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Livermore
Livermore
ZHEN

NS Partners Ltd

SEC CIK
0001657111
Latest filing
Aug 12, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
74
+2 vs. Q2 2025
Portfolio value
$2.59B
+$135.7M (+5.5%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of NS Partners Ltd in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock1,447,886$270.1M10.5%−51,038−3.4%ReducedHistory
MSFTMicrosoft CorpStock518,184$268.4M10.4%+5,353+1.0%AddedHistory
GOOGAlphabet Inc.Stock667,593$162.6M6.3%−2,729−0.4%ReducedHistory
AAPLApple Inc.Stock552,568$140.7M5.4%−5,030−0.9%ReducedHistory
METAMeta Platforms, Inc.Stock170,787$125.4M4.9%+3,884+2.3%AddedHistory
AMZNAmazon Com IncStock511,444$112.3M4.3%+58,610+12.9%AddedHistory
INTUIntuit Inc.Stock97,844$66.8M2.6%+160.0%AddedHistory
MAMastercard IncStock101,080$57.5M2.2%−1,349−1.3%ReducedHistory
VVisa Inc.Stock161,729$55.2M2.1%−2,722−1.7%ReducedHistory
UNHUnitedHealth Group IncStock149,512$51.6M2.0%+24,032+19.2%AddedHistory
JPMJPMorgan Chase & CoStock161,720$51.0M2.0%−943−0.6%ReducedHistory
TMUST-Mobile US, Inc.Stock195,075$46.7M1.8%+365+0.2%AddedHistory
MSCIMSCI Inc.Stock75,053$42.6M1.6%−202−0.3%ReducedHistory
SYKStryker CorpStock109,418$40.4M1.6%+380.0%AddedHistory
SPGIS&P Global Inc.Stock79,790$38.8M1.5%−1,714−2.1%ReducedHistory
MARMarriott International IncStock145,937$38.0M1.5%−830−0.6%ReducedHistory
MCDMcDonalds CorpStock123,119$37.4M1.4%−713−0.6%ReducedHistory
NEENextera Energy IncStock469,236$35.4M1.4%−2,039−0.4%ReducedHistory
BSXBoston Scientific CorpStock358,366$35.0M1.4%−285−0.1%ReducedHistory
MCOMoodys CorpStock72,713$34.6M1.3%−1,116−1.5%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW72,206$32.3M1.2%+90.0%AddedHistory
VRSKVerisk Analytics, Inc.COM121,730$30.6M1.2%+95+0.1%AddedHistory
KOCoca Cola CoStock445,159$29.5M1.1%−2,904−0.6%ReducedHistory
BKNGBooking Holdings Inc.Stock5,312$28.7M1.1%−6−0.1%ReducedHistory
VRSNVerisign IncCOM102,469$28.6M1.1%−168−0.2%ReducedHistory
YUMYum Brands IncStock171,503$26.1M1.0%−1,024−0.6%ReducedHistory
TMETencent Music Entertainment GroupSPON ADS1,101,300$25.7M1.0%+1,101,300NewHistory
ADPAutomatic Data Processing IncStock87,082$25.6M1.0%−579−0.7%ReducedHistory
CRMSalesforce, Inc.Stock107,321$25.4M1.0%+115+0.1%AddedHistory
ZTSZoetis Inc.Stock173,339$25.4M1.0%−600.0%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS723,478$24.7M1.0%+19,900+2.8%AddedConverted for a 2-for-1 splitHistory
EFXEquifax IncCOM94,791$24.3M0.9%+190.0%AddedHistory
IDXXIDEXX Laboratories IncCOM37,910$24.2M0.9%−84−0.2%ReducedHistory
FUTUFutu Holdings LtdSPON ADS CL A138,442$24.1M0.9%+68,942+99.2%AddedHistory
BACBank of America CorpStock465,878$24.0M0.9%−650−0.1%ReducedHistory
EQIXEquinix IncCOM30,531$23.9M0.9%−197−0.6%ReducedHistory
NOWServiceNow, Inc.Stock25,803$23.7M0.9%+1,604+6.6%AddedHistory
ADBEAdobe Inc.Stock67,179$23.7M0.9%−38−0.1%ReducedHistory
MNSTMonster Beverage CorpCOM344,479$23.2M0.9%+298+0.1%AddedHistory
ADSKAutodesk, Inc.COM66,985$21.3M0.8%+90.0%AddedHistory
VEEVVeeva Systems IncStock68,558$20.4M0.8%−180.0%ReducedHistory
NOCNorthrop Grumman CorpStock32,218$19.6M0.8%−301−0.9%ReducedHistory
HONHoneywell International IncCOM89,413$18.8M0.7%+72+0.1%AddedHistory
CSGPCostar Group, Inc.COM214,803$18.1M0.7%+301+0.1%AddedHistory
MKCMcCormick & Co IncStock248,095$16.6M0.6%−2,069−0.8%ReducedHistory
NKENIKE, Inc.Stock234,907$16.4M0.6%+930+0.4%AddedHistory
LMTLockheed Martin CorpStock32,159$16.1M0.6%−196−0.6%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD2,651,810$16.0M0.6%−365,800−12.1%ReducedHistory
PMPhilip Morris International Inc.Stock98,376$16.0M0.6%+11,437+13.2%AddedHistory
EWEdwards Lifesciences CorpStock201,212$15.6M0.6%−890.0%ReducedHistory
SBUXStarbucks CorpStock175,711$14.9M0.6%+90.0%AddedHistory
CCICrown Castle Inc.REIT149,594$14.4M0.6%−1,522−1.0%ReducedHistory
SNPSSynopsys IncCOM29,105$14.4M0.6%+29,105NewHistory
TRUTransUnionCOM170,919$14.3M0.6%+190.0%AddedHistory
ALLEAllegion plcORD SHS75,428$13.4M0.5%+57+0.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock192,837$12.9M0.5%+97+0.1%AddedHistory
BDXBecton Dickinson & CoStock60,434$11.3M0.4%−613−1.0%ReducedHistory
BAPCredicorp LtdCOM40,217$10.7M0.4%−20,400−33.7%ReducedHistory
ELEstee Lauder Companies IncCL A117,330$10.3M0.4%+69+0.1%AddedHistory
IBNIcici Bank LtdADR327,687$9.91M0.4%−8,000−2.4%ReducedHistory
VALEVale S.A.SPONSORED ADS814,900$8.85M0.3%+710,200+678.3%AddedHistory
KVUEKenvue Inc.Stock505,762$8.21M0.3%+15,652+3.2%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A686,700$7.09M0.3%+686,700NewHistory
MASIMasimo CorpCOM42,394$6.26M0.2%−172−0.4%ReducedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS180,100$6.20M0.2%+180,100NewHistory
QFINQfin Holdings, Inc.AMERICAN DEP179,447$5.16M0.2%−261,200−59.3%ReducedHistory
ILMNIllumina, Inc.COM52,706$5.01M0.2%−120−0.2%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR15,618$4.36M0.2%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock28,143$3.79M0.1%−21−0.1%ReducedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR68,000$1.69M0.1%+68,000NewHistory
HDHome Depot, Inc.Stock2,389$968.0K<0.1%−465−16.3%ReducedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR14,975$901.8K<0.1%00.0%UnchangedHistory
iShares Tr46434V423MSCI SAUDI ARBIA8,700$353.0K<0.1%−1,100−11.2%Reduced–
SQMChemical & Mining Co of Chile IncSPON ADR SER B6,100$262.2K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (3)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of NS Partners Ltd sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM28,291$9.94M0.4%History
GGALGrupo Financiero Galicia SASPONSORED ADR192,900$9.72M0.4%History
PEPPepsiCo IncStock18,688$2.47M0.1%History