NS Partners Ltd — 13F holdings

NS Partners Ltd reported 136 holdings worth $2.33B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $196M (8.4%)
2. GOOG ALPHABET INC — $176M (7.6%)
3. AAPL APPLE INC — $150M (6.4%)
4. MSFT MICROSOFT CORP — $123M (5.3%)
5. AMZN AMAZON COM INC — $103M (4.4%)
6. AMAT APPLIED MATLS INC — $101M (4.3%)
7. AVGO BROADCOM INC — $66.7M (2.9%)
8. META META PLATFORMS INC — $64.3M (2.8%)
9. JPM JPMorgan Chase & Co. — $61.3M (2.6%)
10. BRK.B BERKSHIRE HATHAWAY INC DEL — $59.6M (2.6%)