NS Partners Ltd
- SEC CIK
- 0001657111
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 73
- 2020 年第 4 季沒有 13F 資料
- 總值
- $17.3 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 555,662 | $1.31 億 | 7.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 703,595 | $8,594 萬 | 5.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 35,506 | $7,345 萬 | 4.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,425 | $6,629 萬 | 3.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 421,097 | $6,410 萬 | 3.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 1,216,535 | $4,707 萬 | 2.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 146,895 | $4,327 萬 | 2.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 119,097 | $4,240 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 189,878 | $4,020 萬 | 2.3% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 269,758 | $3,995 萬 | 2.3% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 102,060 | $3,910 萬 | 2.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 102,195 | $3,802 萬 | 2.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 155,035 | $3,765 萬 | 2.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 128,058 | $3,725 萬 | 2.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 146,447 | $3,283 萬 | 1.9% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 77,968 | $3,269 萬 | 1.9% | – | – | 歷史 |
| SYKStryker Corp | Stock | 130,265 | $3,173 萬 | 1.8% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 551,006 | $2,904 萬 | 1.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 168,005 | $2,761 萬 | 1.6% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 76,079 | $2,685 萬 | 1.6% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 152,798 | $2,630 萬 | 1.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 347,061 | $2,624 萬 | 1.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 139,083 | $2,621 萬 | 1.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 114,307 | $2,481 萬 | 1.4% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 185,355 | $2,322 萬 | 1.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 170,906 | $2,271 萬 | 1.3% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 73,804 | $2,204 萬 | 1.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 40,414 | $2,158 萬 | 1.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 151,403 | $2,142 萬 | 1.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 99,581 | $2,110 萬 | 1.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 86,050 | $2,092 萬 | 1.2% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 132,573 | $2,088 萬 | 1.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 167,758 | $1,984 萬 | 1.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 181,273 | $1,961 萬 | 1.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 39,113 | $1,914 萬 | 1.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 167,677 | $1,832 萬 | 1.1% | – | – | 歷史 |
| EFXEquifax Inc | COM | 100,842 | $1,827 萬 | 1.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 23,335 | $1,724 萬 | 1.0% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 64,920 | $1,696 萬 | 1.0% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 95,624 | $1,690 萬 | 1.0% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 84,891 | $1,687 萬 | 1.0% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 186,320 | $1,661 萬 | 1.0% | – | – | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 3,516,059 | $1,653 萬 | 1.0% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 191,707 | $1,603 萬 | 0.9% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 6,563 | $1,529 萬 | 0.9% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 39,102 | $1,502 萬 | 0.9% | – | – | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 126,959 | $1,460 萬 | 0.8% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 373,135 | $1,442 萬 | 0.8% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 153,281 | $1,396 萬 | 0.8% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 19,195 | $1,305 萬 | 0.8% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 15,423 | $1,268 萬 | 0.7% | – | – | 歷史 |
| Dada Nexus Ltd23344D108 | ADS | 466,900 | $1,267 萬 | 0.7% | – | – | – |
| TRUTransUnion | COM | 138,134 | $1,243 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 32,710 | $1,209 萬 | 0.7% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 36,023 | $1,166 萬 | 0.7% | – | – | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 359,450 | $1,161 萬 | 0.7% | – | – | 歷史 |
| HAEHaemonetics Corp | COM | 99,541 | $1,105 萬 | 0.6% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 122,424 | $1,086 萬 | 0.6% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 83,527 | $1,049 萬 | 0.6% | – | – | 歷史 |
| NBISNebius Group N.V. | Stock | 160,173 | $1,026 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 76,778 | $907.0 萬 | 0.5% | – | – | 歷史 |
| MASIMasimo Corp | COM | 37,941 | $871.4 萬 | 0.5% | – | – | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 1,688,064 | $837.3 萬 | 0.5% | – | – | 歷史 |
| BSACBanco Santander Chile | SP ADR REP COM | 316,700 | $786.4 萬 | 0.5% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 488,400 | $782.9 萬 | 0.5% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 33,900 | $768.6 萬 | 0.4% | – | – | 歷史 |
| ACMRACM Research, Inc. | Stock | 86,500 | $698.8 萬 | 0.4% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 24,280 | $553.6 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 12,178 | $371.7 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 23,593 | $137.2 萬 | 0.1% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 41,600 | $77.9 萬 | <0.1% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,900 | $30.3 萬 | <0.1% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 3,300 | $27.8 萬 | <0.1% | – | – | 歷史 |