NS Partners Ltd
- SEC CIK
- 0001657111
- Latest filing
- Aug 12, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 76
- 0 vs. Q3 2022
- Portfolio value
- $1.66B
- +$117.1M (+7.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 2,810 | $309.9K | <0.1% | +2,810 | New | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 10,100 | $550.1K | <0.1% | 00.0% | Unchanged | History |
| Chindata Group Hldgs Ltd16955F107 | ADS | 107,700 | $858.4K | 0.1% | −33,800−23.9% | Reduced | – |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 25,300 | $954.3K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI India ETF46429B598 | ETF | 37,100 | $1.55M | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 5,381 | $1.70M | 0.1% | +227+4.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 50,773 | $4.47M | 0.3% | +3,081+6.5% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 89,418 | $5.02M | 0.3% | +9,770+12.3% | Added | History |
| MDTMedtronic plc | Stock | 66,376 | $5.16M | 0.3% | −425−0.6% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 24,205 | $5.61M | 0.3% | +166+0.7% | Added | History |
| MASIMasimo Corp | COM | 41,999 | $6.21M | 0.4% | +53+0.1% | Added | History |
| TRUTransUnion | COM | 144,384 | $8.19M | 0.5% | +858+0.6% | Added | History |
| ILMNIllumina, Inc. | COM | 40,603 | $8.21M | 0.5% | +121+0.3% | Added | History |
| ALLEAllegion plc | ORD SHS | 80,450 | $8.47M | 0.5% | +773+1.0% | Added | History |
| BSACBanco Santander Chile | SP ADR REP COM | 559,436 | $8.86M | 0.5% | −6,867−1.2% | Reduced | History |
| BBDBank Bradesco | SP ADR PFD NEW | 3,118,340 | $8.98M | 0.5% | +24,900+0.8% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 130,579 | $9.76M | 0.6% | +700+0.5% | Added | History |
| PMPhilip Morris International Inc. | Stock | 99,746 | $10.1M | 0.6% | +732+0.7% | Added | History |
| ADSKAutodesk, Inc. | COM | 55,028 | $10.3M | 0.6% | +179+0.3% | Added | History |
| VEEVVeeva Systems Inc | Stock | 67,981 | $11.0M | 0.7% | +442+0.7% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 5,496 | $11.1M | 0.7% | −421−7.1% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 171,895 | $12.2M | 0.7% | +694+0.4% | Added | History |
| CRMSalesforce, Inc. | Stock | 101,706 | $13.5M | 0.8% | +282+0.3% | Added | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 170,297 | $13.6M | 0.8% | −109,226−39.1% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 177,187 | $13.7M | 0.8% | +11,977+7.2% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 209,122 | $15.6M | 0.9% | +13,334+6.8% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 38,258 | $15.6M | 0.9% | +73+0.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 33,749 | $16.4M | 1.0% | +4,490+15.3% | Added | History |
| BSXBoston Scientific Corp | Stock | 360,360 | $16.7M | 1.0% | +1,489+0.4% | Added | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 1,587,865 | $16.9M | 1.0% | +70,928+4.7% | Added | History |
| ADBEAdobe Inc. | Stock | 50,711 | $17.1M | 1.0% | +1,119+2.3% | Added | History |
| MNSTMonster Beverage Corp | COM | 177,588 | $18.0M | 1.1% | +19,130+12.1% | Added | History |
| EFXEquifax Inc | COM | 95,361 | $18.5M | 1.1% | −3,470−3.5% | Reduced | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 3,956,095 | $18.6M | 1.1% | +561,425+16.5% | Added | History |
| IBNIcici Bank Ltd | ADR | 859,497 | $18.8M | 1.1% | +37,412+4.6% | Added | History |
| BACBank of America Corp | Stock | 570,261 | $18.9M | 1.1% | −94,495−14.2% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 71,371 | $18.9M | 1.1% | +371+0.5% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 34,951 | $19.1M | 1.1% | +1,793+5.4% | Added | History |
| ZTSZoetis Inc. | Stock | 130,280 | $19.1M | 1.2% | +534+0.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 165,958 | $20.0M | 1.2% | +957+0.6% | Added | History |
| BDXBecton Dickinson & Co | Stock | 78,933 | $20.1M | 1.2% | −434−0.5% | Reduced | History |
| EQIXEquinix Inc | COM | 31,774 | $20.8M | 1.3% | +123+0.4% | Added | History |
| YUMYum Brands Inc | Stock | 166,732 | $21.4M | 1.3% | +2,263+1.4% | Added | History |
| HONHoneywell International Inc | COM | 100,227 | $21.5M | 1.3% | −6,364−6.0% | Reduced | History |
| MCOMoodys Corp | Stock | 77,714 | $21.7M | 1.3% | +7,811+11.2% | Added | History |
| NIONIO Inc. | ADR | 2,236,687 | $21.8M | 1.3% | +1,271,599+131.8% | Added | History |
| VRSNVerisign Inc | COM | 106,445 | $21.9M | 1.3% | +11,769+12.4% | Added | History |
| MKCMcCormick & Co Inc | Stock | 264,505 | $21.9M | 1.3% | +11,936+4.7% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 124,356 | $21.9M | 1.3% | +6,669+5.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 296,892 | $22.1M | 1.3% | +34,915+13.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 93,190 | $22.3M | 1.3% | −13,431−12.6% | Reduced | History |
| SBUXStarbucks Corp | Stock | 226,509 | $22.5M | 1.4% | +7,133+3.3% | Added | History |
| CCICrown Castle Inc. | REIT | 173,827 | $23.6M | 1.4% | +19,706+12.8% | Added | History |
| NKENIKE, Inc. | Stock | 203,500 | $23.8M | 1.4% | +10,382+5.4% | Added | History |
| NVDANVIDIA Corp | Stock | 166,958 | $24.4M | 1.5% | +813+0.5% | Added | History |
| JNJJohnson & Johnson | Stock | 138,227 | $24.4M | 1.5% | −954−0.7% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 179,479 | $25.1M | 1.5% | +869+0.5% | Added | History |
| PEPPepsiCo Inc | Stock | 140,306 | $25.3M | 1.5% | +3,682+2.7% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 390,835 | $26.7M | 1.6% | +20,403+5.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 204,355 | $27.4M | 1.7% | −34,337−14.4% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 87,617 | $29.3M | 1.8% | +8,097+10.2% | Added | History |
| MARMarriott International Inc | Stock | 198,851 | $29.6M | 1.8% | −31,224−13.6% | Reduced | History |
| SYKStryker Corp | Stock | 128,630 | $31.4M | 1.9% | +1,499+1.2% | Added | History |
| KOCoca Cola Co | Stock | 519,145 | $33.0M | 2.0% | −1,863−0.4% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 138,452 | $34.4M | 2.1% | +2,787+2.1% | Added | History |
| MSCIMSCI Inc. | Stock | 77,026 | $35.8M | 2.2% | +2,820+3.8% | Added | History |
| VVisa Inc. | Stock | 179,607 | $37.3M | 2.2% | −2,534−1.4% | Reduced | History |
| INTUIntuit Inc. | Stock | 96,718 | $37.6M | 2.3% | +1,537+1.6% | Added | History |
| MCDMcDonalds Corp | Stock | 144,907 | $38.2M | 2.3% | +2,999+2.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 456,145 | $38.3M | 2.3% | +964+0.2% | Added | History |
| MAMastercard Inc | Stock | 114,913 | $40.0M | 2.4% | −769−0.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 492,822 | $41.2M | 2.5% | +36,705+8.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 97,479 | $51.7M | 3.1% | +1,190+1.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 720,418 | $63.9M | 3.9% | +4,839+0.7% | Added | History |
| AAPLApple Inc. | Stock | 583,535 | $75.8M | 4.6% | −8,374−1.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 549,020 | $131.7M | 7.9% | +4,696+0.9% | Added | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.