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Livermore
Livermore
ZHEN

NS Partners Ltd

SEC CIK
0001657111
Latest filing
Aug 12, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
75
+2 vs. Q2 2023
Portfolio value
$1.86B
−$40.3M (−2.1%) vs. Q2 2023
Filed
Nov 13, 2023
SEC
Holdings of NS Partners Ltd in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock525,845$166.0M8.9%−4,762−0.9%ReducedHistory
AAPLApple Inc.Stock569,732$97.5M5.2%−5,591−1.0%ReducedHistory
GOOGAlphabet Inc.Stock682,539$90.0M4.8%−5,696−0.8%ReducedHistory
NVDANVIDIA CorpStock164,063$71.4M3.8%−1,763−1.1%ReducedHistory
AMZNAmazon Com IncStock450,288$57.2M3.1%−3,934−0.9%ReducedHistory
METAMeta Platforms, Inc.Stock162,630$48.8M2.6%−1,825−1.1%ReducedHistory
INTUIntuit Inc.Stock95,421$48.8M2.6%−864−0.9%ReducedHistory
MAMastercard IncStock110,362$43.7M2.4%−986−0.9%ReducedHistory
UNHUnitedHealth Group IncStock85,607$43.2M2.3%−708−0.8%ReducedHistory
TCOMTrip.com Group LtdADS1,140,700$39.9M2.1%+1,140,700NewHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,660,358$39.9M2.1%+838,693+46.0%AddedHistory
VVisa Inc.Stock172,388$39.7M2.1%−1,440−0.8%ReducedHistory
MSCIMSCI Inc.Stock75,483$38.7M2.1%−655−0.9%ReducedHistory
MCDMcDonalds CorpStock134,518$35.4M1.9%−1,155−0.9%ReducedHistory
SYKStryker CorpStock123,379$33.7M1.8%−1,023−0.8%ReducedHistory
MARMarriott International IncStock170,477$33.5M1.8%−2,675−1.5%ReducedHistory
SPGIS&P Global Inc.Stock83,720$30.6M1.6%−682−0.8%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS510,459$30.1M1.6%+16,673+3.4%AddedHistory
VRSKVerisk Analytics, Inc.COM120,822$28.5M1.5%−1,046−0.9%ReducedHistory
KOCoca Cola CoStock496,663$27.8M1.5%−6,513−1.3%ReducedHistory
NEENextera Energy IncStock480,857$27.5M1.5%−4,810−1.0%ReducedHistory
ADBEAdobe Inc.Stock52,280$26.7M1.4%−52−0.1%ReducedHistory
JPMJPMorgan Chase & CoStock182,767$26.5M1.4%−1,644−0.9%ReducedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD4,842,828$26.0M1.4%+321,733+7.1%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,625,600$25.2M1.4%+1,625,600NewHistory
TMUST-Mobile US, Inc.Stock176,575$24.7M1.3%−1,787−1.0%ReducedHistory
MCOMoodys CorpStock76,469$24.2M1.3%−196−0.3%ReducedHistory
PEPPepsiCo IncStock140,816$23.9M1.3%−326−0.2%ReducedHistory
EQIXEquinix IncCOM31,023$22.5M1.2%−270−0.9%ReducedHistory
YUMYum Brands IncStock179,615$22.4M1.2%−867−0.5%ReducedHistory
ZTSZoetis Inc.Stock127,878$22.2M1.2%−1,876−1.4%ReducedHistory
ADPAutomatic Data Processing IncStock89,805$21.6M1.2%−585−0.6%ReducedHistory
VRSNVerisign IncCOM104,969$21.3M1.1%−207−0.2%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW70,535$20.6M1.1%−406−0.6%ReducedHistory
CRMSalesforce, Inc.Stock100,408$20.4M1.1%−999−1.0%ReducedHistory
SBUXStarbucks CorpStock222,445$20.3M1.1%−388−0.2%ReducedHistory
MKCMcCormick & Co IncStock260,699$19.7M1.1%+444+0.2%AddedHistory
ELEstee Lauder Companies IncCL A134,442$19.4M1.0%+451+0.3%AddedHistory
NKENIKE, Inc.Stock200,708$19.2M1.0%−2,045−1.0%ReducedHistory
BSXBoston Scientific CorpStock354,178$18.7M1.0%−3,804−1.1%ReducedHistory
JNJJohnson & JohnsonStock119,544$18.6M1.0%−36,105−23.2%ReducedHistory
MNSTMonster Beverage CorpCOM349,237$18.5M1.0%−3,784−1.1%ReducedHistory
BDXBecton Dickinson & CoStock70,770$18.3M1.0%−223−0.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR205,799$17.9M1.0%−509−0.2%ReducedHistory
EFXEquifax IncCOM94,420$17.3M0.9%−191−0.2%ReducedHistory
HONHoneywell International IncCOM92,572$17.1M0.9%−551−0.6%ReducedHistory
BKNGBooking Holdings Inc.Stock5,420$16.7M0.9%−18−0.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM37,909$16.6M0.9%−90−0.2%ReducedHistory
CCICrown Castle Inc.REIT170,571$15.7M0.8%+780+0.5%AddedHistory
NOCNorthrop Grumman CorpStock34,650$15.3M0.8%−39−0.1%ReducedHistory
EWEdwards Lifesciences CorpStock207,390$14.4M0.8%−603−0.3%ReducedHistory
BACBank of America CorpStock510,191$14.0M0.8%−1,215−0.2%ReducedHistory
VEEVVeeva Systems IncStock67,699$13.8M0.7%+90.0%AddedHistory
LMTLockheed Martin CorpStock33,334$13.6M0.7%−38−0.1%ReducedHistory
CSGPCostar Group, Inc.COM175,461$13.5M0.7%−324−0.2%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B202,950$12.1M0.7%+16,353+8.8%AddedHistory
ADSKAutodesk, Inc.COM54,405$11.3M0.6%−124−0.2%ReducedHistory
TRUTransUnionCOM142,823$10.3M0.6%−347−0.2%ReducedHistory
BBDBank BradescoSP ADR PFD NEW3,535,988$10.1M0.5%+344,748+10.8%AddedHistory
PYPLPayPal Holdings, Inc.Stock169,894$9.93M0.5%−650−0.4%ReducedHistory
BSACBanco Santander ChileSP ADR REP COM487,236$8.94M0.5%+35,900+8.0%AddedHistory
PMPhilip Morris International Inc.Stock93,590$8.66M0.5%−130−0.1%ReducedHistory
ALLEAllegion plcORD SHS79,719$8.31M0.4%−137−0.2%ReducedHistory
STZConstellation Brands, Inc.Stock32,952$8.28M0.4%+167+0.5%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR61,979$6.02M0.3%−1,500−2.4%ReducedHistory
KVUEKenvue Inc.Stock291,906$5.86M0.3%+291,906NewHistory
ILMNIllumina, Inc.COM40,128$5.51M0.3%−227−0.6%ReducedHistory
BABAAlibaba Group Holding LtdADR47,431$4.11M0.2%−518−1.1%ReducedHistory
MDTMedtronic plcStock46,836$3.67M0.2%−841−1.8%ReducedHistory
MASIMasimo CorpCOM41,517$3.64M0.2%−104−0.2%ReducedHistory
iShares Tr46434V423MSCI SAUDI ARBIA25,300$980.1K0.1%00.0%Unchanged–
VALEVale S.A.SPONSORED ADS61,000$817.4K<0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock2,538$766.9K<0.1%−9−0.4%ReducedHistory
iShares MSCI India ETF46429B598ETF16,900$747.3K<0.1%−20,200−54.4%Reduced–
NBISNebius Group N.V.Stock33,418$00.0%+33,418NewHistory

Sold out since Q2 2023 (2)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of NS Partners Ltd sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
iShares Tr464287234MSCI EMG MKT ETF198,500$7.85M0.4%–
IBNIcici Bank LtdADR86,900$2.01M0.1%History