NS Partners Ltd

CIK 0001657111 • 6 13F filings • May 12, 2025 – Aug 13, 2026

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Filer information

Filed by: NS Partners Ltd, Chief Compliance Officer
Address: SOUTHWEST HOUSE, 11A REGENT STREET ST. JAMES'S, LONDON, X0, SW1Y 4LR
Phone: 011 44 203 535 8100
AUM: $2.55B

AUM over time

$2.33B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $2.59B74 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$23.7M	0.9%	67,179 SH	New
ALLEGION PLC	ORD SHS	$13.4M	0.5%Prev: 0.3%	75,428 SH	Increased+28,720 SH
ALPHABET INC	CAP STK CL C	$162.6M	6.3%Prev: 7.6%	667,593 SH	Decreased+169,064 SH
AMAZON COM INC	COM	$112.3M	4.3%Prev: 4.4%	511,444 SH	Increased+78,920 SH
APPLE INC	COM	$140.7M	5.4%Prev: 6.4%	552,568 SH	Decreased+34,256 SH
AUTODESK INC	COM	$21.3M	0.8%	66,985 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$25.6M	1.0%	87,082 SH	New
BANK AMERICA CORP	COM	$24.0M	0.9%	465,878 SH	New
BECTON DICKINSON & CO	COM	$11.3M	0.4%	60,434 SH	New
BOOKING HOLDINGS INC	COM	$28.7M	1.1%	5,312 SH	New
BOSTON SCIENTIFIC CORP	COM	$35.0M	1.4%Prev: 0.5%	358,366 SH	Increased+68,999 SH
COCA COLA CO	COM	$29.5M	1.1%Prev: 1.5%	445,159 SH	Decreased+17,744 SH
COMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	$1.7M	0.1%Prev: 0.1%	68,000 SH	Decreased-296,445 SH
CONSTELLATION BRANDS INC	CL A	$3.8M	0.1%	28,143 SH	New
COSTAR GROUP INC	COM	$18.1M	0.7%	214,803 SH	New
CREDICORP LTD	COM	$10.7M	0.4%	40,217 SH	New
CROWN CASTLE INC	COM	$14.4M	0.6%Prev: 0.5%	149,594 SH	Increased+3,235 SH
EDWARDS LIFESCIENCES CORP	COM	$15.6M	0.6%Prev: 0.5%	201,212 SH	Increased+70,411 SH
EQUIFAX INC	COM	$24.3M	0.9%	94,791 SH	New
EQUINIX INC	COM	$23.9M	0.9%	30,531 SH	New
FUTU HLDGS LTD	SPON ADS CL A	$24.1M	0.9%	138,442 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$16.0M	0.6%	2,651,810 SH	New
HDFC BANK LTD	SPONSORED ADS	$24.7M	1.0%Prev: 1.1%	723,478 SH	Decreased-306,093 SH
HOME DEPOT INC	COM	$968K	0.0%Prev: 0.0%	2,389 SH	Increased+1,013 SH
HONEYWELL INTL INC	COM	$18.8M	0.7%Prev: 0.4%	89,413 SH	Increased+48,521 SH
ICICI BANK LIMITED	ADR	$9.9M	0.4%	327,687 SH	New
IDEXX LABS INC	COM	$24.2M	0.9%Prev: 0.7%	37,910 SH	Increased+8,960 SH
ILLUMINA INC	COM	$5.0M	0.2%	52,706 SH	New
INTUIT	COM	$66.8M	2.6%	97,844 SH	New
INTUITIVE SURGICAL INC	COM NEW	$32.3M	1.2%Prev: 0.8%	72,206 SH	Increased+26,333 SH
ISHARES TR	MSCI SAUDI ARBIA	$353K	0.0%	8,700 SH	New
JPMORGAN CHASE & CO.	COM	$51.0M	2.0%	161,720 SH	New
KENVUE INC	COM	$8.2M	0.3%	505,762 SH	New
LAUDER ESTEE COS INC	CL A	$10.3M	0.4%	117,330 SH	New
LOCKHEED MARTIN CORP	COM	$16.1M	0.6%Prev: 0.6%	32,159 SH	Increased+4,450 SH
MARRIOTT INTL INC NEW	CL A	$38.0M	1.5%Prev: 1.7%	145,937 SH	Decreased+37,835 SH
MASIMO CORP	COM	$6.3M	0.2%	42,394 SH	New
MASTERCARD INCORPORATED	CL A	$57.5M	2.2%Prev: 2.0%	101,080 SH	Increased+8,720 SH
MCCORMICK & CO INC	COM NON VTG	$16.6M	0.6%	248,095 SH	New
MCDONALDS CORP	COM	$37.4M	1.4%Prev: 0.5%	123,119 SH	Increased+82,047 SH
META PLATFORMS INC	CL A	$125.4M	4.9%Prev: 2.8%	170,787 SH	Increased+56,560 SH
MICROSOFT CORP	COM	$268.4M	10.4%Prev: 5.3%	518,184 SH	Increased+189,418 SH
MONSTER BEVERAGE CORP NEW	COM	$23.2M	0.9%Prev: 1.3%	344,479 SH	Decreased+34,347 SH
MOODYS CORP	COM	$34.6M	1.3%	72,713 SH	New
MSCI INC	COM	$42.6M	1.6%	75,053 SH	New
NEXTERA ENERGY INC	COM	$35.4M	1.4%Prev: 1.6%	469,236 SH	Decreased+46,081 SH
NIKE INC	CL B	$16.4M	0.6%	234,907 SH	New
NORTHROP GRUMMAN CORP	COM	$19.6M	0.8%Prev: 0.7%	32,218 SH	Increased+2,038 SH
NVIDIA CORPORATION	COM	$270.1M	10.5%Prev: 8.4%	1,447,886 SH	Increased+470,628 SH
PAYPAL HLDGS INC	COM	$12.9M	0.5%	192,837 SH	New
PHILIP MORRIS INTL INC	COM	$16.0M	0.6%Prev: 1.4%	98,376 SH	Decreased-78,094 SH
QFIN HOLDINGS INC	AMERICAN DEP	$5.2M	0.2%	179,447 SH	New
RYANAIR HOLDINGS PLC	SPONSORED ADR	$902K	0.0%Prev: 0.1%	14,975 SH	Decreased-4,106 SH
S&P GLOBAL INC	COM	$38.8M	1.5%	79,790 SH	New
SALESFORCE INC	COM	$25.4M	1.0%	107,321 SH	New
SERVICENOW INC	COM	$23.7M	0.9%	25,803 SH	New
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$262K	0.0%	6,100 SH	New
STARBUCKS CORP	COM	$14.9M	0.6%	175,711 SH	New
STRYKER CORPORATION	COM	$40.4M	1.6%Prev: 1.1%	109,418 SH	Increased+26,022 SH
SYNOPSYS INC	COM	$14.4M	0.6%Prev: 0.6%	29,105 SH	Increased-474 SH
T-MOBILE US INC	COM	$46.7M	1.8%Prev: 1.0%	195,075 SH	Increased+59,621 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$4.4M	0.2%	15,618 SH	New
TENCENT MUSIC ENTMT GROUP	SPON ADS	$25.7M	1.0%	1,101,300 SH	New
TRANSUNION	COM	$14.3M	0.6%	170,919 SH	New
UNITEDHEALTH GROUP INC	COM	$51.6M	2.0%Prev: 2.5%	149,512 SH	Decreased+10,174 SH
VALE S A	SPONSORED ADS	$8.8M	0.3%Prev: 0.2%	814,900 SH	Increased+431,500 SH
VEEVA SYS INC	CL A COM	$20.4M	0.8%	68,558 SH	New
VERISIGN INC	COM	$28.6M	1.1%Prev: 1.1%	102,469 SH	Increased+3,343 SH
VERISK ANALYTICS INC	COM	$30.6M	1.2%	121,730 SH	New
VISA INC	COM CL A	$55.2M	2.1%Prev: 2.1%	161,729 SH	Increased+18,700 SH
VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$6.2M	0.2%Prev: 1.2%	180,100 SH	Decreased-251,170 SH
VNET GROUP INC	SPONSORED ADS A	$7.1M	0.3%	686,700 SH	New
YUM BRANDS INC	COM	$26.1M	1.0%Prev: 1.2%	171,503 SH	Decreased+319 SH
ZOETIS INC	CL A	$25.4M	1.0%	173,339 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $41.6M
AMPHENOL CORP — $17.0M
APPLIED MATLS INC — $100.8M
AT&T INC — $10.3M
AUTOZONE INC — $19.1M
BAIDU INC — $1.2M
BANK OF AMER CORP — $32.9M
BERKSHIRE HATHAWAY INC DEL — $59.6M
BROADCOM INC — $66.7M
CATERPILLAR INC — $6.8M
CHEVRON CORPORATION — $21.0M
CISCO SYS INC — $8.8M
CME GROUP INC — $425K
ELI LILLY & CO — $34.5M
EXXON MOBIL CORP — $23.4M
FABRINET — $1.6M
FLEX LTD — $13.5M
GE AEROSPACE — $39.8M
GE VERNOVA INC — $41.8M
GLOBANT S A — $4.8M
… and 22 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001657111-26-000001	$2.55B	View
Nov 13, 2025	Q3 2025	13F-HR	0001657111-25-000008	$2.59B	View
Aug 13, 2026	Q2 2026