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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • NS Partners
Value
$5.5B
Stocks
49 Stocks (1 new)
Turnover
0.1%
Top Holdings
NVDA(8.94%) GOOG(8.05%) AAPL(6.85%) MSFT(5.60%) AMZN(4.71%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NVDA | None | NVIDIA Corporation | Information Technology | $195.2M | 0 | 8.9% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $175.8M | 0 | 8.1% | 0 | No Change |
| AAPL | None | Apple Inc. | Information Technology | $149.7M | 0 | 6.8% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $122.4M | 0 | 5.6% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $102.9M | 0 | 4.7% | 0 | No Change |
| AMAT | None | Applied Materials, Inc. | Information Technology | $100.5M | 0 | 4.6% | 0 | No Change |
| AVGO | None | Broadcom Inc. | Information Technology | $66.6M | 0 | 3.0% | 0 | No Change |
| META | None | Meta Platforms, Inc. | Communication Services | $64.2M | 0 | 2.9% | 0 | No Change |
| JPM | None | JPMorgan Chase & Company | Financials | $61.1M | 0 | 2.8% | 0 | No Change |
| BRK.B | None | Berkshire Hathaway, Inc. | General | $59.5M | 0 | 2.7% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| KOCoca-Cola | $34.7M | +100.0% | 1.6% | New |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 13 | $844.5M | 38.7% |
| Communication Services | 3 | $262.6M | 12.0% |
| Financials | 6 | $237.6M | 10.9% |
| Consumer Discretionary | 5 | $200.3M | 9.2% |
| General | 4 | $155.0M | 7.1% |
| Health Care | 6 | $149.7M | 6.8% |
| Industrials | 5 | $137.0M | 6.3% |
| Consumer Staples | 3 | $96.3M | 4.4% |
| Energy | 2 | $44.3M | 2.0% |
| Utilities | 1 | $35.7M | 1.6% |
| Materials | 1 | $21.0M | 1.0% |