NS Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
NS Partners reported a $2.3 bn portfolio of 77 positions to the SEC as of the end of Q2 2026. Its largest positions are NVDA, GOOG, AAPL. During the quarter it opened Advanced Micro Devices and Lam Research and exited Zoetis and Futu Holdings.
Sections with a free account
What changed this quarter
82 positions with a change (16 new, 9 added to, 47 trimmed, 10 sold); also, 1 exited through an acquisition or merger, 1 entered through a spin-off. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- NVIDIA−18%fewer sharesReduced9.3% → 8.4%
- Advanced Micro Devices+1.8 ppof portfolioNew— → 1.8%
- Lam Research+1.2 ppof portfolioNew— → 1.2%
- Intel+1.0 ppof portfolioNew— → 1.0%
- Linde+0.9 ppof portfolioNew— → 0.9%
- Microsoft−14%fewer sharesReduced6.4% → 5.3%
- McDONALD’S−65%fewer sharesReduced1.6% → 0.5%
- Zoetis−0.9 ppof portfolioSold out0.9% → —
- AutoZone+4,919%more sharesIncreasedunder 0.1% → 0.8%
- Amphenol−50%fewer sharesReduced1.1% → 0.7%
- Futu Holdings−0.7 ppof portfolioSold out0.8% → —
- Itau Unibanco Holding+0.7 ppof portfolioNew— → 0.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA8.4%
- AlphabetGOOG7.6%
- AppleAAPL6.4%
- MicrosoftMSFT5.3%
- Amazon.comAMZN4.4%
- Applied MaterialsAMAT4.3%
- BroadcomAVGO2.9%
- Meta PlatformsMETA2.8%
- JPMorgan ChaseJPM2.6%
- Berkshire HathawayBRK/B2.6%
- UnitedHealth GroupUNH2.5%
- Micron TechnologyMU2.2%
- VisaV2.1%
- MastercardMA2.0%
- GE VernovaGEV1.8%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 40%
- ● Financials 14%
- ● Communication Services 12%
- ● Consumer Discretionary 9%
- ● Health Care 8%
- ● Industrials 7%
- ● Consumer Staples 4%
- ● Energy 3%
- ● Utilities 3%
- ● Materials 1%
How its portfolio changed (8 quarters)
Q2 2026: 77
Q2 2026: 47%
Q2 2026: 13.7%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jun 26, 2026 (medium confidence).
The data, as reported: NS PARTNERS LTD (CRD 110625): Institutional mandates; 5.D assets by client type: other advisers 87%, pooled vehicles 7% (of $5.9 bn); 5.F 80 accounts, 0% non-discretionary; 5.D 20 clients, 0 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
Similar managers by type and size
Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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