NS Partners Ltd

LONDON, X0 · CIK 1657111 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNS PARTNERS LTD (GB)

Others nearbyLondon
FamilyNS Partners Ltd · 2 related pages

As an employer

In the UK

Company	Town	Staff	Pay gap report	FCA register
NS PARTNERS LTD Private Limited Company	London

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$2.3bn reported value +4.4% vs Q1 2026

77positions

47.2%in top 10

18 new 11 added 47 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	977,258	$195.5m8.39%	8.39%	Reduced -217.3k	-217,327 -18.2%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	498,529	$176.1m7.56%	7.56%	Reduced -30.9k	-30,911 -5.8%
3	APPLE INC COM AAPL	AAPL	518,312	$150.0m6.43%	6.43%	Reduced -15.2k	-15,191 -2.9%
4	MICROSOFT CORP COM MSFT	MSFT	328,766	$122.6m5.26%	5.26%	Reduced -55.7k	-55,698 -14.5%
5	AMAZON COM INC COM AMZN	AMZN	432,524	$103.1m4.42%	4.42%	Reduced -10.9k	-10,925 -2.5%
6	APPLIED MATLS INC COM AMAT	AMAT	139,382	$100.8m4.32%	4.32%	Added +2.8k	+2,802 2.0%
7	BROADCOM INC COM AVGO	AVGO	176,623	$66.7m2.86%	2.86%	Added +122	+122 0.1%
8	META PLATFORMS INC CL A META	META	114,227	$64.3m2.76%	2.76%	Reduced -9.2k	-9,213 -7.5%
9	JPMORGAN CHASE & CO COM JPM	JPM	187,157	$61.3m2.63%	2.63%	Reduced -6.9k	-6,901 -3.6%
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	119,182	$59.6m2.56%	2.56%	Reduced -4.3k	-4,276 -3.5%
11	UNITEDHEALTH GROUP INC COM UNH	UNH	139,338	$57.9m2.48%	2.48%	Reduced -8.6k	-8,617 -5.8%
12	MICRON TECHNOLOGY INC COM MU	MU	43,692	$50.4m2.16%	2.16%	Added +14.5k	+14,518 49.8%
13	VISA INC COM CL A V	V	143,029	$49.1m2.11%	2.11%	Reduced -9.1k	-9,070 -6.0%
14	MASTERCARD INCORPORATED CL A MA	MA	92,360	$47.4m2.04%	2.04%	Reduced -3.2k	-3,151 -3.3%
15	GE VERNOVA INC COM GEV	GEV	35,557	$41.8m1.79%	1.79%	Added +961	+961 2.8%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	71,596	$41.6m1.78%	1.78%	New
17	MARRIOTT INTL INC NEW CL A MAR	MAR	108,102	$40.1m1.72%	1.72%	Reduced -25.5k	-25,463 -19.1%
18	GE AEROSPACE COM NEW GE	GE	106,543	$39.8m1.71%	1.71%	Added +554	+554 0.5%
19	NEXTERA ENERGY INC COM NEE	NEE	423,155	$37.1m1.59%	1.59%	Reduced -54.6k	-54,636 -11.4%
20	WEC ENERGY GROUP INC COM WEC	WEC	306,688	$35.8m1.54%	1.54%	Reduced -12.8k	-12,827 -4.0%
21	COCA COLA CO COM KO	KO	427,415	$34.7m1.49%	1.49%	Reduced -9.6k	-9,580 -2.2%
22	ELI LILLY & CO COM LLY	LLY	28,723	$34.5m1.48%	1.48%	Added +12.5k	+12,528 77.4%
23	BANK AMERICA CORP COM BAC	BAC	577,373	$32.9m1.41%	1.41%	Reduced -7.9k	-7,927 -1.4%
24	PHILIP MORRIS INTL INC COM PM	PM	176,470	$31.9m1.37%	1.37%	Reduced -3.1k	-3,122 -1.7%
25	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	64,637	$30.9m1.32%	1.32%	Reduced -7.9k	-7,920 -10.9%
26	MONSTER BEVERAGE CORP NEW COM MNST	MNST	310,132	$29.8m1.28%	1.28%	Reduced -19.0k	-18,989 -5.8%
27	LAM RESEARCH CORP COM NEW LRCX	LRCX	63,560	$27.5m1.18%	1.18%	New
28	VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS VIST	VIST	431,270	$27.5m1.18%	1.18%	Reduced -30.1k	-30,100 -6.5%
29	YUM BRANDS INC COM YUM	YUM	171,184	$27.4m1.17%	1.17%	Reduced -22.4k	-22,366 -11.6%
30	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,029,571	$26.6m1.14%	1.14%	Added +61.1k	+61,100 6.3%
31	STRYKER CORPORATION COM SYK	SYK	83,396	$26.3m1.13%	1.13%	Reduced -23.9k	-23,868 -22.2%
32	VERISIGN INC COM VRSN	VRSN	99,126	$24.9m1.07%	1.07%	Reduced -2.6k	-2,644 -2.6%
33	EXXON MOBIL CORP COM XOM	XOM	171,076	$23.4m1.00%	1.00%	Reduced -11.8k	-11,810 -6.5%
34	T-MOBILE US INC COM TMUS	TMUS	135,454	$22.7m0.97%	0.97%	Reduced -50.4k	-50,397 -27.1%
35	INTEL CORP COM INTC	INTC	161,274	$22.5m0.97%	0.97%	New
36	LINDE PLC SHS LIN	LIN	40,517	$21.0m0.90%	0.90%	New
37	CHEVRON CORP NEW COM CVX	CVX	126,393	$21.0m0.90%	0.90%	Reduced -5.3k	-5,348 -4.1%
38	WELLS FARGO CO NEW COM WFC	WFC	251,373	$20.8m0.89%	0.89%	Reduced -11.4k	-11,445 -4.3%
39	AUTOZONE INC COM AZO	AZO	5,973	$19.1m0.82%	0.82%	Added +5.9k	+5,854 4919.3%
40	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	45,873	$18.2m0.78%	0.78%	Reduced -25.6k	-25,614 -35.8%
41	ITAU UNIBANCO HLDG S A SPON ADR REP PFD ITUB	ITUB	2,083,100	$17.0m0.73%	0.73%	New
42	AMPHENOL CORP CL A APH	APH	96,267	$17.0m0.73%	0.73%	Reduced -97.1k	-97,077 -50.2%
43	NORTHROP GRUMMAN CORP COM NOC	NOC	30,180	$15.4m0.66%	0.66%	Reduced -3.9k	-3,861 -11.3%
44	IDEXX LABS INC COM IDXX	IDXX	28,950	$15.2m0.65%	0.65%	Reduced -6.3k	-6,261 -17.8%
45	LOCKHEED MARTIN CORP COM LMT	LMT	27,709	$14.1m0.61%	0.61%	Reduced -4.0k	-4,018 -12.7%
46	FLEX LTD ORD FLEX	FLEX	83,288	$13.5m0.58%	0.58%	New
47	SYNOPSYS INC COM SNPS	SNPS	29,579	$13.2m0.57%	0.57%	Reduced -237	-237 -0.8%
48	BOSTON SCIENTIFIC CORP COM BSX	BSX	289,367	$12.4m0.53%	0.53%	Reduced -69.2k	-69,213 -19.3%
49	EDWARDS LIFESCIENCES CORP COM EW	EW	130,801	$11.8m0.51%	0.51%	Reduced -62.4k	-62,432 -32.3%
50	MCDONALDS CORP COM MCD	MCD	41,072	$11.1m0.48%	0.48%	Reduced -76.1k	-76,067 -64.9%
51	CROWN CASTLE INC COM CCI	CCI	146,359	$11.1m0.48%	0.48%	Reduced -7.3k	-7,326 -4.8%
52	AT&T INC COM T	T	499,579	$10.3m0.44%	0.44%	Reduced -743.6k	-743,636 -59.8%
53	TEXAS INSTRS INC COM TXN	TXN	32,084	$9.6m0.41%	0.41%	New
54	VERTIV HOLDINGS CO COM CL A VRT	VRT	28,447	$9.5m0.41%	0.41%	New
55	HONEYWELL INTL INC COM HON	HON	40,892	$9.2m0.39%	0.39%	New
56	HONEYWELL AEROSPACE INC COM HONA	HONA	40,892	$9.0m0.39%	0.39%	New
57	CISCO SYS INC COM CSCO	CSCO	75,094	$8.8m0.38%	0.38%	New
58	ORACLE CORP COM ORCL	ORCL	59,674	$8.7m0.38%	0.38%	New
59	CATERPILLAR INC COM CAT	CAT	6,377	$6.8m0.29%	0.29%	New
60	MARVELL TECHNOLOGY INC COM MRVL	MRVL	22,720	$6.8m0.29%	0.29%	New
61	ALLEGION PLC ORD SHS ALLE	ALLE	46,708	$6.6m0.28%	0.28%	Reduced -25.0k	-24,975 -34.8%
62	VALE S A SPONSORED ADS VALE	VALE	383,400	$5.8m0.25%	0.25%	Reduced -206.8k	-206,800 -35.0%
63	GLOBANT S A COM GLOB	GLOB	167,500	$4.8m0.21%	0.21%	New
64	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	297,413	$4.8m0.21%	0.21%	Reduced -487.4k	-487,400 -62.1%
65	WATERS CORP COM WAT	WAT	6,511	$2.4m0.10%	0.10%	Reduced -1.3k	-1,347 -17.1%
66	COMPANHIA DE SANEAMENTO BASI SPONSORED ADR SBS	SBS	364,445	$2.1m0.09%	0.09%	Reduced -18.3k	-18,300 -4.8%
67	LUMENTUM HLDGS INC COM LITE	LITE	1,946	$1.7m0.07%	0.07%	New
68	FABRINET SHS FN	FN	2,861	$1.6m0.07%	0.07%	New
69	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	19,081	$1.2m0.05%	0.05%	Added +1.9k	+1,900 11.1%
70	BAIDU INC SPON ADR REP A BIDU	BIDU	10,400	$1.2m0.05%	0.05%	New
71	UNION PAC CORP COM UNP	UNP	3,544	$964.0k0.04%	0.04%	Added +86	+86 2.5%
72	PROCTER AND GAMBLE CO COM PG	PG	3,918	$574.5k0.02%	0.02%	Reduced -72	-72 -1.8%
73	HOME DEPOT INC COM HD	HD	1,376	$485.3k0.02%	0.02%	Reduced -1.9k	-1,855 -57.4%
74	CME GROUP INC COM CME	CME	1,924	$424.9k0.02%	0.02%	Unchanged
75	TECK RESOURCES LTD CL B TECK	TECK	5,900	$351.0k0.02%	0.02%	Reduced -3.0k	-3,000 -33.7%
76	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	7,500	$312.9k0.01%	0.01%	Reduced -348.6k	-348,600 -97.9%
77	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,880	$249.0k0.01%	0.01%	Added +1.8k	+1,765 42.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ZOETIS INC ZTS	ZTS	171,955	$20.3m172.0k shares
HONEYWELL INTL INC		41,844	$18.9m41.8k shares
FUTU HLDGS LTD FUTU	FUTU	124,956	$17.1m125.0k shares
CREDICORP LTD BAP	BAP	49,657	$16.8m49.7k shares
STARBUCKS CORP SBUX	SBUX	171,552	$15.4m171.6k shares
NIKE INC NKE	NKE	231,075	$12.2m231.1k shares
MCCORMICK & CO INC MKC	MKC	237,922	$12.0m237.9k shares
BECTON DICKINSON & CO BDX	BDX	57,396	$9.0m57.4k shares
LAUDER ESTEE COS INC EL	EL	117,704	$8.4m117.7k shares
MASIMO CORP MASI	MASI	42,004	$7.5m42.0k shares
CONSTELLATION BRANDS INC STZ	STZ	27,023	$4.1m27.0k shares
SUZANO S A SUZ	SUZ	390,900	$3.9m390.9k shares