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 Com (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 Com	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 Com	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 Class A	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 Com	2.5%	1.8%	139,338	-5.8%	$57.9M
MUMicron Technology Inc	2.2%	—	43,692	—	$50.4M
VVisa Inc Com Cl A	2.1%	2.1%	143,029	-6.0%	$49.1M
MAMastercard Inc.	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 Cl A	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 Com	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
LLYLilly Eli & 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 Com	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 Bk Ltd ADR	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 Corp New	0.9%	1.2%	126,393	-4.1%	$21.0M
WFCWells Fargo Co New	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 Com	0.6%	0.9%	27,709	-12.7%	$14.1M
FLEXFlex Ltd	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 Com	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 and rebuilt each quarter on the day the filing became public. 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 Com (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 Com (AMZN) at 4.4%.

What did NS Partners Ltd buy last quarter?

In Q2 2026, NS Partners Ltd added Lilly Eli & Co (LLY) (+77.4% shares) and Hdfc Bk Ltd ADR (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 Com (T), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 H World Group Ltd (HTHT), cut from its top 50 Futu Hldgs Ltd (FUTU), Mcdonalds Corp Com (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.