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Livermore
Livermore
ZHEN

NS Partners Ltd

SEC CIK
0001657111
Latest filing
Aug 12, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
72
−1 vs. Q1 2025
Portfolio value
$2.45B
+$174.3M (+7.7%) vs. Q1 2025
Filed
Aug 7, 2025
SEC
Holdings of NS Partners Ltd in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock512,831$255.1M10.4%−18,534−3.5%ReducedHistory
NVDANVIDIA CorpStock1,498,924$236.8M9.7%−31,708−2.1%ReducedHistory
METAMeta Platforms, Inc.Stock166,903$123.2M5.0%−4,078−2.4%ReducedHistory
GOOGAlphabet Inc.Stock670,322$118.9M4.9%−38,724−5.5%ReducedHistory
AAPLApple Inc.Stock557,598$114.4M4.7%−23,687−4.1%ReducedHistory
AMZNAmazon Com IncStock452,834$99.3M4.1%−10,147−2.2%ReducedHistory
INTUIntuit Inc.Stock97,828$77.1M3.1%−3,015−3.0%ReducedHistory
VVisa Inc.Stock164,451$58.4M2.4%−6,063−3.6%ReducedHistory
MAMastercard IncStock102,429$57.6M2.3%−3,470−3.3%ReducedHistory
JPMJPMorgan Chase & CoStock162,663$47.2M1.9%−14,045−7.9%ReducedHistory
TMUST-Mobile US, Inc.Stock194,710$46.4M1.9%−8,203−4.0%ReducedHistory
MSCIMSCI Inc.Stock75,255$43.4M1.8%−2,028−2.6%ReducedHistory
SYKStryker CorpStock109,380$43.3M1.8%−3,055−2.7%ReducedHistory
SPGIS&P Global Inc.Stock81,504$43.0M1.8%−3,266−3.9%ReducedHistory
MARMarriott International IncStock146,767$40.1M1.6%−11,984−7.5%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW72,197$39.2M1.6%−1,598−2.2%ReducedHistory
UNHUnitedHealth Group IncStock125,480$39.1M1.6%+45,552+57.0%AddedHistory
BSXBoston Scientific CorpStock358,651$38.5M1.6%−9,538−2.6%ReducedHistory
VRSKVerisk Analytics, Inc.COM121,635$37.9M1.5%−3,335−2.7%ReducedHistory
MCOMoodys CorpStock73,829$37.0M1.5%−2,786−3.6%ReducedHistory
MCDMcDonalds CorpStock123,832$36.2M1.5%−4,611−3.6%ReducedHistory
NEENextera Energy IncStock471,275$32.7M1.3%−14,315−2.9%ReducedHistory
KOCoca Cola CoStock448,063$31.7M1.3%−21,376−4.6%ReducedHistory
BKNGBooking Holdings Inc.Stock5,318$30.8M1.3%−137−2.5%ReducedHistory
VRSNVerisign IncCOM102,637$29.6M1.2%−2,892−2.7%ReducedHistory
CRMSalesforce, Inc.Stock107,206$29.2M1.2%−9,549−8.2%ReducedHistory
ZTSZoetis Inc.Stock173,399$27.0M1.1%−5,368−3.0%ReducedHistory
ADPAutomatic Data Processing IncStock87,661$27.0M1.1%−2,564−2.8%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS351,789$27.0M1.1%+351,789NewHistory
ADBEAdobe Inc.Stock67,217$26.0M1.1%−1,734−2.5%ReducedHistory
YUMYum Brands IncStock172,527$25.6M1.0%−5,202−2.9%ReducedHistory
NOWServiceNow, Inc.Stock24,199$24.9M1.0%−578−2.3%ReducedHistory
EFXEquifax IncCOM94,772$24.6M1.0%−603−0.6%ReducedHistory
EQIXEquinix IncCOM30,728$24.4M1.0%−813−2.6%ReducedHistory
BACBank of America CorpStock466,528$22.1M0.9%−12,682−2.6%ReducedHistory
MNSTMonster Beverage CorpCOM344,181$21.6M0.9%−9,117−2.6%ReducedHistory
HONHoneywell International IncCOM89,341$20.8M0.8%−2,519−2.7%ReducedHistory
ADSKAutodesk, Inc.COM66,976$20.7M0.8%−1,554−2.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM37,994$20.4M0.8%−1,170−3.0%ReducedHistory
VEEVVeeva Systems IncStock68,576$19.7M0.8%−1,526−2.2%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP440,647$19.1M0.8%+44,700+11.3%AddedHistory
MKCMcCormick & Co IncStock250,164$19.0M0.8%−7,421−2.9%ReducedHistory
CSGPCostar Group, Inc.COM214,502$17.2M0.7%−5,018−2.3%ReducedHistory
NKENIKE, Inc.Stock233,977$16.6M0.7%−6,318−2.6%ReducedHistory
NOCNorthrop Grumman CorpStock32,519$16.3M0.7%−1,009−3.0%ReducedHistory
SBUXStarbucks CorpStock175,702$16.1M0.7%−27,340−13.5%ReducedHistory
PMPhilip Morris International Inc.Stock86,939$15.8M0.6%−2,580−2.9%ReducedHistory
EWEdwards Lifesciences CorpStock201,301$15.7M0.6%−4,998−2.4%ReducedHistory
CCICrown Castle Inc.REIT151,116$15.5M0.6%−4,916−3.2%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD3,017,610$15.2M0.6%+1,197,110+65.8%AddedHistory
TRUTransUnionCOM170,900$15.0M0.6%−884−0.5%ReducedHistory
LMTLockheed Martin CorpStock32,355$15.0M0.6%−943−2.8%ReducedHistory
PYPLPayPal Holdings, Inc.Stock192,740$14.3M0.6%−4,962−2.5%ReducedHistory
BAPCredicorp LtdCOM60,617$13.5M0.6%−10,283−14.5%ReducedHistory
IBNIcici Bank LtdADR335,687$11.3M0.5%+215,587+179.5%AddedHistory
ALLEAllegion plcORD SHS75,371$10.9M0.4%−2,068−2.7%ReducedHistory
BDXBecton Dickinson & CoStock61,047$10.5M0.4%−5,228−7.9%ReducedHistory
KVUEKenvue Inc.Stock490,110$10.3M0.4%−13,880−2.8%ReducedHistory
ANSSAnsys IncCOM28,291$9.94M0.4%+1,770+6.7%AddedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR192,900$9.72M0.4%+192,900NewHistory
ELEstee Lauder Companies IncCL A117,261$9.47M0.4%−13,323−10.2%ReducedHistory
FUTUFutu Holdings LtdSPON ADS CL A69,500$8.59M0.4%+69,500NewHistory
MASIMasimo CorpCOM42,566$7.16M0.3%−989−2.3%ReducedHistory
ILMNIllumina, Inc.COM52,826$5.04M0.2%−1,064−2.0%ReducedHistory
STZConstellation Brands, Inc.Stock28,164$4.58M0.2%−669−2.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR15,618$3.54M0.1%−700−4.3%ReducedHistory
PEPPepsiCo IncStock18,688$2.47M0.1%−118,708−86.4%ReducedHistory
HDHome Depot, Inc.Stock2,854$1.05M<0.1%−170−5.6%ReducedHistory
VALEVale S.A.SPONSORED ADS104,700$1.02M<0.1%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR14,975$863.6K<0.1%00.0%UnchangedHistory
iShares Tr46434V423MSCI SAUDI ARBIA9,800$377.7K<0.1%−9,600−49.5%Reduced–
SQMChemical & Mining Co of Chile IncSPON ADR SER B6,100$215.1K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (4)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of NS Partners Ltd sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
TCOMTrip.com Group LtdADS403,400$25.6M1.1%History
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS1,413,600$18.1M0.8%History
JNJJohnson & JohnsonStock16,764$2.78M0.1%History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR187,600$2.69M0.1%History