Ownership history in NS Partners Ltd Β· 41 quarters on record
This page tracks every 13F SEC filing in which NS Partners Ltd reported a position in Google Inc. C-Shares (GOOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NS Partners Ltd outperformed the S&P 500 by +11.5% annually on this GOOG position. Timing score: 54% (21/39 decisions correct). Average cost basis: $96.11. Maximum drawdown during holding period: β38.7%.
π₯ Exceptional β beat the S&P 500 by 11.5% per year on this position.
40 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
21 of 39 add/trim decisions correct
Best entry: $30.17 (2015 Q3) Β· Worst: $189.57 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 16 trims. Bought during 9 of 12 down-price quarters. π More buys than sells across the holding period.
π NS Partners Ltd has been actively increasing its GOOG allocation β a bullish signal from insiders.
Currently 8.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size