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Livermore
Livermore
ZHEN

NS Partners Ltd

SEC CIK
0001657111
Latest filing
Aug 12, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
75
0 vs. Q3 2023
Portfolio value
$2.06B
+$198.9M (+10.7%) vs. Q3 2023
Filed
Feb 9, 2024
SEC
Holdings of NS Partners Ltd in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock526,193$197.9M9.6%+348+0.1%AddedHistory
AAPLApple Inc.Stock569,956$109.7M5.3%+2240.0%AddedHistory
GOOGAlphabet Inc.Stock683,406$96.3M4.7%+867+0.1%AddedHistory
NVDANVIDIA CorpStock164,232$81.3M4.0%+169+0.1%AddedHistory
AMZNAmazon Com IncStock452,219$68.7M3.3%+1,931+0.4%AddedHistory
INTUIntuit Inc.Stock95,313$59.6M2.9%−108−0.1%ReducedHistory
METAMeta Platforms, Inc.Stock163,833$58.0M2.8%+1,203+0.7%AddedHistory
MAMastercard IncStock113,629$48.5M2.4%+3,267+3.0%AddedHistory
VVisa Inc.Stock175,753$45.8M2.2%+3,365+2.0%AddedHistory
UNHUnitedHealth Group IncStock85,593$45.1M2.2%−140.0%ReducedHistory
MSCIMSCI Inc.Stock75,758$42.9M2.1%+275+0.4%AddedHistory
MCDMcDonalds CorpStock140,735$41.7M2.0%+6,217+4.6%AddedHistory
TCOMTrip.com Group LtdADS1,066,900$38.4M1.9%−73,800−6.5%ReducedHistory
MARMarriott International IncStock170,091$38.4M1.9%−386−0.2%ReducedHistory
SYKStryker CorpStock126,550$37.9M1.8%+3,171+2.6%AddedHistory
SPGIS&P Global Inc.Stock84,105$37.0M1.8%+385+0.5%AddedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,229,458$35.6M1.7%−430,900−16.2%ReducedHistory
ADBEAdobe Inc.Stock52,753$31.5M1.5%+473+0.9%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS463,243$31.1M1.5%−47,216−9.2%ReducedHistory
JPMJPMorgan Chase & CoStock181,957$31.0M1.5%−810−0.4%ReducedHistory
KOCoca Cola CoStock509,689$30.0M1.5%+13,026+2.6%AddedHistory
MCOMoodys CorpStock76,478$29.9M1.5%+90.0%AddedHistory
NEENextera Energy IncStock486,727$29.6M1.4%+5,870+1.2%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD4,207,128$29.2M1.4%−635,700−13.1%ReducedHistory
TMUST-Mobile US, Inc.Stock181,481$29.1M1.4%+4,906+2.8%AddedHistory
VRSKVerisk Analytics, Inc.COM120,930$28.9M1.4%+108+0.1%AddedHistory
CRMSalesforce, Inc.Stock100,328$26.4M1.3%−80−0.1%ReducedHistory
PEPPepsiCo IncStock149,812$25.4M1.2%+8,996+6.4%AddedHistory
ZTSZoetis Inc.Stock128,609$25.4M1.2%+731+0.6%AddedHistory
EQIXEquinix IncCOM30,876$24.9M1.2%−147−0.5%ReducedHistory
YUMYum Brands IncStock187,014$24.4M1.2%+7,399+4.1%AddedHistory
ISRGIntuitive Surgical IncCOM NEW71,008$24.0M1.2%+473+0.7%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,445,500$23.4M1.1%−180,100−11.1%ReducedHistory
EFXEquifax IncCOM94,636$23.4M1.1%+216+0.2%AddedHistory
NKENIKE, Inc.Stock201,687$21.9M1.1%+979+0.5%AddedHistory
VRSNVerisign IncCOM105,293$21.7M1.1%+324+0.3%AddedHistory
ADPAutomatic Data Processing IncStock92,127$21.5M1.0%+2,322+2.6%AddedHistory
SBUXStarbucks CorpStock222,802$21.4M1.0%+357+0.2%AddedHistory
IDXXIDEXX Laboratories IncCOM38,252$21.2M1.0%+343+0.9%AddedHistory
BSXBoston Scientific CorpStock355,877$20.6M1.0%+1,699+0.5%AddedHistory
MNSTMonster Beverage CorpCOM351,342$20.2M1.0%+2,105+0.6%AddedHistory
HONHoneywell International IncCOM94,324$19.8M1.0%+1,752+1.9%AddedHistory
BKNGBooking Holdings Inc.Stock5,530$19.6M1.0%+110+2.0%AddedHistory
CCICrown Castle Inc.REIT168,835$19.4M0.9%−1,736−1.0%ReducedHistory
ELEstee Lauder Companies IncCL A131,356$19.2M0.9%−3,086−2.3%ReducedHistory
MKCMcCormick & Co IncStock273,345$18.7M0.9%+12,646+4.9%AddedHistory
BDXBecton Dickinson & CoStock70,783$17.3M0.8%+130.0%AddedHistory
BACBank of America CorpStock504,325$17.0M0.8%−5,866−1.1%ReducedHistory
NOCNorthrop Grumman CorpStock34,532$16.2M0.8%−118−0.3%ReducedHistory
EWEdwards Lifesciences CorpStock207,742$15.8M0.8%+352+0.2%AddedHistory
CSGPCostar Group, Inc.COM176,721$15.4M0.8%+1,260+0.7%AddedHistory
LMTLockheed Martin CorpStock33,428$15.2M0.7%+94+0.3%AddedHistory
JNJJohnson & JohnsonStock93,968$14.7M0.7%−25,576−21.4%ReducedHistory
ADSKAutodesk, Inc.COM54,763$13.3M0.6%+358+0.7%AddedHistory
VEEVVeeva Systems IncStock68,120$13.1M0.6%+421+0.6%AddedHistory
KVUEKenvue Inc.Stock530,002$11.4M0.6%+238,096+81.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR107,900$11.2M0.5%−97,899−47.6%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B173,750$10.5M0.5%−29,200−14.4%ReducedHistory
ALLEAllegion plcORD SHS79,275$10.0M0.5%−444−0.6%ReducedHistory
BBDBank BradescoSP ADR PFD NEW2,846,688$9.96M0.5%−689,300−19.5%ReducedHistory
TRUTransUnionCOM143,624$9.87M0.5%+801+0.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock159,908$9.82M0.5%−9,986−5.9%ReducedHistory
BSACBanco Santander ChileSP ADR REP COM485,936$9.47M0.5%−1,300−0.3%ReducedHistory
PMPhilip Morris International Inc.Stock93,353$8.78M0.4%−237−0.3%ReducedHistory
STZConstellation Brands, Inc.Stock33,143$8.01M0.4%+191+0.6%AddedHistory
YUMCYum China Holdings, Inc.COM157,770$6.69M0.3%+157,770NewHistory
ILMNIllumina, Inc.COM35,954$5.01M0.2%−4,174−10.4%ReducedHistory
MASIMasimo CorpCOM35,618$4.17M0.2%−5,899−14.2%ReducedHistory
MDTMedtronic plcStock45,921$3.78M0.2%−915−2.0%ReducedHistory
BABAAlibaba Group Holding LtdADR21,046$1.63M0.1%−26,385−55.6%ReducedHistory
iShares Tr46434V423MSCI SAUDI ARBIA25,300$1.07M0.1%00.0%Unchanged–
VALEVale S.A.SPONSORED ADS61,000$967.5K<0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock2,527$875.7K<0.1%−11−0.4%ReducedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR6,510$868.2K<0.1%−55,469−89.5%ReducedHistory
NBISNebius Group N.V.Stock33,418$00.0%00.0%UnchangedHistory

Sold out since Q3 2023 (1)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of NS Partners Ltd sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
iShares MSCI India ETF46429B598ETF16,900$747.3K<0.1%–