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: $2.33B77 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$41.6M	1.8%	71,596 SH	New
ALLEGION PLC	ORD SHS	$6.6M	0.3%Prev: 0.4%	46,708 SH	Decreased-28,663 SH
ALPHABET INC	CAP STK CL C	$176.1M	7.6%Prev: 4.9%	498,529 SH	Increased-171,793 SH
AMAZON COM INC	COM	$103.1M	4.4%Prev: 4.1%	432,524 SH	Increased-20,310 SH
AMPHENOL CORP	CL A	$17.0M	0.7%	96,267 SH	New
APPLE INC	COM	$150.0M	6.4%Prev: 4.7%	518,312 SH	Increased-39,286 SH
APPLIED MATLS INC	COM	$100.8M	4.3%	139,382 SH	New
AT&T INC	COM	$10.3M	0.4%	499,579 SH	New
AUTOZONE INC	COM	$19.1M	0.8%	5,973 SH	New
BAIDU INC	SPON ADR REP A	$1.2M	0.1%	10,400 SH	New
BANK OF AMER CORP	COM	$32.9M	1.4%	577,373 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$59.6M	2.6%	119,182 SH	New
BOSTON SCIENTIFIC CORP	COM	$12.4M	0.5%Prev: 1.6%	289,367 SH	Decreased-69,284 SH
BROADCOM INC	COM	$66.7M	2.9%	176,623 SH	New
CATERPILLAR INC	COM	$6.8M	0.3%	6,377 SH	New
CHEVRON CORPORATION	COM	$21.0M	0.9%	126,393 SH	New
CISCO SYS INC	COM	$8.8M	0.4%	75,094 SH	New
CME GROUP INC	COM	$425K	0.0%	1,924 SH	New
COCA COLA CO	COM	$34.7M	1.5%Prev: 1.3%	427,415 SH	Increased-20,648 SH
COMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	$2.1M	0.1%	364,445 SH	New
CROWN CASTLE INC	COM	$11.1M	0.5%Prev: 0.6%	146,359 SH	Decreased-4,757 SH
EDWARDS LIFESCIENCES CORP	COM	$11.8M	0.5%Prev: 0.6%	130,801 SH	Decreased-70,500 SH
ELI LILLY & CO	COM	$34.5M	1.5%	28,723 SH	New
EXXON MOBIL CORP	COM	$23.4M	1.0%	171,076 SH	New
FABRINET	SHS	$1.6M	0.1%	2,861 SH	New
FLEX LTD	ORD	$13.5M	0.6%	83,288 SH	New
GE AEROSPACE	COM NEW	$39.8M	1.7%	106,543 SH	New
GE VERNOVA INC	COM	$41.8M	1.8%	35,557 SH	New
GLOBANT S A	COM	$4.8M	0.2%	167,500 SH	New
H WORLD GROUP LTD	SPONSORED ADS	$313K	0.0%	7,500 SH	New
HDFC BANK LTD	SPONSORED ADS	$26.6M	1.1%Prev: 1.1%	1,029,571 SH	Decreased+677,782 SH
HOME DEPOT INC	COM	$485K	0.0%Prev: 0.0%	1,376 SH	Decreased-1,478 SH
HONEYWELL AEROSPACE INC	COM	$9.0M	0.4%	40,892 SH	New
HONEYWELL INTL INC	COM	$9.2M	0.4%Prev: 0.8%	40,892 SH	Decreased-48,449 SH
IDEXX LABS INC	COM	$15.2M	0.7%Prev: 0.8%	28,950 SH	Decreased-9,044 SH
INTEL CORP	COM	$22.5M	1.0%	161,274 SH	New
INTUITIVE SURGICAL INC	COM NEW	$18.2M	0.8%Prev: 1.6%	45,873 SH	Decreased-26,324 SH
ITAU UNIBANCO HLDG S A	SPON ADR REP PFD	$17.0M	0.7%	2,083,100 SH	New
JPMORGAN CHASE & CO	COM	$61.3M	2.6%	187,157 SH	New
LAM RESEARCH CORP	COM NEW	$27.5M	1.2%	63,560 SH	New
LINDE PLC	SHS	$21.0M	0.9%	40,517 SH	New
LOCKHEED MARTIN CORP	COM	$14.1M	0.6%Prev: 0.6%	27,709 SH	Decreased-4,646 SH
LUMENTUM HLDGS INC	COM	$1.7M	0.1%	1,946 SH	New
MARRIOTT INTL INC NEW	CL A	$40.1M	1.7%Prev: 1.6%	108,102 SH	Decreased-38,665 SH
MARVELL TECHNOLOGY INC	COM	$6.8M	0.3%	22,720 SH	New
MASTERCARD INCORPORATED	CL A	$47.4M	2.0%Prev: 2.3%	92,360 SH	Decreased-10,069 SH
MCDONALDS CORP	COM	$11.1M	0.5%Prev: 1.5%	41,072 SH	Decreased-82,760 SH
META PLATFORMS INC	CL A	$64.3M	2.8%Prev: 5.0%	114,227 SH	Decreased-52,676 SH
MICRON TECHNOLOGY INC	COM	$50.4M	2.2%	43,692 SH	New
MICROSOFT CORP	COM	$122.6M	5.3%Prev: 10.4%	328,766 SH	Decreased-184,065 SH
MONSTER BEVERAGE CORP NEW	COM	$29.8M	1.3%Prev: 0.9%	310,132 SH	Increased-34,049 SH
NEXTERA ENERGY INC	COM	$37.1M	1.6%Prev: 1.3%	423,155 SH	Increased-48,120 SH
NORTHROP GRUMMAN CORP	COM	$15.4M	0.7%Prev: 0.7%	30,180 SH	Decreased-2,339 SH
NVIDIA CORPORATION	COM	$195.5M	8.4%Prev: 9.7%	977,258 SH	Decreased-521,666 SH
ORACLE CORP	COM	$8.7M	0.4%	59,674 SH	New
PETROLEO BRASILEIRO S A	SPONSORED ADR	$4.8M	0.2%	297,413 SH	New
PHILIP MORRIS INTL INC	COM	$31.9M	1.4%Prev: 0.6%	176,470 SH	Increased+89,531 SH
PROCTER & GAMBLE CO	COM	$575K	0.0%	3,918 SH	New
RYANAIR HOLDINGS PLC	SPONSORED ADR	$1.2M	0.1%Prev: 0.0%	19,081 SH	Increased+4,106 SH
STRYKER CORPORATION	COM	$26.3M	1.1%Prev: 1.8%	83,396 SH	Decreased-25,984 SH
SYNOPSYS INC	COM	$13.2M	0.6%	29,579 SH	New
T-MOBILE US INC	COM	$22.7M	1.0%Prev: 1.9%	135,454 SH	Decreased-59,256 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$30.9M	1.3%	64,637 SH	New
TECK RESOURCES LTD	CL B	$351K	0.0%	5,900 SH	New
TEXAS INSTRS INC	COM	$9.6M	0.4%	32,084 SH	New
UNION PAC CORP	COM	$964K	0.0%	3,544 SH	New
UNITEDHEALTH GROUP INC	COM	$57.9M	2.5%Prev: 1.6%	139,338 SH	Increased+13,858 SH
VALE S A	SPONSORED ADS	$5.8M	0.2%Prev: 0.0%	383,400 SH	Increased+278,700 SH
VERISIGN INC	COM	$24.9M	1.1%Prev: 1.2%	99,126 SH	Decreased-3,511 SH
VERIZON COMMUNICATIONS INC	COM	$249K	0.0%	5,880 SH	New
VERTIV HOLDINGS CO	COM CL A	$9.5M	0.4%	28,447 SH	New
VISA INC	COM CL A	$49.1M	2.1%Prev: 2.4%	143,029 SH	Decreased-21,422 SH
VISTA ENERGY S.A.B. DE C.V.	SPONSORED ADS	$27.5M	1.2%	431,270 SH	New
WATERS CORP	COM	$2.4M	0.1%	6,511 SH	New
WEC ENERGY GROUP INC	COM	$35.8M	1.5%	306,688 SH	New
WELLS FARGO & CO	COM	$20.8M	0.9%	251,373 SH	New
YUM BRANDS INC	COM	$27.4M	1.2%Prev: 1.0%	171,184 SH	Increased-1,343 SH

Sold (vs prior filing)

ADOBE INC — $26.0M
ANSYS INC — $9.9M
AUTODESK INC — $20.7M
AUTOMATIC DATA PROCESSING IN — $27.0M
BANK AMERICA CORP — $22.1M
BECTON DICKINSON & CO — $10.5M
BOOKING HOLDINGS INC — $30.8M
CONSTELLATION BRANDS INC — $4.6M
COSTAR GROUP INC — $17.2M
CREDICORP LTD — $13.5M
EQUIFAX INC — $24.6M
EQUINIX INC — $24.4M
FUTU HLDGS LTD — $8.6M
GRAB HOLDINGS LIMITED — $15.2M
GRUPO FINANCIERO GALICIA S.A — $9.7M
ICICI BANK LIMITED — $11.3M
ILLUMINA INC — $5.0M
INTUIT — $77.1M
ISHARES TR — $378K
JPMORGAN CHASE & CO. — $47.2M
… and 20 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