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Livermore
Livermore
ZHEN

NS Partners Ltd

SEC CIK
0001657111
Latest filing
Aug 12, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 10, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
74
−2 vs. Q4 2022
Portfolio value
$1.78B
+$119.8M (+7.2%) vs. Q4 2022
Filed
May 10, 2023
SEC
Holdings of NS Partners Ltd in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock536,210$154.6M8.7%−12,810−2.3%ReducedHistory
AAPLApple Inc.Stock581,521$95.9M5.4%−2,014−0.3%ReducedHistory
GOOGAlphabet Inc.Stock706,701$73.5M4.1%−13,717−1.9%ReducedHistory
AMZNAmazon Com IncStock457,004$47.2M2.7%+859+0.2%AddedHistory
NVDANVIDIA CorpStock166,855$46.3M2.6%−103−0.1%ReducedHistory
INTUIntuit Inc.Stock96,898$43.2M2.4%+180+0.2%AddedHistory
MSCIMSCI Inc.Stock76,833$43.0M2.4%−193−0.3%ReducedHistory
UNHUnitedHealth Group IncStock89,203$42.2M2.4%−8,276−8.5%ReducedHistory
MAMastercard IncStock112,584$40.9M2.3%−2,329−2.0%ReducedHistory
VVisa Inc.Stock175,612$39.6M2.2%−3,995−2.2%ReducedHistory
MCDMcDonalds CorpStock136,846$38.3M2.2%−8,061−5.6%ReducedHistory
NEENextera Energy IncStock491,334$37.9M2.1%−1,488−0.3%ReducedHistory
SYKStryker CorpStock125,982$36.0M2.0%−2,648−2.1%ReducedHistory
METAMeta Platforms, Inc.Stock165,904$35.2M2.0%−540.0%ReducedHistory
ELEstee Lauder Companies IncCL A133,564$32.9M1.9%−4,888−3.5%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS474,920$31.7M1.8%+84,085+21.5%AddedHistory
KOCoca Cola CoStock508,237$31.5M1.8%−10,908−2.1%ReducedHistory
MARMarriott International IncStock182,794$30.4M1.7%−16,057−8.1%ReducedHistory
SPGIS&P Global Inc.Stock87,319$30.1M1.7%−298−0.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR314,881$29.3M1.6%+17,989+6.1%AddedHistory
NIONIO Inc.ADR2,507,887$26.4M1.5%+271,200+12.1%AddedHistory
JPMJPMorgan Chase & CoStock201,124$26.2M1.5%−3,231−1.6%ReducedHistory
TMUST-Mobile US, Inc.Stock179,718$26.0M1.5%+239+0.1%AddedHistory
NKENIKE, Inc.Stock203,850$25.0M1.4%+350+0.2%AddedHistory
PEPPepsiCo IncStock131,975$24.1M1.4%−8,331−5.9%ReducedHistory
MCOMoodys CorpStock77,748$23.8M1.3%+340.0%AddedHistory
VRSKVerisk Analytics, Inc.COM123,214$23.6M1.3%−1,142−0.9%ReducedHistory
SBUXStarbucks CorpStock225,342$23.5M1.3%−1,167−0.5%ReducedHistory
CCICrown Castle Inc.REIT171,868$23.0M1.3%−1,959−1.1%ReducedHistory
EQIXEquinix IncCOM31,697$22.9M1.3%−77−0.2%ReducedHistory
VRSNVerisign IncCOM106,225$22.4M1.3%−220−0.2%ReducedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD4,599,595$22.4M1.3%+643,500+16.3%AddedHistory
MKCMcCormick & Co IncStock263,845$22.0M1.2%−660−0.2%ReducedHistory
ZTSZoetis Inc.Stock130,768$21.8M1.2%+488+0.4%AddedHistory
YUMYum Brands IncStock163,027$21.5M1.2%−3,705−2.2%ReducedHistory
JNJJohnson & JohnsonStock137,804$21.4M1.2%−423−0.3%ReducedHistory
ADPAutomatic Data Processing IncStock91,446$20.4M1.1%−1,744−1.9%ReducedHistory
CRMSalesforce, Inc.Stock101,803$20.3M1.1%+97+0.1%AddedHistory
ADBEAdobe Inc.Stock50,738$19.6M1.1%+27+0.1%AddedHistory
EFXEquifax IncCOM95,303$19.3M1.1%−58−0.1%ReducedHistory
MNSTMonster Beverage CorpCOM355,702$19.2M1.1%00.0%UnchangedConverted for a 2-for-1 splitHistory
IDXXIDEXX Laboratories IncCOM38,242$19.1M1.1%−160.0%ReducedHistory
HONHoneywell International IncCOM99,829$19.1M1.1%−398−0.4%ReducedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,827,465$19.1M1.1%+239,600+15.1%AddedHistory
BDXBecton Dickinson & CoStock76,391$18.9M1.1%−2,542−3.2%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW71,445$18.3M1.0%+74+0.1%AddedHistory
BSXBoston Scientific CorpStock360,626$18.0M1.0%+266+0.1%AddedHistory
EWEdwards Lifesciences CorpStock209,524$17.3M1.0%+402+0.2%AddedHistory
NOCNorthrop Grumman CorpStock34,997$16.2M0.9%+46+0.1%AddedHistory
LMTLockheed Martin CorpStock33,821$16.0M0.9%+72+0.2%AddedHistory
BACBank of America CorpStock549,609$15.7M0.9%−20,652−3.6%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B191,497$15.5M0.9%+21,200+12.4%AddedHistory
BKNGBooking Holdings Inc.Stock5,481$14.5M0.8%−15−0.3%ReducedHistory
PYPLPayPal Holdings, Inc.Stock171,979$13.1M0.7%+840.0%AddedHistory
VEEVVeeva Systems IncStock68,161$12.5M0.7%+180+0.3%AddedHistory
CSGPCostar Group, Inc.COM177,414$12.2M0.7%+227+0.1%AddedHistory
ADSKAutodesk, Inc.COM55,011$11.5M0.6%−170.0%ReducedHistory
ILMNIllumina, Inc.COM40,637$9.45M0.5%+34+0.1%AddedHistory
PMPhilip Morris International Inc.Stock95,089$9.25M0.5%−4,657−4.7%ReducedHistory
TRUTransUnionCOM144,384$8.97M0.5%00.0%UnchangedHistory
ALLEAllegion plcORD SHS80,524$8.59M0.5%+74+0.1%AddedHistory
BBDBank BradescoSP ADR PFD NEW3,206,540$8.40M0.5%+88,200+2.8%AddedHistory
BSACBanco Santander ChileSP ADR REP COM453,736$8.09M0.5%−105,700−18.9%ReducedHistory
MASIMasimo CorpCOM42,074$7.76M0.4%+75+0.2%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR63,787$6.01M0.3%−66,792−51.2%ReducedHistory
STZConstellation Brands, Inc.Stock24,510$5.54M0.3%+305+1.3%AddedHistory
BABAAlibaba Group Holding LtdADR48,673$4.97M0.3%−2,100−4.1%ReducedHistory
MDTMedtronic plcStock48,777$3.93M0.2%−17,599−26.5%ReducedHistory
IBNIcici Bank LtdADR86,900$1.88M0.1%−772,597−89.9%ReducedHistory
iShares MSCI India ETF46429B598ETF37,100$1.46M0.1%00.0%Unchanged–
iShares Tr46434V423MSCI SAUDI ARBIA25,300$979.9K0.1%00.0%Unchanged–
HDHome Depot, Inc.Stock2,555$754.0K<0.1%−2,826−52.5%ReducedHistory
PKXPosco Holdings Inc.SPONSORED ADR10,100$703.9K<0.1%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM2,810$308.1K<0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (2)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of NS Partners Ltd sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
JDJD.com, Inc.SPON ADS CL A89,418$5.02M0.3%History
Chindata Group Hldgs Ltd16955F107ADS107,700$858.4K0.1%–