NS Partners Ltd holds a focused book of 71 stocks worth $2.2B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Alphabet Inc-CL C. Their largest long position is Nvidia Corp at 9% of the equity book.
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Use Arkolith to show NS Partners Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $208.3M | 1.19M | 9.3% | ▲+1.8% Added · +21K sh | |
| 2 | Alphabet Inc CAP STK CL C | $151.9M | 529.4K | 6.8% | ▼−20% Reduced · −134K sh | |
| 3 | Microsoft Corp COM | $142.3M | 384.5K | 6.4% | ▼−23% Reduced · −117K sh | |
| 4 | Apple Inc COM | $135.4M | 533.5K | 6.1% | ▼−3.8% Reduced · −21K sh | |
| 5 | Amazon Com Inc COM | $92.4M | 443.4K | 4.1% | ▼−14% Reduced · −74K sh | |
| 6 | Meta Platforms Inc CL A | $70.6M | 123.4K | 3.2% | ▼−28% Reduced · −47K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $59.2M | 123.5K | 2.6% | ▲New New position | |
| 8 | JPMorgan Chase & Co COM | $57.1M | 194.1K | 2.6% | ▲+21% Added · +33K sh | |
| 9 | Broadcom Inc COM | $54.6M | 176.5K | 2.4% | ▲+109% Added · +92K sh | |
| 10 | Mastercard Incorporated CL A | $47.7M | 95.5K | 2.1% | ▼−5.1% Reduced · −5K sh | |
| 11 | Applied Matls Inc COM | $46.7M | 136.6K | 2.1% | ▲New New position | |
| 12 | Visa Inc COM CL A | $46.0M | 152.1K | 2.1% | ▼−3.6% Reduced · −6K sh | |
| 13 | NextEra Energy Inc COM | $44.4M | 477.8K | 2.0% | ▼−1.6% Reduced · −8K sh | |
| 14 | Marriott Intl Inc New CL A | $43.7M | 133.6K | 2.0% | ▼−3.0% Reduced · −4K sh | |
| 15 | Unitedhealth Group Inc COM | $40.0M | 148.0K | 1.8% | ▼−1.9% Reduced · −3K sh | |
| 16 | T-Mobile US Inc COM | $39.0M | 185.9K | 1.7% | ▼−1.7% Reduced · −3K sh | |
| 17 | Wec Energy Group Inc COM | $37.0M | 319.5K | 1.7% | ▲+51% Added · +109K sh | |
| 18 | McDonalds Corp COM | $36.4M | 117.1K | 1.6% | ▼−3.2% Reduced · −4K sh | |
| 19 | AT&T Inc COM | $36.0M | 1.24M | 1.6% | ▲New New position | |
| 20 | Stryker Corporation COM | $35.2M | 107.3K | 1.6% | ▼−3.6% Reduced · −4K sh | |
| 21 | Vista Energy S.A.B. De C.V. SPONSORED ADS | $34.8M | 461.4K | 1.6% | ▲New New position | |
| 22 | Coca Cola Co COM | $33.2M | 437.0K | 1.5% | ▼−2.5% Reduced · −11K sh | |
| 23 | Intuitive Surgical Inc COM NEW | $33.0M | 71.5K | 1.5% | ▼−1.1% Reduced · −768 sh | |
| 24 | Exxon Mobil Corp COM | $31.0M | 182.9K | 1.4% | ▲New New position | |
| 25 | Ge Vernova Inc COM | $30.2M | 34.6K | 1.4% | ▲New New position | |
| 26 | Yum Brands Inc COM | $30.1M | 193.6K | 1.3% | ▲+11% Added · +20K sh | |
| 27 | Ge Aerospace COM NEW | $30.1M | 106.0K | 1.3% | ▲New New position | |
| 28 | Philip Morris Intl Inc COM | $29.7M | 179.6K | 1.3% | ▲+71% Added · +75K sh | |
| 29 | Bank America Corp COM | $28.5M | 585.3K | 1.3% | ▲+25% Added · +117K sh | |
| 30 | Chevron Corporation COM | $27.3M | 131.7K | 1.2% | ▲New New position | |
| 31 | Verisign Inc COM | $25.3M | 101.8K | 1.1% | ▼−2.3% Reduced · −2K sh | |
| 32 | Taiwan Semiconductor Manufac SPONSORED ADS | $24.5M | 72.6K | 1.1% | ▲+365% Added · +57K sh | |
| 33 | Amphenol Corp CL A | $24.4M | 193.3K | 1.1% | ▲New New position | |
| 34 | HDFC Bank Ltd SPONSORED ADS | $24.1M | 968.5K | 1.1% | ▲+2.0% Added · +19K sh | |
| 35 | Monster Beverage Corp New COM | $23.8M | 329.1K | 1.1% | ▼−1.1% Reduced · −4K sh | |
| 36 | Northrop Grumman Corp COM | $23.2M | 34.0K | 1.0% | ▼−2.4% Reduced · −845 sh | |
| 37 | Boston Scientific Corp COM | $22.5M | 358.6K | 1.0% | ▼−0.2% Reduced · −676 sh | |
| 38 | Wells Fargo & Co COM | $20.9M | 262.8K | 0.9% | ▲New New position | |
| 39 | Zoetis Inc CL A | $20.3M | 172.0K | 0.9% | ▼−1.7% Reduced · −3K sh | |
| 40 | Idexx Labs Inc COM | $19.8M | 35.2K | 0.9% | ▼−1.0% Reduced · −353 sh | |
| 41 | Lockheed Martin Corp COM | $19.2M | 31.7K | 0.9% | ▼−2.2% Reduced · −701 sh | |
| 42 | Honeywell Intl Inc COM | $18.9M | 83.7K | 0.8% | ▼−1.9% Reduced · −2K sh | |
| 43 | H World Group Ltd SPONSORED ADS | $17.9M | 356.1K | 0.8% | ▲New New position | |
| 44 | Futu Hldgs Ltd SPON ADS CL A | $17.1M | 125.0K | 0.8% | ▲+0.1% Added · +114 sh | |
| 45 | Credicorp Ltd COM | $16.8M | 49.7K | 0.8% | ▲New New position | |
| 46 | Petroleo Brasileiro S A SPONSORED ADR | $16.3M | 784.8K | 0.7% | ▲New New position | |
| 47 | Edwards Lifesciences Corp COM | $15.5M | 193.2K | 0.7% | ▼−0.4% Reduced · −706 sh | |
| 48 | Starbucks Corp COM | $15.4M | 171.6K | 0.7% | ▼−3.2% Reduced · −6K sh | |
| 49 | Eli Lilly & Co COM | $14.9M | 16.2K | 0.7% | ▲New New position | |
| 50 | Crown Castle Inc COM | $12.5M | 153.7K | 0.6% | ▲~0% Added · +71 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 122 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 130 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 130 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 128 | $2.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 130 | $2.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 134 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 132 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 74 | $2.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 75 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 75 | $2.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 75 | $1.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 10, 2023 | 73 | $1.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 74 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 76 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 76 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 80 | $1.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 76 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 77 | $2.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 71 | $2.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 71 | $1.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 30, 2021 | 73 | $1.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 70 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 72 | $1.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 76 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.