Investor Details
Filer Name: | NS PARTNERS LTD |
---|---|
CIK: | 1657111 |
Period: | 2024-12-31 |
Filed At: | 2025-02-07 |
Number of Holdings: | 77 |
Portfolio Value: | $2.42B |
Ns Partners Ltd Top Holdings
Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
---|---|---|---|---|---|---|---|
MSFT | US | MICROSOFT CORP | 527,528 | $222M | 9.19% | -0.7% | - |
NVDA | US | NVIDIA CORP | 1,507,613 | $202M | 8.37% | -1.2% | - |
AAPL | US | APPLE INC | 578,790 | $145M | 5.99% | -0.8% | - |
GOOG | US | ALPHABET INC-CL C | 704,557 | $134M | 5.55% | 0.9% | - |
AMZN | US | AMAZON.COM INC | 457,837 | $100M | 4.15% | -1.2% | - |
META | US | META PLATFORMS INC-CLASS A | 169,556 | $99M | 4.10% | 2.0% | - |
INTU | US | INTUIT INC | 100,140 | $63M | 2.60% | -1.1% | - |
MA | US | MASTERCARD INC - A | 108,875 | $57M | 2.37% | -1.6% | - |
V | US | VISA INC-CLASS A SHARES | 170,877 | $54M | 2.23% | -1.3% | - |
TCOM | US | TRIP.COM GROUP LTD-ADR | 768,500 | $53M | 2.18% | -8.1% | - |
MSCI | US | MSCI INC | 76,631 | $46M | 1.90% | 2.6% | - |
TMUS | US | T-MOBILE US INC | 200,620 | $44M | 1.83% | -1.1% | - |
MAR | US | MARRIOTT INTERNATIONAL -CL A | 157,783 | $44M | 1.82% | 4.5% | - |
SPGI | US | S&P GLOBAL INC | 84,125 | $42M | 1.73% | -1.4% | - |
JPM | US | JPMORGAN CHASE & CO | 174,270 | $42M | 1.73% | -1.4% | - |
UNH | US | UNITEDHEALTH GROUP INC | 80,815 | $41M | 1.69% | -1.0% | - |
SYK | US | STRYKER CORP | 111,738 | $40M | 1.66% | -1.2% | - |
CRM | US | SALESFORCE INC | 114,877 | $38M | 1.59% | 12.9% | - |
ISRG | US | INTUITIVE SURGICAL INC | 72,554 | $38M | 1.57% | -1.3% | - |
MCD | US | MCDONALD'S CORP | 127,486 | $37M | 1.53% | 3.4% | - |