NS Partners
NS Partners reported 77 stocks worth $2.3B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (8.4%), GOOG (7.6%) and AAPL (6.4%). Compared with Q1 2026, the fund opened new positions in AMD, LRCX and INTC, added to AMAT, MU and GEV, trimmed NVDA, GOOG and AAPL and sold out of ZTS, FUTU and BAP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $196M | 8.4% | 977K | −217K (−18%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $176M | 7.6% | 499K | −31K (−6%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $150M | 6.4% | 518K | −15K (−3%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $123M | 5.3% | 329K | −56K (−14%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $103M | 4.4% | 433K | −11K (−2%) | 8 of 8 | |
| 6 |  AMAT Applied Matls Inc | $101M | 4.3% | 139K | +2,802 (+2%) | 2 of 8 | |
| 7 |  AVGO Broadcom Inc | $66.7M | 2.9% | 177K | No change | 3 of 8 | |
| 8 |  META Meta Platforms Inc | $64.3M | 2.8% | 114K | −9,213 (−7%) | 8 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $61.3M | 2.6% | 187K | −6,901 (−4%) | 8 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $59.6M | 2.6% | 119K | −4,276 (−3%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ZTS Zoetis Inc | $20.3M | 172K |
HONEYWELL INTL INC | $18.9M | 84K |
 FUTU Futu Hldgs Ltd | $17.1M | 125K |
 BAP Credicorp Ltd | $16.8M | 50K |
 SBUX Starbucks Corp | $15.4M | 172K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →NS Partners 13F FAQ
What does NS Partners own?
NS Partners reported 77 stocks worth $2.3B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (8.4%), GOOG (7.6%) and AAPL (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did NS Partners buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 11 added to, 46 trimmed and 12 sold out. New positions include AMD, LRCX and INTC. It sold all of ZTS, FUTU and BAP.
When will NS Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is NS Partners's portfolio worth?
The Q2 2026 filing reports $2.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.