Ns Partners LTD Portfolio Holdings by Sector
Ns Partners LTD
- $2.57 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT VRSN ADBE SNPS 4 stocks |
$335,097
13.03% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META TME 3 stocks |
$313,718
12.2% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$274,507
10.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM NOW ADSK GRAB 5 stocks |
$148,427
5.77% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$140,700
5.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V PYPL QFIN 4 stocks |
$130,801
5.09% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI MCO 3 stocks |
$116,065
4.51% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$112,297
4.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK BSX EW 3 stocks |
$91,083
3.54% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM SBUX 3 stocks |
$78,347
3.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$75,045
2.92% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EFX TRU 3 stocks |
$69,251
2.69% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST 2 stocks |
$52,708
2.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$51,626
2.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX MASI 3 stocks |
$49,858
1.94% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$46,697
1.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB BAP IBN 3 stocks |
$45,327
1.76% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX CCI 2 stocks |
$38,347
1.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$38,007
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC LMT 2 stocks |
$35,685
1.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$35,422
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX ILMN 2 stocks |
$29,225
1.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$28,680
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$25,558
0.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$25,362
0.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
FUTU 1 stocks |
$24,076
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$20,424
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$18,821
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$18,122
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$16,600
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$16,380
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$15,956
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$13,377
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$10,339
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Other Industrial Metals & Mining | Basic Materials
VALE 1 stocks |
$8,849
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
VNET 1 stocks |
$7,093
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
VIST 1 stocks |
$6,195
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$3,790
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Water | Utilities
SBS 1 stocks |
$1,692
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$967
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
RYAAY 1 stocks |
$901
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
KSA 1 stocks |
$353
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SQM 1 stocks |
$262
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|