StockDriftsStockDriftsTop 50 Ns Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.39% | 977.3K | $195.5M | -18.19%(-217.33K) | $13.45(+1580.45%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 7.56% | 498.5K | $176.1M | -5.84%(-30.91K) | $55.61(+516.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.43% | 518.3K | $150.0M | -2.85%(-15.19K) | $46.25(+560.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.26% | 328.8K | $122.6M | -14.49%(-55.70K) | $105.88(+359.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.42% | 432.5K | $103.1M | -2.46%(-10.93K) | $97.19(+170.14%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.32% | 139.4K | $100.8M | +2.05%(+2.80K) | $303.89(+75.00%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.86% | 176.6K | $66.7M | +0.07%(+122) | $335.68(+17.30%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.76% | 114.2K | $64.3M | -7.46%(-9.21K) | $198.34(+192.57%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.63% | 187.2K | $61.3M | -3.56%(-6.90K) | $125.12(+191.50%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.56% | 119.2K | $59.6M | -3.46%(-4.28K) | $490.93(+2.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.14% | +69.13% | +10.65% | +65.85% |
| Top 20 Holdings Unweighted | +14.91% | +51.72% | +7.89% | +46.21% |
Ns Partners LTD reports $2.33B in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.4%), GOOG (7.6%) and AAPL (6.4%). The top 20 holdings account for 66.11% of reported assets. Its disclosed equity book has returned +69.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ns Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1657111). View Ns Partners LTD’s 13F filings on SEC