NS Partners Ltd
- SEC CIK
- 0001657111
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 71
- −3 vs. Q4 2025
- Portfolio value
- $2.23B
- −$319.1M (−12.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 4,115 | $206.6K | <0.1% | +4,115 | New | History |
| AZOAutoZone Inc | COM | 119 | $402.0K | <0.1% | +119 | New | History |
| TECKTeck Resources Ltd | CL B | 8,900 | $460.5K | <0.1% | +2,100+30.9% | Added | History |
| CMECME Group Inc. | COM | 1,924 | $568.3K | <0.1% | +1,924 | New | History |
| PGProcter & Gamble Co | Stock | 3,990 | $576.3K | <0.1% | +3,990 | New | History |
| UNPUnion Pacific Corp | Stock | 3,458 | $839.0K | <0.1% | +3,458 | New | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 17,181 | $993.1K | <0.1% | +4,406+34.5% | Added | History |
| HDHome Depot, Inc. | Stock | 3,231 | $1.06M | <0.1% | +746+30.0% | Added | History |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | SPONSORED ADR | 76,549 | $2.34M | 0.1% | +2,419+3.3% | Added | History |
| WATWaters Corp | COM | 7,858 | $2.34M | 0.1% | +7,858 | New | History |
| SUZSuzano S.A. | SPON ADS | 390,900 | $3.91M | 0.2% | +390,900 | New | History |
| STZConstellation Brands, Inc. | Stock | 27,023 | $4.05M | 0.2% | −618−2.2% | Reduced | History |
| MASIMasimo Corp | COM | 42,004 | $7.47M | 0.3% | −344−0.8% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 117,704 | $8.45M | 0.4% | −1,534−1.3% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 57,396 | $9.02M | 0.4% | −1,416−2.4% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 590,200 | $9.39M | 0.4% | −112,300−16.0% | Reduced | History |
| MUMicron Technology Inc | Stock | 29,174 | $9.86M | 0.4% | +29,174 | New | History |
| ALLEAllegion plc | ORD SHS | 71,683 | $10.4M | 0.5% | +220.0% | Added | History |
| SNPSSynopsys Inc | COM | 29,816 | $11.8M | 0.5% | −473−1.6% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 237,922 | $12.0M | 0.5% | −13,289−5.3% | Reduced | History |
| NKENIKE, Inc. | Stock | 231,075 | $12.2M | 0.5% | −6,169−2.6% | Reduced | History |
| CCICrown Castle Inc. | REIT | 153,685 | $12.5M | 0.6% | +710.0% | Added | History |
| LLYEli Lilly & Co | Stock | 16,195 | $14.9M | 0.7% | +16,195 | New | History |
| SBUXStarbucks Corp | Stock | 171,552 | $15.4M | 0.7% | −5,735−3.2% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 193,233 | $15.5M | 0.7% | −706−0.4% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 784,813 | $16.3M | 0.7% | +784,813 | New | History |
| BAPCredicorp Ltd | COM | 49,657 | $16.8M | 0.8% | +49,657 | New | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 124,956 | $17.1M | 0.8% | +114+0.1% | Added | History |
| HTHTH World Group Ltd | SPONSORED ADS | 356,100 | $17.9M | 0.8% | +356,100 | New | History |
| HONHoneywell International Inc | COM | 83,687 | $18.9M | 0.8% | −1,615−1.9% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 31,727 | $19.2M | 0.9% | −701−2.2% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 35,211 | $19.8M | 0.9% | −353−1.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 171,955 | $20.3M | 0.9% | −3,059−1.7% | Reduced | History |
| WFCWells Fargo & Company | Stock | 262,818 | $20.9M | 0.9% | +262,818 | New | History |
| BSXBoston Scientific Corp | Stock | 358,580 | $22.5M | 1.0% | −676−0.2% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 34,041 | $23.2M | 1.0% | −845−2.4% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 329,121 | $23.8M | 1.1% | −3,606−1.1% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 968,471 | $24.1M | 1.1% | +19,493+2.1% | Added | History |
| APHAmphenol Corp | CL A | 193,344 | $24.4M | 1.1% | +193,344 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 72,557 | $24.5M | 1.1% | +56,939+364.6% | Added | History |
| VRSNVerisign Inc | COM | 101,770 | $25.3M | 1.1% | −2,387−2.3% | Reduced | History |
| CVXChevron Corp | Stock | 131,741 | $27.3M | 1.2% | +131,741 | New | History |
| BACBank of America Corp | Stock | 585,300 | $28.5M | 1.3% | +116,503+24.9% | Added | History |
| PMPhilip Morris International Inc. | Stock | 179,592 | $29.7M | 1.3% | +74,661+71.2% | Added | History |
| GEGeneral Electric Co | Stock | 105,989 | $30.1M | 1.3% | +105,989 | New | History |
| YUMYum Brands Inc | Stock | 193,550 | $30.1M | 1.3% | +19,706+11.3% | Added | History |
| GEVGE Vernova Inc. | Stock | 34,596 | $30.2M | 1.4% | +34,596 | New | History |
| XOMExxonMobil Holdings Corp | COM | 182,886 | $31.0M | 1.4% | +182,886 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 71,487 | $33.0M | 1.5% | −768−1.1% | Reduced | History |
| KOCoca Cola Co | Stock | 436,995 | $33.2M | 1.5% | −10,977−2.5% | Reduced | History |
| VISTVista Energy, S.A.B. de C.V. | SPONSORED ADS | 461,370 | $34.8M | 1.6% | +461,370 | New | History |
| SYKStryker Corp | Stock | 107,264 | $35.2M | 1.6% | −3,999−3.6% | Reduced | History |
| TAT&T Inc. | Stock | 1,243,215 | $36.0M | 1.6% | +1,243,215 | New | History |
| MCDMcDonalds Corp | Stock | 117,139 | $36.4M | 1.6% | −3,828−3.2% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 319,515 | $37.0M | 1.7% | +108,520+51.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 185,851 | $39.0M | 1.7% | −3,260−1.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 147,955 | $40.0M | 1.8% | −2,955−2.0% | Reduced | History |
| MARMarriott International Inc | Stock | 133,565 | $43.7M | 2.0% | −4,122−3.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 477,791 | $44.4M | 2.0% | −7,821−1.6% | Reduced | History |
| VVisa Inc. | Stock | 152,099 | $46.0M | 2.1% | −5,719−3.6% | Reduced | History |
| AMATApplied Materials Inc | Stock | 136,580 | $46.7M | 2.1% | +136,580 | New | History |
| MAMastercard Inc | Stock | 95,511 | $47.7M | 2.1% | −5,127−5.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 176,501 | $54.6M | 2.4% | +92,221+109.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 194,058 | $57.1M | 2.6% | +33,424+20.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 123,458 | $59.2M | 2.6% | +123,458 | New | History |
| METAMeta Platforms, Inc. | Stock | 123,440 | $70.6M | 3.2% | −47,115−27.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 443,449 | $92.4M | 4.1% | −74,350−14.4% | Reduced | History |
| AAPLApple Inc. | Stock | 533,503 | $135.4M | 6.1% | −21,119−3.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 384,464 | $142.3M | 6.4% | −116,937−23.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 529,440 | $151.9M | 6.8% | −134,167−20.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,194,585 | $208.3M | 9.3% | +21,214+1.8% | Added | History |
Sold out since Q4 2025 (25)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 98,760 | $65.4M | 2.6% | History |
| MSCIMSCI Inc. | Stock | 75,386 | $43.3M | 1.7% | History |
| SPGIS&P Global Inc. | Stock | 79,328 | $41.5M | 1.6% | History |
| MCOMoodys Corp | Stock | 74,641 | $38.1M | 1.5% | History |
| VRSKVerisk Analytics, Inc. | COM | 129,513 | $29.0M | 1.1% | History |
| CRMSalesforce, Inc. | Stock | 106,996 | $28.3M | 1.1% | History |
| BKNGBooking Holdings Inc. | Stock | 5,091 | $27.3M | 1.1% | History |
| ADBEAdobe Inc. | Stock | 66,958 | $23.4M | 0.9% | History |
| ADPAutomatic Data Processing Inc | Stock | 82,109 | $21.1M | 0.8% | History |
| EFXEquifax Inc | COM | 94,791 | $20.6M | 0.8% | History |
| ADSKAutodesk, Inc. | COM | 66,803 | $19.8M | 0.8% | History |
| NOWServiceNow, Inc. | Stock | 129,022 | $19.8M | 0.8% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 3,124,910 | $15.6M | 0.6% | History |
| VEEVVeeva Systems Inc | Stock | 68,595 | $15.3M | 0.6% | History |
| TRUTransUnion | COM | 171,071 | $14.7M | 0.6% | History |
| CSGPCostar Group, Inc. | COM | 214,981 | $14.5M | 0.6% | History |
| AUGOAura Minerals Inc. | SHS | 277,300 | $14.0M | 0.5% | History |
| INFYInfosys Ltd | SPONSORED ADR | 769,900 | $13.7M | 0.5% | History |
| TMETencent Music Entertainment Group | SPON ADS | 757,800 | $13.3M | 0.5% | History |
| PYPLPayPal Holdings, Inc. | Stock | 163,603 | $9.55M | 0.4% | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 937,500 | $7.93M | 0.3% | History |
| ILMNIllumina, Inc. | COM | 52,719 | $6.91M | 0.3% | History |
| IBNIcici Bank Ltd | ADR | 38,800 | $1.16M | <0.1% | History |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 8,700 | $316.8K | <0.1% | – |
| EQIXEquinix Inc | COM | 277 | $212.2K | <0.1% | History |