NS Partners Ltd
- SEC CIK
- 0001657111
- Latest filing
- Aug 12, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 12, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 73
- −4 vs. Q4 2024
- Portfolio value
- $2.28B
- −$143.6M (−5.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 6,100 | $242.4K | <0.1% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 14,975 | $634.5K | <0.1% | +1,700+12.8% | Added | History |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 19,400 | $802.6K | <0.1% | −5,900−23.3% | Reduced | – |
| VALEVale S.A. | SPONSORED ADS | 104,700 | $1.04M | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 3,024 | $1.11M | <0.1% | −172−5.4% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 187,600 | $2.69M | 0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,318 | $2.71M | 0.1% | −21,800−57.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 16,764 | $2.78M | 0.1% | −61,179−78.5% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 120,100 | $3.79M | 0.2% | +105,400+717.0% | Added | History |
| ILMNIllumina, Inc. | COM | 53,890 | $4.28M | 0.2% | +324+0.6% | Added | History |
| STZConstellation Brands, Inc. | Stock | 28,833 | $5.29M | 0.2% | +484+1.7% | Added | History |
| MASIMasimo Corp | COM | 43,555 | $7.26M | 0.3% | +906+2.1% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,820,500 | $8.25M | 0.4% | +1,820,500 | New | History |
| ANSSAnsys Inc | COM | 26,521 | $8.40M | 0.4% | +26,521 | New | History |
| ELEstee Lauder Companies Inc | CL A | 130,584 | $8.62M | 0.4% | +570+0.4% | Added | History |
| ALLEAllegion plc | ORD SHS | 77,439 | $10.1M | 0.4% | +134+0.2% | Added | History |
| KVUEKenvue Inc. | Stock | 503,990 | $12.1M | 0.5% | +3,031+0.6% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 197,702 | $12.9M | 0.6% | +1,056+0.5% | Added | History |
| BAPCredicorp Ltd | COM | 70,900 | $13.2M | 0.6% | −9,300−11.6% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 89,519 | $14.2M | 0.6% | +246+0.3% | Added | History |
| TRUTransUnion | COM | 171,784 | $14.3M | 0.6% | +2,991+1.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 33,298 | $14.9M | 0.7% | +228+0.7% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 206,299 | $15.0M | 0.7% | +1,099+0.5% | Added | History |
| BDXBecton Dickinson & Co | Stock | 66,275 | $15.2M | 0.7% | −3,445−4.9% | Reduced | History |
| NKENIKE, Inc. | Stock | 240,295 | $15.3M | 0.7% | +4,403+1.9% | Added | History |
| VEEVVeeva Systems Inc | Stock | 70,102 | $16.2M | 0.7% | +865+1.2% | Added | History |
| CCICrown Castle Inc. | REIT | 156,032 | $16.3M | 0.7% | +553+0.4% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 39,164 | $16.4M | 0.7% | −28−0.1% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 33,528 | $17.2M | 0.8% | +159+0.5% | Added | History |
| CSGPCostar Group, Inc. | COM | 219,520 | $17.4M | 0.8% | +4,675+2.2% | Added | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 395,947 | $17.8M | 0.8% | −51,600−11.5% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 68,530 | $17.9M | 0.8% | +886+1.3% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 1,413,600 | $18.1M | 0.8% | +1,248,200+754.7% | Added | History |
| HONHoneywell International Inc | COM | 91,860 | $19.5M | 0.9% | +427+0.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 24,777 | $19.7M | 0.9% | +372+1.5% | Added | History |
| SBUXStarbucks Corp | Stock | 203,042 | $19.9M | 0.9% | −2,763−1.3% | Reduced | History |
| BACBank of America Corp | Stock | 479,210 | $20.0M | 0.9% | +2,627+0.6% | Added | History |
| PEPPepsiCo Inc | Stock | 137,396 | $20.6M | 0.9% | +902+0.7% | Added | History |
| MNSTMonster Beverage Corp | COM | 353,298 | $20.7M | 0.9% | +2,672+0.8% | Added | History |
| MKCMcCormick & Co Inc | Stock | 257,585 | $21.2M | 0.9% | +2,883+1.1% | Added | History |
| EFXEquifax Inc | COM | 95,375 | $23.2M | 1.0% | +2,037+2.2% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 5,455 | $25.1M | 1.1% | +76+1.4% | Added | History |
| TCOMTrip.com Group Ltd | ADS | 403,400 | $25.6M | 1.1% | −365,100−47.5% | Reduced | History |
| EQIXEquinix Inc | COM | 31,541 | $25.7M | 1.1% | +654+2.1% | Added | History |
| ADBEAdobe Inc. | Stock | 68,951 | $26.4M | 1.2% | −544−0.8% | Reduced | History |
| VRSNVerisign Inc | COM | 105,529 | $26.8M | 1.2% | +919+0.9% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 90,225 | $27.6M | 1.2% | +798+0.9% | Added | History |
| YUMYum Brands Inc | Stock | 177,729 | $28.0M | 1.2% | +1,556+0.9% | Added | History |
| ZTSZoetis Inc. | Stock | 178,767 | $29.4M | 1.3% | +1,069+0.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 116,755 | $31.3M | 1.4% | +1,878+1.6% | Added | History |
| KOCoca Cola Co | Stock | 469,439 | $33.6M | 1.5% | −220.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 485,590 | $34.4M | 1.5% | +1,787+0.4% | Added | History |
| MCOMoodys Corp | Stock | 76,615 | $35.7M | 1.6% | +697+0.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 73,795 | $36.5M | 1.6% | +1,241+1.7% | Added | History |
| BSXBoston Scientific Corp | Stock | 368,189 | $37.1M | 1.6% | +5,704+1.6% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 124,970 | $37.2M | 1.6% | +409+0.3% | Added | History |
| MARMarriott International Inc | Stock | 158,751 | $37.8M | 1.7% | +968+0.6% | Added | History |
| MCDMcDonalds Corp | Stock | 128,443 | $40.1M | 1.8% | +957+0.8% | Added | History |
| SYKStryker Corp | Stock | 112,435 | $41.9M | 1.8% | +697+0.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 79,928 | $41.9M | 1.8% | −887−1.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 84,770 | $43.1M | 1.9% | +645+0.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 176,708 | $43.3M | 1.9% | +2,438+1.4% | Added | History |
| MSCIMSCI Inc. | Stock | 77,283 | $43.7M | 1.9% | +652+0.9% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 202,913 | $54.1M | 2.4% | +2,293+1.1% | Added | History |
| MAMastercard Inc | Stock | 105,899 | $58.0M | 2.6% | −2,976−2.7% | Reduced | History |
| VVisa Inc. | Stock | 170,514 | $59.8M | 2.6% | −363−0.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 100,843 | $61.9M | 2.7% | +703+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 462,981 | $88.1M | 3.9% | +5,144+1.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 170,981 | $98.5M | 4.3% | +1,425+0.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 709,046 | $110.8M | 4.9% | +4,489+0.6% | Added | History |
| AAPLApple Inc. | Stock | 581,285 | $129.1M | 5.7% | +2,495+0.4% | Added | History |
| NVDANVIDIA Corp | Stock | 1,530,632 | $165.9M | 7.3% | +23,019+1.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 531,365 | $199.5M | 8.8% | +3,837+0.7% | Added | History |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| GLOBGlobant S.A. | COM | 88,300 | $18.9M | 0.8% | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 2,484,953 | $12.3M | 0.5% | History |
| BABAAlibaba Group Holding Ltd | ADR | 68,700 | $5.83M | 0.2% | History |
| NBISNebius Group N.V. | Stock | 33,418 | $925.7K | <0.1% | History |
| SPOTSpotify Technology S.A. | Stock | 1,800 | $805.3K | <0.1% | History |
| AERAerCap Holdings N.V. | SHS | 2,186 | $209.2K | <0.1% | History |