Ns-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GRAB",
  "TRU",
  "MASI",
  "ADBE",
  "YMM",
  "BSX",
  "CCI",
  "RYAAY",
  "QFIN",
  "HON",
  "HD",
  "IBN",
  "MCD",
  "INTU",
  "ISRG",
  "BKNG",
  "META",
  "MA",
  "MSFT",
  "TMUS",
  "EQIX",
  "ILMN",
  "ANSS",
  "NOC",
  "PYPL",
  "PEP",
  "PBR",
  "UNH",
  "AAPL",
  "NVDA",
  "LMT",
  "MKC",
  "KVUE",
  "SPGI",
  "NOW",
  "SYK",
  "SBUX",
  "MNST",
  "TSM",
  "EW",
  "VRSK",
  "ADSK",
  "ALLE",
  "EL",
  "EFX",
  "IDXX",
  "AMZN",
  "SQM",
  "VALE",
  "VEEV",
  "VRSN",
  "V",
  "YUM",
  "MSCI",
  "TCOM",
  "CRM",
  "ADP",
  "BAC",
  "BDX",
  "KO",
  "STZ",
  "CSGP",
  "BAP",
  "MCO",
  "NEE",
  "NKE",
  "MAR",
  "GOOG",
  "JNJ",
  "PM",
  null,
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 130
Total Value: 2275117626
Accession Number: 0001657111-25-000003
Form Type: 13F-HR
CIK: ns-partners
Manager Name: Ns-Partners

Data Enrichment

99% identified

129 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

130 positions • $2.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:—

Value:$18.1M

% of Portfolio:0.8% ($18.1M/$2.3B)

Autodesk, Inc.

ADSK|052769106

Shares:—

Value:$17.9M

% of Portfolio:0.8% ($17.9M/$2.3B)

Qifu Technology, Inc.

QFIN|88557W101

Shares:—

Value:$17.8M

% of Portfolio:0.8% ($17.8M/$2.3B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:—

Value:$17.4M

% of Portfolio:0.8% ($17.4M/$2.3B)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:—

Value:$17.2M

% of Portfolio:0.8% ($17.2M/$2.3B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:—

Value:$16.4M

% of Portfolio:0.7% ($16.4M/$2.3B)

CROWN CASTLE INC.

CCI|22822V101

Shares:—

Value:$16.3M

% of Portfolio:0.7% ($16.3M/$2.3B)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:—

Value:$16.2M

% of Portfolio:0.7% ($16.2M/$2.3B)

NIKE, Inc.

NKE|654106103

Shares:—

Value:$15.3M

% of Portfolio:0.7% ($15.3M/$2.3B)

BECTON DICKINSON & CO

BDX|075887109

Shares:—

Value:$15.2M

% of Portfolio:0.7% ($15.2M/$2.3B)

Edwards Lifesciences Corp

EW|28176E108

Shares:—

Value:$15.0M

% of Portfolio:0.7% ($15.0M/$2.3B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:—

Value:$14.9M

% of Portfolio:0.7% ($14.9M/$2.3B)

TransUnion

TRU|89400J107

Shares:—

Value:$14.3M

% of Portfolio:0.6% ($14.3M/$2.3B)

Philip Morris International Inc.

PM|718172109

Shares:—

Value:$14.2M

% of Portfolio:0.6% ($14.2M/$2.3B)

CREDICORP LTD

BAP|G2519Y108

Shares:—

Value:$13.2M

% of Portfolio:0.6% ($13.2M/$2.3B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:—

Value:$12.9M

% of Portfolio:0.6% ($12.9M/$2.3B)

Kenvue Inc.

KVUE|49177J102

Shares:—

Value:$12.1M

% of Portfolio:0.5% ($12.1M/$2.3B)

Allegion plc

ALLE|G0176J109

Shares:—

Value:$10.1M

% of Portfolio:0.4% ($10.1M/$2.3B)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:—

Value:$8.6M

% of Portfolio:0.4% ($8.6M/$2.3B)

ANSYS INC

ANSS|03662Q105

Shares:—

Value:$8.4M

% of Portfolio:0.4% ($8.4M/$2.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	—	QoQ - YoY NEW	All Managers (Combined)	$18.1M	0.8% ($18.1M/$2.3B)	QoQ +908.68% (+$16.3M) YoY NEW(+$18.1M)
Autodesk, Inc.(ADSKcusip052769106)	—	QoQ - YoY -	All Managers (Combined)	$17.9M	0.8% ($17.9M/$2.3B)	QoQ -10.26% (-$2.1M) YoY +25.16% (+$3.6M)
Qifu Technology, Inc.(QFINcusip88557W101)	—	QoQ - YoY NEW	All Managers (Combined)	$17.8M	0.8% ($17.8M/$2.3B)	QoQ +3.52% (+$605.1K) YoY NEW(+$17.8M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	—	QoQ - YoY -	All Managers (Combined)	$17.4M	0.8% ($17.4M/$2.3B)	QoQ +13.08% (+$2.0M) YoY +1.21% (+$209.3K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	—	QoQ - YoY -	All Managers (Combined)	$17.2M	0.8% ($17.2M/$2.3B)	QoQ +9.62% (+$1.5M) YoY +7.71% (+$1.2M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	—	QoQ - YoY -	All Managers (Combined)	$16.4M	0.7% ($16.4M/$2.3B)	QoQ +1.50% (+$243.4K) YoY -20.66% (-$4.3M)
CROWN CASTLE INC.(CCIcusip22822V101)	—	QoQ - YoY -	All Managers (Combined)	$16.3M	0.7% ($16.3M/$2.3B)	QoQ +15.24% (+$2.2M) YoY -0.99% (-$163.5K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	—	QoQ - YoY -	All Managers (Combined)	$16.2M	0.7% ($16.2M/$2.3B)	QoQ +11.54% (+$1.7M) YoY +2.31% (+$367.2K)
NIKE, Inc.(NKEcusip654106103)	—	QoQ - YoY -	All Managers (Combined)	$15.3M	0.7% ($15.3M/$2.3B)	QoQ -14.54% (-$2.6M) YoY -19.76% (-$3.8M)
BECTON DICKINSON & CO(BDXcusip075887109)	—	QoQ - YoY -	All Managers (Combined)	$15.2M	0.7% ($15.2M/$2.3B)	QoQ -4.02% (-$636.4K) YoY -12.01% (-$2.1M)
Edwards Lifesciences Corp(EWcusip28176E108)	—	QoQ - YoY -	All Managers (Combined)	$15.0M	0.7% ($15.0M/$2.3B)	QoQ -1.56% (-$238.4K) YoY -23.19% (-$4.5M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	—	QoQ - YoY -	All Managers (Combined)	$14.9M	0.7% ($14.9M/$2.3B)	QoQ -7.43% (-$1.2M) YoY -7.12% (-$1.1M)
TransUnion(TRUcusip89400J107)	—	QoQ - YoY -	All Managers (Combined)	$14.3M	0.6% ($14.3M/$2.3B)	QoQ -8.89% (-$1.4M) YoY +23.55% (+$2.7M)
Philip Morris International Inc.(PMcusip718172109)	—	QoQ - YoY -	All Managers (Combined)	$14.2M	0.6% ($14.2M/$2.3B)	QoQ +32.25% (+$3.5M) YoY +70.45% (+$5.9M)
CREDICORP LTD(BAPcusipG2519Y108)	—	QoQ - YoY NEW	All Managers (Combined)	$13.2M	0.6% ($13.2M/$2.3B)	QoQ -10.22% (-$1.5M) YoY NEW(+$13.2M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	—	QoQ - YoY -	All Managers (Combined)	$12.9M	0.6% ($12.9M/$2.3B)	QoQ -23.13% (-$3.9M) YoY +14.12% (+$1.6M)
Kenvue Inc.(KVUEcusip49177J102)	—	QoQ - YoY -	All Managers (Combined)	$12.1M	0.5% ($12.1M/$2.3B)	QoQ +12.99% (+$1.4M) YoY +6.29% (+$715.4K)
Allegion plc(ALLEcusipG0176J109)	—	QoQ - YoY -	All Managers (Combined)	$10.1M	0.4% ($10.1M/$2.3B)	QoQ 0.00% (+$475) YoY -1.81% (-$187.3K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	—	QoQ - YoY -	All Managers (Combined)	$8.6M	0.4% ($8.6M/$2.3B)	QoQ -11.59% (-$1.1M) YoY -58.80% (-$12.3M)
ANSYS INC(ANSScusip03662Q105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$8.4M	0.4% ($8.4M/$2.3B)	QoQ NEW(+$8.4M) YoY NEW(+$8.4M)