13F HOLDINGS REPORT
NS Partners Ltd
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001657111-25-000008
Total Value
$2.59B
Positions
130
Other Managers
0
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,444,931 | $269.6M | 10.43% |
| 2 | MICROSOFT CORP | MSFT | 517,226 | $267.9M | 10.36% |
| 3 | ALPHABET INC | GOOG | 666,336 | $162.3M | 6.28% |
| 4 | APPLE INC | AAPL | 551,622 | $140.5M | 5.43% |
| 5 | META PLATFORMS INC | META | 170,397 | $125.1M | 4.84% |
| 6 | AMAZON COM INC | AMZN | 510,379 | $112.1M | 4.34% |
| 7 | INTUIT | INTU | 97,681 | $66.7M | 2.58% |
| 8 | MASTERCARD INCORPORATED | MA | 100,903 | $57.4M | 2.22% |
| 9 | VISA INC | V | 161,452 | $55.1M | 2.13% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 149,235 | $51.5M | 1.99% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 161,440 | $50.9M | 1.97% |
| 12 | T-MOBILE US INC | TMUSZ | 194,740 | $46.6M | 1.80% |
| 13 | MSCI INC | MSCI | 74,920 | $42.5M | 1.64% |
| 14 | STRYKER CORPORATION | SYK | 109,235 | $40.4M | 1.56% |
| 15 | S&P GLOBAL INC | SPGI | 79,661 | $38.8M | 1.50% |
| 16 | MARRIOTT INTL INC NEW | 571903202 | 145,698 | $37.9M | 1.47% |
| 17 | MCDONALDS CORP | MCD | 122,903 | $37.3M | 1.44% |
| 18 | NEXTERA ENERGY INC | NEE-PW | 468,548 | $35.4M | 1.37% |
| 19 | BOSTON SCIENTIFIC CORP | BSX | 357,540 | $34.9M | 1.35% |
| 20 | MOODYS CORP | MCO | 72,591 | $34.6M | 1.34% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 72,045 | $32.2M | 1.25% |
| 22 | VERISK ANALYTICS INC | VRSK | 121,522 | $30.6M | 1.18% |
| 23 | COCA COLA CO | KO | 444,410 | $29.5M | 1.14% |
| 24 | BOOKING HOLDINGS INC | BKNG | 5,302 | $28.6M | 1.11% |
| 25 | VERISIGN INC | VRSN | 102,291 | $28.6M | 1.11% |
| 26 | YUM BRANDS INC | YUM | 171,246 | $26.0M | 1.01% |
| 27 | TENCENT MUSIC ENTMT GROUP | XHLD | 1,101,300 | $25.7M | 0.99% |
| 28 | AUTOMATIC DATA PROCESSING IN | ADP | 86,943 | $25.5M | 0.99% |
| 29 | SALESFORCE INC | CRM | 107,062 | $25.4M | 0.98% |
| 30 | ZOETIS INC | ZTS | 173,007 | $25.3M | 0.98% |
| 31 | HDFC BANK LTD | HDB | 723,478 | $24.7M | 0.96% |
| 32 | EQUIFAX INC | EFX | 94,592 | $24.3M | 0.94% |
| 33 | IDEXX LABS INC | 45168D104 | 37,823 | $24.2M | 0.93% |
| 34 | FUTU HLDGS LTD | FUTU | 138,442 | $24.1M | 0.93% |
| 35 | BANK AMERICA CORP | 060505104 | 465,058 | $24.0M | 0.93% |
| 36 | EQUINIX INC | EQIX | 30,485 | $23.9M | 0.92% |
| 37 | SERVICENOW INC | NOW | 25,747 | $23.7M | 0.92% |
| 38 | ADOBE INC | ADBE | 67,057 | $23.7M | 0.92% |
| 39 | MONSTER BEVERAGE CORP NEW | MNST | 343,736 | $23.1M | 0.90% |
| 40 | AUTODESK INC | ADSK | 66,836 | $21.2M | 0.82% |
| 41 | VEEVA SYS INC | VEEV | 68,402 | $20.4M | 0.79% |
| 42 | NORTHROP GRUMMAN CORP | NOC | 32,151 | $19.6M | 0.76% |
| 43 | HONEYWELL INTL INC | 438516106 | 89,268 | $18.8M | 0.73% |
| 44 | COSTAR GROUP INC | CSGP | 214,279 | $18.1M | 0.70% |
| 45 | MCCORMICK & CO INC | MKC-V | 247,695 | $16.6M | 0.64% |
| 46 | NIKE INC | NKE | 234,425 | $16.3M | 0.63% |
| 47 | LOCKHEED MARTIN CORP | LMT | 32,108 | $16.0M | 0.62% |
| 48 | GRAB HOLDINGS LIMITED | GRABW | 2,651,810 | $16.0M | 0.62% |
| 49 | PHILIP MORRIS INTL INC | 718172109 | 98,376 | $16.0M | 0.62% |
| 50 | EDWARDS LIFESCIENCES CORP | EW | 200,813 | $15.6M | 0.60% |
| 51 | STARBUCKS CORP | SBUX | 175,377 | $14.8M | 0.57% |
| 52 | CROWN CASTLE INC | CCI | 149,369 | $14.4M | 0.56% |
| 53 | SYNOPSYS INC | SNPS | 29,040 | $14.3M | 0.55% |
| 54 | TRANSUNION | TRU | 170,548 | $14.3M | 0.55% |
| 55 | ALLEGION PLC | ALLE | 75,278 | $13.4M | 0.52% |
| 56 | PAYPAL HLDGS INC | PYPL | 192,526 | $12.9M | 0.50% |
| 57 | BECTON DICKINSON & CO | BDX | 60,325 | $11.3M | 0.44% |
| 58 | CREDICORP LTD | BAP | 40,217 | $10.7M | 0.41% |
| 59 | LAUDER ESTEE COS INC | 518439104 | 117,129 | $10.3M | 0.40% |
| 60 | ICICI BANK LIMITED | IBN | 327,687 | $9.9M | 0.38% |
| 61 | VALE S A | VALE | 814,900 | $8.8M | 0.34% |
| 62 | KENVUE INC | KVUE | 504,704 | $8.2M | 0.32% |
| 63 | VNET GROUP INC | VNET | 686,700 | $7.1M | 0.27% |
| 64 | MASIMO CORP | MASI | 42,271 | $6.2M | 0.24% |
| 65 | VISTA ENERGY S.A.B. DE C.V. | VSOGF | 180,100 | $6.2M | 0.24% |
| 66 | QFIN HOLDINGS INC | QFNHF | 179,447 | $5.2M | 0.20% |
| 67 | ILLUMINA INC | ILMN | 52,636 | $5.0M | 0.19% |
| 68 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 15,618 | $4.4M | 0.17% |
| 69 | CONSTELLATION BRANDS INC | STZ | 28,143 | $3.8M | 0.15% |
| 70 | COMPANHIA DE SANEAMENTO BASI | SBS | 68,000 | $1.7M | 0.07% |
| 71 | HOME DEPOT INC | HD | 2,389 | $967,999 | 0.04% |
| 72 | RYANAIR HOLDINGS PLC | RYAOF | 14,975 | $901,795 | 0.03% |
| 73 | NVIDIA CORPORATION | NVDA | 2,955 | $551,344 | 0.02% |
| 74 | MICROSOFT CORP | MSFT | 958 | $496,196 | 0.02% |
| 75 | ISHARES TR | 46434V423 | 8,700 | $353,046 | 0.01% |
| 76 | ALPHABET INC | GOOG | 1,257 | $306,142 | 0.01% |
| 77 | META PLATFORMS INC | META | 390 | $286,408 | 0.01% |
| 78 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 6,100 | $262,178 | 0.01% |
| 79 | APPLE INC | AAPL | 946 | $240,880 | 0.01% |
| 80 | AMAZON COM INC | AMZN | 1,065 | $233,842 | 0.01% |
| 81 | INTUIT | INTU | 163 | $111,314 | 0.00% |
| 82 | MASTERCARD INCORPORATED | MA | 177 | $100,679 | 0.00% |
| 83 | UNITEDHEALTH GROUP INC | UNH | 277 | $95,648 | 0.00% |
| 84 | VISA INC | V | 277 | $94,562 | 0.00% |
| 85 | JPMORGAN CHASE & CO. | VYLD | 280 | $88,320 | 0.00% |
| 86 | BOSTON SCIENTIFIC CORP | BSX | 826 | $80,642 | 0.00% |
| 87 | T-MOBILE US INC | TMUSZ | 335 | $80,192 | 0.00% |
| 88 | MSCI INC | MSCI | 133 | $75,466 | 0.00% |
| 89 | INTUITIVE SURGICAL INC | ISRG | 161 | $72,004 | 0.00% |
| 90 | STRYKER CORPORATION | SYK | 183 | $67,650 | 0.00% |
| 91 | MCDONALDS CORP | MCD | 216 | $65,640 | 0.00% |
| 92 | S&P GLOBAL INC | SPGI | 129 | $62,786 | 0.00% |
| 93 | MARRIOTT INTL INC NEW | 571903202 | 239 | $62,245 | 0.00% |
| 94 | SALESFORCE INC | CRM | 259 | $61,383 | 0.00% |
| 95 | MOODYS CORP | MCO | 122 | $58,131 | 0.00% |
| 96 | IDEXX LABS INC | 45168D104 | 87 | $55,583 | 0.00% |
| 97 | BOOKING HOLDINGS INC | BKNG | 10 | $53,993 | 0.00% |
| 98 | VERISK ANALYTICS INC | VRSK | 208 | $52,314 | 0.00% |
| 99 | NEXTERA ENERGY INC | NEE-PW | 688 | $51,937 | 0.00% |
| 100 | SERVICENOW INC | NOW | 56 | $51,536 | 0.00% |
| 101 | EQUIFAX INC | EFX | 199 | $51,049 | 0.00% |
| 102 | MONSTER BEVERAGE CORP NEW | MNST | 743 | $50,011 | 0.00% |
| 103 | VERISIGN INC | VRSN | 178 | $49,763 | 0.00% |
| 104 | COCA COLA CO | KO | 749 | $49,674 | 0.00% |
| 105 | ZOETIS INC | ZTS | 332 | $48,578 | 0.00% |
| 106 | AUTODESK INC | ADSK | 149 | $47,333 | 0.00% |
| 107 | VEEVA SYS INC | VEEV | 156 | $46,474 | 0.00% |
| 108 | COSTAR GROUP INC | CSGP | 524 | $44,210 | 0.00% |
| 109 | ADOBE INC | ADBE | 122 | $43,036 | 0.00% |
| 110 | BANK AMERICA CORP | 060505104 | 820 | $42,304 | 0.00% |
| 111 | NORTHROP GRUMMAN CORP | NOC | 67 | $40,824 | 0.00% |
| 112 | AUTOMATIC DATA PROCESSING IN | ADP | 139 | $40,797 | 0.00% |
| 113 | YUM BRANDS INC | YUM | 257 | $39,064 | 0.00% |
| 114 | EQUINIX INC | EQIX | 46 | $36,029 | 0.00% |
| 115 | NIKE INC | NKE | 482 | $33,610 | 0.00% |
| 116 | SYNOPSYS INC | SNPS | 65 | $32,070 | 0.00% |
| 117 | TRANSUNION | TRU | 371 | $31,082 | 0.00% |
| 118 | EDWARDS LIFESCIENCES CORP | EW | 399 | $31,030 | 0.00% |
| 119 | HONEYWELL INTL INC | 438516106 | 145 | $30,523 | 0.00% |
| 120 | STARBUCKS CORP | SBUX | 334 | $28,256 | 0.00% |
| 121 | MCCORMICK & CO INC | MKC-V | 400 | $26,764 | 0.00% |
| 122 | ALLEGION PLC | ALLE | 150 | $26,603 | 0.00% |
| 123 | LOCKHEED MARTIN CORP | LMT | 51 | $25,460 | 0.00% |
| 124 | CROWN CASTLE INC | CCI | 225 | $21,710 | 0.00% |
| 125 | PAYPAL HLDGS INC | PYPL | 311 | $20,856 | 0.00% |
| 126 | BECTON DICKINSON & CO | BDX | 109 | $20,402 | 0.00% |
| 127 | MASIMO CORP | MASI | 123 | $18,149 | 0.00% |
| 128 | LAUDER ESTEE COS INC | 518439104 | 201 | $17,712 | 0.00% |
| 129 | KENVUE INC | KVUE | 1,058 | $17,171 | 0.00% |
| 130 | ILLUMINA INC | ILMN | 70 | $6,648 | 0.00% |