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Livermore
Livermore
ZHEN

NS Partners Ltd

SEC CIK
0001657111
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
77
+6 vs. Q1 2026
Portfolio value
$2.33B
+$97.3M (+4.4%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of NS Partners Ltd in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock977,258$195.5M8.4%−217,327−18.2%ReducedHistory
GOOGAlphabet Inc.Stock498,529$176.1M7.6%−30,911−5.8%ReducedHistory
AAPLApple Inc.Stock518,312$150.0M6.4%−15,191−2.8%ReducedHistory
MSFTMicrosoft CorpStock328,766$122.6M5.3%−55,698−14.5%ReducedHistory
AMZNAmazon Com IncStock432,524$103.1M4.4%−10,925−2.5%ReducedHistory
AMATApplied Materials IncStock139,382$100.8M4.3%+2,802+2.1%AddedHistory
AVGOBroadcom Inc.Stock176,623$66.7M2.9%+122+0.1%AddedHistory
METAMeta Platforms, Inc.Stock114,227$64.3M2.8%−9,213−7.5%ReducedHistory
JPMJPMorgan Chase & CoStock187,157$61.3M2.6%−6,901−3.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock119,182$59.6M2.6%−4,276−3.5%ReducedHistory
UNHUnitedHealth Group IncStock139,338$57.9M2.5%−8,617−5.8%ReducedHistory
MUMicron Technology IncStock43,692$50.4M2.2%+14,518+49.8%AddedHistory
VVisa Inc.Stock143,029$49.1M2.1%−9,070−6.0%ReducedHistory
MAMastercard IncStock92,360$47.4M2.0%−3,151−3.3%ReducedHistory
GEVGE Vernova Inc.Stock35,557$41.8M1.8%+961+2.8%AddedHistory
AMDAdvanced Micro Devices IncStock71,596$41.6M1.8%+71,596NewHistory
MARMarriott International IncStock108,102$40.1M1.7%−25,463−19.1%ReducedHistory
GEGeneral Electric CoStock106,543$39.8M1.7%+554+0.5%AddedHistory
NEENextera Energy IncStock423,155$37.1M1.6%−54,636−11.4%ReducedHistory
WECWec Energy Group, Inc.Stock306,688$35.8M1.5%−12,827−4.0%ReducedHistory
KOCoca Cola CoStock427,415$34.7M1.5%−9,580−2.2%ReducedHistory
LLYEli Lilly & CoStock28,723$34.5M1.5%+12,528+77.4%AddedHistory
BACBank of America CorpStock577,373$32.9M1.4%−7,927−1.4%ReducedHistory
PMPhilip Morris International Inc.Stock176,470$31.9M1.4%−3,122−1.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR64,637$30.9M1.3%−7,920−10.9%ReducedHistory
MNSTMonster Beverage CorpCOM310,132$29.8M1.3%−18,989−5.8%ReducedHistory
LRCXLam Research CorpStock63,560$27.5M1.2%+63,560NewHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS431,270$27.5M1.2%−30,100−6.5%ReducedHistory
YUMYum Brands IncStock171,184$27.4M1.2%−22,366−11.6%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS1,029,571$26.6M1.1%+61,100+6.3%AddedHistory
SYKStryker CorpStock83,396$26.3M1.1%−23,868−22.3%ReducedHistory
VRSNVerisign IncCOM99,126$24.9M1.1%−2,644−2.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM171,076$23.4M1.0%−11,810−6.5%ReducedHistory
TMUST-Mobile US, Inc.Stock135,454$22.7M1.0%−50,397−27.1%ReducedHistory
INTCIntel CorpStock161,274$22.5M1.0%+161,274NewHistory
LINLinde PLCStock40,517$21.0M0.9%+40,517NewHistory
CVXChevron CorpStock126,393$21.0M0.9%−5,348−4.1%ReducedHistory
WFCWells Fargo & CompanyStock251,373$20.8M0.9%−11,445−4.4%ReducedHistory
AZOAutoZone IncCOM5,973$19.1M0.8%+5,854+4,919.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW45,873$18.2M0.8%−25,614−35.8%ReducedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,083,100$17.0M0.7%+2,083,100NewHistory
APHAmphenol CorpCL A96,267$17.0M0.7%−97,077−50.2%ReducedHistory
NOCNorthrop Grumman CorpStock30,180$15.4M0.7%−3,861−11.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM28,950$15.2M0.7%−6,261−17.8%ReducedHistory
LMTLockheed Martin CorpStock27,709$14.1M0.6%−4,018−12.7%ReducedHistory
FLEXFlex Ltd.Stock83,288$13.5M0.6%+83,288NewHistory
SNPSSynopsys IncCOM29,579$13.2M0.6%−237−0.8%ReducedHistory
BSXBoston Scientific CorpStock289,367$12.4M0.5%−69,213−19.3%ReducedHistory
EWEdwards Lifesciences CorpStock130,801$11.8M0.5%−62,432−32.3%ReducedHistory
MCDMcDonalds CorpStock41,072$11.1M0.5%−76,067−64.9%ReducedHistory
CCICrown Castle Inc.REIT146,359$11.1M0.5%−7,326−4.8%ReducedHistory
TAT&T Inc.Stock499,579$10.3M0.4%−743,636−59.8%ReducedHistory
TXNTexas Instruments IncStock32,084$9.56M0.4%+32,084NewHistory
VRTVertiv Holdings CoCOM CL A28,447$9.52M0.4%+28,447NewHistory
HONHoneywell International IncStock40,892$9.16M0.4%+40,892NewHistory
HONAHoneywell Aerospace Inc.COM40,892$9.04M0.4%+40,892NewHistory
CSCOCisco Systems, Inc.Stock75,094$8.82M0.4%+75,094NewHistory
ORCLOracle CorpStock59,674$8.75M0.4%+59,674NewHistory
CATCaterpillar IncStock6,377$6.79M0.3%+6,377NewHistory
MRVLMarvell Technology, Inc.COM22,720$6.77M0.3%+22,720NewHistory
ALLEAllegion plcORD SHS46,708$6.56M0.3%−24,975−34.8%ReducedHistory
VALEVale S.A.SPONSORED ADS383,400$5.77M0.2%−206,800−35.0%ReducedHistory
GLOBGlobant S.A.COM167,500$4.85M0.2%+167,500NewHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR297,413$4.81M0.2%−487,400−62.1%ReducedHistory
WATWaters CorpCOM6,511$2.44M0.1%−1,347−17.1%ReducedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR364,445$2.11M0.1%−18,300−4.8%ReducedConverted for a 5-for-1 splitHistory
LITELumentum Holdings Inc.COM1,946$1.67M0.1%+1,946NewHistory
FNFabrinetSHS2,861$1.61M0.1%+2,861NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR19,081$1.24M0.1%+1,900+11.1%AddedHistory
BIDUBaidu, Inc.ADR10,400$1.19M0.1%+10,400NewHistory
UNPUnion Pacific CorpStock3,544$964.0K<0.1%+86+2.5%AddedHistory
PGProcter & Gamble CoStock3,918$574.5K<0.1%−72−1.8%ReducedHistory
HDHome Depot, Inc.Stock1,376$485.3K<0.1%−1,855−57.4%ReducedHistory
CMECME Group Inc.COM1,924$424.9K<0.1%00.0%UnchangedHistory
TECKTeck Resources LtdCL B5,900$351.0K<0.1%−3,000−33.7%ReducedHistory
HTHTH World Group LtdSPONSORED ADS7,500$312.9K<0.1%−348,600−97.9%ReducedHistory
VZVerizon Communications IncStock5,880$249.0K<0.1%+1,765+42.9%AddedHistory

Sold out since Q1 2026 (12)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of NS Partners Ltd sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ZTSZoetis Inc.Stock171,955$20.3M0.9%History
HONHoneywell International IncCOM83,687$18.9M0.8%History
FUTUFutu Holdings LtdSPON ADS CL A124,956$17.1M0.8%History
BAPCredicorp LtdCOM49,657$16.8M0.8%History
SBUXStarbucks CorpStock171,552$15.4M0.7%History
NKENIKE, Inc.Stock231,075$12.2M0.5%History
MKCMcCormick & Co IncStock237,922$12.0M0.5%History
BDXBecton Dickinson & CoStock57,396$9.02M0.4%History
ELEstee Lauder Companies IncCL A117,704$8.45M0.4%History
MASIMasimo CorpCOM42,004$7.47M0.3%History
STZConstellation Brands, Inc.Stock27,023$4.05M0.2%History
SUZSuzano S.A.SPON ADS390,900$3.91M0.2%History