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

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