NS Partners Ltd
- SEC CIK
- 0001657111
- Latest filing
- Aug 12, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 77
- +6 vs. Q3 2021
- Portfolio value
- $2.13B
- +$171.2M (+8.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 14 | $41.0K | <0.1% | +14 | New | History |
| VZVerizon Communications Inc | Stock | 5,229 | $272.0K | <0.1% | −621−10.6% | Reduced | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 7,100 | $414.0K | <0.1% | +7,100 | New | History |
| INFYInfosys Ltd | SPONSORED ADR | 58,300 | $1.48M | 0.1% | +11,000+23.3% | Added | History |
| SESea Ltd | SPONSORD ADS | 7,100 | $1.59M | 0.1% | +7,100 | New | History |
| ASMLASML Holding NV | ADR | 2,200 | $1.75M | 0.1% | +2,200 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 58,485 | $2.89M | 0.1% | +58,485 | New | – |
| HDHome Depot, Inc. | Stock | 8,539 | $3.54M | 0.2% | +722+9.2% | Added | History |
| iShares MSCI India ETF46429B598 | ETF | 108,500 | $4.97M | 0.2% | +108,500 | New | – |
| STZConstellation Brands, Inc. | Stock | 23,406 | $5.87M | 0.3% | −262−1.1% | Reduced | History |
| MDTMedtronic plc | Stock | 72,875 | $7.54M | 0.4% | +2,099+3.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 101,972 | $9.69M | 0.5% | −9,744−8.7% | Reduced | History |
| ACMRACM Research, Inc. | Stock | 115,000 | $9.81M | 0.5% | +23,200+25.3% | Added | History |
| ALLEAllegion plc | ORD SHS | 77,100 | $10.2M | 0.5% | −125−0.2% | Reduced | History |
| BBDBank Bradesco | SP ADR PFD NEW | 2,990,737 | $10.2M | 0.5% | −4,154,037−58.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 29,637 | $10.5M | 0.5% | +19+0.1% | Added | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 2,910,754 | $10.9M | 0.5% | +133,800+4.8% | Added | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 224,700 | $11.3M | 0.5% | +224,700 | New | History |
| MASIMasimo Corp | COM | 40,982 | $12.0M | 0.6% | +6,925+20.3% | Added | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 1,370,827 | $12.4M | 0.6% | +320,200+30.5% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 33,050 | $12.8M | 0.6% | −396−1.2% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 162,086 | $12.8M | 0.6% | +1,207+0.8% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 205,962 | $13.4M | 0.6% | +13,000+6.7% | Added | History |
| BSACBanco Santander Chile | SP ADR REP COM | 854,762 | $13.9M | 0.7% | +43,200+5.3% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 5,880 | $14.1M | 0.7% | −18−0.3% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 155,771 | $15.0M | 0.7% | +631+0.4% | Added | History |
| BSXBoston Scientific Corp | Stock | 352,435 | $15.0M | 0.7% | +202+0.1% | Added | History |
| ADSKAutodesk, Inc. | COM | 53,835 | $15.1M | 0.7% | +1,319+2.5% | Added | History |
| ILMNIllumina, Inc. | COM | 39,834 | $15.2M | 0.7% | +75+0.2% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 160,679 | $16.4M | 0.8% | +43,000+36.5% | Added | History |
| TRUTransUnion | COM | 140,536 | $16.7M | 0.8% | +1,227+0.9% | Added | History |
| VEEVVeeva Systems Inc | Stock | 66,026 | $16.9M | 0.8% | +486+0.7% | Added | History |
| NBISNebius Group N.V. | Stock | 293,505 | $17.8M | 0.8% | −36,400−11.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 169,452 | $19.8M | 0.9% | +830.0% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 176,432 | $20.5M | 1.0% | +533+0.3% | Added | History |
| BDXBecton Dickinson & Co | Stock | 82,521 | $20.8M | 1.0% | −600−0.7% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 1,088,422 | $21.5M | 1.0% | +145,900+15.5% | Added | History |
| VRSNVerisign Inc | COM | 89,023 | $22.6M | 1.1% | +918+1.0% | Added | History |
| HONHoneywell International Inc | COM | 108,520 | $22.6M | 1.1% | −730−0.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 138,455 | $24.1M | 1.1% | −4,821−3.4% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 251,362 | $24.3M | 1.1% | +2,236+0.9% | Added | History |
| JNJJohnson & Johnson | Stock | 142,740 | $24.4M | 1.1% | −6,457−4.3% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 37,850 | $24.9M | 1.2% | +304+0.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 193,908 | $25.1M | 1.2% | +618+0.3% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 70,592 | $25.4M | 1.2% | +359+0.5% | AddedConverted for a 3-for-1 split | History |
| YUMYum Brands Inc | Stock | 182,786 | $25.4M | 1.2% | +826+0.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 100,894 | $25.6M | 1.2% | +570+0.6% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 120,295 | $27.5M | 1.3% | +705+0.6% | Added | History |
| EQIXEquinix Inc | COM | 32,538 | $27.5M | 1.3% | +489+1.5% | Added | History |
| MCOMoodys Corp | Stock | 71,648 | $28.0M | 1.3% | −89−0.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 114,392 | $28.2M | 1.3% | +953+0.8% | Added | History |
| EFXEquifax Inc | COM | 97,520 | $28.6M | 1.3% | +403+0.4% | Added | History |
| BACBank of America Corp | Stock | 691,254 | $30.8M | 1.4% | −7,198−1.0% | Reduced | History |
| KOCoca Cola Co | Stock | 527,388 | $31.2M | 1.5% | +4,290+0.8% | Added | History |
| ZTSZoetis Inc. | Stock | 129,242 | $31.5M | 1.5% | +764+0.6% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 167,253 | $31.5M | 1.5% | +10,611+6.8% | Added | History |
| CCICrown Castle Inc. | REIT | 151,563 | $31.6M | 1.5% | +1,760+1.2% | Added | History |
| NKENIKE, Inc. | Stock | 191,469 | $31.9M | 1.5% | +1,034+0.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 288,699 | $34.7M | 1.6% | +76,376+36.0% | Added | History |
| SYKStryker Corp | Stock | 134,212 | $35.9M | 1.7% | +1,007+0.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 80,321 | $37.9M | 1.8% | +5,294+7.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 240,154 | $38.0M | 1.8% | −1,220−0.5% | Reduced | History |
| MARMarriott International Inc | Stock | 241,481 | $39.9M | 1.9% | −1,407−0.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 149,104 | $40.0M | 1.9% | +282+0.2% | Added | History |
| VVisa Inc. | Stock | 187,256 | $40.6M | 1.9% | +1,724+0.9% | Added | History |
| NEENextera Energy Inc | Stock | 441,552 | $41.2M | 1.9% | −353−0.1% | Reduced | History |
| MAMastercard Inc | Stock | 121,212 | $43.6M | 2.0% | +412+0.3% | Added | History |
| MSCIMSCI Inc. | Stock | 76,161 | $46.7M | 2.2% | +287+0.4% | Added | History |
| NVDANVIDIA Corp | Stock | 164,722 | $48.4M | 2.3% | +898+0.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 98,960 | $49.7M | 2.3% | −1,141−1.1% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 136,189 | $50.4M | 2.4% | +7,155+5.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 163,597 | $55.0M | 2.6% | +6,603+4.2% | Added | History |
| INTUIntuit Inc. | Stock | 101,492 | $65.3M | 3.1% | +392+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 22,443 | $74.8M | 3.5% | +874+4.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 36,883 | $106.7M | 5.0% | +141+0.4% | Added | History |
| AAPLApple Inc. | Stock | 670,276 | $119.0M | 5.6% | −1,242−0.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 559,311 | $188.1M | 8.8% | +7,281+1.3% | Added | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| iShares Tr464287234 | MSCI EMG MKT ETF | 440,722 | $22.2M | 1.1% | – |