EdgeMarket › What Ns Partners Ltd reported owning
What Ns Partners Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.2BPositions
71Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 208.3M | 9.3% | 1.2M | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 151.9M | 6.8% | 529.4K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 142.3M | 6.4% | 384.5K | 483.24 | -4.4% |
| AAPL Apple Inc. | 135.4M | 6.1% | 533.5K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 92.4M | 4.1% | 443.4K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 70.6M | 3.2% | 123.4K | 549.90 | -26.5% |
| unmapped CUSIP 084670702 | 59.2M | 2.6% | 123.5K | — | — |
| JPM JPMORGAN CHASE & CO | 57.1M | 2.6% | 194.1K | 351.58 | +20.3% |
| AVGO Broadcom Inc. | 54.6M | 2.4% | 176.5K | 368.45 | +26.5% |
| MA Mastercard Inc | 47.7M | 2.1% | 95.5K | 580.63 | -2.0% |
| AMAT APPLIED MATERIALS INC /DE | 46.7M | 2.1% | 136.6K | 492.32 | +205.9% |
| V VISA INC. | 46.0M | 2.1% | 152.1K | 371.04 | +7.9% |
| NEE NEXTERA ENERGY INC | 44.4M | 2.0% | 477.8K | 83.65 | +9.8% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 43.7M | 2.0% | 133.6K | 356.39 | +35.2% |
| UNH UNITEDHEALTH GROUP INC | 40.0M | 1.8% | 148.0K | 390.11 | +30.1% |
| TMUS T-Mobile US, Inc. | 39.0M | 1.7% | 185.9K | 183.04 | -29.3% |
| WEC WEC ENERGY GROUP, INC. | 37.0M | 1.7% | 319.5K | 106.01 | -2.7% |
| MCD MCDONALDS CORP | 36.4M | 1.6% | 117.1K | 270.95 | -13.5% |
| T AT&T INC. | 36.0M | 1.6% | 1.2M | 25.29 | -13.6% |
| SYK STRYKER CORP | 35.2M | 1.6% | 107.3K | 329.45 | -15.9% |
| VIST Vista Energy, S.A.B. de C.V. | 34.8M | 1.6% | 461.4K | 69.58 | +73.0% |
| KO COCA COLA CO | 33.2M | 1.5% | 437.0K | 91.10 | +28.9% |
| ISRG INTUITIVE SURGICAL INC | 33.0M | 1.5% | 71.5K | 378.81 | -21.2% |
| XOM ExxonMobil Holdings Corp | 31.0M | 1.4% | 182.9K | 165.11 | +52.1% |
| GEV GE Vernova Inc. | 30.2M | 1.4% | 34.6K | 956.85 | +58.3% |
| YUM YUM BRANDS INC | 30.1M | 1.3% | 193.6K | 152.99 | +2.4% |
| GE GENERAL ELECTRIC CO | 30.1M | 1.3% | 106.0K | 348.37 | +30.7% |
| PM Philip Morris International Inc. | 29.7M | 1.3% | 179.6K | 188.23 | +8.9% |
| BAC BANK OF AMERICA CORP /DE/ | 28.5M | 1.3% | 585.3K | 61.69 | +27.6% |
| CVX CHEVRON CORP | 27.3M | 1.2% | 131.7K | 205.27 | +34.0% |
| VRSN VERISIGN INC/CA | 25.3M | 1.1% | 101.8K | 281.80 | +3.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 24.5M | 1.1% | 72.6K | 418.95 | +83.3% |
| APH AMPHENOL CORP /DE/ | 24.4M | 1.1% | 193.3K | 157.01 | +44.5% |
| HDB HDFC BANK LTD | 24.1M | 1.1% | 968.5K | 23.60 | -37.0% |
| MNST Monster Beverage Corp | 23.8M | 1.1% | 329.1K | 47.79 | -25.8% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 23.2M | 1.0% | 34.0K | 551.03 | -7.0% |
| BSX BOSTON SCIENTIFIC CORP | 22.5M | 1.0% | 358.6K | 50.37 | -52.5% |
| WFC WELLS FARGO & COMPANY/MN | 20.9M | 0.9% | 262.8K | 83.84 | +7.3% |
| ZTS Zoetis Inc. | 20.3M | 0.9% | 172.0K | 77.73 | -50.4% |
| IDXX IDEXX LABORATORIES INC /DE | 19.8M | 0.9% | 35.2K | 556.93 | -13.0% |
| LMT LOCKHEED MARTIN CORP | 19.2M | 0.9% | 31.7K | 563.57 | +26.4% |
| HON HONEYWELL INTERNATIONAL INC | 18.9M | 0.8% | 83.7K | 215.90 | -50.3% |
| HTHT H World Group Ltd | 17.9M | 0.8% | 356.1K | 49.16 | +39.8% |
| FUTU Futu Holdings Ltd | 17.1M | 0.8% | 125.0K | 123.64 | -30.8% |
| BAP CREDICORP LTD | 16.8M | 0.8% | 49.7K | 378.97 | +52.2% |
| PBR PETROBRAS - PETROLEO BRASILEIRO SA | 16.3M | 0.7% | 784.8K | 19.15 | +60.7% |
| EW Edwards Lifesciences Corp | 15.5M | 0.7% | 193.2K | 89.79 | +10.3% |
| SBUX STARBUCKS CORP | 15.4M | 0.7% | 171.6K | 107.08 | +19.6% |
| LLY ELI LILLY & Co | 14.9M | 0.7% | 16.2K | 1,255.40 | +78.0% |
| CCI CROWN CASTLE INC. | 12.5M | 0.6% | 153.7K | 75.51 | -26.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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