13F HOLDINGS REPORT
NS Partners Ltd
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001657111-26-000001
Total Value
$2.55B
Positions
130
Other Managers
0
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 500,527 | $242.1M | 9.48% |
| 2 | NVIDIA CORPORATION | NVDA | 1,171,074 | $218.4M | 8.56% |
| 3 | ALPHABET INC | GOOG | 662,410 | $207.9M | 8.14% |
| 4 | APPLE INC | AAPL | 553,755 | $150.5M | 5.90% |
| 5 | AMAZON COM INC | AMZN | 516,815 | $119.3M | 4.67% |
| 6 | META PLATFORMS INC | META | 170,190 | $112.3M | 4.40% |
| 7 | INTUIT | INTU | 98,605 | $65.3M | 2.56% |
| 8 | MASTERCARD INCORPORATED | MA | 100,472 | $57.4M | 2.25% |
| 9 | VISA INC | V | 157,568 | $55.3M | 2.16% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 160,382 | $51.7M | 2.02% |
| 11 | UNITEDHEALTH GROUP INC | UNH | 150,670 | $49.7M | 1.95% |
| 12 | MSCI INC | MSCI | 75,260 | $43.2M | 1.69% |
| 13 | MARRIOTT INTL INC NEW | 571903202 | 137,486 | $42.7M | 1.67% |
| 14 | S&P GLOBAL INC | SPGI | 79,199 | $41.4M | 1.62% |
| 15 | INTUITIVE SURGICAL INC | ISRG | 72,103 | $40.8M | 1.60% |
| 16 | STRYKER CORPORATION | SYK | 111,091 | $39.0M | 1.53% |
| 17 | NEXTERA ENERGY INC | NEE-PW | 484,982 | $38.9M | 1.53% |
| 18 | T-MOBILE US INC | TMUSZ | 188,815 | $38.3M | 1.50% |
| 19 | MOODYS CORP | MCO | 74,519 | $38.1M | 1.49% |
| 20 | MCDONALDS CORP | MCD | 120,777 | $36.9M | 1.45% |
| 21 | HDFC BANK LTD | HDB | 948,978 | $34.7M | 1.36% |
| 22 | BOSTON SCIENTIFIC CORP | BSX | 358,474 | $34.2M | 1.34% |
| 23 | COCA COLA CO | KO | 447,273 | $31.3M | 1.22% |
| 24 | BROADCOM INC | AVGO | 84,120 | $29.1M | 1.14% |
| 25 | VERISK ANALYTICS INC | VRSK | 129,305 | $28.9M | 1.13% |
| 26 | SALESFORCE INC | CRM | 106,754 | $28.3M | 1.11% |
| 27 | BOOKING HOLDINGS INC | BKNG | 5,082 | $27.2M | 1.07% |
| 28 | YUM BRANDS INC | YUM | 173,587 | $26.3M | 1.03% |
| 29 | BANK AMERICA CORP | 060505104 | 467,977 | $25.7M | 1.01% |
| 30 | MONSTER BEVERAGE CORP NEW | MNST | 332,071 | $25.5M | 1.00% |
| 31 | VERISIGN INC | VRSN | 103,979 | $25.3M | 0.99% |
| 32 | IDEXX LABS INC | 45168D104 | 35,497 | $24.0M | 0.94% |
| 33 | ADOBE INC | ADBE | 66,846 | $23.4M | 0.92% |
| 34 | WEC ENERGY GROUP INC | WEC | 210,622 | $22.2M | 0.87% |
| 35 | ZOETIS INC | ZTS | 174,741 | $22.0M | 0.86% |
| 36 | AUTOMATIC DATA PROCESSING IN | ADP | 81,987 | $21.1M | 0.83% |
| 37 | EQUIFAX INC | EFX | 94,610 | $20.5M | 0.80% |
| 38 | FUTU HLDGS LTD | FUTU | 124,842 | $20.5M | 0.80% |
| 39 | NORTHROP GRUMMAN CORP | NOC | 34,837 | $19.9M | 0.78% |
| 40 | AUTODESK INC | ADSK | 66,654 | $19.7M | 0.77% |
| 41 | SERVICENOW INC | NOW | 128,742 | $19.7M | 0.77% |
| 42 | MCCORMICK & CO INC | MKC-V | 250,811 | $17.1M | 0.67% |
| 43 | PHILIP MORRIS INTL INC | 718172109 | 104,931 | $16.8M | 0.66% |
| 44 | HONEYWELL INTL INC | 438516106 | 85,157 | $16.6M | 0.65% |
| 45 | EDWARDS LIFESCIENCES CORP | EW | 193,594 | $16.5M | 0.65% |
| 46 | LOCKHEED MARTIN CORP | LMT | 32,377 | $15.7M | 0.61% |
| 47 | GRAB HOLDINGS LIMITED | GRABW | 3,124,910 | $15.6M | 0.61% |
| 48 | VEEVA SYS INC | VEEV | 68,439 | $15.3M | 0.60% |
| 49 | NIKE INC | NKE | 236,808 | $15.1M | 0.59% |
| 50 | STARBUCKS CORP | SBUX | 176,953 | $14.9M | 0.58% |
| 51 | TRANSUNION | TRU | 170,700 | $14.6M | 0.57% |
| 52 | COSTAR GROUP INC | CSGP | 214,457 | $14.4M | 0.56% |
| 53 | SYNOPSYS INC | SNPS | 30,202 | $14.2M | 0.56% |
| 54 | AURA MINERALS INC | AUGO | 277,300 | $14.0M | 0.55% |
| 55 | INFOSYS LTD | INFY | 769,900 | $13.7M | 0.54% |
| 56 | CROWN CASTLE INC | CCI | 153,434 | $13.6M | 0.53% |
| 57 | TENCENT MUSIC ENTMT GROUP | XHLD | 757,800 | $13.3M | 0.52% |
| 58 | LAUDER ESTEE COS INC | 518439104 | 119,037 | $12.5M | 0.49% |
| 59 | BECTON DICKINSON & CO | BDX | 58,730 | $11.4M | 0.45% |
| 60 | ALLEGION PLC | ALLE | 71,511 | $11.4M | 0.45% |
| 61 | PAYPAL HLDGS INC | PYPL | 163,292 | $9.5M | 0.37% |
| 62 | VALE S A | VALE | 702,500 | $9.2M | 0.36% |
| 63 | VNET GROUP INC | VNET | 937,500 | $7.9M | 0.31% |
| 64 | ILLUMINA INC | ILMN | 52,649 | $6.9M | 0.27% |
| 65 | MASIMO CORP | MASI | 42,225 | $5.5M | 0.22% |
| 66 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 15,618 | $4.7M | 0.19% |
| 67 | CONSTELLATION BRANDS INC | STZ | 27,641 | $3.8M | 0.15% |
| 68 | COMPANHIA DE SANEAMENTO BASI | SBS | 74,130 | $1.8M | 0.07% |
| 69 | ICICI BANK LIMITED | IBN | 38,800 | $1.2M | 0.05% |
| 70 | RYANAIR HOLDINGS PLC | RYAOF | 12,775 | $922,227 | 0.04% |
| 71 | HOME DEPOT INC | HD | 2,485 | $855,089 | 0.03% |
| 72 | NVIDIA CORPORATION | NVDA | 2,297 | $428,391 | 0.02% |
| 73 | MICROSOFT CORP | MSFT | 874 | $422,684 | 0.02% |
| 74 | ALPHABET INC | GOOG | 1,197 | $375,619 | 0.01% |
| 75 | TECK RESOURCES LTD | TCKRF | 6,800 | $325,553 | 0.01% |
| 76 | ISHARES TR | 46434V423 | 8,700 | $316,767 | 0.01% |
| 77 | META PLATFORMS INC | META | 365 | $240,933 | 0.01% |
| 78 | APPLE INC | AAPL | 867 | $235,703 | 0.01% |
| 79 | AMAZON COM INC | AMZN | 984 | $227,127 | 0.01% |
| 80 | EQUINIX INC | EQIX | 277 | $212,226 | 0.01% |
| 81 | INTUIT | INTU | 155 | $102,675 | 0.00% |
| 82 | MASTERCARD INCORPORATED | MA | 166 | $94,766 | 0.00% |
| 83 | VISA INC | V | 250 | $87,678 | 0.00% |
| 84 | INTUITIVE SURGICAL INC | ISRG | 152 | $86,087 | 0.00% |
| 85 | JPMORGAN CHASE & CO. | VYLD | 252 | $81,199 | 0.00% |
| 86 | UNITEDHEALTH GROUP INC | UNH | 240 | $79,226 | 0.00% |
| 87 | BOSTON SCIENTIFIC CORP | BSX | 782 | $74,564 | 0.00% |
| 88 | MSCI INC | MSCI | 126 | $72,290 | 0.00% |
| 89 | S&P GLOBAL INC | SPGI | 129 | $67,414 | 0.00% |
| 90 | SALESFORCE INC | CRM | 242 | $64,108 | 0.00% |
| 91 | MARRIOTT INTL INC NEW | 571903202 | 201 | $62,358 | 0.00% |
| 92 | MOODYS CORP | MCO | 122 | $62,324 | 0.00% |
| 93 | STRYKER CORPORATION | SYK | 172 | $60,453 | 0.00% |
| 94 | T-MOBILE US INC | TMUSZ | 296 | $60,100 | 0.00% |
| 95 | MCDONALDS CORP | MCD | 190 | $58,070 | 0.00% |
| 96 | BROADCOM INC | AVGO | 160 | $55,376 | 0.00% |
| 97 | NEXTERA ENERGY INC | NEE-PW | 630 | $50,576 | 0.00% |
| 98 | MONSTER BEVERAGE CORP NEW | MNST | 656 | $50,296 | 0.00% |
| 99 | COCA COLA CO | KO | 699 | $48,867 | 0.00% |
| 100 | BOOKING HOLDINGS INC | BKNG | 9 | $48,198 | 0.00% |
| 101 | VERISK ANALYTICS INC | VRSK | 208 | $46,528 | 0.00% |
| 102 | IDEXX LABS INC | 45168D104 | 67 | $45,328 | 0.00% |
| 103 | BANK AMERICA CORP | 060505104 | 820 | $45,100 | 0.00% |
| 104 | AUTODESK INC | ADSK | 149 | $44,105 | 0.00% |
| 105 | VERISIGN INC | VRSN | 178 | $43,245 | 0.00% |
| 106 | SERVICENOW INC | NOW | 280 | $42,893 | 0.00% |
| 107 | SYNOPSYS INC | SNPS | 87 | $40,866 | 0.00% |
| 108 | WEC ENERGY GROUP INC | WEC | 373 | $39,337 | 0.00% |
| 109 | EQUIFAX INC | EFX | 181 | $39,273 | 0.00% |
| 110 | ADOBE INC | ADBE | 112 | $39,199 | 0.00% |
| 111 | YUM BRANDS INC | YUM | 257 | $38,879 | 0.00% |
| 112 | COSTAR GROUP INC | CSGP | 524 | $35,234 | 0.00% |
| 113 | VEEVA SYS INC | VEEV | 156 | $34,824 | 0.00% |
| 114 | ZOETIS INC | ZTS | 273 | $34,349 | 0.00% |
| 115 | TRANSUNION | TRU | 371 | $31,813 | 0.00% |
| 116 | AUTOMATIC DATA PROCESSING IN | ADP | 122 | $31,382 | 0.00% |
| 117 | EDWARDS LIFESCIENCES CORP | EW | 345 | $29,411 | 0.00% |
| 118 | HONEYWELL INTL INC | 438516106 | 145 | $28,288 | 0.00% |
| 119 | STARBUCKS CORP | SBUX | 334 | $28,126 | 0.00% |
| 120 | NORTHROP GRUMMAN CORP | NOC | 49 | $27,940 | 0.00% |
| 121 | NIKE INC | NKE | 436 | $27,778 | 0.00% |
| 122 | MCCORMICK & CO INC | MKC-V | 400 | $27,244 | 0.00% |
| 123 | LOCKHEED MARTIN CORP | LMT | 51 | $24,667 | 0.00% |
| 124 | ALLEGION PLC | ALLE | 150 | $23,883 | 0.00% |
| 125 | LAUDER ESTEE COS INC | 518439104 | 201 | $21,049 | 0.00% |
| 126 | PAYPAL HLDGS INC | PYPL | 311 | $18,156 | 0.00% |
| 127 | MASIMO CORP | MASI | 123 | $15,997 | 0.00% |
| 128 | CROWN CASTLE INC | CCI | 180 | $15,997 | 0.00% |
| 129 | BECTON DICKINSON & CO | BDX | 82 | $15,914 | 0.00% |
| 130 | ILLUMINA INC | ILMN | 70 | $9,181 | 0.00% |