NS Partners Ltd
- SEC CIK
- 0001657111
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 74
- 0 vs. Q3 2025
- Portfolio value
- $2.55B
- −$32.4M (−1.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 277 | $212.2K | <0.1% | −30,254−99.1% | Reduced | History |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 8,700 | $316.8K | <0.1% | 00.0% | Unchanged | – |
| TECKTeck Resources Ltd | CL B | 6,800 | $325.6K | <0.1% | +6,800 | New | History |
| HDHome Depot, Inc. | Stock | 2,485 | $855.1K | <0.1% | +96+4.0% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 12,775 | $922.2K | <0.1% | −2,200−14.7% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 38,800 | $1.16M | <0.1% | −288,887−88.2% | Reduced | History |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | SPONSORED ADR | 74,130 | $1.77M | 0.1% | +6,130+9.0% | Added | History |
| STZConstellation Brands, Inc. | Stock | 27,641 | $3.81M | 0.1% | −502−1.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,618 | $4.75M | 0.2% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 42,348 | $5.51M | 0.2% | −46−0.1% | Reduced | History |
| ILMNIllumina, Inc. | COM | 52,719 | $6.91M | 0.3% | +130.0% | Added | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 937,500 | $7.93M | 0.3% | +250,800+36.5% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 702,500 | $9.15M | 0.4% | −112,400−13.8% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 163,603 | $9.55M | 0.4% | −29,234−15.2% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 71,661 | $11.4M | 0.4% | −3,767−5.0% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 58,812 | $11.4M | 0.4% | −1,622−2.7% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 119,238 | $12.5M | 0.5% | +1,908+1.6% | Added | History |
| TMETencent Music Entertainment Group | SPON ADS | 757,800 | $13.3M | 0.5% | −343,500−31.2% | Reduced | History |
| CCICrown Castle Inc. | REIT | 153,614 | $13.7M | 0.5% | +4,020+2.7% | Added | History |
| INFYInfosys Ltd | SPONSORED ADR | 769,900 | $13.7M | 0.5% | +769,900 | New | History |
| AUGOAura Minerals Inc. | SHS | 277,300 | $14.0M | 0.5% | +277,300 | New | History |
| SNPSSynopsys Inc | COM | 30,289 | $14.2M | 0.6% | +1,184+4.1% | Added | History |
| CSGPCostar Group, Inc. | COM | 214,981 | $14.5M | 0.6% | +178+0.1% | Added | History |
| TRUTransUnion | COM | 171,071 | $14.7M | 0.6% | +152+0.1% | Added | History |
| SBUXStarbucks Corp | Stock | 177,287 | $14.9M | 0.6% | +1,576+0.9% | Added | History |
| NKENIKE, Inc. | Stock | 237,244 | $15.1M | 0.6% | +2,337+1.0% | Added | History |
| VEEVVeeva Systems Inc | Stock | 68,595 | $15.3M | 0.6% | +37+0.1% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 3,124,910 | $15.6M | 0.6% | +473,100+17.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 32,428 | $15.7M | 0.6% | +269+0.8% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 193,939 | $16.5M | 0.6% | −7,273−3.6% | Reduced | History |
| HONHoneywell International Inc | COM | 85,302 | $16.6M | 0.7% | −4,111−4.6% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 104,931 | $16.8M | 0.7% | +6,555+6.7% | Added | History |
| MKCMcCormick & Co Inc | Stock | 251,211 | $17.1M | 0.7% | +3,116+1.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 129,022 | $19.8M | 0.8% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| ADSKAutodesk, Inc. | COM | 66,803 | $19.8M | 0.8% | −182−0.3% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 34,886 | $19.9M | 0.8% | +2,668+8.3% | Added | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 124,842 | $20.5M | 0.8% | −13,600−9.8% | Reduced | History |
| EFXEquifax Inc | COM | 94,791 | $20.6M | 0.8% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 82,109 | $21.1M | 0.8% | −4,973−5.7% | Reduced | History |
| ZTSZoetis Inc. | Stock | 175,014 | $22.0M | 0.9% | +1,675+1.0% | Added | History |
| WECWec Energy Group, Inc. | Stock | 210,995 | $22.3M | 0.9% | +210,995 | New | History |
| ADBEAdobe Inc. | Stock | 66,958 | $23.4M | 0.9% | −221−0.3% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 35,564 | $24.1M | 0.9% | −2,346−6.2% | Reduced | History |
| VRSNVerisign Inc | COM | 104,157 | $25.3M | 1.0% | +1,688+1.6% | Added | History |
| MNSTMonster Beverage Corp | COM | 332,727 | $25.5M | 1.0% | −11,752−3.4% | Reduced | History |
| BACBank of America Corp | Stock | 468,797 | $25.8M | 1.0% | +2,919+0.6% | Added | History |
| YUMYum Brands Inc | Stock | 173,844 | $26.3M | 1.0% | +2,341+1.4% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 5,091 | $27.3M | 1.1% | −221−4.2% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 106,996 | $28.3M | 1.1% | −325−0.3% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 129,513 | $29.0M | 1.1% | +7,783+6.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 84,280 | $29.2M | 1.1% | +84,280 | New | History |
| KOCoca Cola Co | Stock | 447,972 | $31.3M | 1.2% | +2,813+0.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 359,256 | $34.3M | 1.3% | +890+0.2% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 948,978 | $34.7M | 1.4% | +225,500+31.2% | Added | History |
| MCDMcDonalds Corp | Stock | 120,967 | $37.0M | 1.4% | −2,152−1.7% | Reduced | History |
| MCOMoodys Corp | Stock | 74,641 | $38.1M | 1.5% | +1,928+2.7% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 189,111 | $38.4M | 1.5% | −5,964−3.1% | Reduced | History |
| NEENextera Energy Inc | Stock | 485,612 | $39.0M | 1.5% | +16,376+3.5% | Added | History |
| SYKStryker Corp | Stock | 111,263 | $39.1M | 1.5% | +1,845+1.7% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 72,255 | $40.9M | 1.6% | +49+0.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 79,328 | $41.5M | 1.6% | −462−0.6% | Reduced | History |
| MARMarriott International Inc | Stock | 137,687 | $42.7M | 1.7% | −8,250−5.7% | Reduced | History |
| MSCIMSCI Inc. | Stock | 75,386 | $43.3M | 1.7% | +333+0.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 150,910 | $49.8M | 2.0% | +1,398+0.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 160,634 | $51.8M | 2.0% | −1,086−0.7% | Reduced | History |
| VVisa Inc. | Stock | 157,818 | $55.3M | 2.2% | −3,911−2.4% | Reduced | History |
| MAMastercard Inc | Stock | 100,638 | $57.5M | 2.3% | −442−0.4% | Reduced | History |
| INTUIntuit Inc. | Stock | 98,760 | $65.4M | 2.6% | +916+0.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 170,555 | $112.6M | 4.4% | −232−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 517,799 | $119.5M | 4.7% | +6,355+1.2% | Added | History |
| AAPLApple Inc. | Stock | 554,622 | $150.8M | 5.9% | +2,054+0.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 663,607 | $208.2M | 8.2% | −3,986−0.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,173,371 | $218.8M | 8.6% | −274,515−19.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 501,401 | $242.5M | 9.5% | −16,783−3.2% | Reduced | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| BAPCredicorp Ltd | COM | 40,217 | $10.7M | 0.4% | History |
| KVUEKenvue Inc. | Stock | 505,762 | $8.21M | 0.3% | History |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 180,100 | $6.20M | 0.2% | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 179,447 | $5.16M | 0.2% | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 6,100 | $262.2K | <0.1% | History |