdings Ltd (FUTU), Mcdonalds Corp (MCD) (-64.9% shares), Amphenol Corp (APH) (-50.2% shares) and Intuitive Surgical Inc (ISRG) (-35.8% shares), compared with its Q1 2026 filing.

How has NS Partners Ltd's portfolio performed?

A portfolio copying NS Partners Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.1% against +20.1%. Over 5 years: +9.5% a year against +11.6%.

When is NS Partners Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. NS Partners Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does NS Partners Ltd manage?

NS Partners Ltd reported $5.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.