NS Partners Ltd
CIK 1657111
13F filing for Q2 2026・No. 1,499
- Holdings
- US$2.33B
- Quarter change
- +US$97.29M
- Entries
- 136
- Net bought (estimate)
- −US$118.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 12
- Cut 47
- Added 11
- Corporate actions 2
- Unchanged 1
Largest holdings
77 stocks worth US$2.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 977,258 | US$195.54M | 8.39% |
| GOOGALPHABET INCCAP STK CL C | Cut | 498,529 | US$176.15M | 7.56% |
| AAPLAppleCOM | Cut | 518,312 | US$149.98M | 6.43% |
| MSFTMicrosoftCOM | Cut | 328,766 | US$122.64M | 5.26% |
| AMZNAmazonCOM | Cut | 432,524 | US$103.09M | 4.42% |
| AMATAPPLIED MATLS INCCOM | Added | 139,382 | US$100.77M | 4.32% |
| AVGOBroadcomCOM | Added | 176,623 | US$66.72M | 2.86% |
| METAMetaCL A | Cut | 114,227 | US$64.34M | 2.76% |
| JPMJPMORGAN CHASE & COCOM | Cut | 187,157 | US$61.26M | 2.63% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 119,182 | US$59.64M | 2.56% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.