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The Analysis of NS Partners Ltd's Holdings & P&L

Currently, NS Partners Ltd holds 74 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in N/A (+84.3K shares, valued at $29.2M), N/A (+211.0K shares, valued at $22.3M), NOW (+103.2K shares, valued at $15.8M); decreased their positions in NVDA (-274.5K shares, valued at $51.2M), EQIX (-30.3K shares, valued at $23.2M), IBN (-288.9K shares, valued at $8.6M); initiated new positions in N/A (+84.3K shares, valued at $29.2M), N/A (+211.0K shares, valued at $22.3M), AUGO (+277.3K shares, valued at $14.0M).

1M P&L

+7.8M+0.37%

3M P&L

-552.5K-0.03%

HY P&L

-92.9M-4.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure282.0M

12.4%

2Semiconductors223.6M

9.8%

3Software - Application193.5M

8.5%

Top Industries by Stock Count

1Software - Application7 stocks

10.0%

2Medical Devices4 stocks

5.7%

3Financial Data & Stock Exchanges4 stocks

5.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP501.4K shares-3.24%2025-12-312026-02-10

NVDA NVIDIA CORPORATION1.2M shares-18.96%2025-12-312026-02-10

ALPHABET INC ALPHABET INC663.6K shares-0.60%2025-12-312026-02-10

AAPL APPLE INC554.6K shares0.37%2025-12-312026-02-10

AMZN AMAZON COM INC517.8K shares1.24%2025-12-312026-02-10

META META PLATFORMS INC170.6K shares-0.14%2025-12-312026-02-10

INTU INTUIT98.8K shares0.94%2025-12-312026-02-10

MA MASTERCARD INCORPORATED100.6K shares-0.44%2025-12-312026-02-10

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V VISA INC157.8K shares-2.42%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.160.6K shares-0.67%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC150.9K shares0.94%2025-12-312026-02-10

MSCI MSCI INC75.4K shares0.44%2025-12-312026-02-10

MAR MARRIOTT INTL INC NEW137.7K shares-5.65%2025-12-312026-02-10

SPGI S&P GLOBAL INC79.3K shares-0.58%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC72.3K shares0.07%2025-12-312026-02-10

SYK STRYKER CORPORATION111.3K shares1.69%2025-12-312026-02-10

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NEE NEXTERA ENERGY INC485.6K shares3.49%2025-12-312026-02-10

TMUS T-MOBILE US INC189.1K shares-3.06%2025-12-312026-02-10

MCO MOODYS CORP74.6K shares2.65%2025-12-312026-02-10

MCD MCDONALDS CORP121.0K shares-1.75%2025-12-312026-02-10

HDB HDFC BANK LTD949.0K shares31.17%2025-12-312026-02-10

BSX BOSTON SCIENTIFIC CORP359.3K shares0.25%2025-12-312026-02-10

KO COCA COLA CO448.0K shares0.63%2025-12-312026-02-10

BROADCOM INC BROADCOM INC84.3K sharesnew addition2025-12-312026-02-10

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VRSK VERISK ANALYTICS INC129.5K shares6.39%2025-12-312026-02-10

CRM SALESFORCE INC107.0K shares-0.30%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC5.1K shares-4.16%2025-12-312026-02-10

YUM YUM BRANDS INC173.8K shares1.36%2025-12-312026-02-10

BAC BANK AMERICA CORP468.8K shares0.63%2025-12-312026-02-10

MNST MONSTER BEVERAGE CORP NEW332.7K shares-3.41%2025-12-312026-02-10

VRSN VERISIGN INC104.2K shares1.65%2025-12-312026-02-10

IDXX IDEXX LABS INC35.6K shares-6.19%2025-12-312026-02-10

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ADBE ADOBE INC67.0K shares-0.33%2025-12-312026-02-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC211.0K sharesnew addition2025-12-312026-02-10

ZTS ZOETIS INC175.0K shares0.97%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN82.1K shares-5.71%2025-12-312026-02-10

EFX EQUIFAX INC94.8K shares0.00%2025-12-312026-02-10

FUTU FUTU HLDGS LTD124.8K shares-9.82%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP34.9K shares8.28%2025-12-312026-02-10

ADSK AUTODESK INC66.8K shares-0.27%2025-12-312026-02-10

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NOW SERVICENOW INC129.0K shares400.03%2025-12-312026-02-10

MKC MCCORMICK & CO INC251.2K shares1.26%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC104.9K shares6.66%2025-12-312026-02-10

HON HONEYWELL INTL INC85.3K shares-4.60%2025-12-312026-02-10

EW EDWARDS LIFESCIENCES CORP193.9K shares-3.61%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP32.4K shares0.84%2025-12-312026-02-10

GRAB GRAB HOLDINGS LIMITED3.1M shares17.84%2025-12-312026-02-10

VEEV VEEVA SYS INC68.6K shares0.05%2025-12-312026-02-10

Sponsored

NKE NIKE INC237.2K shares0.99%2025-12-312026-02-10

SBUX STARBUCKS CORP177.3K shares0.90%2025-12-312026-02-10

TRU TRANSUNION171.1K shares0.09%2025-12-312026-02-10

CSGP COSTAR GROUP INC215.0K shares0.08%2025-12-312026-02-10

SNPS SYNOPSYS INC30.3K shares4.07%2025-12-312026-02-10

AUGO AURA MINERALS INC277.3K sharesnew addition2025-12-312026-02-10

INFY INFOSYS LTD769.9K sharesnew addition2025-12-312026-02-10

CROWN CASTLE INC CROWN CASTLE INC153.6K shares2.69%2025-12-312026-02-10

Sponsored

TME TENCENT MUSIC ENTMT GROUP757.8K shares-31.19%2025-12-312026-02-10

EL LAUDER ESTEE COS INC119.2K shares1.63%2025-12-312026-02-10

BDX BECTON DICKINSON & CO58.8K shares-2.68%2025-12-312026-02-10

ALLE ALLEGION PLC71.7K shares-4.99%2025-12-312026-02-10

PYPL PAYPAL HLDGS INC163.6K shares-15.16%2025-12-312026-02-10

VALE VALE S A702.5K shares-13.79%2025-12-312026-02-10

VNET VNET GROUP INC937.5K shares36.52%2025-12-312026-02-10

ILMN ILLUMINA INC52.7K shares0.02%2025-12-312026-02-10

Sponsored

MASI MASIMO CORP42.3K shares-0.11%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD15.6K shares0.00%2025-12-312026-02-10

STZ CONSTELLATION BRANDS INC27.6K shares-1.78%2025-12-312026-02-10

SBS COMPANHIA DE SANEAMENTO BASI74.1K shares9.01%2025-12-312026-02-10

IBN ICICI BANK LIMITED38.8K shares-88.16%2025-12-312026-02-10

RYAAY RYANAIR HOLDINGS PLC12.8K shares-14.69%2025-12-312026-02-10

HD HOME DEPOT INC2.5K shares4.02%2025-12-312026-02-10

TECK TECK RESOURCES LTD6.8K sharesnew addition2025-12-312026-02-10

Sponsored

KSA ISHARES TR8.7K shares0.00%2025-12-312026-02-10

EQIX EQUINIX INC277 shares-99.09%2025-12-312026-02-10

MSFT

MICROSOFT CORP

-3.24%

Shares501.4K

Event2025-12-31

Filed2026-02-10

NVDA

NVIDIA CORPORATION

-18.96%

Shares1.2M

Event2025-12-31

Filed2026-02-10

ALPHABET INC

-0.60%

Shares663.6K

Event2025-12-31

Filed2026-02-10

AAPL

APPLE INC

0.37%

Shares554.6K

Event2025-12-31

Filed2026-02-10

AMZN

AMAZON COM INC

1.24%

Shares517.8K

Event2025-12-31

Filed2026-02-10