§ 13F · FUND PROFILE
NS Partners Ltd.
AUM · $2.3B (13F)Positions · 136Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$220M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 975K | $195M | 8.4% | −18% |
| 2 | GOOG | ALPHABET INC | 497K | $176M | 7.5% | −6% |
| 3 | AAPL | APPLE INC | 517K | $150M | 6.4% | −3% |
| 4 | MSFT | MICROSOFT CORP | 328K | $122M | 5.3% | −14% |
| 5 | AMZN | AMAZON COM INC | 432K | $103M | 4.4% | −2% |
| 6 | AMAT | APPLIED MATLS INC | 139K | $101M | 4.3% | +2% |
| 7 | AVGO | BROADCOM INC | 176K | $67M | 2.9% | ±0% |
| 8 | META | META PLATFORMS INC | 114K | $64M | 2.8% | −7% |
| 9 | JPM | JPMORGAN CHASE & CO | 187K | $61M | 2.6% | −4% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 119K | $59M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NS SIGNAL
AC read
NS Partners Ltd is a Other fund managing $2.3 billion in assets. The fund runs a portfolio of 136 positions.
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